Thursday, May 23, 2024
Revisiting Data and Trends in
Canada's Retirement Landscape
Over the last decade the programs and tools available to the Canadian workforce under the traditional 3-pillar retirement system have certainly evolved. From enhanced CPP & OAS coverage, the rapid expansion of defined-contribution style plans and the corresponding focus on decumulation, phased retirement, and the ever-growing presence of large and jointly sponsored defined benefit and target benefit plans, it would seem the Canadian workforce should have everything they need to plan for a secure and stable retirement.
During this in-person event Phillips, Hager & North portfolio manager Jeff Roberts will discuss the economic realities currently facing Canadians and the impact they are having on retirement-related decisions. In light of these challenges Danielle Hughes (Mercer) will provide an overview of the 3-pillar retirement system used in Canada, how it has evolved recently, and provide insights into trends we are currently seeing from a workforce perspective.
After lunch the session will shift to focus on a real-life example of how variable-pay life annuities are being used to tackle certain retirement challenges facing Canadians. Laura Strachan (Eckler Ltd.) will discuss the process used to setup and implement a VPLA program along with its use cases.
In the final session of the day legal representative Kiersten Amos (McInnes Cooper) will discuss the duties, practical and educational approaches plans should use to engage with and understand the ever-changing needs of their membership in light of some of topics discussed during the day.
The Atlantic Regional Council of ACPM is pleased to present this in-person event at the Delta Beausejour in beautiful Moncton on May 23rd, 2024. We look forward to seeing you there!
SPEAKERS
Jeff Roberts, Institutional Portfolio Manager, PH&N Institutional
Danielle Hughes, Actuary and Principal in the Wealth business, Mercer
Laura Strachan, Principal, Eckler Ltd.
Kiersten Amos, Counsel, McInnes Cooper
MODERATOR
Todd Saulnier, past ACPM President; Principal, Senior Investment Consultant, Mercer
DATE AND LOCATION
May 23, 2024
Delta Hotel Beausejour; 750 Main St.; Moncton, NB
SCHEDULE
9:00-10:00 am: Registration & breakfast
10:00-11:00 am: Economic Update and the Impacts on the Canadians
11:00-11:15 am: Networking and coffee break
11:15-12:00 pm: 3 Pillars of Retirement Revisited
12:00-1:00 pm: Lunch
1:00-1:45 pm: VPLA’s and Decumulation - A practical working session
1:45-2:30 pm: Educating, engaging and appreciating your plan member wants and needs
2:30-3:00 pm: networking
REGISTRATION FEES
ACPM Member | $ 225 |
Non-Member | $ 325 |
ACPM Member (Plan Sponsor*) | $ 175 |
Non-Member (Plan Sponsor*) | $ 275 |
Table of Six | $ 1,350 |
Table of Six (Plan Sponsor*) | $ 1,050 |
Fees does not include applicable taxes.
*= Eligible for plan sponsors, administrators, trustees and government employees
For Group Registrations, please contact [email protected].
This program is eligible for CE/CPD hours. For more information, consult with your professional association.
Click HERE for sponsorship information for ACPM regional events.
Click HERE for information on more ACPM events.
ACPM will be providing numerous roundtable broadcasts and webinars during the year. Become an ACPM Member and they're all FREE. Click HERE for Membership details.
Thank you to our sponsor
Platinum
Cancellation Policy
FOR TABLE REGISTRATION - please forward the name, company, email address and any dietary concerns of your guests to [email protected] by May 28, 2024.
If your organization is an ACPM Leadership Supporter, a 15% (Platinum) or 10% (Gold) discount will be applied to your registration.
Full refunds will be made for cancellations received via email or fax no later than 5:00pm(EDT) May 28, 2024. Substitution is allowed at any time.
(GST/HST Reg. No. R105194245, QST Reg No 1210404704.)