Pension Plan Certificate Program

In Partnership with HRPA
Pension Plans Certificate Program

​Master the basics of Pension Plans and Governance.  Keep your employees motivated, confident and productive throughout their worklife.

Learn all about the key elements of operating and administering pension plans. 
Gain a valuable, practical overview of retirement plans, governance and how you can help manage this valuable benefit.  
Survey the sources of legal obligations relating to pension plan administration and understand best practices to navigate the various aspects of pension plans: fiduciary duties, pension law and regulations, funding, investment management and communications.

Complete all three levels and receive your Pension Plans program Certificate.

Each day builds on the knowledge and skills of the previous level.

Level 1 - March 25, 2014
Level 2 - April 29, 2014
Level 3 - May 27, 2014
7:30 am - 8:30 am - breakfast
8:30 am - 4:30 pm - program
Location:  HRPA Learning Centre, 150 Bloor Street West, Ste 200

**CPBI Members - $1,500.00 + taxes
** Contact [email protected] to receive your code for the member price
Non-Members - $1,800.00 + taxes
>>CLICK HERE<< to register

Level 1 – Introduction to the key elements of a Canadian retirement arrangement and its context

Overview of the retirement system in Canada 
Definitions of the various retirement plans used by employers 
Regulation of retirement plans 
Statutory standards and other governance guidelines of retirement plans 
The role of service providers 
Investment management 
Asset custody

Level 2 – In-depth look into the guiding  principles of retirement plans

Income Tax Act requirements 
Minimum standards pension legislation 
Retirement plan documentation 
Actuarial funding and accounting reports 
Employment and Family law issues 
Investment management for Defined  Benefit and Capital Accumulation plans 
Employee communication and member support beyond enrollment: making sure the participants understand the true value of their group savings plan

Level 3 – Pension case studies and practical intelligence

Pension disputes 
Designing governance structures 
Investment policies and other governing documents 
Real-life fiduciary and actuarial issues /de-risking 
Investment management (non-traditional portfolio strategies, investment trends, how to drive a meeting or interview with investment managers) 
Audits by regulators 
Outlook: a practitioner’s look into the future

WHAT you will Gain:

Attendees can offer immediate value-add and ROI to the organization after earning certification in the following ways:

Initiate steps for good pension governance. 
Avoid prospects of legal liabilities related to pension plans, particularly in an environment of economic uncertainty.  
Develop an effective risk management strategy and foster a culture of knowledge and best practices among key individuals involved. 
Ensure compliance with legal obligations and greatly reduce exposure to liability.  

WHO should attend:

HR professionals  

Members of Board of Trustees 

Pension Committees

C-Suite executive

Pension trustees:

• directly responsible for administration, governance 
• or management of  pension plans