Articles

About Articles The following articles are published by the Pensions & Benefits Law Section of the Ontario Bar Association. Members are encouraged to submit articles. 

Editor: Michelle Rival

Today
Today

Elizabeth Brown's OBA Award of Excellence Acceptance Speech

  • July 06, 2017
  • Elizabeth M. Brown

The 2017 recipient of the OBA Award of Excellence in Pensions and Benefits Law provides some words of wisdom gleaned from her years of experience. This is an excerpt of the speech Elizabeth Brown gave at the award dinner on June 14, 2017.

Pensions and Benefits Law

Pension Regulation - What's New in June

  • July 06, 2017
  • Evan Shapiro and Michelle Rival

New FAQs on the temporary solvency funding relief measures, a new interim relief measure, final regulations setting out when the Superintendent may require a valuation report, a new funding framework for Target Benefit MEPPs, and draft regulations regarding mergers of SEPPs with JSPPs.

Pensions and Benefits Law

Pension Regulation - What's New

  • June 21, 2017
  • Evan Shapiro and Michelle Rival

A new funding framework for defined benefit plans, the final report from the Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives, the new Bill 148, Fair Workplaces, Better Jobs Act, 2017, and the passing of Ontario's 2017 Budget bill.

Pensions and Benefits Law

Pension Regulation - What's New

  • May 15, 2017
  • Evan Shapiro and Michelle Rival

The 2017 Ontario budget, proposed regulations regarding the Superintendent's power to levy Administrative Monetary Penalties, FSCO's 2016 DB Funding Report, new PRPP forms, and CRA's Registered Plans Directorate's 2016 Practitioner's Forum Summary Report

Pensions and Benefits Law

Pension Regulation - What's New

  • April 13, 2017
  • Evan Shapiro and Rebecca Doiron

An updated FSCO policy on J&S pensions, a revised Actuarial Information Summary, an RCA is held to be subject to garnishment, and CPP amendments are proclaimed into force.

Pensions and Benefits Law

Pension Regulation - What's New in February

  • March 06, 2017
  • Evan Shapiro and Rebecca Doiron

News on the portability amendments to the PBA, policy updates from FSCO, annual pension assessments, and more...

Pensions and Benefits Law

Proposed Changes to Retired Members' Portability Options Under the Pension Benefits Act

  • February 28, 2017
  • Lauren Sheffield

The Ontario government has proposed amendments to the Pension Benefits Act and its regulations that would again allow for retired and retirement-eligible plan members to transfer the commuted value of their pension benefits into another retirement vehicle. Plan members and sponsors should be aware of these proposed amendments, and their effect.

Privacy and the Plan Administrator - Managing Privacy Risks

  • February 28, 2017
  • Glorie Alfred

Savvy pension and benefits lawyers must be able to identify some of the legal issues and/or obligations arising outside the pension and benefits context that may have an impact on the plan administrator. One area of law which intersects with the practice of pension and benefits law, and which provides plan administrators and their legal advisors with a unique opportunity take enterprising action is privacy law.

Pensions and Benefits Law

OBA Institute - What You Missed

  • February 28, 2017
  • Tom Stevenson

On Tuesday, February 7, 2017, the OBA Pension & Benefits Section hosted "The Evolving Nature of Pensions and Benefits Law" as part of the 2017 OBA Institute. Find out what you missed!

Pensions and Benefits Law