Active |
Registration |
PE0161ORG |
Registration of a Pension Plan and a Pension Plan Amendment |
Active |
Retirement |
PC0048INT |
Understanding Decumulation Products |
Active |
Administration - Pensions |
PE0122ORG |
Use of Superintendent Approved Pension Forms -PBA s. 113.2 |
Active |
Administration - Pensions |
PE0296INT |
Pension Plan Administrator Roles and Responsibilities |
Active |
Filing - Pensions |
PE0057ORG |
Financial Statements |
Active |
Administrative Monetary Penalties - Insurance |
GR0011APP |
Transparent Communication of FSRA Enforcement Action |
Active |
Funding |
PE0138ORG |
No Provision to Amortize Negative Solvency Balance |
Active |
Pension Benefits Guarantee Fund (PBGF) |
PE0683ORG |
Regulation Changes to the Pension Benefits Guarantee Fund (PBGF) - 2019 |
Active |
Commuted Value |
PE0280ORG |
Commuted Value Transfer Where Plan Underfunded and Member within 10 Years of Normal Retirement Date |
Active |
Multi-jurisdictional issues |
PE0270ORG |
Documents at the Financial Services Commission of Ontario for Plans Registered in Other Jurisdictions |
Active |
Amendments |
PE0302INT |
Actions to avoid deregistration of a pension plan under the Federal Income Tax Act |
Active |
Wind up |
PE0283ORG |
Original and Successor Pension Plans - Section 81 Does Not Preclude Wind Up of Original Plan |
Active |
Miscellaneous |
PE0291ORG |
Nortel Ontario Beneficiary Direction, Consent & Waiver |
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 |
Active |
Locked-in Accounts |
PE0095ORG |
FAQs on New Life Income Funds (LIFs) |
Active |
Benefits |
PE0264ORG |
Past Benefits - Members Option |
Active |
Membership |
PE0156ORG |
Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits |
Active |
Defined Contribution Plan |
PE0298INT |
Automatic Features in Defined Contribution Pension Plans |
Active |
Administration - Pensions |
PE0123ORG |
Electronic Communications Between Plan Administrators and Plan Beneficiaries |
Active |
Funding |
PE0212ORG |
Collection of Unremitted Contribution |
Active |
Wind up |
PE0021ORG |
Overpayments and Plan Wind Up - FAQs |
Active |
Wind up |
PE0288ORG |
Full and Partial Wind Ups - Frequently Asked Questions |
Active |
Benefits |
PE0058ORG |
Phased Retirement - Frequently Asked Questions |
Active |
Benefits |
PE0275ORG |
Joint and Survivor Pension Waived |
Active |
Membership |
PE0157ORG |
Mandatory versus Optional Membership in a Pension Plan |
Active |
Service Standards - General Regulatory |
GR0009APP |
FSRA Service Standards |
Active |
Administration - Pensions |
PE0124ORG |
Searching for Plan Beneficiaries |
Active |
Filing - Pensions |
PE0086ORG |
FAQs - Statement of Investment Policies and Procedures (SIPP) |
Active |
Funding |
PE0002ORG |
2018 Funding Reform for Defined Benefit Pension Plans |
Active |
Funding |
PE0213ORG |
Contributory and Non-Contributory Pension Plans |
Active |
Commuted Value |
PE0056ORG |
Commuted Value - Frequently Asked Questions (FAQs) |
Active |
Wind up |
PE0080ORG |
Questions and Answers on the New Grow-in Rules under Section 74 of the Pension Benefits Act |
Active |
Miscellaneous |
PE0114ORG |
Superintendent Consents (from 2009 onwards) |
Active |
Locked-in Accounts |
PE0678ORG |
FAQs on Locked-in Retirement Income Funds (LRIFs) |
Active |
Benefits |
PE0130ORG |
Definition of Bridging Benefit |
Active |
Benefits |
PE0277ORG |
Value of a Deferred Pension |
Active |
Membership |
PE0219ORG |
No Transfer Rights on Suspension of Plan Membership |
Active |
Filing - Pensions |
PE0126ORG |
General Information Regarding Annual Information Returns |
Active |
Funding |
PE0214ORG |
Employer Contributions Based on RRSP Contributions |
Active |
Commuted Value |
PE0087ORG |
Payment of a Small Amount under Section 50(1) of the Pension Benefits Act |
Active |
Wind up |
PE0173ORG |
Filing Requirements and Procedure on Full or Partial Wind Up of a Pension Plan |
Active |
Miscellaneous |
PE0115ORG |
Superintendent Declarations (from 2009 onwards) |
Active |
Locked-in Accounts |
PE0040ORG |
A Guide to Applying for Special Access |
Active |
Locked-in Accounts |
PE0679ORG |
FAQs on Locked-in Retirement Accounts (LIRAs) |
Active |
Benefits |
PE0289ORG |
Immediate Vesting |
Active |
Surplus |
PE0089ORG |
Surplus Withdrawal Applications |
Active |
Spousal Rights |
PE0653ORG |
Definition of "spouse" |
Active |
Membership |
PE0220ORG |
Cessation of Member Contributions |
Active |
Administration - Pensions |
PE0203INF |
Missing Members Principles and Practices |
Active |
Filing - Pensions |
PE0134ORG |
Deadline for Early Filing of Actuarial Funding Valuation Reports |
Active |
Investments - Pensions |
PE0067ORG |
Buy-In Annuities for Defined Benefit Plans |
Active |
Funding |
PE0006ORG |
