Retirement Plans 101 2023 | Canadian Pension & Benefits Institute / L'Institut Canadien de la Retraite et des Avantages Sociaux | 16 March 2023 | Calgary Marriott Downtown Hote, 110 9 Ave SE, Calgary, AB T2G 5A6, Canada

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

• Retirement Plan Landscape in Canada
• General Retirement Concepts and Terminology
• Overview of Defined Benefit Pension Plans
• Overview of Capital Accumulation Plans
• Investments
• Regulation of Retirement Plans in Canada
• Introduction to Retirement Plan Governance
• Retirement Plan Administration & Annual Compliance Activities
• Retirement Plan Communication, a case study

Who should attend:

- Pension & Benefits Specialists
- HR & Payroll Professionals responsible for employee retirement plans
- Actuarial Specialists
- Finance Specialists
- Retirement Plan Consultants

2023 Speakers

PRESENTORS:

Sonya Uppal
Software Engineer, Meta

Luis Ramirez
Principal, Investment Consulting team

Scott Thompson
Principal and Senior Pension Consultant, Mercer’s Wealth Business in Calgary

Alice Nicholls
Investor Relations Associate, Oakley Capital

Kristin Smith
Principal and the Senior Legal Consultant, Western Canada

Joanna Walewski
Senior Specialist, Benefits & Pension, AltaGas Ltd.

Riccardo Silvestro
CEO & Founder, Black Influence

2023 Sponsors

GOLD SPONSORS:
• CWB Trust Service
• People Corporation
• Gallagher
• Sun Life

SILVER SPONSORS:
• Alberta Blue Cross
• AON
• Belay
• Co Operators
• Hill Crest
• Home Wood
• IA Financial Group
• Life Works
• Manu Life

BRONZE SPONSORS:
• Blakes
• Canada Life
• Desjardins Insurance
• Dialogue
• Empire Life
• Equitable Life Of Canada
• Faken
• Franklin Templeton
• HUB
• Inliv A Well Health Company
• Maple
• Mercer
• Triasi A
• WTW