Past Event: DC Plan Summit

February 14-16, 2018
Ritz-Carlton Hotel, Montreal

Benefits Canada is pleased to present the 19th Annual Defined Contribution Plan Summit. The DC Plan Summit is the premier annual conference in Canada for DC leaders and influencers. The Summit’s highly interactive format focuses on sharing best practices and fostering knowledge transfer through leading-edge content and audience engagement. Interactive sessions are designed to encourage delegate participation and facilitate discussion about critical DC issues. The conference will also feature domestic and international plan sponsor case studies.

A Call to Action

From governance to engagement, plan sponsors are looking for solutions to improve their defined contribution pension plans. What tools are available to plan sponsors to boost their outcomes and how can they put them into action? With case studies of plan sponsors that have already found some of the answers and presentations by experts about key trends, the 2018 DC Plan Summit will help employers take their plans to the next level.

2018 Conference Agenda Highlights:

  • Interactive workshops
  • Engaging keynote and academic speakers
  • Canadian, American and UK case studies
  • DC investment spotlight presentations
  • Networking opportunities with senior DC decision-makers and industry leaders


Sponsor Resources:

LINK TO SCHRODERS' RESOURCES

LINK TO SUN LIFE'S RESOURCES

 




Join the conversation: Tweet @BenCanMag #DCPlan18




FOR SPONSORSHIP OPPORTUNITIES
FOR AGENDA
INFORMATION
FOR REGISTRATION INFORMATION
Alison Webb
alison.webb@tc.tc
Lauren Harris
lauren.harris@tc.tc
Joanne Boccia
joanne.boccia@tc.tc

DC Plan Summit

February 14-16, 2018
Ritz-Carlton Hotel, Montreal, QC

**Please note that this agenda is a draft and may be subject to change



Wednesday, February 14, 2018:


6:00-7:00 p.m.
Registration and opening reception




7:00 p.m.
Dinner in the Oval Room





Thursday, February 15, 2018:



7:15-8:10 a.m.
Breakfast



8:10 a.m.
Opening remarks 




8:15-8:30 a.m.
Icebreaker




8:30-9:30 a.m.
Freeze and seize: Why our emotions prevent us from acting in our best self-interest

Our inability or reluctance to make very important and inevitable financial decisions is shocking, especially when no one else can make such decisions for us. Conventional wisdom blames this on a lack of financial literacy, and difficulty calculating the consequences of financial choices. However, recent research by professor Punam Keller indicates that our emotions are the real culprits. In this lively and humorous presentation, Keller will share "Enhanced Active Choice" (EAC), a communication tool she developed that can be used steer people who procrastinate, or who have made poor financial choices, in beneficial directions. Learn how EAC can be used within DC plans to enhance enrollment, increase participation rates, and reduce leakage.

Speaker:
Punam Keller, associate dean for innovation and growth, Tuck School of Business, Dartmouth College 

[Download the Presentation]



9:30-10:10 a.m.
Canadian case study: Transitioning from DB to DC – lessons on communicating pension plan changes and inspiring action
Encouraging employees to take action is not easy especially when it comes to pension and retirement savings plans.  To make it even more difficult, add in three different employee populations (salaried, hourly, unionized) with six different pension plan designs and facilities all across Canada.  Martha Callum, senior director, total rewards at Coca-Cola Canada will speak to her experience communicating and managing the change of implementing a new DC and savings plan design that required employees to take action to sign up for the new plan design. Spoiler alert: the key to the success of having over 92 per cent of employees take action? Use their direct managers as change agents.

Speaker:
Martha Callum,
 senior director, total rewards, Coca-Cola Refreshments Canada

[Download the Presentation]




10:10-10:40 a.m. 
Networking break 





10:40-11:00 a.m. 
Improving Outcomes in Post Retirement
A DC Participant faces a series of crucial questions as they approach the end of their working life;

•              Have I saved enough in my account to support my retirement; will I outlive my assets?
•              Do I have confidence that I can meet all my expenditure?
•              How will I need to adjust my expenditure depending on future asset returns?
•              What is the balance between essential retirement expenditure and items that may be considered as non-essential?

