Pensions |
Active |
Administration - Pensions |
PE0124ORG |
Searching for Plan Beneficiaries |
Pensions |
Inactive |
Administration - Pensions |
PE0125ORG |
Waiver of Biennial Statements for Missing Former and Retired Members |
Pensions |
Active |
Filing - Pensions |
PE0126ORG |
General Information Regarding Annual Information Returns |
Pensions |
Active |
Amendments |
PE0127ORG |
Change of Custodian – Filing and Amendment Requirements |
Pensions |
Inactive |
Asset Transfers |
PE0128ORG |
Types of Asset Transfers |
Pensions |
Active |
Funding |
PE0129ORG |
Determination of Interest Payments Where Solvency Special Payments Are Covered by Letters of Credit |
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 |
Amendments |
PE0133ORG |
Conversion of a Plan from Defined Benefit to Defined Contribution |
Pensions |
Active |
Filing - Pensions |
PE0134ORG |
Deadline for Early Filing of Actuarial Funding Valuation Reports |
Pensions |
Inactive |
Filing - Pensions |
PE0135ORG |
Extension of Deadline for Filings with FSCO (2014) |
Pensions |
Active |
Funding |
PE0136ORG |
Funding Requirements for Designated Plans in Ontario, O.Reg 73/95 Effective When Published |
Pensions |
Active |
Funding |
PE0137ORG |
Collection of Contributions and Delinquencies, PBA 1987 s. 23, 56-58, O. Reg. 708/87 s. 56 (formerly M900-100) Effective When Published |
Pensions |
Active |
Funding |
PE0138ORG |
No Provision to Amortize Negative Solvency Balance |
Pensions |
Active |
Filing - Pensions |
PE0139ORG |
Disclosure Expectations for Financial Statements Filed Pursuant to Regulation 909 s.76 |
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 |
Supervisory Approach |
PE0143ORG |
Court Proceedings - Involvement of FSCO/Superintendent of Financial Services |
Pensions |
Active |
Investments - Pensions |
PE0144ORG |
Prudent Investment Practices for Derivatives |
Pensions |
Inactive |
Investments - Pensions |
PE0145ORG |
Statements of Investment Policies and Procedures (SIPPs) for Member-Directed Defined Contribution Plans |
Pensions |
Active |
Investments - Pensions |
PE0146ORG |
Environmental, Social and Governance (ESG) Factors |
Pensions |
Active |
Investments - Pensions |
PE0147ORG |
Overview of Statements of Investments Policies and Procedures (SIPP) Requirements |
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 |
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 |
Plan Types |
PE0158ORG |
Approaches and Revenue Canada Considerations |
Pensions |
Active |
Plan Types |
PE0159ORG |
Pension Plans are Not Flexible Benefit Plans |
Pensions |
Active |
Refunds |
PE0160ORG |
Refund of Additional Voluntary Contributions to Active Members |
Pensions |
Active |
Registration |
PE0161ORG |
Registration of a Pension Plan and a Pension Plan Amendment |
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 |
Active |
Commuted Value |
PE0169ORG |
Timing of Termination Statement |
Pensions |
Active |
Commuted Value |
PE0170ORG |
No Obligation For Other Plans To Accept Transfer |
Pensions |
Active |
Commuted Value |
PE0171ORG |
No Transfers Outside Canada |
Pensions |
Active |
Commuted Value |
PE0172ORG |
Contractual Provision for Indexation |
Pensions |
Active |
Wind up |
PE0173ORG |
Filing Requirements and Procedure on Full or Partial Wind Up of a Pension Plan |
Pensions |
Active |
Wind up |
PE0174ORG |
Conditional Notice of Intended Wind Up Not Permitted |
Pensions |
Active |
Wind up |
PE0175ORG |
Treatment of Prior Year Credit Balance |
Pensions |
Inactive |
Wind up |
PE0176ORG |
