Inactive |
Supervisory Approach |
PE0581ORG |
Filing Applications with the Superintendent of Financial Services |
Inactive |
Surplus |
PE0582ORG |
Adequacy of Surplus Withdrawal Application |
Inactive |
Surplus |
PE0583ORG |
Court Applications for Surplus Entitlement in Wound Up Plans |
Inactive |
Surplus |
PE0584ORG |
Distribution of Surplus to Plan Beneficiaries on Wind Up |
Inactive |
Surplus |
PE0585ORG |
Partial Wind Up - Identification and Administration of Surplus Compliance with PBA, 1990 ss. 70(6) |
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) |
Inactive |
Surplus |
PE0587ORG |
Surplus Distribution to an Employer - PBA, 1990, s. 78, s. 79 and O. Reg. 909, s. 8 |
Inactive |
Surplus |
PE0588ORG |
Changes to the Surplus Application Review Process - Effective on and after September 1, 1994 |
Inactive |
Surplus |
PE0589ORG |
Surplus Distribution - The Role of Legal Counsel in Obtaining Written Consent |
Inactive |
Surplus |
PE0590ORG |
Surplus Distribution to an Employer - PBA, s. 78 and 79 and Reg. 909, s. 8 |
Inactive |
Surplus |
PE0591ORG |
Levels of Consent Required Pursuant to Section 10.1 of Regulation 909 |
Inactive |
Surplus |
PE0592ORG |
Subsections 79(2) and (4) of the PBA Came Into Effect January 1, 1998 |
Inactive |
Surplus |
PE0593ORG |
Surplus Applications Affecting Members, Former Members or Other Persons with Employment in a Jurisdiction Other Than Ontario |
Inactive |
Surplus |
PE0594ORG |
Application by an Employer for Payment of Surplus from a Wound-up Plan |
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 |
Inactive |
Surplus |
PE0596ORG |
Application by Employer for Payment of Surplus on Full Wind Up of a Pension Plan |
Inactive |
Surplus |
PE0597ORG |
Application by Employer for Payment of Surplus on Partial Wind Up of a Pension Plan |
Inactive |
Surplus |
PE0598ORG |
Procedures for Applications under ss. 7a(2) of O. Reg. 708/87 (743/91) (Grandfathering Provision) |
Inactive |
Surplus |
PE0599ORG |
Making Application Under ss. 7a(2)(c) - O. Reg. 708/87 |
Inactive |
Surplus |
PE0600ORG |
Access To Surplus In Continuing Plans Permitted |
Inactive |
Surplus |
PE0601ORG |
Surplus Remaining in Wound-up Plans |
Inactive |
Surplus |
PE0602ORG |
Surplus Attributable to Employee and Employer Contributions on Plan Wind Up |
Inactive |
Surplus |
PE0603ORG |
Surplus Attributable to Employer and Employee Contributions on Plan Wind Up |
Inactive |
Surplus |
PE0604ORG |
Surplus Attributable to Employer and Employee Contributions on Plan Wind Up |
Inactive |
Surplus |
PE0605ORG |
Surplus Distribution in Cash in Continuing Plan |
Inactive |
Surplus |
PE0606ORG |
Allocation of Surplus Distributed to Members and Former Members on Wind Up |
Inactive |
Administration - Pensions |
PE0607ORG |
No Obligation For Other Plans To Accept Transfer |
Inactive |
Administration - Pensions |
PE0608ORG |
No Transfers Outside Canada |
Inactive |
Commuted Value |
PE0609ORG |
Mortality Tables For Calculation - CIA Recommendations |
Inactive |
Commuted Value |
PE0610ORG |
Recalculation of Transfer Value Not Permitted in Most Instances |
Inactive |
Commuted Value |
PE0611ORG |
Recalculation of Transfer Values |
Inactive |
Commuted Value |
PE0612ORG |
Updated CIA Transfer Value Recommendations |
Inactive |
Commuted Value |
PE0613ORG |