This session will address these questions in the context of a life-time DC participant. Considering how a dynamic approach to asset management can add value. Applying risk management techniques to address the challenge of converting an accumulated account balance into a suitable mix of assets for post-retirement; and investigating how a fixed income portfolio can secure essential retirement expenditure.

Speaker:
Neil Walton,
 head of investment solutions, Schroders

[Download the Presentation]



11:00-11:20 a.m. 
The New Science of Attention

Are we missing something as the relationship between individuals and financial institutions becomes
digitized?   Do we need to understand how it is affecting the way clients pay attention to their
money? Facebook and Amazon routinely study the attention customers pay to their websites.
Financial institutions should learn to do the same, benefiting from an emerging science on how we
interact digitally with our money. 

Speaker:
Jane Henshaw, head of digital research, Vanguard Center for Investor Research, Vanguard Investments Group Inc.

[Session not available for download.]



11:20 a.m.-12:00 p.m. 
U.S. case study: Overcoming inertia
Searles Valley Minerals has achieved a milestone of 79.5 per cent of its employees being on track to replace 75 per cent or more of their income in retirement. How did it get there? For many years, the company’s 401(k) administrative committee reflected the culture of the remotely located, mid-sized, minerals mining company. While it provided a sound fund lineup, it was cautious in its approach to change and focused on narrowly defined fiduciary responsibilities. Find out how the company changed its management approach to provide better outcomes for members. Spoiler alert: as the committee overcame its inertia, so, too, did the plan participants.

Speaker:
Larry Schmidt, director, human resources, Searles Valley Minerals

[Download the Presentation]



12:00 -1:00 p.m. 
Lunch




1:00-2:10 p.m.
Interactive workshops 
During this highly interactive session, plan sponsors will have the opportunity to discuss topical issues with thought leaders in the industry in a collegial environment. Guided by a list of focused questions, moderators will engage delegates in sharing ideas within small groups in two different rounds. The designated moderator will aggregate the ideas over the course of this workshop and present the findings on the next day of sessions.

[Workshop content not available for download.]



2:10-2:40 p.m.
Networking break 




2:40-3:00 p.m.
A wealth of perspectives: Global insights into the factors participants and retirees value when making retirement investing decisions
In this session the results of a global retirement income survey are presented, with an eye toward understanding how Canadian plans compare with those of more developed DC markets (Australia, UK and the US). Peter Delaney, director, investment solutions, and Shawn Cohen, director, relationship management, ARG Canada, will examine the key misconceptions participants and retirees have regarding income and savings and the issues and the challenges that these two groups associate with retirement income.

Speakers:
Shawn Cohen, director, relationship management, ARG Canada, MFS Investment Management
Peter Delaney, director, investment solutions, MFS Investment Management

[Download the Presentation]



3:00-3:20 p.m.
How to think about asset allocation after a prolonged bull market
As global economies move beyond the goldilocks environment of 2017 and the supportive markets of the last 9 years, the importance of having a resilient strategic asset allocation combined with a flexible investment process becomes more prominent. In this spotlight, Ruthann will discuss research on both topics in the context of the primary drivers of returns for a target date strategy; the glide path and asset allocation.

Speaker:
Ruthann Pritchard, institutional portfolio manager, Fidelity Investments

[Download the Presentation]



3:20-4:00 p.m.  
Panel: DC plans and the issues at hand
What are some of the most common regulatory issues facing pension plans today? This panel discussion will feature legal, regulatory and employer perspectives to find out.

Panellists:
Nora Lamb, manager, pensions, Canada and international, Suncor Energy Inc.
Michael Peters, acting superintendent of pensions, BC Financial Institutions Commission
Julien Ranger-Musiol, partner, Osler, Hoskin & Harcourt LLP 

[Session not available for download.]



