Please join us or our October seminar "Emerging Pension and Retirement Plan Trends" on Tuesday, October 8, 2019 at the Four Points Sheraton Cambridge.
Collective Retirement Savings Arrangements:
A Future for Retirement Savings?
Speaker: Robert Tangney, CEBS, ISCEBS Fellow, Consultant
This session will explore what has been set up to date in both the defined benefit (DB) and defined contribution (DC) arenas in Canada, the U.S. and the U.K. and the expected benefits of these programs. These include CAAT, OPTrust, Saskatchewan Pension Plan among others in Canada; U.S. programs in Oregon and proposed in other states or cities; and in the U.K., the required DC program as well as the emerging master trusts combining DB schemes. The session will look at the plan designs, the options available and other features of these plans.
What you should know about CPPIB
Speaker: Jeffrey Hodgson, Director, Industry and Stakeholder Affairs
This session will provide an overview of CPPIB’s history, dispel common myths and cover all of the important facts of CPPIB today, as well as future direction.
New Retirement Payout Options
Speaker: Michelle Oram, CEBS, ISCEBS Fellow, Product Owner, Guidance and Advice, Manulife
With an aging population and more members headed into retirement, regulators are starting to introduce new decumulation options. This session will provide an overview of the Advanced Life Deferred Annuity (ALDA) and Variable Payment Life Annuity (VPLA) options proposed in the 2019 Federal Budget. Michelle will also discuss variable benefit payments from DC plans and considerations for plan sponsors thinking about adding that feature to their plans.
Tuesday, October 8, 2019
8:00 – 8:30 am – Registration and Breakfast
8:30 – 11:30 am – Seminar
Four Points by Sheraton
210 Preston Parkway
Cambridge, ON N3H 5N1Canada
$50 – SWO or Toronto Chapter Members*
$75 – Non-Member/Guest
$300 – Table of Six
*Chapter members may bring a guest to one educational session at no additional charge. What a great way to introduce a colleague to everything ISCEBS has to offer!
Please click here to register.
Tax ID #25-1503564
Robert Tangney, CEBS, ISCEBS Fellow, Consultant
Robert Tangney has been in the pension and benefits business for well over 30 years. For close to 30 years was the compensation, pensions and benefits and HRIS director at 3 organizations, the last being The Woodbridge Group with operations in 22 countries. Prior to that he worked with a regulator and consulting firms performing actuarial valuations and administering multi-ER programs. Mr. Tangney is CEBS-Compliant and an ISCEBS Fellow and serves on the board of the Toronto Chapter of ISCEBS.
Jeffrey Hodgson, Director, Industry and Stakeholder Affairs
New Retirement Payout Options
Jeffrey Hodgson joined CPPIB in July, 2017. He oversees the Industry and Stakeholder Affairs function and is the subject matter expert on sustainable investing communications. Jeffrey has more than 20 years of experience as a financial journalist on three continents. He began his career at Bloomberg Business News in Toronto and subsequently took on a variety of reporting and editing roles at Reuters. These included postings in London and Hong Kong, where he led coverage of Asia’s asset management industry. More recently he was a managing editor with Reuters in Canada and Business Editor for The Canadian Press, overseeing the work of journalists in Toronto, Ottawa, Montreal, Calgary and Vancouver. Jeffrey holds a Bachelor of Journalism degree from Carleton University in Ottawa.
Michelle Oram, CEBS, ISCEBS Fellow
Product Owner, Guidance and Advice, Manulife
Michelle Oram has worked in the group retirement industry for over 25 years. Her background includes a variety of operations, training, compliance, marketing and product management roles. In her current role as Product Owner, Guidance and Advice, Michelle develops solutions to engage and improve the financial wellbeing of Manulife's Canadian group retirement plan members. Michelle holds the Certified Employee Benefit Specialist (CEBS) designation and the ISCEBS Fellow distinction. During her career, she has been an active member of various industry groups. She has been on the board of the ISCEBS Southwestern Ontario Chapter since its inception in 2007 and is currently serving a three-year term on the ISCEBS Governing Council. Michelle is a graduate of Wilfrid Laurier University and holds a Certificate in Adult Education from Conestoga College.