Dossier - [Pensions]

Box 17 File 5

CAUT memorandum regarding pension indexing, 1988. Memoranda. Dr. W. T. Melnyk, LUFA President from Bryan Mason, Vice-President (Administration) regarding actuarial valuation of pension plan, May 7 1985. To Board of Governors from F. Poulter, Vice-President (Administration) regarding Annual Report of the Pension Plans, September 1 1994. To Board of Governors from Dianne Miller, Executive Assistant to the President regarding investment resolution, September 7 1994. To LUFA Pension Committee members from E.R. Zimmermann regarding information, March 31 1989. To LUFA Pension Committee members from K. Paul Satinder regarding pension plan submission documents, January 6 1989. To LUFA Pension Committee members from K. Paul Satinder regarding pension plan update, January 5 1989. To LUFA Pension Committee members from A. Akram regarding rate of return and other related matters, January 27 1989. To members of LUFA PBC from E.R. Zimmermann regarding written response to Dr. F. Ishak, January 26 1989. To F. Poulter from E.R. Zimmermann regarding temporary replacement for Dr. Akervall, February 1 1989. To members of JBC from F. Poulter regarding comments of Donovan Waters: trust agreement, March 3 1989. Memos to and from Dr. Rao Puttagunta and A. Akram regarding minimum guarantee fund, February 1989. To members of JBC from F. Poulter regarding Eckler Partners Ltd. pension plan comments, March 3 1989 [CONFIDENTIAL]. To executive members on Pension Committee meeting from K. Paul Satinder agenda, March 28 1989. To Dr. W. Melnyk from Bryan Mason regarding JBC, October 4 1984. To all members of the pension plan for professional staff from JBC regarding progress report on pension plan amendment, March 22 1989. To members of JBC from Rao Puttagunta regarding arithmetic and geometric measurements, April 19 1989. To JBC from Turnbull and Turnbull regarding interest rate, April 24 1989. To F. Poulter and J.S. Griffith regarding pension meeting, March 28 & 29 1989. To members of the pension plan for professional staff from JBC regarding information presented to plan members at meeting of April 6 1989. To members of LUFA pension committee, F. Poulter from A. Akram regarding meetings about trust agreement issues, June 16 letter to 1989. To members of the PBC Committee from H.J. Akervall regarding committee chairperson, July 11 1989. To members of JBC from F. Poulter regarding the first audited financial statements of pension fund, August 3 1989. To Dr. A. Akram from Fred Poulter regarding trust agreements draft, August 3 1989. To Turnbull and Turnbull from Fred Poulter regarding defined benefit versus defined contribution, August 15 1989. To LUFA Pension Committee from A. Akram regarding rates of return on plan registration no. C7969, August 28 1989. To Board of Governors Executive Committee from F. Poulter regarding update on amendment of pension plan for professional staff, September 6 1989. To Dr. Henry Akervall from E.R. Zimmerman regarding status of Mr. John Turnbull, LU Pension consultant, September 6 1989. To F. Poulter from some concerned members regarding pension plan: the tenure of John Turnbull, November 6 1989. To Henry Akervall from A. Akram regarding draft plan: reactions of regulatory agencies, November 9 1989. To Members of the professional staff pension plan from Bryan Mason regarding distribution of pension plan surplus, February 21 1986 1995. Letters, notes, reports. Report on the actuarial valuation of the retirement plan for professional staff of Lakehead University as at January 1 1984. Expense reports for CAUT conference from E.R. Zimmermann, May 17 1989. LUFA paper on pension inflation, June 10 1987. News clipping about pension surpluses, Globe and Mail March 3 1989? Letters from Dr Akram, 1990. Letter to Dr. Bob Kerr, CAUT President from E.R Zimmermann regarding Bill C-52, August 22 1990. Handwritten notes [no info]. List of pension plan choices compliments of Dr. A. M. Akram, Department of Psychology. Letters [stapled together] to and from Turnbull and Turnbull, F. Poulter, Revenue Canada-Taxation and A. Akram regarding Canada Revenues Information Circular 72-13R8, August 29, September 4 and 15 1988 and 1989. Handwritten notes dated February 2 1989. F. Poulter letter to Turnbull & Turnbull regarding text revisions for pension plan and trust agreement, December 23 1988. Handwritten notes to and from A. Akram and E.R. Zimmermann regarding trust agreement, LUFA and payment 1985, 1987. Letters [stapled together] to Bill Melnyk from A. Akram regarding rates of return, January 23 1989 and letters to F. Poulter from Royal Commission of Ontario regarding A. Akram request for information and F.Poulters response to A.Akram, May 7 1987. Letter to Executive Board LUFA Pension Committee from A. Akram regarding pension committee