Active |
Refunds |
PE0272ORG |
Application for Refund of Contributions to Plan Members or Former Members |
Active |
Administration - Pensions |
PE0077ORG |
Annual Statements of Members' Pension Benefits - Statement of Investment Policies and Procedures Content |
Active |
Filing - Pensions |
PE0243ORG |
Filing Requirements and Procedure |
Active |
Administrative Monetary Penalties - General Regulatory |
GR0013APP |
Enforcement: General Administrative Monetary Penalties Guidance |
Active |
Funding |
PE0010ORG |
Questions and Answers on Letters of Credit |
Active |
Funding |
PE0242ORG |
Contribution Holidays for Plan Members; Employee - Contributions, Payroll Deductions |
Active |
Commuted Value |
PE0171ORG |
No Transfers Outside Canada |
Active |
Amendments |
PE0133ORG |
Conversion of a Plan from Defined Benefit to Defined Contribution |
Active |
Locked-in Accounts |
PE0151ORG |
Schedule 1 Life Income Funds (Old LIFs) |
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 |
Active |
Benefits |
PE0142ORG |
Benefit Accrual in a MEPP - Clarification |
Active |
Surplus |
PE0165ORG |
Undistributed Surplus on Full or Partial Wind Up |
Active |
Information and Statements |
PE0265ORG |
Disclosure of information provided to FSCO by an Administrator: Records marked “Privileged,” “Private” or “Confidential” |
Active |
Administration - Pensions |
PE0078ORG |
Biennial Statements Required for Former and Retired Members |
Active |
Administration - Pensions |
PE0224INF |
Defined Benefit Multi-Employer Pension Plans – Leading Practices |
Active |
Filing - Pensions |
PE0257ORG |
Actuarial Filing for Plan Amendments |
Active |
Investments - Pensions |
PE0146ORG |
Environmental, Social and Governance (ESG) Factors |
Active |
Whistle-blower |
GR0015APP |
Whistle-blower Guidance |
Inactive |
Funding |
PE0655ORG |
The Determination of Whether a Plan is a "Closed Plan" (pre May 21, 2019) |
Inactive |
Pension Benefits Guarantee Fund (PBGF) |
PE0508ORG |
Assessment As An Administrative Expense - O. Reg. 708/87 s. 33 |
Inactive |
Commuted Value |
PE0378ORG |
Computation and Interest Requirements |
Inactive |
Supervisory Approach |
PE0192ORG |
Targeted Reviews |
Inactive |
Supervisory Approach |
PE0666ORG |
Targeted Review: Member Option Statements – Termination and Retirement (2018) |
Inactive |
Wind up |
PE0621ORG |
Employer Intention Respecting Surplus in a Wind-up Report |
Inactive |
Wind up |
PE0637ORG |
Successor Plan Does Not Preclude Wind Up of Original Plan (December 2011) |
Inactive |
Miscellaneous |
PE0082ORG |
Legislative and Regulatory Changes |
Inactive |
Miscellaneous |
PE0186ORG |
Pension Policies |
Inactive |
Miscellaneous |
PE0416ORG |
PCO Affected by Government Constraints New Approach to Communications Adopted |
Inactive |
Asset Transfers |
PE0033ORG |
Asset Transfer Rules before January 1, 2014 |
Inactive |
Asset Transfers |
PE0349ORG |
Asset Transfer - Successor Plans |
Inactive |
Locked-in Accounts |
PE0152ORG |
2019 Life Income Fund (LIF) and Locked-In Retirement Income Fund (LRIF) Maximum Annual Income Payment Amount Table |
Inactive |
Locked-in Accounts |
PE0448ORG |
1996 Maximum Withdrawal Amount Table |
Inactive |
Locked-in Accounts |
