Ad Hoc Technical  Advisory Committee for Family Law Pension Matters

Meeting Summary

Date: Friday, September 25, 2020
Time: 9:30 a.m. to 12:00 p.m.
Location: Videoconference

This summary sets out the key points discussed at the September 25, 2020 teleconference.

Working Group Discussions

Working Group 3, focusing on valuation matters, met on September 16, 2020.  Feedback received from this working group was presented and discussed at the September 25, 2020 Committee meeting.

The Committee discussed issues related to the preliminary value calculation and considered options to address those issues.

FSRA will use feedback from the Committee to develop an education document geared to members and their spouses to provide them with a general overview of how the pension asset is treated in a marriage breakdown.  FSRA will also develop a technical Guidance document for pension plan administrators and practitioners who specialize in family law matters.

The Committee’s final meeting will be held on November 26, 2020.

Next Steps

The next meeting of the Committee is scheduled for October 30, 2020, to discuss the draft documents described above.

Attendance Record

Invited/Attended

Affiliation

Attendance Status
(A)ttended; (R)egrets; (S)ubstitute; (VC)Videoconference

Jennifer Rook

FSRA, Head, Pension Operations and Regulatory Effectiveness and Committee Chair

VC

Adam K. Ngan

Blake, Cassels & Graydon LLP

VC

Carly Wybrow

Actuarial Solutions Inc.

VC

Cheridah Smith

Eckler

VC

Christina Doris

Christen Seaton Burrison Hudani LLP

R

Daniel Strachan

Healthcare of Ontario Pension Plan

VC

Eric Sadvari

Goldhart & Associates

VC

Glorie Alfred

Osler, Hoskin & Harcourt LLP

VC

James Denovan

OMERS

VC

Kathy Batycky

Stoner & Company Family Law Associates

VC

Kelley McKeating

McKeating Actuarial Services, Inc.

VC

Lesa MacDonald

Koskie Minsky LLP

VC

Lindy Charles

Ontario Teachers’ Pension Plan

VC

Michelle Rival

Willis Towers Watson

VC

Shane E. Clarke

CAAT Pension Plan

VC

Todd Hellstrom

Aon

VC

Stephanie J. Kalinowski

Hicks Morley Hamilton Stewart Storie LLP

VC

Krista Teichroeb

MOF

VC

Reet Hess

MOF

VC

Riana Sia

MOF

VC

Anne Slivinskas

FSRA

VC

Mark Eagles

FSRA

R

Lester Wong

FSRA

VC

David Bartucci

FSRA

R

Jesse Heath-Rawlings

FSRA

VC

Ann Chow

FSRA

VC

Hae-Jin Kim

FSRA

VC

Michael An

FSRA

VC

         

Available in French upon request.