Pensions |
Inactive |
Miscellaneous |
PE0184ORG |
Active Pension Policies |
Pensions |
Inactive |
Miscellaneous |
PE0185ORG |
InActive Pension Policies |
Pensions |
Inactive |
Miscellaneous |
PE0186ORG |
Pension Policies |
Pensions |
Inactive |
Miscellaneous |
PE0187ORG |
Previous Policy Reviews |
Pensions |
Inactive |
Miscellaneous |
PE0188ORG |
Pension Policy Review Project |
Pensions |
Inactive |
Miscellaneous |
PE0189ORG |
Pensions |
Pensions |
Active |
Miscellaneous |
PE0193ORG |
Pension Scams Cost You More than Retirement Savings |
Pensions |
Active |
Miscellaneous |
PE0194ORG |
Beware of Scams Involving Your Retirement Savings, Regulators Warn |
Pensions |
Active |
Miscellaneous |
PE0244ORG |
Inquiries to FSCO by the Administrator |
Pensions |
Active |
Miscellaneous |
PE0245ORG |
Process for Reviewing Defined Benefit Pension Plan Applications and Service Targets |
Pensions |
Active |
Miscellaneous |
PE0266ORG |
Decisions made under the Pension Benefits Act, R.S.O. 1990, c. P.8 and the Financial Services Commission of Ontario Act, 1997, S.O. 1997, c. 28 |
Pensions |
Active |
Miscellaneous |
PE0285ORG |
FAQs on the Most Significant Changes under Bill 120 in force on December 8, 2010 and July 1, 2012 |
Pensions |
Active |
Miscellaneous |
PE0286ORG |
Bill 236, Pension Benefits Amendment Act, 2010 - Frequently Asked Questions |
Pensions |
Active |
Miscellaneous |
PE0291ORG |
Nortel Ontario Beneficiary Direction, Consent & Waiver |
Pensions |
Active |
Asset Transfers |
PE0031ORG |
Asset Transfers - Frequently Asked Questions (s. 80, 81) |
Pensions |
Inactive |
Asset Transfers |
PE0032ORG |
Trust Issues on Pension Plan Asset Transfer1: Checklist |
Pensions |
Inactive |
Asset Transfers |
PE0033ORG |
Asset Transfer Rules before January 1, 2014 |
Pensions |
Active |
Asset Transfers |
PE0034ORG |
Asset Transfers Between Pension Plans |
Pensions |
Inactive |
Asset Transfers |
PE0035ORG |
Applications for Transfer of Assets on Sale or Merger |
Pensions |
Inactive |
Asset Transfers |
PE0036ORG |
Aegon Canada Inc. and Transamerica Life Canada v. ING Canada Inc. |
Pensions |
Inactive |
Asset Transfers |
PE0037ORG |
Asset Transfers (Transamerica v. ING) |
Pensions |
Inactive |
Asset Transfers |
PE0038ORG |
Trust Issues On Plan Transfer/Merger (Transamerica) |
Pensions |
Active |
Asset Transfers |
PE0127ORG |
Change of Custodian – Filing and Amendment Requirements |
Pensions |
Active |
Asset Transfers |
PE0128ORG |
Types of Asset Transfers |
Pensions |
Active |
Asset Transfers |
PE0205APP |
Supervisory Approach to Defined Benefit Asset Transfers Under the Pension Benefits Act |
Pensions |
Active |
Asset Transfers |
PE0223INF |
FSRA’s Consent to SEPP to JSPP Transactions under sections 80.4 and 81.0.1 of the Pension Benefits Act |
Pensions |
Inactive |
Asset Transfers |
PE0230ORG |
Asset Transfer on Reorganization |
Pensions |
Active |
Asset Transfers |
PE0231ORG |
Interim Transfer of Assets on Purchase and Sale |
Pensions |
Inactive |
Asset Transfers |
PE0232ORG |
Asset Transfer Resulting from Sale of Business |
Pensions |
Inactive |
Asset Transfers |
PE0233ORG |
Partial Asset Transfers Under s. 81 - Superintendent's Consent Required |
Pensions |
Inactive |
Asset Transfers |
PE0234ORG |
Full Asset Transfers Under s. 81 - Superintendent's Consent Required |
Pensions |
Inactive |
Asset Transfers |
PE0235ORG |
Withdrawal of Application for Consent to a Transfer of Assets |
Pensions |
Active |
Locked-in Accounts |
PE0040ORG |
A Guide to Applying for Special Access |
Pensions |
Active |
Locked-in Accounts |
PE0059ORG |
Financial Hardship Unlocking User Guide For Financial Institutions |
Pensions |
Active |
Locked-in Accounts |
PE0060ORG |
Financial Hardship Unlocking Questions & Answers |
Pensions |
Active |
Locked-in Accounts |
PE0061ORG |
Financial Hardship Unlocking Questions & Answers |
Pensions |
Active |
Locked-in Accounts |
PE0062ORG |
Financial Hardship Unlocking - Resources |
Pensions |
Active |
Locked-in Accounts |
PE0063ORG |
Process for Financial Hardship Unlocking |
Pensions |
Inactive |
Locked-in Accounts |
PE0064ORG |
Withdrawing from Locked-in Accounts because of Financial Hardship |
Pensions |
Inactive |
Locked-in Accounts |
PE0065ORG |
Financial Hardship Unlocking Forms |
Pensions |
Active |
Locked-in Accounts |
PE0071ORG |
Financial Hardship Unlocking Webcast |
Pensions |
Active |
Locked-in Accounts |
PE0072ORG |
Webcasts |
Pensions |
Active |
Locked-in Accounts |
PE0092ORG |
FAQs on Old Life Income Funds (LIFs) |
Pensions |
Active |
Locked-in Accounts |
PE0093ORG |
FAQs on Rules for Ontario Locked-In Accounts |
