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/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