Pensions |
Inactive |
Interest |
PE0423ORG |
Crediting Interest on Employee Contributions |
Pensions |
Inactive |
Interest |
PE0424ORG |
Minimum and Maximum Rates |
Pensions |
Inactive |
Interest |
PE0425ORG |
Credited Interest |
Pensions |
Active |
Plan Types |
PE0026ORG |
Regulation 177/11 made under the Pension Benefits Act - Questions & Answers - JSPPs |
Pensions |
Active |
Plan Types |
PE0081ORG |
Individual Pension Plans |
Pensions |
Active |
Plan Types |
PE0107ORG |
Individual Pension Plans (IPPs) |
Pensions |
Active |
Plan Types |
PE0158ORG |
Approaches and Revenue Canada Considerations |
Pensions |
Active |
Plan Types |
PE0159ORG |
Pension Plans are Not Flexible Benefit Plans |
Pensions |
Active |
Plan Types |
PE0290ORG |
FAQs - Multi-Employer Pension Plans (MEPPs) |
Pensions |
Inactive |
Plan Types |
PE0520ORG |
Pension Plans are Not Flexible Benefit Plans |
Pensions |
Inactive |
Plan Types |
PE0649ORG |
FAQs - Jointly Sponsored Pension Plans (JSPP) (2011) |
Pensions |
Inactive |
Plan Types |
PE0651ORG |
FAQs - Individual Pension Plans (2012) |
Pensions |
Active |
Surplus |
PE0089ORG |
Surplus Withdrawal Applications |
Pensions |
Active |
Surplus |
PE0162ORG |
Partial Wind Up - Identification and Administration of Surplus |
Pensions |
Active |
Surplus |
PE0163ORG |
Application by Employer for Payment of Surplus on Wind Up of Pension Plan |
Pensions |
Active |
Surplus |
PE0164ORG |
Surplus Distribution by Written Agreement - The Role of Legal Counsel |
Pensions |
Active |
Surplus |
PE0165ORG |
Undistributed Surplus on Full or Partial Wind Up |
Pensions |
Active |
Surplus |
PE0166ORG |
Surplus Distribution in Cash in Continuing Plan |
Pensions |
Active |
Surplus |
PE0167ORG |
Allocation of Surplus to Members, Former Members and Other Persons on Wind Up - PBA s. 63(7) and 70(5) - Regulation 909 s. 8 |
Pensions |
Active |
Surplus |
PE0168ORG |
Distribution of Surplus to Employer on Partial Wind Up - PBA s. 70(5) - Regulation 909 s. 8(1)(b) and 8(2) |
Pensions |
Inactive |
Surplus |
PE0599ORG |
Making Application Under ss. 7a(2)(c) - O. Reg. 708/87 |
Pensions |
Inactive |
Surplus |
PE0600ORG |
Access To Surplus In Continuing Plans Permitted |
Pensions |
Inactive |
Surplus |
PE0601ORG |
Surplus Remaining in Wound-up Plans |
Pensions |
Inactive |
Surplus |
PE0602ORG |
Surplus Attributable to Employee and Employer Contributions on Plan Wind Up |
Pensions |
Inactive |
Surplus |
PE0603ORG |
Surplus Attributable to Employer and Employee Contributions on Plan Wind Up |
Pensions |
Inactive |
Surplus |
PE0604ORG |
Surplus Attributable to Employer and Employee Contributions on Plan Wind Up |
Pensions |
Inactive |
Surplus |
PE0605ORG |
Surplus Distribution in Cash in Continuing Plan |
Pensions |
Inactive |
Surplus |
PE0606ORG |
Allocation of Surplus Distributed to Members and Former Members on Wind Up |
Pensions |
Inactive |
Surplus |
PE0598ORG |
Procedures for Applications under ss. 7a(2) of O. Reg. 708/87 (743/91) (Grandfathering Provision) |
Pensions |
Inactive |
Surplus |
PE0597ORG |
Application by Employer for Payment of Surplus on Partial Wind Up of a Pension Plan |
Pensions |
Inactive |
Surplus |
PE0527ORG |
Surplus Refund Applications on Wind Up - Acknowledgment of Applications, Representations and Communication of Commission Decision, PBA, 1990 ss. 78(3), O. Reg. 909 ss. 8(2) |
Pensions |
Inactive |
Surplus |
PE0528ORG |
Surplus Refund Applications on Wind Up - Late Representations and Submissions |
Pensions |
Inactive |
Surplus |
PE0582ORG |
Adequacy of Surplus Withdrawal Application |
Pensions |
Inactive |
Surplus |
PE0583ORG |
Court Applications for Surplus Entitlement in Wound Up Plans |
Pensions |
Inactive |
Surplus |
PE0584ORG |
Distribution of Surplus to Plan Beneficiaries on Wind Up |
Pensions |
