Megan Kaneen

Administration, Pension Governance & Investment; Mergers & Acquisitions: Pension & Benefits Issues; Pensions & Employee Benefits.

Megan advises boards of trustees and plan sponsors on a variety of legal matters involving pension plans, employee life and health trusts and other benefit plans. Her clients include both single employer plans and trusteed multi-employer plans across a wide range of industries.

Megan prepares and amends plan texts and trust agreements, advises on the application of provincial and federal pension legislation and regulator policy, and drafts supporting plan documentation such as participation agreements, third party reimbursement agreements and governance policies. She advises on issues that arise in day-to-day plan administration, assists her clients with specialized projects such as plan conversions, plan terminations and matters related to ownership of plan surplus, and assists the resolution of benefit disputes outside of court. She regularly works with the BC Financial Services Authority and other regulatory agencies through her practice.

Megan also negotiates a variety of plan contracts for her clients, including investment management and subscription agreements, custodial or solvency reserve account trust agreements, letter of credit trust agreements, securities lending agreements, annuity contracts, disability insurance policies and other pension and benefit plan service provider agreements. Megan has significant experience reviewing and advising on pension and benefit plan investment agreements.