409 - Recent Retirement Governance Changes in Canada

There have been important governance changes in Canada in the fall of 2024 with regard to the management of defined benefit and defined contribution retirement plans. The changes provide revised guidance to employers and require careful attention to how plan managers carry out their oversight responsibilities. This session will include a practicing pension consultant who consults with defined contribution clients on this important subject. Then we will hear from a client in Canada who has successfully implemented the changes and the challenges faced and ways they were overcome. Expect to hear very practical advice not only for Canadian plans but also general governance ideas that have global applicability.

Speakers:

Douglas J. Carey

Retired

Sophie Seguin

AGA Benefit Solutions

Credits:

CPD Credit: 1.50 EA Core Credit: EA Ethics Credit: EA Non-Core Credit: EA Formal Credit: