Brian Sweigman at the IFEBP's Certified Employee Benefit Specialist Program

Details

On December 16th, Goodmans partner Brian Sweigman lead the session "Complying with Legislative and Best Practices in Pension Plan Asset Investment" as part of the Certified Employee Benefit Specialist Program, co-sponsored by the International Foundation of Employee Benefit Plans and Dalhousie University.

This informative module covered:

• The most important implications of the Income Tax Act (ITA) and its regulations, as they relate to registered pension and nonpension retirement plan investments.
• How pension standards legislation impacts the investment of pension funds.
• The concepts of fiduciary responsibility and prudence in the context of employer-sponsored retirement plans.
• The guidance issued by pension plan and securities regulators to assist plan sponsors with prudent investment practices.
• Prudent investment practices applicable to capital accumulation plans (CAPs)

To learn more about the CEBS program, click here.