the Rocky Road - Goodmans LLP

2:00 pm – 3:15 pm Plenary IV:
DC Plans: Educate or Dictate
Speakers:
Ismo Heikkila
National Director
Financial Education and Employer Services, T.E. Wealth
Bill Turnbull
General Manager
Co-operative Superannuation Society Pension Plan
Mike Barry
President, Plan Advisory Services (U.S.)
Moderator:
Daniel Morrison
Senior Manager Pension and Benefits
ATCO Ltd. & Canadian Utilities Ltd.
Can DC plan sponsors educate their members effectively to make good investment
decisions? Or should sponsors give up on education and simply
dictate how members' money should be invested? What is the best way
to meet your fiduciary obligations and minimize your liability? Come hear
two experts present opposing views on these questions. You will also hear
about the U.S. experience with the recent "auto-pilot" developments south
of the border. Educate or dictate? You be the judge!
3:15 pm – 3:45 pm Refreshment Break
3:45 pm – 4:45 pm
Workshop 5:
Seeking Closure: In Search of Answers to the Legacy Plan
Speakers:
Louis-Georges Mongeau
Senior Consultant, Legislation & Plan Governance
Group Savings & Retirement, Standard Life Assurance Company of Canada
Dr. Gary Tompkins
Department of Economics, University of Regina
Moderator:
Diane Sutherland
Team Leader, Pension & Benefits, Corporate Human Resources Talisman
Energy Inc.
Closed defined benefit plans are now commonplace. But once closed, the
realities that a DB plan faces are significantly altered. As a result, the sponsor's
focus takes on a whole new perspective. This workshop will explore:
• The overall risk profile of a closed DB plan;
• Some possible strategies to manage and cope with a closed DB
plan; and
• "Exit" strategies for closed DB plans including the subtleties of
commercial annuity markets.
Workshop 6:
New Investment Trends for DC Plans
Speakers:
Jean A. Young
Senior Research Analyst, Vanguard Center for Retirement Research
Gerry Wahl
Assistant Treasurer, Teck Cominco Ltd.
Moderator:
Brendan George
Vice President, Aon Consulting Inc.
As DC plans have evolved and developed a strong foothold in the Canadian
retirement marketplace the number and style of investment choices
has also changed. The old days of the master mix are gone and plan sponsors
and their members are faced with a wide variety of options…from
traditional asset classes to target date, asset allocation and hybrid funds.
Now there is a growing movement to add non-traditional investments. So
what’s a plan sponsor to do? Continue adding new and innovative fund options…which
require lots of member education, go the “set it and forget it”
route by using auto pilot type funds, or is there a middle ground?
6:30 pm – 10:30 pm Gala Reception,
Dinner & Concert by Emerson Drive
Chateau Lake Louise
Join your colleagues and guests for our closing gala dinner, followed by a
concert by Canada’s own Emerson Drive.Bursting onto the Country music
scene in 2001 with theirself-titled DreamWorks Nashville release which
included the catchy smashes, "I Should Be Sleeping" and "Fall Into Me",
the band found a home at Midas Records and had a banner year in 2007
following the release of COUNTRIFIED, which yielded the band's first #1
song, "Moments."
Emerson Drive have received numerous industry awards and nominations
throughout their career and in 2007 they received their first ever GRAMMY
nomination for "Moments," in addition to a DOVE Award nomination, an Inspirational
Country Music award nomination, 2 CMA nominations, 3 CCMA
wins and were named Campus Activities Magazine's Top Major Performer.
The band is currently in production on their new album, (once again collaborating
with Teddy Gentry of Alabama and Josh Leo) which is scheduled
for an early Fall release.
FRIDAY, SEPTEMBER 19, 2008
8:30 am – 12:00 pm Tee times reserved at Stewart Creek
In dramatic fashion, each of Stewart Creek's holes offers breathtaking panoramas
that fill each golfer with wonder and awe. To enhance the challenge
of layered fairways and subtly sloped greens, 35 bunkers are strategically
located around rushing streams, crystal clear lakes, rocky outcrops and restored
mine. Extend your stay and book your tee time through ACPM; morning
tee times available on a first-come, first-served basis. Payment is made
directly to Stewart Creek by individual players.
9:00 am - 2:00 pm Choose one of the Following Banff Tours:
1) Banff Adventure Tour
Build a connection to our World Heritage Site on this trademark sightseeing
tour as you visit Banff's landmarks, most renowned traits and historic
places. Hear how the 11,000 year old human history of the Bow Valley
changed when three railway workers rediscovered the Cave & Basin, now
a National Historic Site, and learn about the local wildlife. Enjoy the sights
and photo opportunities at the many lookout points along the popular trails.
Get a bird's eye view of many of the areas you will have visited as the Banff
Gondola takes you to the top of Sulphur Mountain meander along the 1 km
boardwalk to the Cosmic Ray Station National Historical Site of Canada,
and the historic Sanson’s Peak Meteorological Station.
2) Discover Banff Culture Tour
Visit the Whyte Museum, which focuses on the human history of the Bow
Valley and commemorates the efforts of the some of the most integral characters
to have touched this area. From the past we move to the present and
get a taste of the diverse art exhibits on display for the 75th anniversary of
the Walter Philips Gallery at the Banff Centre for the Performing arts. Lunch
will be served in the garden.