Commuted Value Transfer Where Plan Underfunded |
Inactive |
Commuted Value |
PE0614ORG |
Responsibilities of Fund Trustee - Transfer of Assets Between Plans |
Inactive |
Wind up |
PE0615ORG |
A Guide To The Wind Up Of A Pension Plan |
Inactive |
Wind up |
PE0616ORG |
Filing Requirements and Procedure |
Inactive |
Wind up |
PE0617ORG |
Filing Requirements and Procedure on Full or Partial Wind Up of a Pension Plan |
Inactive |
Wind up |
PE0618ORG |
Treatment of Prior Year Credit Balance |
Inactive |
Wind up |
PE0619ORG |
Allocation of Assets in a Multi-Jurisdictional Pension Plan Providing Defined Benefits Guaranteed in Whole or in Part by the Pension Benefits Guarantee Fund |
Inactive |
Wind up |
PE0620ORG |
Credited Service for Employment Standards Act, 2000 Notice Period |
Inactive |
Wind up |
PE0621ORG |
Employer Intention Respecting Surplus in a Wind-up Report |
Inactive |
Wind up |
PE0622ORG |
Filing Deadlines |
Inactive |
Wind up |
PE0623ORG |
Individual Statement At Wind Up |
Inactive |
Wind up |
PE0624ORG |
Distribution of Benefits on Partial Wind Up (March 2007) |
Inactive |
Wind up |
PE0625ORG |
Distribution of Benefits on Partial Wind Up (September 2010) |
Inactive |
Wind up |
PE0626ORG |
Plan With No Members |
Inactive |
Wind up |
PE0627ORG |
Natural Termination of a Pension Plan |
Inactive |
Wind up |
PE0628ORG |
Guideline for Notice of Wind Up of Pension Plan |
Inactive |
Wind up |
PE0629ORG |
Notice of Proposal for Partial Wind Up |
Inactive |
Wind up |
PE0630ORG |
Notice and Consent Requirements on Partial Plan Wind Up |
Inactive |
Wind up |
PE0631ORG |
Guideline for Notice of Full or Partial Wind Up of Pension Plan |
Inactive |
Wind up |
PE0632ORG |
Payment of Immediate Pensions |
Inactive |
Wind up |
PE0633ORG |
Restrictions on Payments in Deficit Situations (November 2003) |
Inactive |
Wind up |
PE0634ORG |
Restrictions on Payments in Deficit Situations (November 2011) |
Inactive |
Wind up |
PE0635ORG |
Significant Numbers of Members |
Inactive |
Wind up |
PE0636ORG |
Successor Plan Does Not Preclude Wind Up of Original Plan (December 1995) |
Inactive |
Wind up |
PE0637ORG |
Successor Plan Does Not Preclude Wind Up of Original Plan (December 2011) |
Inactive |
Wind up |
PE0638ORG |
Original and Successor Pension Plans |
Inactive |
Information and Statements |
PE0639ORG |
Freedom of Information and Protection of Privacy Act (FOIPOP) - Interim Administrative Practice |
Inactive |
Pension Benefits Guarantee Fund (PBGF) |
PE0640ORG |
Ability to take contribution holidays and pay PBGF assessments – revised as per amendments in Regulation 105/19 |
Active |
Miscellaneous |
PE0641INF |
A guide for employers - Communicating the value of your pension plan |
Inactive |
Information and Statements |
PE0641ORG |
Items marked “Private” and “Confidential” |
Inactive |
Pension Benefits Guarantee Fund (PBGF) |
PE0642ORG |
Regulation Changes to the Pension Benefits Guarantee Fund (PBGF) - 2019 |
Inactive |
Investments - Pensions |
PE0643ORG |
FAQs - Statement of Investment Policies and Procedures (SIPP) (2014 - 2016) |
Inactive |
Locked-in Accounts |
PE0644ORG |
Financial Hardship Unlocking Questions & Answers (2012 - 2014) |
Inactive |
Locked-in Accounts |
PE0645ORG |
Eligibility for Financial Hardship Access to Locked-In Funds (2000) |
Inactive |
Locked-in Accounts |
