A Deep Dive into the Corporate Liability for Group Retirement Savings Plans and Defined Contribution Pension Plans
Watch this insightful webinar from Mcleod Mooney on the corporate liability and responsibility organizations' have that offer group retirement savings plans and defined contribution pension plans.
Nathan McLeod and Ian Mooney, Certified Financial Planners, along with Nick Simpson, Senior Counsel for The Canada Life Assurance Company, discuss and explore the legal issues that have arisen when employers fail to follow pertinent Capital Accumulation Plan (CAP) guidelines.
Fill in the form below to watch the webinar and learn how to protect your organization as well as defining the CAP guidelines, how they impact Group Retirement Savings Plans and Defined Contribution Pension Plans, plus how to avoid legal issues and mitigate risk.
About the Presenters
Nathan McLeod, Partner,
A graduate from B.C.I.T in both Business Management and Financial Planning diplomas, Nathan obtained his BA in 2005. He began his career working in the financial industry in 2003 as a retail financial adviser in Canada's largest financial institution. Recognizing that he could offer his clients a wider breadth of products and services as an independent and left to open his private financial planning practice in 2010.
Nathan deeply believes that financial literacy is an essential life skill, his goal is to provide the critical tools that can help the individuals and corporations who trust in him, to make better informed financial decisions. As an independent Certified Financial Planner and as an associate of various firms such as Booth Scott, Nathan has had the pleasure to provide independent financial advice to thousands of employees and their families within the multiple Pensions and Group RSPs that he helps to manage.
Nick Simpson, Senior Counsel,
The Canada Life Assurance Company
Nick Simpson is Senior Counsel for The Canada Life Assurance Company. Nick graduated from the University of Western Ontario Law School in 2007 and has worked for Canada Life for nearly 10 years.
Nick supports Canada Life’s wealth management business, for both individual and group customers, including supporting Quadrus, its mutual fund dealer and Canada Life Investment Management Ltd., its investment fund manager. Nick currently acts as corporate secretary for Canada Life Investment Management Ltd.
Ian Mooney, Partner
Ian is a passionate independent Certified Financial Planner who is focused on helping clients achieve their goals of financial independence. He takes pride in knowing the details well, yet he has the unique ability of explaining everything in clear, straight forward, and easy to understand language.
Before forming McLeod Mooney, Ian opened his first independent practice (Element Integrated Financial Solutions) in 2014. That same year he qualified for the Million Dollar Round Table – “The Premier Association of Financial Professionals” and earned the accolades of Rookie of the Year at Customplan Financial Advisors.