4:00 p.m.
Closing remarks



6:00 p.m. 
Cocktail reception 



7:00 p.m.
Dinner in the Oval Room

 




Friday, February 16, 2018:



7:15-8:10 a.m.
Breakfast



8:10 a.m.
Opening remarks



8:15-9:15 a.m.
Search and discover: What the internet and big data reveal about who we are
How can Google search terms help predict elections? How many white Americans voted against Obama simply because he was black? Are crime rates affected by violence in the media? Are boys secretly favored over girls amongst parents? For Seth Stephens-Davidowitz, the answer to these questions doesn’t lie in traditional polls, but in the billions of Google searches we make every day. Through his original research with search terms and big data, he’s discovered—and predicted—a number of counterintuitive insights, often that fly in the face of conventional wisdom. And in this surprising keynote, he lays out just what big data can reveal about our biases, anxieties, and hidden desires—and how Internet searches can provide answers to questions we’re often too afraid to ask. Though sometimes uncomfortable, these revelations are designed to help us understand the world with more accuracy. And they’re here to help us become smarter consumers of data, based on asking better questions. It’s about what people are actually doing, Stephens-Davidowitz argues—not what they say they want to do.

Speaker: 
Seth Stephens-Davidowtiz,
 former data scientist, Google 

[Session not available for download.]



9:15-9:45 a.m. 
Workshop takeaways 
Designated moderators will have aggregated ideas over the course of the workshop and will now have the opportunity to present those key takeaways to the entire group. Each moderator will have five minutes to present.

[Workshop content not available for download.]



9:45-10:15 a.m.
Networking break




10:15-10:55 a.m.
U.K. case study: Transforming employee engagement on DC – lessons on communicating DC plan changes and using behavioral nudges
Encouraging employees to own and manage their pension savings is not easy and to increase employee contribution levels is even harder especially if for many of them retirement is many years away. Ian Baines, head of pension at Nationwide, will speak to his experience in implementing a new industry acclaimed DC structure at the heart of which was the use of behavioral economic “nudges” and a message of “Don’t just dream it plan it!” Spoiler alert: behavioral nudges can have a dramatic impact on saving levels but need to be aligned to a long-term communication strategy. 

Speaker:
Ian Baines,
head of pensions, Nationwide Building Society

[Download the Presentation]



10:55-11:30 a.m.
Interactive workshops: Financial literacy in the workplace
A record number of Canadians are experiencing financial stress, whether it’s due to high debt loads or worries about saving for goals like retirement. In fact, a recent Ipsos poll shows 48% of Canadians surveyed are less than $200 from not being able to meet their financial obligations! How does that staggering number affect Canadians in the workplace – and is there a role employers can play in promoting better financial literacy and in supporting workers in making healthier financial decisions? This interactive session is designed for delegates to work together to make the case for workplace financial literacy and craft a winning approach that will make a difference in workers’ lives.

[Download the Presentation]



11:30 a.m. – 12:10 p.m.
Conference wrap-up
A lot was discussed over the course of the conference, but what are some of the key learnings? This wrap-up presentation will include highlights from previous sessions and encourage employers to continue the conversation.

Speaker:
Janice Holman,
principal of investment consulting, Eckler Ltd.

[Download the Presentation]



12:10 p.m.  
Closing remarks followed by lunch



6:00 p.m.  
Optional pub night






DC Plan Summit Speakers

February 14-16, 2018
Ritz-Carlton Hotel, Montreal



DAY ONE KEYNOTE

 

Punam Keller

Punam Keller

Punam A. Keller is the Charles Henry Jones Third Century Professor of Management and associate dean for innovation and growth at the Tuck School of Business at Dartmouth College. Keller’s academic resume includes degrees from Bombay University and Northwestern, award-winning research, and faculty positions at New York University, Columbia University, and The University of North Carolina. Keller served as associate editor of Journal of Consumer Research and Journal of Consumer Psychology and currently is on the editorial boards of the Journal of Marketing Research, Journal of Public Policy and Marketing, and Social Marketing Quarterly. Keller was formerly the president of the Association for Consumer Research (ACR) and was nominated an ACR fellow in 2017. Through the years, Keller has served as a consumer research consultant and educator to a variety of financial educators including FINRA foundation, Consumer Financial Protection Bureau, CFA Institute, The Organisation for Economic Co-operation and Development, Filene Institute, North American Securities Administrators Association, Defined Contribution Institutional Investment Association, PSNC, Pensions and Investments, Dimensional, Goldman Sachs and The National Association of Retirement Plan Participants. She has developed social marketing plans to promote financial education for the OFEFA, U.S. Department of Treasury, and National Endowment for Financial Education.  She served as the social marketing officer of the financial literacy center under director AnnaMaria Lusardi, funded by the Social Security Administration. 



