CPBI Fundamentals Series 2010–2011

The Fundamentals Series is presented by the Ontario Region of CPBI in partnership with Benefits Canada and HRPA.

About the CPbIThe Canadian Pension & Benefits Institute (CPBI) is a national not-for-profit

organization aiming to give members the opportunity to participate in high-

quality, cost-effective education and networking forums focused on the exchange

of information and analysis of best practices related to pensions, employee

benefits and investments, at the national and regional levels, across Canada.

With more than 3,000 members nationwide, eight active regional councils, a

dynamic national office and an extensive network of volunteers, CPBI provides

an open forum for industry professionals to share and discuss ideas.

ProvIdIng An essentIAl eduCAtIon In benefIts, PensIons And Investments

Looking to strengthen your pension and benefits knowledge? Want to get up to date on the latest industry trends?

The CPBI Fundamentals Series will provide you with the foundation for a solid understanding of pensions and benefits in an educational setting. Follow our progressive curriculum through two targeted streams: pensions/investments and benefits.

fundamental fundamentals: A Pension Plan Primer thursdAy nov. 4, 2010, 8:30 A.m. – 10:30 A.m.

● toronto board of trade, ridout room

Continental breakfast served from 8 a.m.

Understanding the difference between a defined contribution (DC)

and a defined benefit (DB) pension plan, and the difference between

the roles of the plan sponsor and plan administrator, is just the first

step in understanding the technical and highly regulated field of

pensions. This session will take you through not just the basics of

DC and DB pension plans, but will introduce plan administration,

communication and investment concepts with the goal of laying a

solid foundation on which you can build your pension expertise.

host: Amanda Darrach, Cavalluzzo Hayes Shilton

McIntyre & Cornish LLP

dC Plan governancethursdAy deC. 9, 2010, 8:30 A.m. – 10:30 A.m.

● toronto board of trade, rooms A/b/C/d

Continental breakfast served from 8 a.m.

There’s been a dramatic shift away from defined benefit plans towards

defined contribution (DC) plans in recent years. While DC plans offer

several obvious advantages to plan sponsors, an effective governance

program can help plan sponsors get more out of their plans. In this

session, we will review the Capital Accumulation Plan Guidelines and

other compliance tools. But there’s more to effective governance than

just compliance. We will also review investment strategies such as the

number of options to provide (What’s too many? What’s too few?) and,

when offering lifecycle or target date funds, what plan sponsors need to

consider. Join us for a practical look at DC plan governance and how it

can help maximize the value of a DC plan.

host: Catherine Graham, Hewitt Associates

the future of dbthursdAy feb. 17, 2011, 8:30 A.m. – 10:30 A.m.

● toronto board of trade, ridout room

Continental breakfast served from 8 a.m.

Defined benefit (DB) plans face a future of uncertainty. Despite national

and provincial efforts at reform, the number of DB plans in Canada

continues to dwindle as employers migrate to defined contribution

plans. In an effort to counter volatility, many plan sponsors are looking

to liability driven investing, but putting such strategies into practice is

easier said than done. And as plans increasingly allocate assets to

alternatives such as real estate and infrastructure, a new set of risks

and challenges emerges. This session will look at the Canadian DB

landscape and speak to the possible risks, challenges and opportunities

it faces.

host: Alison Wood, Benefits Canada

dC Pension Investment trendsthursdAy mArCh 24, 2011, 8:30 A.m. – 10:30 A.m.

● toronto board of trade, ridout room

Continental breakfast served from 8 a.m.

Following the stock market debacle that ended in 2009, most major

indexes have experienced considerable gains but have recovered only

a portion of their losses. We may be entering a prolonged period of

anemic economic growth, potentially translating into both lower

overall single-digit returns for the average defined contribution (DC)

plan member and pressure on DC plan sponsors to reduce contribution

levels. This environment represents a prospective recipe for disaster in

terms of plan members meeting their retirement needs. In this session,

we will discuss the investment trends now emerging with DC pension

providers that should make significant contributions toward mitigating

the major challenges faced by DC plan sponsors and members.

host: Claude Leblanc, Standard Life

Communicating with Pension and benefit Plan members: What you need to Know thursdAy mAy 5, 2011, 8:30 A.m. – 10:30 A.m.

● toronto board of trade, ridout room

Continental breakfast served from 8 a.m.

Communicating with plan members is a key part of the administration

of any pension and benefits program. What are the elements of a

successful communication strategy? What works and what doesn’t?

