Improving your Plan Member’s
Can you help them make better choices?
Join us June 6, 2018, in Moncton at our Atlantic Regional Council session on Financial Literacy where our goal will be to examine the spectrum of financial literacy advocacy among various pension plan sponsors. The spectrum runs from a minimalist approach where it is the responsibility of plan members to educate themselves on their pension, their retirement income, basic financial management and ultimately determine their retirement income needs on their own. In this approach, pension plan sponsors and/or administrators consider their role as simply to ensure there is a secure pension when a member retires.
At the other end of this spectrum, plan sponsors and/or administrators take a more holistic approach to financial literacy complete with education and tools that provide members with the skills to optimize all sources of possible retirement income, handle day to day financial management and ensures they are equipped with the knowledge to be successful in retirement. They focus on providing support for the key questions all individuals should be asking: How much do I need in retirement and how do I achieve that?
The reality is that most plan sponsors and/or administrators fall somewhere along this spectrum. Some by choice and some by chance. Others struggle with whether to move from their current position and how. Our session will hear from various plan sponsors and/or administrators about where they fall on the spectrum, why they fall there and what roadblocks they have encountered while navigating along this spectrum.
We will start our session with an opening presentation by our moderator on financial literacy to cover some of the basics and then move to our keynote speaker Derek Dobson, CEO, CAAT Pension Plan. After a lunch break, we’ll enjoy a highly engaging panel session with various representatives from local pension plan sponsors. Each of these speakers touches their entities pension plan(s) in a unique way and they are willing to share their experiences as they find their position along this spectrum.
OPENING PRESENTATION ON FINANCIAL LITERACY
Philip Churchill, Principal, Eckler Ltd. (also Moderator)
Derek Dobson, CEO and Plan Manager, CAAT Pension Plan
- Laurie Paterson, Director, Education Consulting Services, Sun Life Financial
- Colette Komst, Total Rewards Specialist, Atlantic Lotto Corp.
- Marilyn Quinn, Trustee for both the New Brunswick Public Service Pension and Shared Risk Plan for Certain Bargaining Employees of New Brunswick Hospitals
- Todd Saulnier, Senior Principal, Mercer
DATE: Wednesday, June 6, 2018
LOCATION: Delta Beauséjour Hotel, 750 Main Street; Moncton, NB
9:00am–10:00 am - Registration & Hot Breakfast
10:00am–10:20am - Introductory Presentation
10:20am–11:45am - Key Note Speaker
11:45am–12:30pm - Hot Lunch
12:30pm–2:00pm - Panel Discussion
2:00pm–3:00pm - Networking Session
To register for this special event, please click HERE.
ACPM Members = $195.00 + 15% HST = $224.25
Non-Members = $295.00 + 15% HST = $339.25
Table of Six = $1,170.00 + 15% HST = $1345.50
Thank You to the Event Sponsors
Interested in being an Event Sponsor? Click HERE.
Full refunds will be made for cancellations received via email or fax no later than 5:00pm(EDT) May 31st, 2018.