Retirement Plans 201 – Beyond the Basics

Retirement Plans 201 – Beyond the Basics

October 24, 2019 7:30 AM to 11:30 AMFairmont Palliser, Calgary, Alberta
Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person
Cancellation Policy

Retirement Plans 201 - a Deeper Dive into Group Retirement Plans 

Thursday October 24th from 7:30 a.m. to 11:30 a.m. at the Fairmont Palliser Hotel 

Based on recent survey feedback we received from you, CPBI Southern Alberta will be hosting our first '201' session.  This half day session will provide a deeper dive into the retirement plan concepts as well as the risks, decisions, and challenges faced by retirement plan sponsors in Canada.   Attendees will leave with important knowledge about current issues as well as actionable take-aways.


In this session, you will learn from several industry experts about:

-       Defined Benefit Plans – essential elements that plan sponsors should know

     International Assignments - considerations for Canadian sponsors with global workforce

-       Governance - tips, tricks and trends in effective decision-making

-       Investments - considerations for retirement plans

-       Fees – comprehensive understanding of fee structures and what you should be aware of

-       Trends – leaders in our industry will help you stay ahead of the curve as they share their insights about the future of retirement plans

Who should attend:

- Pension & Benefits Specialists

- HR & Payroll Professionals responsible for employee retirement plans

- Actuarial Specialists

- Finance Specialists

- Retirement Plan Consultants



 What attendees are saying about our recent sessions
  • “When a presenter holds your attention with content and style and you don't realize an hour has passed, they have done an excellent job.”
  • “Really good presenter and topic of presentation is timely. The presenter made a very technical topic accessible and interesting.”
  • “Highly recommend PD day for my colleagues to attend in the future.” 


October 24, 2019
Registration & Breakfast 7:30 a.m. to 8:00 a.m.
Presentations: 8:00 a.m. to 11:30 a.m.            



Fairmont Palliser Hotel                     
133 9th Avenue SW                     
Turner Valley Room

Registration Fee

CPBI Members: $105                      
Future Members: $185                              
GST #106865330 RT0007


Krista Frayn                     
Phone: (587) 435-2724                     
[email protected]



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