Conference: Retirement Policy Issues in Canada

John Deutsch Institute

October 26-27, 2007

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  Conference Schedule

Conference Schedule

Day 1: Friday, October 26, 2007
(Policy Studies Building, Conference Room 202, Queen's University)

8:00 - 8:30 a.m.     Registration -- Continental Breakfast

8:30 - 9:30 a.m.    Session I: Introduction and Policy Concerns
                           Chair: Michael Abbott (Queen's University)

        Welcome Comments
        Charles Beach (Queen's University)

        "The Challenge of Canada's Aging Workforce and the Retiring Baby Boom"
        Laurence Kotlikoff (Boston University)

        "Concerns and Directions for Pension Regulation in Canada"
        David Dodge (Bank of Canada)

9:30 - 10:00 a.m.     Health Break

10:00 - 12:00 p.m.     Session II: Background Issues and the Pension Environment
                               Chair: Richard Shillington (Informetrica Limited)

        "Canadian Retirement Patterns: Basic Evidence and Issues"
        Cliff Halliwell (HRSDC)

        "The Wealth and Income Position of the Retirement and Pre-Retirement Population"
        René Morissette and Garnett Picot (Statistics Canada)

        "The Distribution of Seniors' Income Using the Statistics Canada Longitudinal Administrative Database, 1992-2005"
        Michael Veall (McMaster University)

        "Pension Reform in Canada: Getting from Denial to Acceptance"
        William Robson (C.D. Howe Institute)

12:00 - 1:15 p.m.     Lunch

1:15 - 2:45 p.m.     Session III: Policy Levers and the Retirement Process
                           Chair: Terrance Hunsley (Policy Research Initiative)

        "Older Workers in a Changing Workforce: Challenges and Policy Options"
        Barbara Glover (HRSDC)

        "Incentives to Early Retirement in Canada's Defined-Benefit Public and Private Pension Plans: An Analysis of a Dynamic Life-Cycle CGE Model"
        Maxime Fougère, Simon Harvey, Yu Lan, André Léonard and Bruno Rainville (HRSDC)

        "Pension Reform in the United Kingdom: Lessons for Canada?"
        Richard Disney (Nottingham University), Carl Emmerson, and Gemma Tetlow

2:45 - 3:00 p.m.    Health Break

3:00 - 4:30 p.m.     Session IV: Panel on Replacement Rates and Design Features of Workplace Pension Plans
                           Chair: Bruce Little (CPP Investment Board)

        - Retirement income replacement rates -- changing attitudes and needs
        Peter Drake (Fidelity Investments Canada)

        - Design features, strengths and limitations of DB plans and possible design improvements
        Stephen Bonnar (Towers Perrin)

        - Design features, strengths and limitations of DC plans and possible design improvements
        Colin Ripsman (Fidelity Investments Canada)

        - Recent legal decisions and regulatory changes and their implications for design structure of pension plans
        Marcel Théroux (Mercer)

6:00 p.m.     Reception (Queen's University Club - 168 Stuart Street)

7:00 p.m.     Dinner (Queen's University Club - 168 Stuart Street)


Day 2: Saturday, October 27, 2007
(Policy Studies Building, Conference Room 202, Queen's University)

8:00 - 8:30 a.m.     Continental Breakfast

8:30 - 10:00 a.m.     Session V: Retirement Process and Macroeconomic Implications
                              Chair: Peter Hicks (Canada Public Service Agency)

        "The Emergence of Phased Retirement: Economic Implications and Policy Concerns"
        Robert Clark (North Carolina State University)

        "Some Macroeconomic Effects of Population Aging on Productivity Growth and Living Standards"
        Bill Scarth (McMaster University)

        "Remain, Retrain or Retire: Options for Older Workers Following Job Loss"
        Tammy Schirle and Christine Neill (Wilfrid Laurier University)

10:00 - 10:30 a.m.     Health Break

10:30 - 11:45 p.m.     Session VI: Panel on Risk and Pension Investment Strategies
                              Chair: James MacKinnon (Queen's University)

        - Longevity risk and how to manage it effectively
        Malcolm Hamilton (Mercer)

        - Pension plan investment strategies by major pension plans in Canada:
                Sterling Gunn (CPP Investment Board)
                Graham Pugh (OMERS)

11:45 - 1:00 a.m.     Lunch

1:00 - 2:30 p.m.     Session VII: Pension Rules and Retirement
                           Chair: Robin Boadway (Queen's University)

        "Working While Receiving a Pension: Will Double Dipping Change the Elderly Labour Market?"
        Kevin Milligan (University of British Columbia) and Tammy Schirle (Wilfrid Laurier University)

        "Mandatory Retirement and Incentives in Private Pension Plans"
        John Burbidge (University of Waterloo) and Katherine Cuff (McMaster University)

        "A Stochastic Model of CPP Liabilities -- Preliminary Results" and "Developing the Asset Liability for the CPP Investment Board"
        Rick Egelton and Sterling Gunn (CPP Investment Board)

2:30 - 2:45 p.m.     Health Break

2:45 - 4:15 p.m.     Session VIII: Mandatory Retirement and the Changing Prospects of Retirement
                           Chair: Armine Yalnizyan (Community Social Planning Council of Toronto)

        "Mandatory Retirement: Myths, Myths and More Damn Myths"
        Morley Gunderson and Raphael Gomez (University of Toronto)

        "The Retirement Prospects of Immigrants -- Will It Require a New Social Contract?"
        Derek Hum and Wayne Simpson (University of Manitoba)

        "Mandatory Retirement Rules and the Retirement Decisions of University Professors in Canada"
        Chris Worswick (Carleton University) and Casey Warman (Queen's University)

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Conference Information

Conference to be held at the Policy Studies Building, Conference Room 202, Queen's University (which is on Union Street).

Conference registration fee is $400.00*, plus GST, payable to the John Deutsch Institute (GST Registration #R107868705). Registration is limited so please register early.

*A special rate will apply for academics.

Please make cheque payable to the John Deutsch Institute and mail to: Sharon Sullivan, John Deutsch Institute, Queen's University, Dunning Hall, Room 216, Kingston, Ontario, K7L 3N6. Payment by cheque only, please.


A block of rooms has been reserved at the Holiday Inn Kingston Waterfront, 2 Princess Street, for the nights of Thursday, October 25 and Friday, October 26 at a special conference rate of $140.00 per night, plus taxes. Reservations can be made directly by calling the Holiday Inn at 1-800-465-4329 or 1-613-549-8400, ext. 2660 and say that you are booking under the Block of Rooms "John Deutsch Institute Retirement Conference". The block of rooms will be available until September 25th, so please book your room as soon as possible.

Conference Organizers

Michael Abbott, Department of Economics, Queen's University
Phone: (613) 533-2298, e-mail:

Charles Beach, Department of Economics, Queen's University
Phone: (613) 533-2278, e-mail:

Robin Boadway, Department of Economics, Queen's University
Phone: (613) 533-2266; e-mail:

James MacKinnon, Department of Economics, Queen's University
Phone: (613) 533-2293, e-mail:

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*** Click HERE to register online. ***

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For further information please contact Sharon Sullivan.

Phone: (613) 533-2294; Fax: (613) 533-6025