Selected Publications and Presentations
Mitch is the author of A Practical Guide to Private Pension Plans in Canada (Canada Law Book: 2012)
and co-author of Pension Law (Irwin Law, Second Ed.) with Ari Kaplan of Koskie Minsky LLP, expected to be published in
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April 2013
Confirming CAPSA Compliance: An Important Note for Plan Sponsors Regarding the Funding Guideline
Pension and Employment Bulletin
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March 1, 2013
Prudent Investment Practices
Certificate in Canadian Benefit Plans, International Foundation of Employee Benefit Plans, Toronto
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October 2, 2012
Canadian Pension Basics
Certificate in Canadian Benefit Plans, International Foundation of Employee Benefit Plans, Toronto
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October 2, 2012
Canadian Legislative Update
Speaker, 31st Annual ISCEBS Employee Benefits Symposium, San Francisco
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August 5-8, 2012
Minimizing Risk & Communicating Effectively When Converting to a Defined Contribution Plan
Speaker, The Canadian Institute's 13th Annual Advanced Forum on Pension Reform, Litigation and Governance, Toronto
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February 24, 2012
Ontario Pension Reform: Bill 236
OBA Institute 2012, Pensions and Benefits - The New Pension World
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February 9-11, 2012
Ontario Pension Reform
Panelist, OBA Institute 2012, Pensions and Benefits - The New Pension World
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February 9-11, 2012
Professionalism Issues in the Practice of Pension and Benefits Law
Speaker, Ontario Bar Association
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December 6, 2011
FSCO's Management and Retention of Pension Plan Records by the Administrator Policy
Speaker, ISCEBS 30th Anniversary Employee Benefits Symposium, San Antonio, Texas
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October 2-5, 2011
Changes in Pension Law and Case Law Developments–What You Should Know!
International Society of Certified Employee Benefit Specialists (ISCEBS), Southwestern Ontario Chapter, Waterloo
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September 29, 2011
Amendments to Canada's Executive Compensation Disclosure Rules Are Finalized for Fall 2011
Canadian Securities Law News, no. 22
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September 2011
Certificate in Canadian Benefit Plans
ISCEBS, Niagara Falls
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August 15-17, 2011
Pension Issues in Mergers and Acquisitions
Paper delivered at the 13th International Pension and Employee Benefits Lawyers Association Conference
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May 24, 2011
Management and Record Retention Plus Changes to CPP
International Society of Certified Employee Benefit Specialists' Toronto Chapter Program
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June 16, 2011
ACPM Update: Advocacy and Government Relations Committee (AGRC)
Speaker, The Association of Canadian Pension Management's Ontario Regional Council Spring Session on Checking the Pulse of Pension Reform, Toronto
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April 26, 2011
Changes to Ontario’s Pension Laws: What You Need to Know
Co-presenter, International Foundation (IFEBP) Webcast
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April 14, 2011
2011 Ontario Budget Shows Continued Government Commitment to Pension Reform
Pension and Employment Bulletin
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March 30, 2011
Minimizing the Risks of Personal Liability in Pension Plan Governance by Meeting Fiduciary Duties
Torys LLP
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February 2011
Financial and Fiduciary Risks in DB-DC Pension Plan Conversions: Potential Employer Legal and Financial Pitfalls in Multi-Employer Pension Plans Uncovered
Speaker, 43rd Annual Canadian Employee Benefits Conference, San Diego, CA
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November 23-24, 2010
Employees: Canada: International Joint Ventures
Practical Law Company
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2010
The Role of the Private Bar and the Bench in Law Schools
Panelist, Canadian Clinical Lending Education Conference, the University of Western Ontario, London
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October 22, 2010
Canadian Legislative Update/Canadian Recent Legal Decisions
Speaker, 29th Annual ISCEBS Employee Benefits Symposium, Charlotte, NC
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October 4-5, 2010
Ontario Announces "Round Two" of Pension Reforms
