Implementation of Bill 10 – Alberta’s New Pension Regulations Are (almost) Here

Implementation of Bill 10 – Alberta’s New Pension Regulations Are (almost) Here

April 17, 2014 11:30 AM to 1:30 PMFairmont Palliser, Calgary, Alberta
Area of Interest: Pensions, Benefits, Investments Format: In Person
April Session
Event: ‘Event Full’
Cancellation Policy

SOLD OUT

Pension reform in Alberta is set to reach a new milestone with the long anticipated release of the regulations to the Employment Pension Plans Act, and the coming into force of Bill 10.  The pending changes represent a new era of pension regulation in Alberta, while at the same time providing considerable opportunity for pension plan sponsors. As can be expected with regulatory overhaul, these opportunities will be accompanied by new challenges for plan sponsors and administrators.  This session will review the key changes to the Act in that context, along with giving a sense of what to expect in the regulations, or if they have been released, some of the important details.


Paul Owens, Deputy Superintendent of Pensions
Alberta Treasury Board and Finance

In his role as the Alberta Deputy Superintendent of Pensions, Paul is responsible for the regulation of 600+ private sector pension plans registered in Alberta under the Employment Pension Plans Act. He brings over 30 years of private sector experience to the role. He has served as the Director, Pensions, for the Bank of Nova Scotia’s global pension operations, and then as the founding CEO of Colleges of Applied Arts and Technology (CAAT) Pension Plan, a multi-employer defined benefit pension plan with 24 employers and 30,000 active and retired members. In that position, Paul led the start-up of CAAT plan as stand-alone entity and was responsible for $5 billion in assets and liabilities, board and plan governance systems as well as all in house administrative processes. He joined the government of Alberta in January 2012.

 

 

David Mulyk, Senior Manager, Risk Management
Alberta Treasury Board and Finance

Dave Mulyk is responsible for overseeing compliance activities related to the administration and enforcement of the Employment Pension Plans Act.  Dave was also a lead on the rewrite of the Employment Pension Plans Act.  He has been with Alberta Finance as a pension regulator since September 2001 and in his current role since 2009.  He holds a Bachelor of Science in Math and Economics, as well as an MBA, both earned from the University of Alberta.

 

Michael Wolpert, Partner
Lawson Lundell LLP

Michael Wolpert is a Partner with Lawson Lundell LLP, and practises exclusively in the areas of Pensions and Employee Benefits Law.  Michael provides clients with insight and practical counsel about legal and regulatory issues, both provincial and federal, surrounding retirement plans, employee benefits and other related human resource issues. In business transactions Michael advises clients on the pension and benefit implications. In addition to providing support on pension and benefit litigation, he advises clients on plan governance and administration issues and assists them with service provider agreements and the drafting of plan and trust documents. Michael is also highly experienced in the legal aspects of governing, administering and documenting group benefit plans, including non-pension post-retirement benefit plans.

 

 

Members $65
Non-Members $95
Table of 8 $580

 

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