Pensions |
Active |
Locked-in Accounts |
PE0094ORG |
FAQs on Unlocking a Locked-in Account if you are a Non-Resident of Canada |
Pensions |
Active |
Locked-in Accounts |
PE0095ORG |
FAQs on New Life Income Funds (LIFs) |
Pensions |
Inactive |
Locked-in Accounts |
PE0096ORG |
Locked-In Accounts |
Pensions |
Inactive |
Locked-in Accounts |
PE0097ORG |
Changes To The Rules For Ontario Locked-In Accounts - O. Reg. 239/09 |
Pensions |
Inactive |
Locked-in Accounts |
PE0098ORG |
Pension Unlocking: Non-Hardship |
Pensions |
Active |
Locked-in Accounts |
PE0148ORG |
Shortened Life Expectancy |
Pensions |
Active |
Locked-in Accounts |
PE0149ORG |
Locked-In Retirement Accounts (LIRAs) |
Pensions |
Active |
Locked-in Accounts |
PE0150ORG |
Schedule 1.1 Life Income Funds (New LIFs) |
Pensions |
Active |
Locked-in Accounts |
PE0151ORG |
Schedule 1 Life Income Funds (Old LIFs) |
Pensions |
Inactive |
Locked-in Accounts |
PE0152ORG |
2019 Life Income Fund (LIF) and Locked-In Retirement Income Fund (LRIF) Maximum Annual Income Payment Amount Table |
Pensions |
Active |
Locked-in Accounts |
PE0153ORG |
Schedule 2 Locked-In Retirement Funds (LRIFs) |
Pensions |
Active |
Locked-in Accounts |
PE0196INF |
Life Income Fund (LIF) and Locked-In Retirement Income Fund (LRIF) Maximum Annual Income Payment Amount Table |
Pensions |
Active |
Locked-in Accounts |
PE0295ORG |
Frequently Asked Questions - Unlocking by Non-resident Former Member -Section 50.0.1 of the PBA |
Pensions |
Active |
Family Law |
PE0052ORG |
Heringer v. Heringer - Ontario Superior Court of Justice decision on the payment of interest on a specified amount representing the former spouseÆs share of the Family Law Value |
Pensions |
Active |
Family Law |
PE0053ORG |
The Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship on and after January 1, 2012 |
Pensions |
Active |
Family Law |
PE0054ORG |
FAQs - Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship |
Pensions |
Inactive |
Family Law |
PE0070ORG |
Tutorials |
Pensions |
Inactive |
Family Law |
PE0074ORG |
Webinar on Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship |
Pensions |
Inactive |
Family Law |
PE0075ORG |
Resources from the Webinar on the Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship |
Pensions |
Active |
Family Law |
PE0100ORG |
Implications of Bill 14 Amendments on the Carrigan Decision |
Pensions |
Inactive |
Family Law |
PE0101ORG |
Carrigan v. Carrigan Estate û Supreme Court of Canada Denies Leave |
Pensions |
Active |
Family Law |
PE0225INT |
Administration of pension benefits upon marriage breakdown |
Pensions |
Active |
Benefits |
PE0058ORG |
Phased Retirement - Frequently Asked Questions |
Pensions |
Active |
Benefits |
PE0130ORG |
Definition of Bridging Benefit |
Pensions |
Inactive |
Benefits |
PE0131ORG |
Payments from a Defined Contribution/Money Purchase Benefit |
Pensions |
Active |
Benefits |
PE0132ORG |
Pregnancy, Parental and Emergency Leave |
Pensions |
Active |
Benefits |
PE0140ORG |
Benefit Accrual in Defined Benefit and Defined Contribution Plans |
Pensions |
Active |
Benefits |
PE0141ORG |
Benefit Accrual - Application to MEPPs |
Pensions |
Active |
Benefits |
PE0142ORG |
Benefit Accrual in a MEPP - Clarification |
Pensions |
Active |
Benefits |
PE0236ORG |
Garnishment of Pensions In Pay |
Pensions |
Inactive |
Benefits |
PE0237ORG |
Portability Rights if Vested but not Locked In |
Pensions |
Active |
Benefits |
PE0238ORG |
More Advantageous Pension Benefits or Ancillary Benefits Permitted |
Pensions |
Active |
Benefits |
PE0239ORG |
Indexing |
Pensions |
Active |
Benefits |
PE0260ORG |
Consent Benefits Where Amount of Benefit Not Determinable |
Pensions |
Active |
Benefits |
PE0261ORG |
Amendments for Benefit Improvements - Notice and Funding |
Pensions |
Active |
Benefits |
PE0262ORG |
Union Membership as Condition for Benefit Improvement |
Pensions |
Active |
Benefits |
PE0263ORG |
Settlement of Benefits |
Pensions |
Active |
Benefits |
PE0264ORG |
Past Benefits - Members Option |
Pensions |
Active |
Benefits |
PE0275ORG |
Joint and Survivor Pension Waived |
Pensions |
Active |
Benefits |
PE0277ORG |
Value of a Deferred Pension |
Pensions |
Active |
Benefits |
PE0289ORG |
Immediate Vesting |
Pensions |
Active |
Interest |
PE0079ORG |
Crediting Interest on Contributions and Payments |
Pensions |
Active |
Interest |
PE0217ORG |
Average Fund Rate for Employee Contributions |
Pensions |
Active |
Interest |
PE0218ORG |
Crediting Interest on Employee Contributions |
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 |
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 |