Managing pension plans during uncertain times – Virtual training sessions hosted by Eckler Barbados
If you are managing a pension plan, that is registered in Barbados, as a trustee, sponsor, or administrator, we have designed this series of virtual events to help you understand your roles and responsibilities during these uncertain times.
Trustees Training Seminars
If you currently hold the fiduciary role of trustee for a pension plan, or are a member of a pension committee in Barbados, these sessions are designed especially for you. However, plan sponsors and those who help administer a company’s pension plan will find the information valuable as well.
|Session||For||Date & Time|
|Part I||All pension plans||October 13, 2020 |
9 - 11 am
|Part II - Session 1||Defined benefit pension plans||October 15, 2020 |
9 - 11 am
|Part II - Session 2||Defined contribution pension plans||October 15, 2020 |
1 - 3 pm
The seminars will cover the following topics:
- Understanding your roles and responsibilities under the Trust Deed, Plan Rules and Occupational Pension Benefits Act, 2003
- Interpreting financial information provided for a pension plan such as the actuarial valuation
- Educating plan members on their benefits
Investment Policy Review for Pension Plans Conference 2020
November 18, 2020
This conference is for trustees, pension plan committee members, chief financial officers and any other parties responsible for pension plan oversight.
The Occupational Pension Benefits Act, 2003 requires that each pension plan establish a Statement of Investment Policies and Goals and that this Statement be reviewed annually. This event will provide you with the information you need to complete the required review for your pension plan, including the major investment opportunities available in Barbados.