Jana Steele is a partner and head of the Pensions, Benefits and Compensation Law Group at Goodmans. Jana has extensive experience dealing with pensions and benefits in the context of corporate transactions. She is involved in providing advice with respect to both the establishment and ongoing administration of pension plans. Jana provides advice on issues such as plan structure, governance, administration, compliance, trustee obligations, surplus matters, plan conversions, plan mergers, transfers and plan wind-ups. She also has significant experience dealing with other registered and non-registered vehicles, such as deferred profit sharing plans, employees profit sharing plans, retirement compensation arrangements and supplementary retirement plans.

Jana is a member of the executive of the Pensions and Benefits section of the Ontario Bar Association. Jana has published articles in numerous publications, including Benefits Canada Magazine, the Estates, Trusts and Pensions Journal and the Canadian Tax Journal. She has written and spoken extensively on issues facing pension plans and their sponsors. Jana has appeared as an expert on a panel dealing with pension funds on the television show “It’s Your Money”.

Jana is currently co-chair of the Advocacy and Government Relations Committee of the OBA pensions and benefits executive. She writes a monthly column for Benefits Canada online and is on the board of advisors for Compensation & Benefits Compliance Insider. She has been a guest lecturer at the University of Toronto law school.

Education
Queen’s University (H.B.Comm., 1992)
University of Western Ontario (LL.B. (With Distinction), 1995)

Professional Affiliations
Ontario Bar Association, Pensions and Benefits and Trust Estates Sections
Canadian Tax Foundation
Canadian Pensions and Benefits Institute
Association of Canadian Pension Management
International Pensions and Employee Benefits Lawyers Association

Year of Call
1997 Ontario

jsteele@goodmans.ca
Tel: 416.597.6274
Fax: 416.979.1234