Pension and Employment Bulletin
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August 25, 2010
Mr. Premier Returns Home – It's Goodbye Bay Street, Hello Brampton
Ontario Bar Association's Briefly Speaking, vol. 35 no. 4
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August 2010
Pensions and Benefits in a Changing Global Environment
Conference chair, 2010 CBA/IPEBLA Conference, Quebec City
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June 21-22, 2010
Alternative Investments/Legislative "Stew/Potpourri"
Speaker, Canadian Legal and Legislative
Update International Foundation
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April 29, 2010
Ontario Moves Forward with Pension Reform
Torys LLP
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March 26, 2010
Distressed Mergers and Acquisitions and Restructuring: Your Guide to Managing Pension Risks in Corporate Transactions
Co-presenter, Canadian Institute's Forum on Pension Litigation, Governance & Reform, Toronto
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January 22, 2010
Ontario Introduces Long-Awaited Pension Reforms
Torys LLP
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December 11, 2009
Pension Reform and the Future of Pensions in Canada
Panelist, the University of Western Ontario, London
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October 8, 2009
Supreme Court Provides Final Word on Pension Plan Expenses: Kerry Decision
Torys LLP
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September 22, 2009
A similar version of this article was published in The Lawyers Weekly, Focus on Labour & Employment, September 11, 2009, as "Top court offers final word on pension plan expenses: Kerry."
Changing Currents: Where to Draw the Line
Moderator, ACPM National Conference, Montreal
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September 15-18, 2009
Navigating the Complexities of Benefits and Pension Issues During Downsizing and Restructuring
Presented at The Canadian Institute Conference, "Workforce Restructuring: Practical Guidelines and Legal Strategies for Reducing Employer Liability in Difficult Times"
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June 9-10, 2009
Canadian Legal and Legislative Update: Aftermath of the Expert Commission Reports
International Foundation
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May 7, 2009
Accounting for Pensions: Addressing Employees' Pension Entitlements in Wrongful Dismissal Litigation and Settlement Negotiations
Co-presented at Ontario Bar Association's 8th Annual Current Issues in Employment Law
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February 25, 2009
Negotiating the Agreement - Part I: Representation
Canadian Bar Association: Pension and Employee Benefits in Mergers and Acquisitions Conference, Toronto
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November 21, 2008
Climbing the Rocky Road
Conference chair, Association of Canadian Pension Management's 2008 National Conference, Alberta
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September 16-19, 2008
Burke Strengthens Employers' Grip on Pension Surpluses
The Lawyers Weekly
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September 5, 2008
Concepts and Practices of Canadian Benefits for Canadian and U.S. Corporations
Speaker, International of Employee Benefit Plans Foundation Conference, Toronto
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July 14-16, 2008
Is Notice Enough? Changing a Fundamental Term of Employment in Ontario
Co-author, Torys' Pension and Employment Bulletin, Toronto
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July 13, 2008
Federal Government Was Free to Withdraw Surplus from Public Service, Military and RCMP Pension Accounts, Judge Rules
Co-author, Lancaster's Pension & Benefit Law E-Bulletin, issue 69
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May 15, 2008
Cross-Border M&A: Identifying and Dealing with Compensation and Benefits Issues – A Canadian Perspective
American Bar Association – Section of Taxation May Meeting
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May 8-10, 2008
Pensions at Work: Primer on Pension Issues Arising in the Workplace
OBA 2008 Institute Pensions Law Program "Pensions at Work"
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February 5, 2008
Managing Pension Risks in Corporate Transactions: Practical Guidelines for Mergers and Acquisitions
9th Annual Forum on Pension Law, Litigation and Governance, The Canadian Institute, Toronto
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January 31, 2008
Funding Obligations
3rd Annual The Essential Course in Pensions, Osgoode’s Professional Development CLE Program, Toronto
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October 22-23, 2007
Pension Law Primer
