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PBI Senior Consultant Philip Falls will speak at the 2018 BC Pension Forum on the topic of new investment products. 1:15 pm: Workshop New investment products on the horizon (#3) Philip Falls, Practice Leader and Senior Investment Consultant, PBI Actuarial Andrew Sweeney, Vice President & Institutional Portfolio Manager Phillips, Hager & North, Chair, BC Cancer Foundation Marg Romanow, Benefits Officer, Saskatchewan Union of Nurses, Healthcare Pension Board Stephanie Bertels, Trustee, Faculty Pension Plan, Simon Fraser University (Moderator)Find out more »
Free Summit for Trustees and Plan Sponsors with Health, Wellness, and Insurance Experts Speaking on Timely Topics.Find out more »
Wednesday, June 13, 2018, from 7:00 AM - 9:15 AM This session will look at the different risks faced by pension plans, as well as the opportunities that come with the risk. It will look at the challenge from a governance, objective and investment perspective. PBI Consultant Attending: Riley St. Jacques Speakers: Peter Muldowney, Senior Vice President, Connor, Clark & Lunn Financial Group and Mazen Shakeel, Vice President, Market Development, Group Retirement Services, Sun Life Financial Event website: https://www.acpm.com/ACPM/Events/Regional-Events/BC-Council-Session.aspxFind out more »
The Benefit Communication and Technology Institute will bring attendees up to speed on the latest requirements, current trends and best practices for communicating to plan members. Driven by ever-changing technological enhancements, social media and new benefits legislation and regulations, this Institute gives attendees the tools to evaluate their existing communication program(s).Find out more »
The Assembly of First Nations (AFN) 39th Annual General Assembly (AGA) will take place on July 24-26, 2018 at the Vancouver Convention Centre located. PBI is a sponsor of the AFN Golf Tournament. Felix Hui will be attending the event as an "observer".Find out more »
Date: August 12-15, 2018
The Canadian Investment Institute is designed for advanced trustees and professionals who have a firm grasp of investment concepts and principles.
PBI Senior Consultant Philip Falls will present on Real Asset Pitfalls.Find out more »
The PRI, SHARE and The Investment Integration Project (TIIP) will co-host this breakfast roundtable on how investors can address and respond to income inequality.
The event will support the launch of the forthcoming TIIP and PRI publication Income Inequality: A Challenge for Investors.Find out more »
Lawyers from McCarthy Tétrault's Pension, Benefits & Executive Compensation Group will provide with practical insights into the year’s most notable cases and current hot topics to assist you in managing your pension and benefits issues.Find out more »
The IFEBP'S Annual Conference provide trustees with the information and solutions needed to make the most informed decisions on behalf of plan members and their families. Sessions will provide insights into updated legislative developments, the latest cost-saving ideas, and creative approaches to new challenges.
PBI Consultants Speaking: Cynthia (Cindy) L. Rynne
Monday, November 19, 2018
2:15 PM-3:15 PM
Learn What Questions to Ask Your Actuary
Tuesday, November 20, 2018
Visit https://www.ifebp.org for more information and to register
1:00 PM-2:00 PM
Beginner’s Guide to Target Benefit Plans—Why Margins Matter
Target benefit plans are unique—not quite DB and not quite DC—and often misunderstood. This session will describe the basics of how target benefit plans work and the associated funding challenges. Balancing benefit security with affordability and benefit adequacy can be a tricky act, and quite often it boils down to the level and type of margins found in the plan. There is also the added complexity of working within the applicable legislative framework. This session will explore why margins matter to target benefit plans, the impact of the different provincial rules and how they work, including the latest from Ontario.Find out more »