The Determination of Whether a Plan is a Closed Plan |
Active |
Funding |
PE0215ORG |
Failure to Remit Member Contributions |
Active |
Commuted Value |
PE0091ORG |
Transfers to a Registered Retirement Savings Plan (RRSP) or to a Registered Retirement Income Fund (RRIF) |
Active |
Supervisory Approach |
PE0055ORG |
Court Proceedings - Frequently Asked Questions |
Active |
Wind up |
PE0174ORG |
Conditional Notice of Intended Wind Up Not Permitted |
Active |
Miscellaneous |
PE0116ORG |
Superintendent Notices of Intended Decision (from 2009 onwards) |
Active |
Locked-in Accounts |
PE0059ORG |
Financial Hardship Unlocking User Guide For Financial Institutions |
Active |
Locked-in Accounts |
PE0148ORG |
Shortened Life Expectancy |
Active |
Locked-in Accounts |
PE0680ORG |
FAQs for Financial Institutions (LIFs and LRIFs) |
Active |
Benefits |
PE0132ORG |
Pregnancy, Parental and Emergency Leave |
Active |
Interest |
PE0079ORG |
Crediting Interest on Contributions and Payments |
Active |
Surplus |
PE0162ORG |
Partial Wind Up - Identification and Administration of Surplus |
Active |
Membership |
PE0221ORG |
Amendment to Terminate Membership not Permitted |
Active |
Refunds |
PE0160ORG |
Refund of Additional Voluntary Contributions to Active Members |
Active |
Administration - Pensions |
PE0045ORG |
Sample Retention Schedule for Pension Plan Records |
Active |
Administration - Pensions |
PE0204APP |
Waiver of Biennial Statements for Missing Former and Retired Members |
Active |
Funding |
PE0007ORG |
Treatment of Excess Contributions |
Active |
Funding |
PE0216ORG |
Suspension of Employer Contributions in Defined Contribution Plans |
Active |
Pension Benefits Guarantee Fund (PBGF) |
PE0281ORG |
Determining PBGF Assessment Base |
Active |
Commuted Value |
PE0169ORG |
Timing of Termination Statement |
Active |
Supervisory Approach |
PE0143ORG |
Court Proceedings - Involvement of FSCO/Superintendent of Financial Services |
Active |
Amendments |
PE0018ORG |
Effective Date of a Plan Amendment that Reduces Benefits - Questions and Answers |
Active |
Wind up |
PE0175ORG |
Treatment of Prior Year Credit Balance |
Active |
Miscellaneous |
PE0117ORG |
Superintendent Orders (from 2009 Onwards) |
Active |
Miscellaneous |
PE0641INF |
A guide for employers - Communicating the value of your pension plan |
Active |
Locked-in Accounts |
PE0060ORG |
Financial Hardship Unlocking Questions & Answers |
Active |
Locked-in Accounts |
PE0149ORG |
Locked-In Retirement Accounts (LIRAs) |
Active |
Locked-in Accounts |
PE0681ORG |
FAQs: Option to Transfer Money from a Locked-in Account to an Unlocked vehicle |
Active |
Benefits |
PE0140ORG |
Benefit Accrual in Defined Benefit and Defined Contribution Plans |
Active |
Interest |
PE0217ORG |
Average Fund Rate for Employee Contributions |
Active |
Surplus |
PE0163ORG |
Application by Employer for Payment of Surplus on Wind Up of Pension Plan |
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 |
Active |
Membership |
PE0222ORG |
Termination of Plan Membership Without Termination of Employment |
Active |
Refunds |
PE0271ORG |
Application for Reimbursement of Employer Overpayment from a Continuing Pension Plan |
Active |
Consumer Protection - General Regulatory |
GR0008APP |
Fair Treatment of Customers in Insurance |
Active |
Filing - Pensions |
PE0139ORG |
Disclosure Expectations for Financial Statements Filed Pursuant to Regulation 909 s.76 |
Active |
Investments - Pensions |
PE0144ORG |
Prudent Investment Practices for Derivatives |
Active |
Administrative Monetary Penalties - General Regulatory |
GR0012APP |
Use of proceeds from enforcement under regulation “Money retained outside the consolidated revenue fund” Guidance |
Active |
Funding |
PE0009ORG |
Frequently Asked Questions Pertaining to the 2018 Funding Reform for Defined Benefit Pension Plans |
Active |
Funding |
PE0227ORG |
Requirement for Submission of Actuarial Reports and Cost Certificates |
Active |
Commuted Value |
PE0170ORG |
No Obligation For Other Plans To Accept Transfer |
Active |
Amendments |
PE0127ORG |
Change of Custodian – Filing and Amendment Requirements |
Active |
Locked-in Accounts |
PE0061ORG |
Financial Hardship Unlocking Questions & Answers |
Active |
Locked-in Accounts |
PE0150ORG |
Schedule 1.1 Life Income Funds (New LIFs) |
Active |
Locked-in Accounts |
PE0682ORG |
FAQs on the Effects of Changes on Other Unlocking Applications |
Active |
Benefits |
PE0141ORG |
Benefit Accrual - Application to MEPPs |
Active |
Interest |
PE0218ORG |
Crediting Interest on Employee Contributions |
Active |
Surplus |
PE0164ORG |
Surplus Distribution by Written Agreement - The Role of Legal Counsel |
Active |
Information and Statements |
PE0255ORG |
Members’ Annual Statements and Termination Statements |