Allocation of Assets in a Multi-Jurisdictional Pension Plan Providing Defined Benefits Guaranteed in Whole or in Part by the Pension Benefits Guarantee Fund |
Pensions |
Inactive |
Wind up |
PE0177ORG |
Vesting, Locking In & Growing In on Wind Up |
Pensions |
Active |
Wind up |
PE0178ORG |
Distribution of Benefits on Partial Wind Up Where Immediate or Deferred Pensions are Not Purchased |
Pensions |
Active |
Wind up |
PE0179ORG |
Payment of Benefits on Partial Wind Up |
Pensions |
Active |
Wind up |
PE0180ORG |
Natural Termination of a Pension Plan |
Pensions |
Active |
Wind up |
PE0181ORG |
Guideline for Notice of Full or Partial Wind Up of Pension Plan |
Pensions |
Active |
Wind up |
PE0182ORG |
Payment of Immediate Pensions & Other Benefits |
Pensions |
Active |
Wind up |
PE0183ORG |
Restrictions on Payments on wind up where there is a Deficit |
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 |
Inactive |
Supervisory Approach |
PE0190ORG |
Defined Benefit Application Processes and Service Targets |
Pensions |
Inactive |
Supervisory Approach |
PE0191ORG |
Application Processes and Service Targets |
Pensions |
Inactive |
Supervisory Approach |
PE0192ORG |
Targeted Reviews |
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 |
Annuities |
PE0195APP |
Approach to Requirements After Certain Annuity Purchases for Defined Benefit Plans |
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 |
Supervisory Approach |
PE0197APP |
Pension Sector Guiding Principles |
Pensions |
Active |
Commuted Value |
PE0198INF |
Discontinuance of the Bank of Canada Series V122515 and V122495 |
Pensions |
Active |
Supervisory Approach |
PE0199APP |
Supervisory Approach for Single Employer Defined Benefit Pension Plans that are Actively Monitored |
Pensions |
Inactive |
Supervisory Approach |
PE0200INF |
Pension Sector Emergency Management Response |
Pensions |
Inactive |
Supervisory Approach |
PE0201INF |
Pension Sector Emergency Management Response |
Pensions |
Active |
Commuted Value |
PE0202APP |
Limitations on Commuted Value Transfers and Annuity Purchases (DB Pension Plans) |
Pensions |
Active |
Administration - Pensions |
PE0203INF |
Missing Members Principles and Practices |
Pensions |
Active |
Administration - Pensions |
PE0204APP |
Waiver of Biennial Statements for Missing Former and Retired Members |
Pensions |
Inactive |
Supervisory Approach |
PE0204INF |
Pension Sector Emergency Management Response (June 2020) |
Pensions |
Active |
Asset Transfers |
PE0205APP |
Supervisory Approach to Defined Benefit Asset Transfers Under the Pension Benefits Act |
Pensions |
Inactive |
Supervisory Approach |
PE0206INF |
Pension Sector Emergency Management Response |
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 |
Inactive |
Administration - Pensions |
PE0210ORG |
Administrative Fees and Expenses Payable from Pension Fund |
Pensions |
Inactive |
Administration - Pensions |
PE0211ORG |
Payable from Pension Fund |
Pensions |
Active |
Funding |
PE0212ORG |
Collection of Unremitted Contribution |
Pensions |
Active |
Funding |
PE0213ORG |
Contributory and Non-Contributory Pension Plans |
Pensions |
Active |
Funding |
PE0214ORG |
Employer Contributions Based on RRSP Contributions |
Pensions |
Active |
Funding |
PE0215ORG |
Failure to Remit Member Contributions |
Pensions |
Active |
Funding |
PE0216ORG |
Suspension of Employer Contributions in Defined Contribution Plans |
Pensions |
Active |
Interest |
PE0217ORG |
Average Fund Rate for Employee Contributions |
Pensions |
Active |
Interest |
PE0218ORG |
Crediting Interest on Employee Contributions |
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 |