Introduction to Pensions Representation (Revision 2)
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Delivery Mode: Individualized study online
Area of Study: Applied Studies
(Business and Administrative Studies)
This introductory course will be of interest to anyone who is involved in pension boards, pensions advisory activities, labour union or human resource management pensions related activity, or anyone interested in knowing more about the topic.
Faculty: Faculty of Business
HRMT 208 is not available for Challenge.
Human Resource Management 208: Introduction to Pensions Representation provides an introduction to the kinds of pension and retirement savings plans that are typically offered by employers in Canada. The course covers the decision-making procedures involved in the establishment, design, administration, investment, funding, and governance of these plans.
HRMT 208 will be of benefit to anyone involved in managing, administering, or overseeing a pension or retirement savings plan. The course is relatively broad in scope and offers practical, relevant knowledge and skills that you can apply in both professional and personal settings.
Unit 1: Overview and Types of Pension Plans
- Lesson 1: History and Context
- Lesson 2: Types of Plans
- Lesson 3: Overview of Administration and Regulations
Unit 2: Pension Plan Design
- Lesson 4: Terms and Conditions
- Lesson 5: Minimum Standards
Unit 3: Pension Fund Investments
- Lesson 6: Fundamentals of Pension Fund Investments
- Lesson 7: Pension Fund Investment Management
- Lesson 8: Environmental, Social, and Governance Investing Issues
Unit 4: Financial Management of Pension Plans and the Actuary
- Lesson 9: Funding and the Actuary
- Lesson 10: Defined Benefit Plan Funding Regulations
- Lesson 11: Other Financial Regulations
Unit 5: Governance
- Lesson 12: Fiduciary Responsibility
- Lesson 13: Pension Plan Governance
- Lesson 14: Trustees and Their Professional Advisors
The following table summarizes the evaluation activities for this course.
|Activity||Credit Weight||When to Complete|
|Assignment 1||10% of final grade||after Unit 1|
|Assignment 2||25% of final grade||after Unit 2|
|Assignment 3||25% of final grade||after Unit 3|
|Assignment 4||15% of final grade||after Unit 4|
|Assignment 5||25% of final grade||after Unit 5|
|100% of final grade|
To learn more about assignments and examinations, please refer to Athabasca University's online Calendar.
Morneau Shepell. (2017). Morneau Shepell handbook of Canadian pension and benefit plans (16th ed.). Toronto: LexisNexis Canada. ISBN: 978-0-433-48981-8
All other materials are available online.
Athabasca University reserves the right to amend course outlines occasionally and without notice. Courses offered by other delivery methods may vary from their individualized-study counterparts.
Opened in Revision 2, June 9, 2017.
View previous syllabus
Updated June 09 2017 by SAS