Pension Plan Roles Explained

Time and Place
Start Time:Thursday, September 12, 2019 9:00 AM
End Time:Thursday, September 12, 2019 1:00 PM
Held By:Barbados Employers' Confederation
Location:Sky Mall Conference Room
Regular Admission:$375.00 Early Bird / $375.00 Late Bird (Members)
 $475.00 Early Bird / $475.00 Late Bird (Non-members)
 

Description

PENSION PLAN ROLES EXPLAINED

REGISTRATION IS NOW CLOSED!

 

The Occupational Pension Benefits Act provides for the establishment, management and registration of Occupational Pension Plans. Pension planning is a two-tiered process; there is personal planning and financial planning. Personal planning is important because it determines your preferred retirement lifestyle while financial planning helps to strategize your income and expenses which creates a retirement budget based on your personal plan.

During this workshop, specific emphasis will be placed on the minimum standards legislation, main functions of the Occupational Pension Benefits Act and regulations, the role of the administrator, disclosure requirements and investment policies and goals.

Click HERE to view the flyer

 

Workshop Facilitators:

Eckler Ltd. 

 

Participants will learn:

• The major requirements of the OPBA

• The main functions of the plan Administrator

• How to determine risks and risk assessments/ strategy for pension plans

• How to check the health of your pension plan

• Pension reform and types of pension

• Employer responsibilities under the OPBA

• The role and responsibilities of the trustees

 

Targeted Audience

• Business Owners

• Heads of Departments

• Human Resource personnel

• Line Managers & Supervisors

• Administrative

• Professionals

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Additional Notes:
Registration Policy:

1. Should the BEC cancel the session, a full refund will be granted to all registrants.

2. All cancellations must be made in writing to the BEC within two business days prior to the training in order to receive a full refund.

3. Cancellations made within one business day prior to the session (the day before), 50% of the registration fee will be refunded.

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