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Canadian Legal & Legislative Update Session Schedule and Handouts

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Session handouts were available to registered attendees from Thursday, May 11 through Tuesday, July 18. Please contact if you have questions or need assistance.

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Thursday, May 18

8:30 AM – 9:30 AM

CLL01  Keynote: What the Forces of Change Mean for Job and Income Security

Hon. Robert Rae Speaker
Senior Partner
Olthuis Kleer Townshend LLP
Toronto, ON

Peter O'Hara Moderator
Director, Account Management/Consulting
The PBAS Group
Toronto, ON

- The big changes in the economy and society that are driving the pensions and benefits agenda for all governments - Precarious jobs, families with multiple jobs, and having difficulty saving for the future - Employers failing to provide benefits; governments not keeping up with changes - Result: Workforce is less secure and changes keep on coming (#15—Legal/Legislative Update)

9:45 AM – 10:45 AM

CLL02  Canada Pension Plan (CPP) Expansion—Changes & Implications

Frederick Vettese Speaker
Chief Actuary
Morneau Shepell
Toronto, ON

Sonia Massicotte, LL.B. Moderator
Lawyer and Consultant
PBI Actuarial Consultants Ltd.
Montreal, QC

Now that British Columbia has received input from stakeholders and agreed to support expansion, the Federal government has a green light to move forward. To best support plan sponsors, the following questions will be answered: • What exactly are the details? • What does the expansion entail? —Will you have to change your plan? —Are plans going to be required to contribute? —What are the design issues? —What is the timeline and what compliance-based steps should you take now to prepare? (#16—Pension)

11:00 AM – 12:15 PM

CLL03  Is Your Solvency Funding At Risk?

Lester J. Wong Panelist
Deputy Superintendent of Pensions
Financial Services Commission of Ontario
Toronto, ON

Michael J. Peters Panelist
Acting Superintendent of Pensions
The Financial Institutions Commission of British Columbia (FICOM)
Vancouver, BC

Randy V. Bauslaugh, LL.B. Panel Facilitator
National Practice Leader, Pensions, Benefits and Executive Compensation
McCarthy Tétrault LLP
Toronto, Ontario

Rene Beaudry, FICA, FSA Panelist
Normandin Beaudry
Montreal, QC

This cross-country checkup on pension solvency funding will address the most pressing issues on the minds of pension trustees, including • Legal developments around funding plans notices • Legislation & regulations on solvency relief by province —East/West differences —Quebec’s new funding rules • Compliance to provincial laws • David Marshall Report • What direction are we heading? (#16—Pension)

1:30 PM – 2:30 AM

CLL04  Legal Cases & Legislation Shaping Our Industry

Harold F. Caley, LL.B. Co-Speaker
Counsel to CaleyWray
CaleyWray, Labour and Employment Lawyers
Toronto, ON

Rainer H. Semler, CEBS Moderator
Director of Pension and Health and Wellness Benefits
Operating Engineers Local 955 Health & Welfare and Pension Trust Funds
Edmonton, Alberta

Scott Sweatman, LL.B. Co-Speaker
Dentons Canada LLP
Vancouver, BC

Get the latest need-to-know information across Canada. Topics include: • Long term disability • Brian Day’s court challenge • Bill S-201 (Genetic Non-Discrimination Act) • Post-retirement liability • Target benefit plans and other pension reform (#15—Legal/Legislative Update)

2:45 PM – 3:45 PM

CLL05  Best Practices in Benefit Plan Funding

D. Cameron Hunter, FCIA, FSA Co-Speaker
Senior Consulting Actuary and Principal
Eckler Ltd.
Toronto, ON

Jim Pearson Moderator
UniteHere International Union
Burnaby, BC

Roberto A. Tomassini, LL.B. Co-Speaker
Koskie Minsky LLP
Toronto, ON

Benefit plan trustees have a duty to ensure that members’ contributions are properly spent. Unlike pension plans, benefit plans can have too much money. Why is that the case, and what is the appropriate level of funding for a benefit plan? Learn about: • Best practices in funding various benefits, including retiree health • Legislative requirements • Income Tax Folio S2-F1-C1: Health and Welfare Trusts • Reserves —How much should be held in each reserve to ensure expected benefits will be paid? • Health & welfare trusts vs. ELHTs (#12—Health and Welfare)

4:00 PM – 5:00 PM

CLL06  The Trump Administration and Republican Led Congress: What Does It Mean for Canada?

Ian Lee, Ph.D. Co-Speaker
Associate Professor
Carleton University, Sprott School of Business
Ottawa, ON

John F. Blair Moderator
Executive Director
Canada Masonry Centre
Mississauga, ON

Shane E. Doucet Co-Speaker
Doucet Consulting Solutions LLC
Washington, DC

• Political process • Environment and energy —Auto industry (CAFE Standards) —Renewable and nonrenewable energy —Paris Accord and climate change • Trade and tax —NAFTA —Corporate income tax reform/Border Adjustment Tax • Other challenges and opportunities for Canada (#15—Legal/Legislative Update)