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.

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.

To register, download the registration form and return it by email to Astra King or by mail.

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.

SessionForDate & Time
Part IAll pension plansOctober 13, 2020
9 - 11 am
Part II - Session 1Defined benefit pension plansOctober 15, 2020
9 - 11 am
Part II - Session 2Defined contribution pension plansOctober 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

To register for the Trustee Training Seminars, download the registration form and return it by email to Astra King or by mail.