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On April 7, 2011, the Ontario Court of Appeal released its long-awaited decision in Re Indalex Limited 1. In a unanimous decision, the Court of Appeal overturned the decision of the Ontario Superior Court of Justice dated February 18, 2010, and allowed the appeals of the United Steelworkers and a certain group of retired executives.

On June 17, 2019, Canada's finance minister tabled a Notice of Ways and Means Motion regarding the taxation of employee stock options.

Starting your own practice can be an anxious time.

National Life alleged Brine had received undisclosed CPP and Superannuation disability benefits resulting in a substantial overpayment of $99,506.64.

Following a recent Ontario Superior Court decision, pension administrators contemplating modifications to their plans may be obligated to inform plan members of such possible changes before they are implemented.

One of the most popular questions I get during my renunciation webinars and over the 4,000 files I've handled is, "Will I lose my Social Security after I renounce my US citizenship?"

Lordy, Lordy, look who's etc. Like many Canadians, CBIA (also known as Lawyers Financial) has had a rebrand or two over the years, but what hasn't changed since 1981 is our commitment to helping lawyers, ...

In a decision this week that will bring welcome relief to pension plan administrators, the Ontario Court of Appeal overturned the Ontario Superior Court’s ruling in Hembruff v. Ontario Employees Retirement Board. The Superior Court had decided that pension plan administrators have a duty to inform members of possible changes to plans when such modifications are highly likely or almost certain to be implemented, even if the changes have been neither considered in detail, nor authorized by regulat

As part of the enhanced governance requirements under British Columbia's Pension Benefits Standard Act and Alberta's Employment Pension Plans Act...

On November 21, 2023, the Canadian Department of Finance ("Finance") released its 2023 Fall Economic Statement

The Canadian Association of Pension Supervisory Authorities (CAPSA) has been working away at providing pension plan administrators with guidance regarding pension plan investing and funding.

As discussed at our last A.M. Pension Webinar in December 2019, following the 2018 decision of the Ontario Human Rights Tribunal in Talos v. Grand Erie District School Board ("Talos"),...

From reading this decision one can't help but get the sense that the Court thought it obvious that the IPC's decision was unreasonable.

As we noted in a previous blog post, effective January 1, 2016 pension plan administrators must file their Statement of Investment Policies and Procedures (SIPP) with the Financial Services Commission of Ontario (FSCO).

The latest federal budget proposes temporary relief for companies sponsoring defined benefit pension plans that are faced with significant pension solvency funding obligations. However, this temporary relief will only be available to pension plans that are registered under the federal Pension Benefits Standards Act.

On March 13, 2009, the Canadian federal government initiated a consultation process on federally regulated pension plans. In response, a group of seven influential companies, each with large federally regulated pension plans, prepared a joint submission, which is garnering much interest.

Implementation of the Funding Framework completes a review process that has been ongoing since 2016.

Employers can breathe a sigh of relief after the Ontario Court of Appeal (the "Court of Appeal") reduced the unconventional 30 month notice period awarded to a long-service