Product Details

Author: Jeremy Bell, Gregory M. Heise, Ian Lee, Ph.D., Paul Moist, John Y. Trieu Published: 11/10/2015 Copyright: 2015 Product Number: 15VB4

Learn the latest Canadian investment strategies from Canadian industry experts. This three-part video presentation package was recorded at the 48th Canadian Annual Employee Benefits Conference. Each session is 1 hour 15 minutes long.

Access is provided via "My E-Learning" on the Foundation's website for 180 days from the date of purchase.

Public Sector Pension Plans Under Fire
Ian Lee, Ph.D., Assistant Professor, Sprott School of Business, Carleton University
Paul Moist, President Emeritus, Canadian Union of Public Employees (CUPE)

  • ​The purpose of valuations, 5500s and auditor reports
  • Recent history of public plans
  • Erosion of retirement security
  • Portrayal of public pensions in the media
  • Preserving public pension plans
  • Role of Expanded CPP and ORPP
  • What does the future hold?

Macro View of Public Sector Long Term Disability Plans
John Y. Trieu, CEBS, Partner, Morneau Shepell
Long-term disability (LTD) plans are an integral part of total compensation, particularly in the Canadian public sector. This session will:

  • Provide an overview of the various delivery models within Canada
  • Highlight qualitative and quantitative approaches to program management
  • Explore general trends affecting public sector disability plans.

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Sustainability of Public Sector Pension Plans
Jeremy Bell, CFA, FCIA, FSA, and Gregory M. Heise, FCIA, FSA, both Partners at George & Bell Consulting, Inc
This session will provide a discussion of government-provided retirement programs (e.g., CPP and OAS) and public sector pensions from around the developed world:

  • Benefit levels
  • Prevalent actuarial assumptions and funding
  • Investment strategies
  • A summary of major recent and proposed changes.


  • Member-US: US$150.00
  • Non-Member-US: US$225.00

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