PE0464ORG |
Life Income Funds (LIFs) |
Inactive |
Locked-in Accounts |
PE0480ORG |
2014 Life Income Fund (LIF) and Locked-In Retirement Income Fund (LRIF) Maximum Annual Income Payment Amount Table |
Inactive |
Benefits |
PE0361ORG |
Pregnancy and Parental Leave - Employee Contributions |
Inactive |
Interest |
PE0424ORG |
Minimum and Maximum Rates |
Inactive |
Surplus |
PE0583ORG |
Court Applications for Surplus Entitlement in Wound Up Plans |
Inactive |
Membership |
PE0371ORG |
Class and Eligibility |
Inactive |
Refunds |
PE0541ORG |
Refund to Active Members - PBA, 1987 ss. 64(2)* |
Inactive |
Registration |
PE0556ORG |
Notice of Revised Document Checklist |
Inactive |
Administration - Pensions |
PE0317ORG |
Handling of Plan Fund Expenses and Maintenance of Plan Records |
Inactive |
Filing - General Regulatory |
GR0005ORG |
Superintendent's Electronic Service & Delivery and Filing Rules |
Inactive |
Filing - Pensions |
PE0292ORG |
Options for Prescribed Filings - Frequently Asked Questions |
Inactive |
Filing - Pensions |
PE0337ORG |
Interest on Late AIR Fees |
Inactive |
Filing - Pensions |
PE0394ORG |
Revised Filing Requirements |
Inactive |
Pension Decisions |
PE0384ORG |
Enforcement Matters to be Published Charges - Charges are Laid under the PBA |
Inactive |
Pension Decisions |
PE0575ORG |
Notices and Orders, PBA, 1990 s. 69, s. 87, ss. 89(5) |
Inactive |
Locking in |
PE0496ORG |
Self-Directed RRSPs And Home Mortgages |
Inactive |
Funding |
PE0656ORG |
Treatment of Excess Contributions (pre May 21, 2019) |
Inactive |
Pension Benefits Guarantee Fund (PBGF) |
PE0509ORG |
Assessment for Periods Not Covered by Last Report Regulation 909 ss. 7, 37 |
Inactive |
Commuted Value |
PE0383ORG |
Early Retirement Benefits |
Inactive |
Supervisory Approach |
PE0667ORG |
Targeted Review: Form 7 – Contribution Reporting & Monitoring Process (2017) |
Inactive |
Wind up |
PE0622ORG |
Filing Deadlines |
Inactive |
Wind up |
PE0638ORG |
Original and Successor Pension Plans |
Inactive |
Miscellaneous |
PE0187ORG |
Previous Policy Reviews |
Inactive |
Miscellaneous |
PE0417ORG |
Invitation to Serve on Advisory Committees to the PCO |
Inactive |
Asset Transfers |
PE0034ORG |
Asset Transfers Between Pension Plans |
Inactive |
Asset Transfers |
PE0350ORG |
Notification of Change of Carrier |
Inactive |
Locked-in Accounts |
PE0064ORG |
Rules for Financial Hardship Unlocking |
Inactive |
Locked-in Accounts |
PE0449ORG |
1997 Maximum Withdrawal Amount Table |
Inactive |
Locked-in Accounts |
PE0465ORG |
Schedule 1 Life Income Funds (Old LIFs) |
Inactive |
Locked-in Accounts |
PE0481ORG |
2015 Life Income Fund (LIF) and Locked-In Retirement Income Fund (LRIF) Maximum Annual Income Payment Amount Table |
Inactive |
Family Law |
PE0054ORG |
FAQs - Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship |
Inactive |
Benefits |
PE0237ORG |
Portability Rights if Vested but not Locked In |
Inactive |
Benefits |
PE0362ORG |
Pregnancy and Parental Leave Governed By The Employment Standards Amendment Act |
Inactive |
Interest |
PE0425ORG |
Credited Interest |
Inactive |
Surplus |
PE0584ORG |
Distribution of Surplus to Plan Beneficiaries on Wind Up |
Inactive |
