FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee

Meeting Summary

Date: Tuesday, July 27, 2021
Time: 10:00 a.m. to 12:30 p.m.
Location: Videoconference

This summary sets out the key points discussed at the July 27, 2021 meeting.

Review of Committee Products

The Committee discussed and provided comments on the DC Plans Member Guide and the Recommendations to CAPSA that were revised by the working groups in June and July.

Next Steps

Comments on the Recommendations to CAPSA document will be incorporated into the draft and recirculated before it is sent to CAPSA.

The Member Guide will be sent to CAPSA members in September for their comments.

It is expected that both documents will be published in October 2021.

Additionally, a joint FSRA/OSFI webinar is planned on these topics in November 2021.

Attendance Record

Invited/AttendedCompany NameAttendance Status (R)egrets; (S)ubstitute;
Caroline BlouinFSRA - EVP and TAC ChairVC
Tamara DeMosOSFI - Managing Director, Private Pension Plans Division and TAC ChairVC
Alex McKinnonUnited SteelworkersVC
Brett MarchandManulife Financial CorporationVC
Corienne LoganMany Nations Co-operative Ltd.VC
David VincentCanadian Benefits LawVC
Jo-Ann HannahRetiredVC
Joe NunesCanadian Institute of ActuariesVC
Lisa JankovPension Investment Association of CanadaVC
Martin McInnisCo-operative Superannuation Society Pension PlanVC
Michael DoddCo-operators GroupVC
Michelle LoderMorneau Shepell Ltd.VC
Paul WebberGreen Benefits GroupVC
Roger MaguetCanada LifeR
Roman KosarenkoGeorge Weston LimitedVC
Susan BirdMulti Employer Benefit Plan Council of CanadaR
Susie TaingSun Life Assurance CompanyR
Tim MarkRoyal Bank of CanadaVC
Todd SaulnierAssociation of Canadian Pension ManagementVC
Zaheed JiwaniEcklerVC
David Bartucci, James Hoffner, Jesse Heath-Rawlings, Karima Shajani, Lynn Barron, Mark Eagles, Paul DempseyFSRAVC
Benoit Brière, Chuck Saab, Mike Ius, Nadine Atallah, Sydney RoyOSFIVC
Carolina Geronimo, Jenny ChauBritish Columbia Financial Services AuthorityVC
Neil MacKinnon, Zarha HajiDepartment of FinanceVC
Alex KillochMinistry of FinanceVC