What are some of the challenges? In this session, experts will discuss

common communication issues and provide examples of effective and

practical communication strategies for plan rollouts, windups and

events in between. Learn how you can better communicate with your

pension and benefits plan members.

host: Kim Ozubko, McCarthy Tétrault

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the CPbI Pensions/Investments fundamentals breakfast seminar series is a tool for those wanting an introduction

to the pension and investment landscape, as well as those who want to stay up to date with industry issues and trends. In a jargon-free,

easy-to-follow manner, the 2010–2011 series will provide you with core information on defined benefit (DB) and defined contribution (DC)

pension plan issues, plan member communications and investment strategies that will help you build a stronger understanding.

Pensions/Investments Fundamentals 2010–2011

Register today and receive a complimentary one-year subscription to Benefits Canada magazine!

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CPBI, Benefits Canada and HRPA are not responsible for the presentation materials. Neither the materials nor the presentations represent the views of CPBI, Benefits Canada or HRPA.

the CPbI benefits fundamentals breakfast seminar series is designed to provide a better understanding of benefits plan

administration and design. The 2010–2011 series will provide you with essential information in plan design, drug plan management, member

communications, workplace wellness and other industry trends. Presentations will be delivered in a jargon-free, easy-to-follow manner.

Benefits Fundamentals 2010–2011

Register today and receive a complimentary one-year subscription to Benefits Canada magazine!

trends in benefits Plan designthursdAy nov. 18, 2010, 8:30 A.m. – 10:30 A.m.

● toronto board of trade, ridout room

Continental breakfast served from 8 a.m.

As the economy recovers from the downturn, the pressure on

Canadian companies to contain and control their benefits spending

continues. This session will provide insights on how forward-thinking

plan sponsors and administrators are satisfying diverse healthcare

needs and maintaining the protection necessary for their employees

within tight budget constraints. The discussion will include the use of

defined contribution plans as stand-alone and as add-on components

and how these solutions appeal to both employers and employees.

host: Marla Schwartz, Benecaid

drug Plan management in today’s economy

thursdAy jAn. 27, 2011, 8:30 A.m. – 10:30 A.m.

● toronto board of trade, Komb room

Continental breakfast served from 8 a.m.

It’s clear that drugs will continue to be the driving force behind

healthcare costs and that drug management is still top of mind for

most plan sponsors. But how can plan sponsors know what to expect

from their drug plans? We might consider the emergence of generics

and the decline in blockbuster patents in the marketplace. Many have

anticipated that drug trends would decrease; however, these forecasts

have not come to fruition. This session will look at the factors that

contribute to prescription drug trends and some of the solutions that

advisors and plan sponsors can implement to help manage costs in

the future.

host: Jarred French, Great-West Life

Canadian and global Accident & specialty markets thursdAy mArCh 3, 2011, 8:30 A.m. – 10:30 A.m.

● toronto board of trade, ridout room

Continental breakfast served from 8 a.m.

With this session you will gain a better understanding of non-typical

employee coverages, such as occupational health to global expatriate

medical coverage. It will explore the broader markets of employee

coverages that are not traditionally considered in a group benefits

package. The session will also provide an overview of the accident and

sickness markets in Canada, as well as market-leading travel assistance

and foreign medical products and other such services that are available

today and being planned for tomorrow. Get first-hand insight from a

plan sponsor on how it is managing its challenges covering a mobile

workforce in today’s economy.

host: Scott Warner, Chartis Insurance

Wellness in the WorkplacethursdAy APrIl 14, 2011, 8:30 A.m. – 10:30 A.m.

● toronto board of trade, ridout room

Continental breakfast served from 8 a.m.

This session will explore some of the critical challenges that benefits

advisors must overcome when convincing senior managers that

investing in their employees’ health does result in a positive return on

investment. How is new technology impacting the delivery of

workplace wellness initiatives today and what products or solutions

will likely be seen in the coming years? How to communicate your

program’s benefits, how to implement it across varying employee

demographics and how to measure its outcomes are just some of the

issues that require attention and will be discussed in this session.

host: Scott Warner, Chartis Insurance

Communicating with Pension and benefits Plan members: What you need to Know

thursdAy mAy 5, 2011, 8:30 A.m. – 10:30 A.m.

● toronto board of trade, ridout room

Continental breakfast served from 8 a.m.

Communicating with plan members is a key part of the administration

of any pension and benefits program. What are the elements of a

successful communication strategy? What works and what doesn’t?

What are some of the challenges? In this session, experts will discuss

common communication issues and provide examples of effective and

practical communication strategies for plan rollouts, windups and

events in between. Learn how you can better communicate with your

pension and benefits plan members.

host: Kim Ozubko, McCarthy Tétrault

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CPBI, Benefits Canada and HRPA are not responsible for the presentation materials. Neither the materials nor the presentations represent the views of CPBI, Benefits Canada or HRPA.