Dossier - Changes to the Pension Plan, Long Term Disability: 1988/1989

Box 16 File 6

Correspondence: pension plan, drafts, tax. Correspondence to and from Turnbull and Turnbull 1988. Letter to K. Satinder regarding changes to initial draft, September 1 1988. Letter to K. Satinder regarding long-term disability cost containment, August 8 1988. Letter to F.L. Poulter regarding Lakehead University Act, 1965 faxed July 26 1988. Letter to K. regarding Lakehead University Act, 1965 faxed July 26 1988 Satinder regarding effective date, July 25 1988. A copy of comments, concerns & questions relating to Trust Agreement from John Turnbull, July 20 1988. Letter to P. Satinder regarding pension matters, July 15 1988. Letter to members of the JBC regarding plan text, [initial draft June 9, 1988] June 10, 1988. Letter to P. Satinder regarding draft trust agreement, June 29 1988. Letter to F.W. Bragnalo regarding rates of return May 31 1988. Letter to P. Satinder regarding pension matters, June 15 1988. Letter from Turnbull and Turnbull to members of JBC regarding trust agreement October 25 1988. Letter from Turnbull and Turnbull to F. Poulter regarding second draft - trust agreement September 27 1988. Letter to F. Poulter regarding Waters Report on draft form of trust agreement November 30 1988. Various correspondence: A. Akram to K. Paul Satinder regarding Pension Plan draft 4 dated December 2 1988. F. Poulter from E.R. Zimmermann regarding historical information on the retirement fund of professional staff. To the members of the JBC from Turnbull and Turnbull regarding second draft of the pension plan, September 12 1988. A copy of tax information, single page. A copy of the Mercer Bulletin, vol. 38, no.8 August 1988. A copy of In Whom We Trust - A Comparison of the Current Retirement Plan with the New Pension Plan. Pension Plan articles, copy of the Department of Finance information letter, August 19 1988. A copy of the Pension Benefits Act, 1987 from Pension Commission of Ontario. LUFA Pension Committee from A. Akram regarding transfer of retirement accounts to RRSP and other matters. P. Satinder letter to Pensions Commission of Ontario regarding six copies of final revisions of Bill 170, June 27 1988. LUFA Pension Committee members from A. Akram regarding some issues about the revised pension plan: advisory memorandum, August 12 1988. Correspondence requesting sample pension plans for other universities, June 1988. New Pension Plan for Administrative and Academic Staff of Lakehead University. Sheets on pension fund trustees. Douglas Symes & Brissenden, Barristers and Solicitors' Opinion Concerning the Lakehead University Pension Plan for Professional Staff Trust Deed (and Plan), February 17 1989. 1989 bulletin from McMaster Faculty Association regarding the university taking the pension 'surplus. Letter from McMaster Faculty Association to CAUT regarding pension dispute, February 1 1990. Articles by Dr Akram, Amending a Pension Plan: Lakehead University's Experience, June 1990. A copy of University of Guelph Faculty Association Special News & Views on Pensions, May 24 1990. Eckler Partners Ltd. letter to Revenue Canada Taxation, June 13 1990. Examples of Eckler Partners pension formulas, October 29 1990. Letter from A. Akram to OCUFA (Ontario Confederation of University Faculty Associations) regarding the future of the professoriate, June 17 1990. Letter from Professor G. Vervoort to OCUFA regarding pension legislation, November 12 1990. Letter to Professor Bill Graham from A. Akram regarding Pension Contributing Holidays (Bill C-52), August 30 1990. A copy of The Long, Intermediate, and Short Term Effects of the Alpha Conditioning Process, B.M. Edgar's Masters thesis. A copy of USSR's Foreign Trade as an Index of Westernization, Jan J. Solecki of the Department of Slavonic Studies, U.B.C.. A copy of Some Consequences of Endogenous Utility Functions, D.M. Winch, June 1974. A copy of Historical Data and Women: The Case of Female Painters, R.A. Sydie, University of Alberta. A copy of Biography and History: A Neglected Intersection in Sociological Research, James N. McCrorie, University of Regina, May 1 1980. Agendas, memorandums and meeting minutes: Memorandum to active and inactive members and pensioners of the Pension Plan for Professional Staff from JBC regarding trust agreement and pension plan, December 8 1988. Pension Committee meeting December 7 1988 to discuss next draft of the Trust Agreement. Draft memorandum from Dr. Zimmermann suspending Drs. Allaway, Puttagunta, and Satinder from LUFA Joint Benefits Committee due to illegal actions. Memorandum to Board of Governors Executive Committee from F. Poulter regarding audit of pension plans November 24 1988. Memorandum to Whom it may concern from A. Akram regarding pension matters September 12 1988. Notes for LUFA Executive meeting, September 1988. Memorandum to the Executive of LUFA from A. Akram regarding the election of trustees from the Association, September 9 1988. Memorandum to Executive of LUFA from A. Akram regarding the election/nomination of trustees from the Association, September 8 1988. Memorandum to members of the Retirement Plan for Professional Staff of Lakehead University from A. Akram regarding pension committee, September 6 1988. Memorandum to members of LUFA Pension Committee from A.Akram regarding reflections on the Turnbull work, August 24 1988. Memorandum to members of LUFA Pension Committee, JBC, Turnbull and Turnbull, R.Rosehart, E. Zimmermann regarding the error in the Turnbull plan text, August 22 1988. Memorandum to members of LUFA Pension Committee from A. Akram regarding reflections on the Turnbull work, August 24 1988. LUFA Pension Committee members from A. Akram regarding minimum guarantee, August 3 1988. Memorandum to members of LUFA Pension Committee, JBC, Turnbull and Turnbull, R.Rosehart, E. Zimmermann regarding the problem of maximum pension: a solution, August 11 1988. Memorandum to members of LUFA Pension Committee from A. Akram regarding the Turnbull examples of pension comparisons, November 4 1988. LUFA Pension Committee meeting minutes May 26 1988. LUFA Pension Committee meeting minutes June 7 1988. LUFA Pension Committee meeting minutes June 14 1988. LUFA Pension Committee meeting minutes June 30 1988. LUFA Pension meeting minutes August 2 1988. LUFA Pension meeting minutes August 3 1988. LUFA Pension Committee meeting minutes September 1 1988. Memorandum to member of LUFA Pension Committee from A. Akram regarding the revised text: