Upcoming Events

In order to qualify for the member rate please register with the email address you provided IPEBLA when joining the Association.

Upcoming events

    • 15 Jun 2021
    • 3:00 PM - 4:15 PM (EDT)
    • Virtual via Zoom
    Register


    You are registering for one session.

    If you would like to register for the entire event series at a reduced rate,
    click here. 


    LEGAL ISSUES ON THE DECUMULATION PHASE FOR DC PLAN MEMBERS 

    A DC plan member generally must choose from several basic ways in which to use his or her plan retirement account to provide retirement income, with the goal of not outliving his or her retirement account balance. In order to enjoy a reasonably certain level of retirement income a DC plan member will have to understand and manage a number of risks, including:

    • investment risk,
    • longevity risk, and
    • inflation risk.

    The panel will discuss a variety of topics including:

    • the different approaches to management of these risks, and the insights gained from experiences so far in the 4 jurisdictions covered by the panel of speakers
    • constraints imposed by tax rules in the jurisdiction in question as to what decumulation options are available
    • the risk to plan fiduciaries and employers of liability in the decumulation phase
    • liability for information to plan members on decumulation investment strategies and withdrawal rates
    • some of the challenges of collective risk sharing in a transparent way

    MODERATOR: Philip Bennett, Durham University, UK
    PANELISTS: Michael Wolpert, Fasken, Canada, Sandy Maudgil Slaughter and May, UK, Ruth Stringer, Herbert Smill Freehills, AU, Susan Wetzel, Hayes and Boone, USA 


    • 15 Jun 2021
    • 4:15 PM - 5:15 PM (EDT)
    • Zoom

    The General Meeting is required by the Articles of Association. This year, it will be held virtually as a result of the Tijdelijke wet COVID-19 (Dutch COVID-19 Emergency Act), and it will take place immediately following the Virtual Conference June Session - Legal Issues on the Decumulation Phase for DC Plan Members.

    No registration is required, all IPEBLA members will receive an email with the Zoom link.

    AGENDA

    1. 

    2. 

    Call to order

    Annual Report of the Steering Committee and Financial Account

    3.

    Extension of the 2019-2021 term of the Steering Committee to 2022;

    Extension of the 2019-2021 term of the Financial/Audit Committee to 2022

    4.

    Motion to move biennial conference rotation to even numbered years (e.g. 2022-2024)

    5.

    Motion to approve amendments to the Articles of Association (English translation attached to this invitation in draft form for member review; official Articles in Dutch are available upon request)

    6.

    Motions from the floor

    7.

    Other business

    8.

    Adjournment


    • 31 Aug 2021
    • 12:00 PM - 1:00 PM (EDT)
    • Virtual via Zoom
    Register


    You are registering for one session.

    If you would like to register for the entire event series at a reduced rate,
    click here. 


     GENDER AND DIVERSITY 

    Gender and diversity issues in and around pension schemes lead to a further deepening of social inequality across the globe. The panel focuses on gender-related structural challenges around pension schemes and discusses possible ways to solve such issues, with a view to strengthening awareness amongst pension practitioners that gender equality not only includes equal pay on salaries but also an equal and fair share in pension accruals and entitlements.

    MODERATOR: Sanya Goffe, Hart Muirhead Fatta, Jamaica
    PANELISTS: Joelle Saad-Lessler, Stevens Institute of Technology, USA, Yves Stevens, of the University of Leuven, Belgium

    • 26 Oct 2021
    • 12:00 PM - 1:00 PM (EDT)
    • Virtual via Zoom
    Register


    You are registering for one session.

    If you would like to register for the entire event series at a reduced rate,
    click here. 


     SCHEMING TO GET SCHEME ASSETS - CYBERSECURITY

    As retirement security becomes increasingly digital, there are more opportunities for theft of data and assets of retirement schemes. We’ll be comparing the regulatory framework around the requirements for protecting retirement schemes as well as discussing the intersecting trends in criminal activity and liability.

    MODERATOR: TBC
    PANELISTS: TBC


    • 07 Dec 2021
    • 12:00 PM - 1:00 PM (EST)
    • Virtual via Zoom
    Register


    You are registering for one session.

    If you would like to register for the entire event series at a reduced rate,
    click here. 


    LEGAL DEVELOPMENTS IN LDI PENSION PLAN INVESTMENT STRATEGIES AND BUYING OUT DB PLAN BENEFITS

    The panel will discuss the legal issues that arise out of liability driven investment strategies and  buy-in and buy-out annuity and longevity swap transactions in their respective jurisdictions, including:

    • Some key considerations in implementing a pension plan LDI investment strategy.
    • Whether longevity swaps are regulated as insurance or can be regulated as a capital markets transaction.
    • Some practical issues in managing the legal aspects of a buy-in or buy-out transaction.
    • Managing credit risk on the insurance company on buy-in annuity policies and what types of collateral arrangements can be put in place to protect against insurance company insolvency.
    • Issues raised by partial buyouts and fairness of treatment between the members being bought out and the members being retained in the pension plan.
    • Issues over obtaining a good discharge for the pension plan and the plan sponsor, in relation to buy out policies.

    The following are some recent examples of transactions in this area which you may not know about:

    • Canada: C$ 1.8 billion buy out of General Motors Canada pension plan pre June 2020 retirees liabilities. Read more here. 
    • UK: pension buy-outs and buy-ins and longevity swaps forecast to exceed £55 billion in the UK in 2021. Read more here
    • the US: are buy-outs of DB pension plan obligations cheaper than paying them from the plan. Read more here.

    MODERATOR: Susan Nickerson, Torys LLP, Canada 

    PANELISTS: Hugh Kerr, Canada, Charles Magoffin, Freshfields Bruckhaus Deringer, UK, Izzy Goldowitz, The Wagner Law Group, USA


    • 28 May 2022
    • (UTC+02:00)
    • 01 Jun 2022
    • (UTC+02:00)
    • Amsterdam

    Registration details coming soon!


   
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