12th Annual Pension & Benefits Seminar
November 8, 2022
Time of event
Inflation, COVID, climate change, cyber-security, crypto currency, a more interventionist regulator, plan sustainability and new plans that seem too good to be true. How are workplace pension and benefit plans responding to recent trends, risks and opportunities? What are you doing? What are we seeing?
This year our lawyers represented clients in several key legal disputes - that we can talk about. We participated on CAPSA and other regulatory working groups, and we were featured speakers at international legal events relating to pensions and benefits. Our speakers will provide legal and governance insights into management of key trends and the legal opportunities and risks they present. We will also identify and discuss key legislative and case law developments. Please join us in our Toronto Office or online for resumption of our annual half day update. As always, we welcome your input on the program. If there are issues you would like to hear about, let us know in advance and we will try our best to put them into our program.
- Annual Case Law Update
- Recent court and regulatory proceedings: a busier than usual pensions docket!
- Annual Regulatory and Legislative Review
- Three new CAPSA Guidelines: ESG, cyber-risk and leverage by pension funds
- Tax changes: focus on plan borrowing restrictions
- Life, Health and Other Benefits
- Change is coming. Are you ready?
- Top trending benefits and perks, the legal implications: hybrid working, a four-day work week, hiring bonuses, menopause awareness and pet friendly policies
- Proposed changes to Ontario’s publicly funded health care system that may affect your benefit plans
- Crypto-Currency as a Pension Plan Investment
- DB and DC providers are exploring new investment classes. This session will provide a primer on crypto, key commercial considerations for all and specialized issues for pension fund investors.
- The Power Lunch Panel
- Report from Amsterdam: In late August, three of our lawyers spoke at the two-day International Pension & Employee Benefits Lawyers Association Biennial conference in Amsterdam. They’ll share some of our local trends and international trends and challenges that will or may affect Canadian pension and benefit plans.
- Announcements – Welcomes, Celebrations and Thank You’s
- Including congratulations to our colleagues Randy Bauslaugh, who was the 2022 recipient of the Ontario Bar Association’s Award of Excellence in Pensions & Benefits Law, and Kelleher Lynch, who will be elevated to partner status on January 1st.
- Randy Bauslaugh, Counsel and Co-Lead, National Pensions, Benefits & Executive Compensation Group, McCarthy Tétrault LLP
- Deron Waldock, Partner and Co-Lead, National Pensions, Benefits & Executive Compensation Group, McCarthy Tétrault LLP
- Gregory Winfield, Counsel, National Pensions, Benefits & Executive Compensation Group, McCarthy Tétrault LLP
- Scott Bell, Partner, National Pensions, Benefits & Executive Compensation Group, McCarthy Tétrault LLP
- Lori Stein, Partner, Business Law and Co-Head, Fintech Group, McCarthy Tétrault LLP
- Kelleher Lynch, Associate, National Pensions, Benefits & Executive Compensation Group, McCarthy Tétrault LLP
- Julia Miller, Associate, National Pensions, Benefits & Executive Compensation Group, McCarthy Tétrault LLP
- Leah Ostler, Associate, Litigation Group, McCarthy Tétrault LLP
- Ryan Plener, Associate, Labour & Employment Group, McCarthy Tétrault LLP
- Shevaun McGrath, Partner and Co-Head, Private Equity Group, McCarthy Tétrault LLP
Note: The presentation will take place in our Toronto office. For those participants who cannot join us in person, we are offering this program via webinar. If you are interested in this alternative, please select the appropriate option during the online registration process. All instructions and information on how to access the webinar will be forwarded a few days before the event.
This program qualifies for up to 3.5 hours of CPD credit under the mandatory education regimes in British Columbia and Ontario.
Barreau du Québec Continuing Education: This program contains up to 3.5 hours of content. For more information regarding the declaration and recognition of educational activities, please contact the Barreau du Québec.
For questions about this seminar, please contact [email protected].
8:30 a.m. – Registration and Breakfast
9:00 a.m. – Seminar Begins
1:00 p.m. – Seminar Concludes