DAY TWO KEYNOTE

 

Seth Stephens-Davidowitz

Seth Stephens-Davidowitz

Seth Stephens-Davidowitz is a contributing op-ed writer for The New York Times and a visiting lecturer at The Wharton School at the University of Pennsylvania, where he has developed a course about his research. A direct, succinct, and frequently humorous writer and keynote speaker, he’s presented his original research using big data as engaging lectures, scientific manuscripts, and popular data journalism. He has a doctorate in economics from Harvard University and a bachelor of arts in philosophy, Phi Beta Kappa, from Stanford University.

 




Ian Baines

Ian Baines is an experienced pension professional who for nearly 30 years has helped manage a wide range of work based pension plans for several large UK employers including Barclays, EDF Energy and Deloitte. Baines joined Nationwide in 2014 and in his team won team of the year at Nationwide’s 2016 annual awards for their work in promoting employee pension savings and for successfully implementing changes to the Nationwide DC plan. Baines lives in a small village in rural Essex with his wife Haidee and two children. His work is based in Swindon and London and he spends his spare time walking his dogs and spending too much time watching sport!     

 




Martha Callum

Martha Callum is currently the senior director of total rewards for Coca-Cola Refreshments Canada. She has country-wide responsibility for pension, compensation, benefits, and disability management programs for over 6,000 employees and 35 collective agreements. Prior to joining Coca-Cola, Callum held various total rewards and human resources positions in the financial services, life sciences, and automotive sectors.  Callum holds a master of business administration from the Rotman School of Management at the University of Toronto, a master of industrial relations from Queen’s University and a bachelor of arts also from Queen’s University.  In addition, she earned her certified compensation professional and global remuneration professional designations from WorldatWork. Callum is passionate about making pension and retirement savings plans easier to understand for employees.  This passion grew out of someone taking the time to teach her about workplace savings plans when she was just starting out in her career. Callum wants to pay this knowledge forward and ensure all her employees know the value of saving early and maximizing the company programs.




Martha Callum

Shawn Cohen is a director of relationship management for MFS Investment Management. He is based in Toronto. Cohen joined MFS in 2012 after 13 years with a large consulting firm, at which he most recently served as vice-president and national defined contribution practice leader. Prior experience includes eight years with the firm as a senior investment consultant and four years as a senior consultant in its legal and compliance practice. He earned a bachelor’s degree from York University and a law degree from Osgoode Hall Law School. He holds the chartered financial analyst designation from the CFA Institute.

 




Nadia Dawish

Nadia Darwish is the vice-president of development, marketing and investment strategy at Desjardins. Darwish leads the group retirement savings teams at Desjardins, where she is responsible for marketing, investment strategy and product development, and oversees business development for Ontario and Western Canada. A champion of the client experience, Darwish has been a powerful advocate for the evolution of group retirement and savings plans. Combined with market insights and a passion for driving ideas from concept to market, she is focused on delivering experiences built around engaging and innovative solutions. Darwish is a graduate of Western University and has more than 20 years of industry experience. Committed to the future of the pension industry, Darwish is an active member of several industry committees and frequently presents on key topics.




Nadia Dawish

Peter Delaney is a director in the investment solutions group of MFS Investment Management. In this role, he focuses on client portfolio topics related to the global defined contribution landscape. He works with clients to develop solutions, provide insights on global trends and best practices, and conduct proprietary research. He also works with the product team to shape and represent MFS’ defined contribution capabilities. Delaney rejoined MFS in 2009 as a director, Institutional DC Platforms. Before to returning to the firm, he served two years as director of Investing Consulting at the Hartford, working with defined contribution plan sponsors, consultants and advisors. His prior experience at MFS includes eight years as defined contribution investment specialist. Delaney earned a bachelor’s degree in finance from Providence College and a master of business administration from Suffolk University. He is a member of the CFA Institute and the Boston Security Analysts Society and holds the chartered financial analyst designation.




