Ad Hoc Technical Advisory Committee for Family Law Pension Matters

Meeting Summary

Date: Friday, August 14, 2020
Time: 9:30 a.m. to 12:00 p.m.
Location: Videoconference

This summary sets out the key points discussed at the August 14, 2020, meeting.

Working Group Discussions

As discussed during the first Committee meeting, “working groups” were formed to focus on specific issues, as follows:

Group 1 – to focus on matters related to applications and process, including simplification of forms

Group 2 – to focus on payment matters

Group 3 – to focus on valuation matters

Groups 1 and 2 met in the weeks leading up to the August 14, 2020, meeting. Feedback received from these two groups was presented to the Committee and discussed amongst the Committee as a whole.

The Committee discussed ways to simplify the application process, and to harmonize, as much as possible, requirements under pension, estate and family law.

FSRA will use feedback from the Committee to develop draft guidance.

Next Steps

  • Working group 3 will meet in mid-September to discussion valuation matters.
  • Next Committee meeting is scheduled for September 25, 2020.

Attendance Record

Invited/Attended

Organization Name

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

Lesa MacDonald

Koskie Minsky LLP

VC

Lindy Charles

Ontario Teachers’ Pension Plan

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

Riana Sia

MOF

VC

Reet Hess

MOF

VC

Caroline Blouin

FSRA

R

Anne Slivinskas

FSRA

VC

Mark Eagles

FSRA

R

Lester Wong

FSRA

VC

David Bartucci

FSRA

R

Jesse Heath-Rawlings

FSRA

VC

Ann Chow

FSRA

VC

Hae-Jin Kim

FSRA

VC

Available in French upon request.