CPBI Ontario Pension Signature Series: Family Matters – Challenges for Today’s Plan Administrator

April 19, 2018 8:00 AM to 10:00 AMVantage Venues, 150 King St W, Toronto, ON M5H 1J9, Toronto, Ontario
Area of Interest: Pensions, Networking Format: In Person

*Registration deadline: April 17, 2018 12PM EST. Online registration will close on this date.


Session description

When it comes to the administration of pensions and employee benefits, family matters. The dynamics of the modern family pose a host of challenges for today’s pension and benefit plan administrators when calculating and settling benefits – relationship breakdowns, competing spousal and beneficiary claims, questions of legal capacity and how to deal with powers of attorney, to name just a few.

Through a series of fact patterns, our panel will explore a number of real life challenges faced by plan administrators and provide practical solutions for resolving them.

Please join us for what will be an informative and dynamic session!

Speakers


Pamela Wiktorski
Manager, Member Services
OPTrust

Pamela is currently the Quality Assurance and Support Services Team Manager in Member Services at OPTrust. Pamela has 17 years of Pension Administration experience and currently oversees the administration of Family Law, Retirements and Pension Payroll.

 

John Prezioso
Partner
Brown Mills Klinck Prezioso LLP

In the area of pension, John advises employers and plan administrators in the private, public and not-for-profit sectors on compliance, administration and governance issues relating to their pension plans and employee group benefits plans, and issues relating to pension plan investment, de-risking of defined benefit pension plans and decumulation issues in the defined contribution context.   John has taught the Pension Law course at Queen`s University Faculty of Law.

 

Schedule

 
  • Breakfast: 8:00am - 8:30am
  • Presentation: 8:30 am - 10:00 am
 

Location

 

Vantage Venues
150 King St W, 27th floor
Toronto, ON

 

CE Credit

 

Certificates confirming education hours will be applied for at The Institute. You need to sign the attendance sheet at the registration table.


Fees and Registration
Membership TypesRegular Price
Regular membership$75.00 CDN
Plan Sponsor Individual Membership$75.00 CDN
Associate$75.00 CDN
Student$75.00 CDN
Non Member$140.00 CDN
Member PriceNon Member Price
Table of 8$800.00 CDN$800.00 CDN
Cancellation Policy