Information and Statements |
PE0299ORG |
Freedom of Information and Protection of Privacy Act ("FOIPOP") - How to Obtain Information |
Inactive |
Membership |
PE0372ORG_ |
Individuals |
Inactive |
Refunds |
PE0542ORG |
Refund of Additional Voluntary Contributions to Active Members - PBA, 1990 ss. 63(2) |
Inactive |
Registration |
PE0557ORG |
Legal Effect, PBA, 1987 s. 10, s. 16 & s. 17 |
Inactive |
Administration - Pensions |
PE0249ORG |
Administrative Fees and Expenses Payable from Pension Fund |
Inactive |
Administration - Pensions |
PE0318ORG |
Insurance Company Not Administrator for Annuity Contracts |
Inactive |
Filing - General Regulatory |
PE0668ORG |
Rule #3 - Optional Electronic Filings Rule |
Inactive |
Filing - Pensions |
PE0294ORG |
Re-filing of Annual Information Return (AIR) and Pension Benefits Guarantee Fund Assessment Certificate (PBGF) Forms - Frequently Asked Questions |
Inactive |
Filing - Pensions |
PE0338ORG |
New Fees |
Inactive |
Filing - Pensions |
PE0395ORG |
Requirement for Auditor's Report |
Inactive |
Investments - Pensions |
PE0426ORG |
Derivative Instruments - Futures and Options |
Inactive |
Pension Decisions |
PE0385ORG |
Charges are Laid under the PBA - Union Drawn Steel |
Inactive |
Pension Decisions |
PE0576ORG |
Notices and Orders, PBA, 1990 s. 69, s. 87, ss. 89(5) |
Inactive |
Forms - General |
PE0518ORG |
Computer-generated Forms |
Inactive |
Funding |
PE0013ORG |
2018 Report on the Funding of Defined Benefit Pension Plans in Ontario - 15th Annual Report |
Inactive |
Funding |
PE0657ORG |
Solvency Funding Relief Questions Answered (2009) |
Inactive |
Pension Benefits Guarantee Fund (PBGF) |
PE0510ORG |
Late Assessment Payments - Calculation of Interest - 1995 - O. Reg. 909 s. 37 |
Inactive |
Commuted Value |
PE0652ORG |
Commuted Value Calculation Standard - FAQs |
Inactive |
Amendments |
PE0273ORG |
Reduction of Accrued Benefits and/or Refunds or Payments to Avoid Revocation by Canada Revenue Agency of Registration of a Pension Plan |
Inactive |
Wind up |
PE0623ORG |
Individual Statement At Wind Up |
Inactive |
Wind up |
PE0671ORG |
FAQs - Wind Up (2010 - 2012) |
Inactive |
Miscellaneous |
PE0103ORG |
FSRA Pension Plan Information Access |
Inactive |
Miscellaneous |
PE0188ORG |
Pension Policy Review Project |
Inactive |
Miscellaneous |
PE0418ORG |
PCO Advisory Committee Members |
Inactive |
Asset Transfers |
PE0035ORG |
Applications for Transfer of Assets on Sale or Merger |
Inactive |
Asset Transfers |
PE0351ORG |
Types of Asset Transfers |
Inactive |
Locked-in Accounts |
PE0065ORG |
Financial Hardship Unlocking Forms |
Inactive |
Locked-in Accounts |
PE0450ORG |
1998 Maximum Withdrawal Amount Table |
Inactive |
Locked-in Accounts |
PE0466ORG |
Schedule 1.1 Life Income Funds (New LIFs) |
Inactive |
Locked-in Accounts |
PE0482ORG |
2016 Life Income Fund (LIF) and Locked-In Retirement Income Fund (LRIF) Maximum Annual Income Payment Amount Table |
Inactive |
Family Law |
PE0070ORG |
Tutorials |
Inactive |
Benefits |
PE0363ORG |
Pregnancy and Parental Leave Cannot Be Conditional |
Inactive |
Surplus |
PE0585ORG |
Partial Wind Up - Identification and Administration of Surplus Compliance with PBA, 1990 ss. 70(6) |