Inactive |
Surplus |
PE0585ORG |
Partial Wind Up - Identification and Administration of Surplus Compliance with PBA, 1990 ss. 70(6) |
Pensions |
Inactive |
Surplus |
PE0586ORG |
Distribution To Employer on Wind Up - PBA, 1990 s. 78 and 79, O. Reg 909 (708/87 and 743/91 [eff. Dec. 18/91]) c. 7a(1)(b) |
Pensions |
Inactive |
Surplus |
PE0587ORG |
Surplus Distribution to an Employer - PBA, 1990, s. 78, s. 79 and O. Reg. 909, s. 8 |
Pensions |
Inactive |
Surplus |
PE0588ORG |
Changes to the Surplus Application Review Process - Effective on and after September 1, 1994 |
Pensions |
Inactive |
Surplus |
PE0589ORG |
Surplus Distribution - The Role of Legal Counsel in Obtaining Written Consent |
Pensions |
Inactive |
Surplus |
PE0590ORG |
Surplus Distribution to an Employer - PBA, s. 78 and 79 and Reg. 909, s. 8 |
Pensions |
Inactive |
Surplus |
PE0591ORG |
Levels of Consent Required Pursuant to Section 10.1 of Regulation 909 |
Pensions |
Inactive |
Surplus |
PE0592ORG |
Subsections 79(2) and (4) of the PBA Came Into Effect January 1, 1998 |
Pensions |
Inactive |
Surplus |
PE0593ORG |
Surplus Applications Affecting Members, Former Members or Other Persons with Employment in a Jurisdiction Other Than Ontario |
Pensions |
Inactive |
Surplus |
PE0594ORG |
Application by an Employer for Payment of Surplus from a Wound-up Plan |
Pensions |
Inactive |
Surplus |
PE0595ORG |
Application by an Employer for Payment of Surplus from a Wound-up Plan - PBA ss. 78 and 79, as amended - Regulation 909 s. 8 |
Pensions |
Inactive |
Surplus |
PE0596ORG |
Application by Employer for Payment of Surplus on Full Wind Up of a Pension Plan |
Pensions |
Inactive |
Surplus |
PE0669ORG |
Questions and Answers relating to Surplus Withdrawal On Wind Up - Section 78(2) Notice Requirements (2012) |
Pensions |
Inactive |
Surplus |
PE0670ORG |
Questions and Answers relating to Surplus - Regulations effective July 1, 2012 |
Pensions |
Active |
Spousal Rights |
PE0090ORG |
Payment of A Survivor Pension Small Amount - Section 44(7) of the Pension Benefits Act |
Pensions |
Active |
Spousal Rights |
PE0207ORG |
Marriage Breakdown and Pension Credits |
Pensions |
Active |
Spousal Rights |
PE0208ORG |
Additional Options to Spouse on Marriage Breakdown |
Pensions |
Active |
Spousal Rights |
PE0209ORG |
Options to Spouse on Marriage Breakdown |
Pensions |
Active |
Spousal Rights |
PE0274ORG |
Joint and Survivor Pension or Annuity – Entitlement, Waiver and Cancellation |
Pensions |
Inactive |
Spousal Rights |
PE0562ORG |
Human Rights Commission Decision on the Definition of Spouse |
Pensions |
Inactive |
Spousal Rights |
PE0563ORG |
Amended Definition of “Spouse” Under the Pension Benefits Act - PBA s. 1 “spouse” |
Pensions |
Inactive |
Spousal Rights |
PE0564ORG |
Joint and Survivor Requirement and Waiver |
Pensions |
Inactive |
Spousal Rights |
PE0565ORG |
Entitlement to Spousal Joint and Survivor Benefit - PBA, 1990, s. 44 |
Pensions |
Inactive |
Spousal Rights |
PE0566ORG |
Joint and Survivor Pension or Annuity – Entitlement, Waiver and Cancellation |
Pensions |
Inactive |
Spousal Rights |
PE0567ORG |
Same-Sex Spouse Survivor Benefits |
Pensions |
Active |
Spousal Rights |
PE0653ORG |
Definition of "spouse" |
Pensions |
Inactive |
Information and Statements |
PE0102ORG |
General Information About Inquiries and Complaints for Pension Plan Beneficiaries |
Pensions |
Active |
Information and Statements |
PE0254ORG |
Member's Right to Information, Annual Statements, Termination Statements, Notices, PBA 1990, s. 25-30, 42, O. Reg. 909 s. 28, 39-46 Effective When Published |
Pensions |
Active |
Information and Statements |
PE0255ORG |
Members’ Annual Statements and Termination Statements |
Pensions |
Active |
Information and Statements |
PE0265ORG |
