The Certified Employee Benefit Specialist Program
International Foundation of Employee Benefit Plans 18700 W. Bluemound Rd., P.O. Box 1270, Brookfield, WI 53008-1270, (262) 786-6700
Canada
Readings Update—September 2009
for
RPA 2—Asset Management
Assignments 1, 12, 14 and 15
The accompanying material updates RPA 2—Asset Management. This Readings Update supplements the Readings Update—September 2008 and Readings Update—September 2007. This Readings Update replaces Readings Update—March 2007. Readings Updates are required reading for purposes of the CEBS program and are subject to inclusion on the national examination for RPA 2.
Readings Update—September 2009 RPA 2—Asset Management
Assignments 1, 14 and 15, Ontario Teachers’ Pension Plan
1. Readings Update—September 2007, Optional Enrichment Reading, “A Matter of Balance, 2006 Annual Report, Ontario Teachers’ Pension Plan.” Delete this reading. The “Annual Report, Ontario Teachers’ Pension Plan” is referred to in Assignments 1, 14 and 15 to illustrate industry practice and reinforce key issues and considerations regarding defined contribution plan investment management. For an updated version of the “Annual Report, Ontario Teachers’ Pension Plan,” see http://www.otpp.com/wps/wcm/connect/otpp_en/Home/Corporate+Info/ Annual+Reporting/Report+to+Members/ The “Annual Report, Ontario Teachers’ Pension Plan,” is provided as a learning aid only and is not testable material for the purposes of the RPA 2 examination. Candidates are encouraged to scan this document to see how the subject matter is applied.
1
Assignment 12—Legal Considerations in the Investment of Plan Assets
1. Mercer Pension Manual, Investment Regulations for Pension Plans, replace pages 12.21-12.24, 12.29-12.34,12.39-12.42 and pages 12.53-12.58 with updated pages.
2
RPA 2-9/09c
12.21
12.22
RPA 2-9/09c
RPA 2-9/09c
12.23
12.24
RPA 2-9/09c
RPA 2-9/09c
12.29
12.30
RPA 2-9/09c
RPA 2-9/09c
12.31
12.32
RPA 2-9/09c
RPA 2-9/09c
12.33
12.34
RPA 2-9/09c
RPA 2-9/09c
12.39
12.40
RPA 2-9/09c
RPA 2-9/09c
12.41
12.42
RPA 2-9/09c
RPA 2-9/09c
12.42a
12.42b
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RPA 2-9/09c
12.53
12.54
RPA 2-9/09c
RPA 2-9/09c
12.55
12.56
RPA 2-9/09c
RPA 2-9/09c
12.57
12.58
RPA 2-9/09c