FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021
Information
Publication type
Advisory
Topics
OSFI regulation documents
Plans
Defined contribution plans
Year
2021
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/Attended | Company Name | Attendance Status (R)egrets; (S)ubstitute; (VC)Videoconference |
|---|---|---|
| Caroline Blouin | FSRA - EVP and TAC Chair | VC |
| Tamara DeMos | OSFI - Managing Director, Private Pension Plans Division and TAC Chair | VC |
| Alex McKinnon | United Steelworkers | VC |
| Brett Marchand | Manulife Financial Corporation | VC |
| Corienne Logan | Many Nations Co-operative Ltd. | VC |
| David Vincent | Canadian Benefits Law | VC |
| Jo-Ann Hannah | Retired | VC |
| Joe Nunes | Canadian Institute of Actuaries | VC |
| Lisa Jankov | Pension Investment Association of Canada | VC |
| Martin McInnis | Co-operative Superannuation Society Pension Plan | VC |
| Michael Dodd | Co-operators Group | VC |
| Michelle Loder | Morneau Shepell Ltd. | VC |
| Paul Webber | Green Benefits Group | VC |
| Roger Maguet | Canada Life | R |
| Roman Kosarenko | George Weston Limited | VC |
| Susan Bird | Multi Employer Benefit Plan Council of Canada | R |
| Susie Taing | Sun Life Assurance Company | R |
| Tim Mark | Royal Bank of Canada | VC |
| Todd Saulnier | Association of Canadian Pension Management | VC |
| Zaheed Jiwani | Eckler | VC |
| David Bartucci, James Hoffner, Jesse Heath-Rawlings, Karima Shajani, Lynn Barron, Mark Eagles, Paul Dempsey | FSRA | VC |
| Benoit Brière, Chuck Saab, Mike Ius, Nadine Atallah, Sydney Roy | OSFI | VC |
| Carolina Geronimo, Jenny Chau | British Columbia Financial Services Authority | VC |
| Neil MacKinnon, Zarha Haji | Department of Finance | VC |
| Alex Killoch | Ministry of Finance | VC |