Ad Hoc Technical Advisory Committee for Family Law Pension Matters

Meeting Summary

Date: Friday, October 30, 2020
Time: 9:30 a.m. to 11:30 a.m.
Location: Videoconference

This summary sets out the key points discussed at the October 30, 2020 meeting.

Draft Materials

FSRA presented two draft documents for feedback:

  • a document for members and their spouses, which provides a practical overview of the process of valuing and dividing a member’s pension on marriage breakdown; and
  • a technical guide for plan administrators and specialists in marriage breakdown matters

The Committee discussed whether the information provided was at the right level for the intended audience, and whether the documents addressed the relevant issues. The Committee also considered if any additional content or materials would be helpful.

Next Steps

The final meeting of the Committee is scheduled for November 26, 2020, to discuss updates to the draft guidance documents described above.

Attendance Record

 

Invited/Attended

 

Affiliation

 

Attendance Status (A)ttended; (R)egrets; (S)ubstitute; (VC)Videoconference

 

Jennifer Rook

 

FSRA, Head, Pension Operations and Regulatory Effectiveness and Committee Chair

 

VC

 

Adam K. Ngan

 

Blake, Cassels & Graydon LLP

 

VC

 

Carly Wybrow

 

Actuarial Solutions Inc.

 

VC

 

Cheridah Smith

 

Eckler

 

VC

 

Christina Doris

 

Christen Seaton Burrison Hudani LLP

 

VC

 

Daniel Strachan

 

Healthcare of Ontario Pension Plan

 

VC

 

Eric Sadvari

 

Goldhart & Associates

 

VC

 

Glorie Alfred

 

Osler, Hoskin & Harcourt LLP

 

VC

 

James Denovan

 

OMERS

 

VC

 

Kathy Batycky

 

Stoner & Company Family Law Associates

 

VC

 

Kelley McKeating

 

McKeating Actuarial Services, Inc.

 

VC

 

Lindy Charles

 

Ontario Teachers’ Pension Plan

 

VC

Michael Mazzuca

Koskie Minsky LLP

VC

 

Michelle Rival

 

Willis Towers Watson

 

VC

 

Shane E. Clarke

 

CAAT Pension Plan

 

VC

 

Todd Hellstrom

 

Aon

 

VC

 

Stephanie J. Kalinowski

 

Hicks Morley Hamilton Stewart Storie LLP

 

R

 

Reet Hess

 

MOF

 

VC

 

Anne Slivinskas

 

FSRA

 

VC

 

Mark Eagles

 

FSRA

 

VC

 

Lester Wong

 

FSRA

 

VC

 

David Bartucci

 

FSRA

 

VC

 

Jesse Heath-Rawlings

 

FSRA

 

VC

 

Ann Chow

 

FSRA

 

VC

 

Michael An

 

FSRA

 

VC

 

Lynn Barron

 

FSRA

 

VC

 

Hae-Jin Kim

 

FSRA

 

VC

Available in French upon request.