PE0646ORG |
Financial Hardship Unlocking Fees (2009) |
Inactive |
Locked-in Accounts |
PE0647ORG |
Financial Hardship Unlocking Fees |
Inactive |
Funding |
PE0648ORG |
FAQs - Letters of Credit (2012) |
Inactive |
Plan Types |
PE0649ORG |
FAQs - Jointly Sponsored Pension Plans (JSPP) (2011) |
Inactive |
Family Law |
PE0650ORG |
Family law - Questions & Answers (pre 2016) |
Inactive |
Plan Types |
PE0651ORG |
FAQs - Individual Pension Plans (2012) |
Inactive |
Commuted Value |
PE0652ORG |
Commuted Value Calculation Standard - FAQs |
Active |
Spousal Rights |
PE0653ORG |
Definition of "spouse" |
Inactive |
Funding |
PE0654ORG |
FAQs - Actuarial |
Inactive |
Funding |
PE0655ORG |
The Determination of Whether a Plan is a "Closed Plan" (pre May 21, 2019) |
Inactive |
Funding |
PE0656ORG |
Treatment of Excess Contributions (pre May 21, 2019) |
Inactive |
Funding |
PE0657ORG |
Solvency Funding Relief Questions Answered (2009) |
Inactive |
Funding |
PE0658ORG |
Other Changes to the Regulation - O.Reg. 239/09 |
Inactive |
Funding |
PE0659ORG |
Asset Smoothing for Solvency Valuations and Contribution Holidays - Questions and Answers (2008 - 2010) |
Inactive |
Forms - General |
PE0661ORG |
FAQs - Forms (2010 - 2011) |
Inactive |
Forms - General |
PE0662ORG |
New FSCO Pension Forms Due to Amended Definition of "Spouse" Under the Pension Benefits Act (Form 1, Form 3, Form 4, Form 5, Form 6, and Form 6.1) - 2005 |
Inactive |
Multi-jurisdictional issues |
PE0663ORG |
FAQs - Multi-Jurisdictional Pension Plans (2009) |
Inactive |
Supervisory Approach |
PE0664ORG |
FAQs - Targeted Review: Form 7 – Contribution Reporting & Monitoring Process (2017) |
Inactive |
Supervisory Approach |
PE0665ORG |
Targeted Reviews - Frequently Asked Questions (2017) |
Inactive |
Supervisory Approach |
PE0666ORG |
Targeted Review: Member Option Statements – Termination and Retirement (2018) |
Inactive |
Supervisory Approach |
PE0667ORG |
Targeted Review: Form 7 – Contribution Reporting & Monitoring Process (2017) |
Inactive |
Filing - General Regulatory |
PE0668ORG |
Rule #3 - Optional Electronic Filings Rule |
Inactive |
Surplus |
PE0669ORG |
Questions and Answers relating to Surplus Withdrawal On Wind Up - Section 78(2) Notice Requirements (2012) |
Inactive |
Surplus |
PE0670ORG |
Questions and Answers relating to Surplus - Regulations effective July 1, 2012 |
Inactive |
Wind up |
PE0671ORG |
FAQs - Wind Up (2010 - 2012) |
Inactive |
Funding |
PE0672ORG |
2016 Solvency Funding Relief Measures for Private Sector Pension Plans - Frequently Asked Questions (FAQs) |
Inactive |
Funding |
PE0673ORG |
2012 Solvency Funding Relief Measures for Private Sector Pension Plans - Frequently Asked Questions (FAQs) |
Inactive |
Funding |
PE0674ORG |
Temporary Solvency Funding Relief Measures |
Inactive |
Funding |
PE0675ORG |
2009 Solvency Funding Relief Measures |
Active |
Wind up |
PE0676ORG |
New Requirements for Grow-In, Opting Out of Grow-In and Partial Wind Up |
Active |
Commuted Value |
PE0677ORG |
Commuted Value Transfers - Qs&As |
Active |
Locked-in Accounts |
PE0678ORG |
FAQs on Locked-in Retirement Income Funds (LRIFs) |
Active |
Locked-in Accounts |
PE0679ORG |
FAQs on Locked-in Retirement Accounts (LIRAs) |
Active |
Locked-in Accounts |
PE0680ORG |
FAQs for Financial Institutions (LIFs and LRIFs) |