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Morneau Shepell Handbook of Canadian Pension and Benefit Plans, 16th Edition

This book is an indispensable tool for understanding the essential elements of Canadian public and private pension and benefit plans, their legal and regulatory framework and their administrative requirements.
Publication Language: English

Softcover | 800 pages

In Stock
ISBN/ISSN: 9780433489818

Product description

National coverage of pension and benefits governance and related issues.
This publication is an indispensable tool for understanding the essential elements of Canadian public and private pension and benefit plans, their legal and regulatory framework and their administrative requirements. Updated and developed by Morneau Shepell professionals, this insightful book provides comprehensive coverage of pensions and benefits, from retirement savings and deferred compensation arrangements to extended health care and employee assistance plans.

Topics Covered

  • Employer Plans
  • Government Programs, including Workers' Compensation and Employment Insurance
  • Governance
  • Financial Management
  • Investment Management
  • Legislation and Case Law
  • Taxation
  • Public Sector and Multi-Employer Plans
  • Termination and Winding Up
  • Member Communications
  • Extended Health and Dental
  • Group Life and Accident Insurance
  • Employee Assistance Plans
  • Workplace Health Management
  • Post-Retirement and Post-Employment Benefits
  • Retirement Planning
  • Emerging Trends

New in this Edition

  • Updated information reflects new pension legislation passed in Alberta, British Columbia, Nova Scotia, as well as Quebec Bill 57 and Ontario legislative updates
  • New Chapter – Public Sector Pension Plans – examines the evolving trends of public sector pension plans and discusses the significant contributions that large Canadian public sector plans have made locally and abroad
  • New content on:
    • CPP/QPP expansion and OAS changes
    • Risk management
    • Target benefit plans
    • Conflicts of interest
    • Pension Governance best practice
    • Statements to members and electronic communications
    • Funding policies
    • Environmental, social and governance (ESG) factors in pension investment
    • Mental health in the workplace
    • New benefits program delivery models
  • Updated with:
    • Latest figures for government-sponsored plans
    • Information on pooled registered pension plans
    • Latest legislative and case law developments affecting pensions and benefits
    • Content on managing rising extended health care costs
    • Employee Assistance Plan (EAP) developments

Who Will Benefit
This publication is intended for plan sponsors, plan administrators, pension consultants, pension and benefits lawyers, human resources practitioners and others interested in the field of Canadian pensions and benefits. All the topics you want and all the information you need.


Featured Authors

Table of contents

List of Acronyms

Part I: Retirement Income Arrangements
Chapter 1 Overview of Retirement Income Arrangements
Chapter 2 Government Pension Programs
Chapter 3 Employer Pension Plans – Terms and Conditions
Chapter 4 Governance of Retirement, Savings and Other Benefit Plans
Chapter 5 Design, Registration and Administration of Pension Plans
Chapter 6 Financial Management of Pension Plans
Chapter 7 Pension Fund Investment Management
Chapter 8 Registration of Pension Plans Under the Income Tax Act and Taxation of Retirement Savings
Chapter 9 Pension Standards Legislation
Chapter 10 Case Law Affecting Pension Plans
Chapter 11 Multi-Employer Pension Plans
Chapter 12 Public Sector Pension Plans
Chapter 13 Supplementary Pension Arrangements
Chapter 14 Other Retirement Income, Savings, and Deferred Compensation Arrangements
Chapter 15 Winding Up a Pension Plan

Part II: Employee Benefits
Chapter 16 Overview of Employee Benefits
Chapter 17 Provincial Hospital and Medical Insurance Plans
Chapter 18 Worker's Compensation
Chapter 19 Employment Insurance
Chapter 20 Extended Health and Dental Care Plans
Chapter 21 Disability Benefits and Income Programs
Chapter 22 Workplace Health Management
Chapter 23 Group Life and Accident Insurance
Chapter 24 Post-Retirement and Post-Employment Benefits
Chapter 25 Financial Management and Administration of Employee Benefit Plans
Chapter 26 Flexible Benefits
Chapter 27 Employee Assistance Programs and Other Employee Benefits

Part III: Developing Areas
Chapter 28 Retirement Planning
Chapter 29 Communicating Benefits and Retirement Savings Plans
Chapter 30 Emerging Trends
Case Table
Topical Index
Table of Contents for the Morneau Shepell Pension Charts in the Canadian Employment Benefits & Pension Guide