Karrina Dusablon

Karrina Dusablon is the vice-president of business development, client relationship and member experience at Desjardins. Dusablon leads and oversees growth through their national business development, client relationship and education teams. Her dynamic communication and leadership skills serve her well in engaging both their clients and national sales teams across Canada. Dusablon’s 20 years of industry experience – more than half of which have been with Desjardins – is complemented by her commitment to being an active participant in industry committees. Dusablon holds a bachelor of industrial relations from McGill University, with a major in management, economy and industrial sociology. She has also received a certification in personal financial planning from the Institute of Canadian Bankers.




Karrina Dusablon

Erica Hall is the assistant vice-president, client relations, group retirement solutions at Manulife. She first joined Manulife in 2001, and has held several leadership roles supporting the group retirement business. She has also managed relationships with some of their biggest clients in the market. In her current role, Hall has overall accountability of the implementation of new group retirement clients for all market segments, which includes the development of education strategies, the delivery of education campaigns and plan management with a focus on client satisfaction. She is also responsible for the overall service of, and amendment activity for all market segments. Reporting into Hall are the national education and financial education teams, as well as client relationship and implementation managers located across Canada. Hall graduated from the University of Western Ontario and holds a degree in history and mathematics. She also has completed the retirement plans associate designation through certified employee benefit specialist and Canadian securities course.




Jane Henshaw

Jane Henshaw is the head of digital decision-making and experimentation at the Vanguard Center for Investor Research. The goal of her team is to understand how web and mobile environments shape financial choices. In their research agenda, Henshaw and her team seek to develop insights into the fundamental nature of investor decision-making, drawing from Vanguard administrative and digital data sets. Their experimental work brings scientific rigor to the evaluation of behavioral interventions, particularly in a digital setting.  The scope of their work includes the emerging question of financial attention; digital design and its effect on portfolio allocation, savings and spending behavior; and the varying impact of mobile versus web technology in shaping investor attention, choice and patience. Henshaw spent fifteen years working in IT prior to moving onto the Center’s research team.  She led the implementation and evaluation of digital enrollment and savings “nudges” directed at participants in defined contribution plans. She graduated with a bachelor of arts from the University of Richmond and spent her years prior to Vanguard in IT consulting at U.S. government facilities.



Michael Peters

Janice Holman leads the defined contribution consulting group at Eckler and is a principal of the firm. Her unique professional background contributes to her expertise in all key areas affecting capital accumulation plans (CAPs). Holman began her career in investments over 20 years ago as a fixed income analyst. She then worked directly with members as an education and communications manager, and spent several years with two leading insurance companies as an investment executive before joining Eckler over 13 years ago. This broad range of experience allows her to provide clients with a comprehensive approach to DC consulting. Holman is passionate about helping clients and their members maximize the value of their CAPs and successfully retire. To achieve the best possible retirement outcomes, she works with clients to establish governance structures, create and refine plan design, select and monitor record keepers, develop and adjust investment offerings over time, and create compelling and engaging member communications. Holman works with some of the largest Canadian organizations and is committed to the CAP industry. She regularly contributes to industry publications, is a frequent speaker at industry conferences. Holman graduated from Bishop’s University with a bachelor of business administration and holds the chartered financial analyst designation (1999) and the certified financial planner designation (2010).



Michael Peters

Michael J. Peters was appointed as acting superintendent of pensions for British Columbia in July 2016.  Before his appointment he was deputy superintendent of pensions, having assumed that role in 2004.    In his current position, Peters is responsible for operational and strategic policies related to administration and enforcement of the British Columbia Pension Benefits Standards Act. He is also responsible for the development and implementation of a risk-based regulatory framework for oversight of pension plans registered in British Columbia. Peters represents British Columbia at the Canadian Association of Pension Supervisory Authorities (CAPSA) and oversees British Columbia’s involvement in furthering CAPSA’s strategic plan. Peters also works with the federal/provincial/territorial working group on pensions.  He has briefed cabinet ministers and the executive council of British Columbia on pension matters.  He joined the pension standards branch of the Ministry of Labour in May 1994 as a pension officer, and oversaw a portfolio of defined benefit and defined contribution pension plans. Prior to joining the British Columbia superintendent of pensions, Peters worked with the registered plans division of Revenue Canada, joining that organization in June 1988.  While at Revenue, he worked to implement the tax reform brought in to codify pension legislation in the Income Tax Act.  In addition, he supervised and trained new staff and finally joined the special projects group at RPD before moving to British Columbia. 




