Retirement & Pension · IFEBP 57th Annual Canadian Benefits Conference Schedule Guide

11/25/2024, 1:30 PM

1 hr

Does Size Matter? Exploring the Effects of Consolidation in the Pension Plan Industry

1st

The pension plan landscape has experienced significant consolidation in recent years with the emergence of larger multi-employer plans. This session will examine the potential benefits and drawbacks of this trend, focusing on whether individual plans can maintain their investment autonomy while reaping the competitive advantages of joining larger entities.

11/25/2024, 2:45 PM

1 hr

Pension Plan Redesign

ONLY

This session will review vision, mission and value statements as well as different plan design options and what to consider when reviewing the provisions. We will discuss: What determines if your plan is successful Alternative plan designs Communicating changes to members.

11/25/2024, 4:00 PM

1 hr

Actuarial 101—Getting Back to the Actuarial Basics

ONLY

Whether you’re new to the pension world or a seasoned expert, this session will provide useful content on actuarial basics for pension plans. You’ll walk away with: A high-level understanding of the actuarial valuation results Thoughts on how assumptions are used and the implications Key questions for your actuary.

11/25/2024, 4:00 PM

1 hr

Does Size Matter? Exploring the Effects of Consolidation in the Pension Plan Industry

2nd

The pension plan landscape has experienced significant consolidation in recent years with the emergence of larger multi-employer plans. This session will examine the potential benefits and drawbacks of this trend, focusing on whether individual plans can maintain their investment autonomy while reaping the competitive advantages of joining larger entities.

11/26/2024, 1:15 PM

1 hr

Can Your Pension Plan Afford Improvements?

1st

A key feature of target benefit pension plans is the ability to make benefit changes, but how do you know when to make improvements? This session will educate trustees on: The process for making plan design changes How to determine if improvements are affordable Treating each generation of members fairly.

11/26/2024, 1:15 PM

1 hr

Financial Literacy for Apprentices

1st

Financial literacy education for apprentices is essential for preparing them for their careers, increasing retention and promoting long-term financial well-being. This session will discuss: The need for financial literacy Best practices Retention impact Wellness impact.

11/26/2024, 2:30 PM

1 hr

Plan Design Change—Case Studies and Lessons Learned

1st

The BC Public Service Pension Plan changed its design to unlink from the Canada Pension Plan and to preserve the balance between contributions and benefits. Hear about the change process and lessons learned in areas including: Planning and design Systems and communication Member consultation How lessons were applied to a subsequent plan change.

11/26/2024, 3:45 PM

1 hr

A Member’s Savings Journey—From Hire to Retire

1st

In today’s diverse workforce, we see a unique convergence of generations, each facing their own financial challenges. How can you help your members overcome these hurdles? This session will explore practical ways to provide support and direction, helping every generation within your organization navigate their financial journey. Learn how to be an integral part of their financial success story.

11/26/2024, 3:45 PM

1 hr

Financial Literacy for Apprentices

2nd

Financial literacy education for apprentices is essential for preparing them for their careers, increasing retention and promoting long-term financial well-being. This session will discuss: The need for financial literacy Best practices Retention impact Wellness impact.

11/27/2024, 8:00 AM

1 hr

Can Your Pension Plan Afford Improvements?

2nd

A key feature of target benefit pension plans is the ability to make benefit changes, but how do you know when to make improvements? This session will educate trustees on: The process for making plan design changes How to determine if improvements are affordable Treating each generation of members fairly.

11/27/2024, 9:15 AM

1 hr

A Member’s Savings Journey—From Hire to Retire

2nd

In today’s diverse workforce, we see a unique convergence of generations, each facing their own financial challenges. How can you help your members overcome these hurdles? This session will explore practical ways to provide support and direction, helping every generation within your organization navigate their financial journey. Learn how to be an integral part of their financial success story.

11/27/2024, 9:15 AM

1 hr

Plan Design Change—Case Studies and Lessons Learned

2nd

The BC Public Service Pension Plan changed its design to unlink from the Canada Pension Plan and to preserve the balance between contributions and benefits. Hear about the change process and lessons learned in areas including: Planning and design Systems and communication Member consultation How lessons were applied to a subsequent plan change.