Disclosure of information provided to FSCO by an Administrator: Records marked “Privileged,” “Private” or “Confidential” |
Pensions |
Active |
Information and Statements |
PE0287ORG |
New Provisions Related to the Disclosure of Records |
Pensions |
Inactive |
Information and Statements |
PE0299ORG |
Freedom of Information and Protection of Privacy Act ("FOIPOP") - How to Obtain Information |
Pensions |
Inactive |
Information and Statements |
PE0639ORG |
Freedom of Information and Protection of Privacy Act (FOIPOP) - Interim Administrative Practice |
Pensions |
Inactive |
Information and Statements |
PE0641ORG |
Items marked “Private” and “Confidential” |
Pensions |
Inactive |
Information and Statements |
PE0303ORG |
Members’ Annual Statement |
Pensions |
Inactive |
Information and Statements |
PE0524ORG |
Photocopies of Files under section 30 of the PBA, 1990 |
Pensions |
Active |
Membership |
PE0154ORG |
Eligibility for Membership in a Pension Plan |
Pensions |
Active |
Membership |
PE0155ORG |
Class of Employees |
Pensions |
Active |
Membership |
PE0156ORG |
Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits |
Pensions |
Active |
Membership |
PE0157ORG |
Mandatory versus Optional Membership in a Pension Plan |
Pensions |
Active |
Membership |
PE0219ORG |
No Transfer Rights on Suspension of Plan Membership |
Pensions |
Active |
Membership |
PE0220ORG |
Cessation of Member Contributions |
Pensions |
Active |
Membership |
PE0221ORG |
Amendment to Terminate Membership not Permitted |
Pensions |
Active |
Membership |
PE0222ORG |
Termination of Plan Membership Without Termination of Employment |
Pensions |
Inactive |
Membership |
PE0499ORG |
Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits |
Pensions |
Inactive |
Membership |
PE0370ORG |
Clarification (formerly Interpretation Bulletin I) |
Pensions |
Inactive |
Membership |
PE0371ORG |
Class and Eligibility |
Pensions |
Inactive |
Membership |
PE0372ORG_ |
Individuals |
Pensions |
Inactive |
Membership |
PE0373ORG |
More Advantageous Pension Benefits or Ancillary Benefits Permitted |
Pensions |
Inactive |
Membership |
PE0374ORG |
Requirements For Full and Part-Time Employees |
Pensions |
Inactive |
Membership |
PE0375ORG |
Part-time Employees and YMPE Test |
Pensions |
Inactive |
Membership |
PE0376ORG |
Seasonal Workers |
Pensions |
Inactive |
Membership |
PE0380ORG |
Deadline for Membership Not Acceptable |
Pensions |
Inactive |
Membership |
PE0498ORG |
Deadline For Membership Not Acceptable |
Pensions |
Inactive |
Membership |
PE0500ORG |
Mandatory vs Voluntary - PBA, 1987 c. 10(1)2, s. 26 |
Pensions |
Inactive |
Membership |
PE0501ORG |
Mandatory and Voluntary - Changes After Effective Date |
Pensions |
Inactive |
Membership |
PE0502ORG |
No Transfer Rights on Suspension of Plan Membership - PBA, 1987 ss. 64(1) |
Pensions |
Inactive |
Membership |
PE0503ORG |
Students Generally Not Eligible - PBA s. 1(1) |
Pensions |
Active |
Refunds |
PE0160ORG |
Refund of Additional Voluntary Contributions to Active Members |
Pensions |
Active |
Refunds |
PE0271ORG |
Application for Reimbursement of Employer Overpayment from a Continuing Pension Plan |
Pensions |
Active |
Refunds |
PE0272ORG |
Application for Refund of Contributions to Plan Members or Former Members |
Pensions |
Inactive |
Refunds |
PE0540ORG |
Applications to the Commission for Consent to a Refund - PBA, 1987 ss. 64(7) and (8)* |
Pensions |
Inactive |
Refunds |
PE0541ORG |
Refund to Active Members - PBA, 1987 ss. 64(2)* |
Pensions |
Inactive |
Refunds |
PE0542ORG |
Refund of Additional Voluntary Contributions to Active Members - PBA, 1990 ss. 63(2) |
Pensions |
Inactive |
Refunds |
PE0543ORG |
Locking-in Provisions - Prior Consent of the Commission Required for Refunds, PBA 1990 ss. 63(7) and (8) |