Julien Ranger-Musiol

Julien Ranger-Musiol is partner, pensions and benefits, at Osler, Hoskin & Harcourt LLP. In this role, he advises employers, pension fund administrators and service providers on issues such as pension plan governance and design, derisking strategies, pension investments, plan mergers, plan conversions, use of surplus assets, administration expenses and retiree benefits matters. He also assists them in their representations before regulatory authorities, administrative tribunals and courts (including the Supreme Court of Canada). Ranger-Musiol also deals with pension and benefit issues arising in corporate transactions such as acquisitions, divestitures, mergers and corporate reorganizations. Ranger-Musiol recently drafted key pension documents required to convert defined benefit plans into target benefit plans in New Brunswick and British Columbia.




Julien Ranger-Musiol

Jean-François Pelletier is the regional vice-president, group retirement services Quebec at Sun Life Financial has been leading Quebec's sales and client relationships team since 2013. He is also a key member of the national Sales and Client Relationships management team. Pelletier previously managed Desjardins' business development, group retirement savings, team and was also director, business development, national accounts, group retirement savings, with that organization. He has over 25 years of experience in the financial services industry. Pelletier holds a bachelor of business administration, economics major, and certification from the Autorité des marchés financiers.




Julien Ranger-Musiol

George Ng is senior account executive, group customer, in the Eastern region at Great-West Life.
Ng has held several senior positions in the industry since 1997, providing leadership and direction, resulting in the successful management of general operations and sales and service functions within Eastern Canada.
Since joining Great-West Life in 1998, Ng has developed an extensive knowledge of their products and services while holding various positions including client relationship manager and regional manager. Ng is currently responsible for business development and product support of national accounts in the Eastern region. Ng has over 19 years of industry experience including a background in human resources, investments and financial planning and is a member of the Institut québécois de planification financière.




Julien Ranger-Musiol

Ruthann Pritchard is an institutional portfolio manager in the global asset allocation group at Fidelity Investments. In this role, Pritchard serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their chief investment officers in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team. She is also a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners, providing detailed portfolio reviews and serving as a key conduit of client objectives, requirements, and marketplace insight back to the investment team. Pritchard’s focus is on target date strategies. Prior to assuming her current position in January 2014, Pritchard was vice-president, investment consultant, in personal workplace investments, a unit of Fidelity Investments, from 2006 to 2014. Before joining Fidelity in 2006, she was a vice president at JPMorgan Asset Management and JPMorgan Retirement Plan Services from 2000 to 2006, an associate investment consultant at Evaluation Associates from 1996 to 2000, and a research analyst at Target Investors from 1993 to 1996. Previously, Pritchard worked as an associate at First Boston from 1987 to 1991, and as an analyst/associate at Goldman Sachs from 1984 to 1987. She has been in the investments industry since 1984. Pritchard earned her bachelor of science degree in applied mathematics and mechanical engineering from Yale University. She also holds the financial industry regulatory authority series 6, 63, 7, and 3 licenses.




Larry Schmidt

Larry Schmidt is the director of human resources for Searles Valley Minerals Inc., a solution mining and manufacturing company in Trona, California located in the Mojave Desert.  His primary office is in the company headquarters in Overland Park, Kansas. Schmidt came to Searles Valley Minerals after a 27-year career in the United States Marine Corps in which he commanded at succeeding levels in infantry and logistics commands. He commanded the 8th marine regiment in Desert Storm and served on the joint staff (operations directorate) of the chairman, joint chiefs of staff until his retirement as a colonel. Schmidt has been with Searles Valley Minerals since 1994. His work portfolio has included, in addition to his HR duties, the safety department, the security department, facilities management and travel. Schmidt has served on the 401(k) committee for over half of his time with the company and presently serves as the secretary to the administrative committee for the retirement plan.



