Caroline L. Helbronner
Partner | Toronto
Toronto: 416-863-2968

Caroline practices exclusively in the areas of pensions, employee benefits and executive compensation.  Caroline advises on all aspects of the implementation, administration, funding, taxation and wind-up of pension, group benefit, profit-sharing and deferred compensation arrangements. Caroline has deep experience advising clients in respect of pension, tax, trust and benefit issues arising in connection with cross-border situations, corporate transactions, insolvencies, ongoing compliance with regulatory requirements, the development and documentation of pension and employee benefit plans, de-risking, pension governance, investment and funding and custody arrangements.

Caroline’s clients include private and public sector pension plan sponsors and administrators, financial institutions and service providers.

AWARDS & RECOGNITION

Caroline received a 2014 Lexpert Zenith Award for excellence and thought leadership in the area of pensions and benefits law. She is also recognized as a leading lawyer in the following publications:

  • The Best Lawyers in Canada 2019 (Employee Benefits Law)
  • The Canadian Legal Lexpert Directory 2018 ("Repeatedly Recommended" in Pensions & Employee Benefits - Employer)
PUBLICATIONS
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Co-author: Ontario Court of Appeal Addresses Interplay of SERP Entitlements and Grow-In Benefits
Legal Insights, Best Lawyers, Global Business Edition, pp. 8-11, December 2016.
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PROFESSIONAL APPEARANCES
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Speaker: Hot Topics for Employee Benefit Plans – Canada
2018 ABA Section of Taxation May Meeting, Multinational Employee Benefits & Compensation Subcommittee, Washington, D.C., May 11, 2018.
Speaker: A Future Together: Converting to Jointly Sponsored Pension Plan
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Toronto, Ontario, May 8, 2018.
Moderator: CBA Law Series - Exploring the Unique, Ethical and Professional Issues Faced by Pensions Lawyers
The Canadian Bar Association, Toronto, Ontario, April 25, 2018.
Moderator: CPBI Ontario Pension Outlook: Family Matters – Challenges for Today's Plan Administrator
CPBI Ontario Pension Signature Series Event, Toronto, Ontario, April 19, 2018.
Speaker: Current Ontario Pension Developments: Financial Services Regulatory Authority and Administrative Monetary Penalties Defined
Benefit Investment Forum, Toronto, Ontario, December 8, 2017.
Speaker: Resolving Administrative Errors & Ontario’s New Administrative Monetary Penalties
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Toronto, Ontario, November 2, 2017.
Moderator: Data Privacy and Cybersecurity: What should a Plan Fiduciary be doing?
16th International IPEBLA Conference, Prague, Czech Republic, May 30, 2017.
Speaker: DC Pension Plans: Investment and Other Current Issues
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Calgary, Alberta, March 7, 2017.
Presenter: Introduction: The Path to Board Success - Realities and Recommendations for Women Executives in the Financial Services, Insurance and Pension Fund Sectors
Women on Boards Exchange Forum, Blakes Business Class Seminar, The York Club, Toronto, Ontario March 1, 2017.
Speaker: Litigation Issues Arising from Recent Marriage Breakdown Cases
Pension Fund Disputes: Risks, Challenges and Practical Solutions, Blakes Business Class Seminar, Toronto, Ontario, February 23, 2017.
Speaker: Employee Benefit Issues: Recent Developments
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Toronto, Ontario, November 3, 2016.
Speaker: FATCA - Canadian Plan Sponsor Experience
Tax Section, American Bar Association, Washington, D.C., May 6, 2016.
Speaker: Case Law and Regulatory Round-up
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Toronto, Ontario, May 5, 2016.
Speaker: Cross Country Check Up: Regulatory Update from Coast to Coast
Canadian Pension & Benefits Institute Breakfast Seminar, Toronto, Ontario, May 4, 2016.
Speaker: Employee Benefit Issues - Pot Pourri
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Calgary, Alberta, March 16, 2016.
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MEDIA APPEARANCES
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Quoted: From AMPs to SIPPs: Why plan sponsors have a lot on the regulatory plate in 2018
Reported by Glenn Kauth, Benefits Canada Online, December 12, 2017.
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