Pensions and Investments Fundamentals 2007–2008, Canadian Pension and Benefits Institute, Toronto
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October 18, 2007
Charting the Future
Conference chair, Association of Canadian Pension Management, 2007 National Conference, Charlottetown
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September 10-12, 2007
Pension Plan Sponsors Can Pay Plan Expenses from Fund: Kerry
The Lawyers Weekly
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July 20, 2007
An Evening With the Attorney General
Chair, Pension and Benefits, Ontario Bar Association, Toronto
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June 5, 2007
Pensions in the Context of Cross-Border Merger and Acquisitions: A Canadian Perspective
11th International Pension and Employee Benefits Lawyers Conference
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May 23, 2007
The Effect of Cross-Border M&A on Pension Plans: A Canadian Perspective
American Lawyer Media’s Law.com
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May 23, 2007
Pension Plan Expenses: Implications of the Kerry Case on Your Expense Practices
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May 3, 2007
No Need for Bankrupt Company to Recognize Pension Plan Priority
The Lawyers Weekly
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March 2, 2007
Tensions Sizzle When Pensions Fizzle
Co-chair, Pension and Benefits, Ontario Bar Association Institute 2007, Toronto
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February 5, 2007
Pension Law Primer
Pensions and Investments Fundamentals 2006–2007, Canadian Pension and Benefits Institute, Toronto
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January 25, 2007
Funding Obligations
2nd Annual The Essential Course in Pensions, Osgoode’s Professional Development CLE Program, Toronto
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October 23-24, 2006
Newest Target of Shareholders: Executive Pensions
Executive Compensation: Getting It Right, Lexpert Events, Toronto
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October 16-17, 2006
Open Forum
Moderator, Association of Canadian Pension Management, 2006 National Conference, Winnipeg
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September 19-22, 2006
Pension Law Is Not Simply Trust Law
The Lawyers Weekly
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September 8, 2006
Standards Required of Pension Plan and Pension Fund Trustees in Canada
International Pension Lawyer, no. 4, June 2006 reprinted with permission from IPEBLA Journal
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June 1, 2006
Decision Makes Paying Plan Expenses out of Pension Funds More Difficult
The Lawyers Weekly
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May 19, 2006
Can Plan Expenses Be Paid from the Fund?
The Lawyers Weekly
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March 24, 2006
Tread Carefully
Benefits Canada
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February 1, 2006
Pension Rights and Pension Wrongs
Co-chair, Pension and Benefits, Ontario Bar Association Institute 2006, Toronto
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January 24, 2006
Defined Benefit Pension Plans Endangered Unless Changes Are Made, Industry Report Says
Co-author, Lancaster’s Pension and Benefit Law E-Bulletin, issue 25
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October 3, 2005
Getting Results: How to Get Government Focused on Your Agenda
Moderator, Association of Canadian Pension Management, 2005 National Conference, La Malbaie, Quebec
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September 20-23, 2005
Merging Pension Plans in Canada: Where Do We Go From Here?
Tenth International Pension and Employee Benefits Lawyers Conference
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May 22, 2005
Measures of DC Plan Success
Pension and Investment Fundamentals for DC Plans, Canadian Pension and Benefits Institute, Toronto
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April 14, 2005
Pension Plan Expenses: Implications of the Kerry FST Decision on Your Expense Practices
Ontario Bar Association, Toronto
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April 13, 2005
Who is Next? Duties of Pension Plan Administrators and Their Potential Liabilities
Pension Plan Management, Insight, Toronto
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April 11, 2005
Monsanto: Where Do We Go From Here?
Moderator, Pension and Benefits, Ontario Bar Association, Toronto
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February 15, 2005
Hembruff v. OMERS, Pension Plan Board Breaches Fiduciary Duty
Co-author, Lancaster’s Pension and Benefit Law E-Bulletin, issue 7
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December 1, 2004