Resources

In a rapidly changing and increasingly global environment, both pensions and tax law lend themselves to rising uncertainty.

Our popular annual regulatory forum is returning once again. Join us as we bring together the organizations that support pensions regulation in Ontario.

Pensions and benefits law and tax law converge in critical ways. More often than not, a decision made in one area requires understanding of the potential consequences in the other.

We look at the progress of the Bill, assess its potential impact on your Ontario clients, and discuss the dichotomy between member rights and plan funding, and reducing amendments. Hear how Québec is moving into a new era of “you take your chances” and the eventual end of fighting over surplus.

This topical seminar provides a legal overview of the intersection of SRI and ESG factors on the one hand, and the pension plan administrator’s long-standing fiduciary duty to invest pension funds prudently on the other.

Make the most of the opportunity to hear from the Ontario Ministry of Finance Pension Policy and Broader Public Sector Pensions Branches on significant Ontario government pension initiatives, including those announced in the 2014 Budget and Speech from the Throne.

In October 2012, the Court of Appeal’s decision in Carrigan v. Carrigan turned the priority scheme for pre-retirement death benefits on its head.

This popular annual forum brings together representatives from the Office of the Superintendent of Financial Institutions (OSFI) and the Financial Services Commission of Ontario (FSCO) to discuss critical issues and questions relating to the latest developments in Pension Law.

Our expert panel of speakers will discuss the close inter-relationship between pension and benefits law and employment and labour law in pension/benefits plan redesign, in terminating employment and in changing post-retirement/post-termination benefits.

Representatives from the Office of the Superintendent of Financial Institutions (OSFI), the Financial Services Commission of Ontario (FSCO) and the Ontario Ministry of Finance (MOF) participate in panel discussions and address questions on shared risk plans, letters of credit, family law matters