From HWTs to ELHTs: The End of Health and Welfare Trusts?

  Free to International Foundation and ISCEBS Members

RECORDED – April 4, 2018
3:00-4:30 p.m. ET

Webcast held in partnership with The Multi-Employer Benefit Plan Council of Canada (MEBCO)

The federal budget has proposed the end of health and welfare trusts (HWTs) and will no longer apply their administrative positions to HWTs after the end of 2020. Trusts that do not convert to employee life and health trusts (ELHTs), or windup, will be subject to normal income tax rules for trusts.

This webcast will review rules associated with ELHTs and detail how they differ from HWTs. In addition, we will focus on what plan sponsors and trustees should be thinking about and how best to prepare for these changes. Are there compliance and legal issues to consider? Learn about the advantages of ELHTs. A comparison of the issues raised upon the issuance of Income Tax Folio S2-F1-C1 to the ELHT rules will provide further insight. Hear both single employer and multi-employer perspectives.

Consultation on the transition will be open until June 29. The government will then draft legislative proposals and transitional guidance. This Webcast will discuss issues to consider for consultation.

David Veld, Partner [view bio]
BDO Canada LLP
Burlington, ON

Roberto Tomassini, Partner [view bio]
Koskie Minsky LLP
Toronto, ON

Cameron Hunter, Sr Consulting Actuary and Principal [view bio]
Eckler Ltd.
Toronto, ON

Ellen Whelan, Principal [view bio]
Eckler Ltd.
Toronto, ON


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