Pension Administration Fundamentals

May 7 - 8, 2019 7:30 AM to 1:00 PMNorwood Hotel, Winnipeg, Manitoba
Area of Interest: Pensions Format: In Person
A day and a half education session featuring some of Manitoba's most prominent pension professionals.  Continental Breakfast both days & Lunch provided on first day.
If you are a pension plan sponsor or trustee, pension committee member, plan administrator, actuary, consultant or a human resource professional, these sessions will be of interest to you.  Whether you have been working in the pension field for some time, or if you are new to the pension industry, this is your opportunity to learn more about the fundamentals of registered pension plans. 
Session 1 - 8:00 - 9:15 - The Income Tax Act & Pension Benefits Act     Speaker:  Tyler Smith
Session 2 - 9:30 - 10:45 - Relationship Breakdowns - Panel Discussion
Session 3 - 11:00 - 12:00 - Pension Adjustment Reversals, Past Service Pension Adjustments, Pension Adjustments, Communted Value Transfers   Speaker:  Tim McGorman
Session 4 - 1:00 - 2:00 - Estate, Beneficiary, Power of Attorney   Speaker:  Paul Prendergast
Session 5 - 2:15 - 3:30 - Admin Potpourri - Panel Discussion
Session 6 - Day 2 - 8:30 - 9:30 - Termination and Death Benefits    Speaker:  Sharlynn Saindon    This session will focus on the requirements for administering termination and death benefits for members and the areas of risk that come with each type of calculation.
Session 7 - Day 2 - 9:45 - 11:00 - Privacy Breaches   Speaker:  Kristal Allen
Session 8 - Day 2 - 11:15 - 12:00 - Legal Responsibilitier   Speaker:  J. J. Burnell
Fees and Registration
Membership TypesRegular Price
Regular membership$400.00 CDN
Plan Sponsor Individual Membership$400.00 CDN
Associate$400.00 CDN
Student$400.00 CDN
Non Member$600.00 CDN
Cancellation Policy