Larry Schmidt

Sharon Seifried serves as national vice-president for corporate accounts with Manulife Financial’s group retirement solutions area. With over 30 years of direct experience in administration, client relationship management, product design, investments and marketing, Seifried brings deep perspective to her work with some of Manulife’s largest clients and to her participation at leading industry events.Since joining Manulife in 2004, Seifried played a leading role in the introduction of the organization’s large case support model and the development of industry-leading member resources.  She also held leadership roles in operations, client services, and marketing where she had accountability for the project and strategic activities of the teams. In 2010, she moved to the distribution operation, successfully supporting major market sources and large national clients.  In 2012, she was appointed into her current role where she leads the team of corporate account executives. Before joining Manulife, Seifried held progressively senior roles with another national insurer. In that capacity, she helped to create the structure and staffing that supported national group retirement clients.



Larry Schmidt

Mazen Shakeel is the vice-president of market development for group retirement services at Sun Life Financial. In this role, he leads the group retirement services teams responsible for marketing, investments, product development and research. He develops and implements business strategies that enhance Sun Life’s existing business model for group retirement services and Sun Life Financial Canada. Shakeel also works closely with clients as the executive partner for a number of group retirement services client relationships. Shakeel possesses a wealth of experience in the retirement industry and a deep focus on investment solutions. In his previous role with Sun Life, he led the international investment centre, an internal consulting group supporting Sun Life businesses around the world, including group retirement services. Prior to joining Sun Life in 2013, Shakeel spent 24 years with a leading human resources consulting firm where he held diverse, progressive positions in client management and retirement consulting. In the latter case, he led both defined benefit and defined contribution consulting teams. Shakeel holds a bachelor of science degree from the University of Toronto and is a fellow of the Canadian Institute of Actuaries, as well as a fellow of the Society of Actuaries.



Larry Schmidt

Christine van Staden is regional vice-president, group customer, Toronto consultant office, at Great-West Life. She joined Great-West Life in 2015 as vice-president, national accounts, responsible for leading the national accounts team in selling and retaining group retirement and savings business in the large case segment through the consultant channel. Most recently, van Staden was appointed as the regional vice-president, Toronto consultant office. She is now responsible for overall leadership and direction of the sales and service organization for Great-West Life’s group retirement services and group benefits services in Toronto. She serves on the senior leadership team, group customer, business development which is responsible for the strategic direction of the business. van Staden’s leadership skills were built over 27 years of experience in the pension and benefits industry, both in the U.S. and Canada. Her background includes senior leadership roles as regional vice-president, group savings and retirement at Standard Life, national director business development outsourcing and market leader at Mercer, national practice leader in both the U.S. and Canada at Hewitt Associates and benefits consultant for the executive defined contribution plans at Kimberly-Clark in the U.S. van Staden holds a bachelor of science degree in business management from the University of Tennessee and has completed her pension law certification with Osgoode Hall. She also serves as the vice-chair for the Canadian Pension and Benefits Institute Ontario Regional Council and on the board of governors of Excellence Canada.




Neil Walton

Neil Walton is a head of investment solutions at Schroders. The investment solutions team provides advisory services to clients across investment strategy, risk management and solution design and includes their fiduciary management business. He is a member of the global product exco, product development committee, global distribution executive and a director of Schroders Luxembourg fund range. He joined Schroders in 2005 and is based in London. Walton was a head of the UK business development group and chair of the UK institutional management committee at Schroders from 2012 to 2016, with responsibilities for consultant relations, business strategy and client solutions. He was a head of global strategic solutions at Schroders from 2010 to 2012. He broadened Schroders’ strategic input to international clients by creating a global team in 2010, with responsibilities for thought leadership and addressing complex client situations. He was a head of UK strategic solutions at Schroders from 2005 to 2010, where he set up strategic solutions group to provide strategic and liability focused input to UK clients. Walton pioneered the development of a suite of diversified multi-asset strategies and liability hedging capabilities for use by defined benefit pension plans. He is a fellow of the Institute of Actuaries with a bachelor degree in actuarial science from City University.


For information on the speakers, please contact Lauren Harris, Conference Editor, Benefits Canada

 

 

 

Event Location


The 2018 DC Plan Summit will take place at the Ritz-Carlton Hotel in Montreal.

Visit the Ritz Carlton website for more information

Address:

1228 Sherbrooke St West
Montreal, QC, H3G 1H6
514-842-4212


Ritz Carlton Hotel

 

With further inquiries about event logistics, please contact Joanne Boccia, event manager.