Inactive |
Miscellaneous |
PE0186ORG |
Pension Policies |
Inactive |
Miscellaneous |
PE0188ORG |
Pension Policy Review Project |
Active |
Miscellaneous |
PE0193ORG |
Pension Scams Cost You More than Retirement Savings |
Inactive |
Supervisory Approach |
PE0200INF |
Pension Sector Emergency Management Response |
Inactive |
Supervisory Approach |
PE0201INF |
Pension Sector Emergency Management Response |
Inactive |
Supervisory Approach |
PE0206INF |
Pension Sector Emergency Management Response |
Inactive |
Supervisory Approach |
PE0204INF |
Pension Sector Emergency Management Response (June 2020) |
Active |
Supervisory Approach |
PE0197APP |
Pension Sector Guiding Principles |
Inactive |
Locked-in Accounts |
PE0098ORG |
Pension Unlocking: Non-Hardship |
Inactive |
Miscellaneous |
PE0189ORG |
Pensions |
Inactive |
Miscellaneous |
PE0105ORG |
Pensions |
Active |
Benefits |
PE0058ORG |
Phased Retirement - Frequently Asked Questions |
Inactive |
Information and Statements |
PE0524ORG |
Photocopies of Files under section 30 of the PBA, 1990 |
Inactive |
Wind up |
PE0626ORG |
Plan With No Members |
Inactive |
Benefits |
PE0237ORG |
Portability Rights if Vested but not Locked In |
Inactive |
Benefits |
PE0364ORG |
Portability Rights If Vested But Not Locked-In |
Inactive |
Pension Decisions |
PE0534ORG |
Pre-Hearing Conference Procedures |
Inactive |
Benefits |
PE0360ORG |
Pregnancy and Parental Leave |
Inactive |
Benefits |
PE0361ORG |
Pregnancy and Parental Leave - Employee Contributions |
Inactive |
Benefits |
PE0363ORG |
Pregnancy and Parental Leave Cannot Be Conditional |
Inactive |
Benefits |
PE0362ORG |
Pregnancy and Parental Leave Governed By The Employment Standards Amendment Act |
Active |
Benefits |
PE0132ORG |
Pregnancy, Parental and Emergency Leave |
Inactive |
Registration |
PE0552ORG |
Preparation of an Application for Registration of a Pension Plan |
Inactive |
Registration |
PE0554ORG |
Preparation of an Application for Registration of a Plan Amendment |
Inactive |
Registration |
PE0551ORG |
Preparing An Application For Registration |
Inactive |
Miscellaneous |
PE0187ORG |
Previous Policy Reviews |
Inactive |
Surplus |
PE0598ORG |
Procedures for Applications under ss. 7a(2) of O. Reg. 708/87 (743/91) (Grandfathering Provision) |
Active |
Locked-in Accounts |
PE0063ORG |
Process for Financial Hardship Unlocking |
Active |
Supervisory Approach |
PE0245ORG |
Process for Reviewing Defined Benefit Pension Plan Applications and Service Targets |
Inactive |
Investments - Pensions |
PE0432ORG |
Prudence |
Active |
Investments - Pensions |
PE0144ORG |
Prudent Investment Practices for Derivatives |
Active |
Supervisory Approach |
GR0017APP |
Public warning notices Guidance |
Inactive |
Miscellaneous |
PE0419ORG |
Publication of Decisions made under the Pension Benefits Act, R.S.O. 1990, c. P.8 |
Active |
Advisory Committees |
PE0228ORG |
Purpose of Plan Advisory Committees |
Inactive |
Funding |
PE0014ORG |
Quarterly Update on Estimated Solvency Funded Status of Defined Benefit Plans in Ontario |
Inactive |
Multi-jurisdictional issues |
PE0025ORG |
Questions and Answers on 2016 Agreement Respecting Multi-jurisdictional Pension Plans |
Active |
Funding |
PE0010ORG |
Questions and Answers on Letters of Credit |
Active |
Wind up |
PE0080ORG |
Questions and Answers on the New Grow-in Rules under Section 74 of the Pension Benefits Act |
Inactive |
Surplus |
PE0670ORG |
Questions and Answers relating to Surplus - Regulations effective July 1, 2012 |
Inactive |
Surplus |
PE0669ORG |
Questions and Answers relating to Surplus Withdrawal On Wind Up - Section 78(2) Notice Requirements (2012) |
Inactive |
Funding |
PE0400ORG |
Re-filing Election Report |
Inactive |
Filing - Pensions |
PE0294ORG |
Re-filing of Annual Information Return (AIR) and Pension Benefits Guarantee Fund Assessment Certificate (PBGF) Forms - Frequently Asked Questions |
Inactive |
Commuted Value |
PE0610ORG |
Recalculation of Transfer Value Not Permitted in Most Instances |
Active |
Commuted Value |
PE0278ORG |
Recalculation of Transfer Values |
Inactive |
Commuted Value |
PE0611ORG |
Recalculation of Transfer Values |
Inactive |
Miscellaneous |
PE0525ORG |
Records Maintenance and Retention |
Inactive |
Pension Decisions |
PE0533ORG |
Records of Proceedings for Appeal Purposes |
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 |
Active |
Refunds |
PE0160ORG |
Refund of Additional Voluntary Contributions to Active Members |
Inactive |
Refunds |
PE0542ORG |
Refund of Additional Voluntary Contributions to Active Members - PBA, 1990 ss. 63(2) |
Inactive |
Refunds |
PE0541ORG |
Refund to Active Members - PBA, 1987 ss. 64(2)* |
Inactive |
Amendments |
PE0326ORG |
Registration of Amendments |
Active |
Registration |
PE0161ORG |
Registration of a Pension Plan and a Pension Plan Amendment |
Active |
Plan Types |
PE0026ORG |
Regulation 177/11 made under the Pension Benefits Act - Questions & Answers - JSPPs |
Inactive |
Pension Benefits Guarantee Fund (PBGF) |
PE0028ORG |
Regulation Changes to the Pension Benefits Guarantee Fund (PBGF) |
Inactive |
Pension Benefits Guarantee Fund (PBGF) |
PE0642ORG |
Regulation Changes to the Pension Benefits Guarantee Fund (PBGF) - 2019 |
Active |
Pension Benefits Guarantee Fund (PBGF) |
PE0683ORG |
Regulation Changes to the Pension Benefits Guarantee Fund (PBGF) - 2019 |
Inactive |
Pension Decisions |
PE0532ORG |
Release of Hearing Documents Filed with the Commission |
Inactive |
Pension Decisions |
PE0537ORG |
Release of Pre-Hearing Conference Documents Filed with the Commission |
Inactive |
Filing - Pensions |
PE0395ORG |
Requirement for Auditor's Report |
Active |
Funding |
PE0227ORG |
Requirement for Submission of Actuarial Reports and Cost Certificates |
Inactive |
Filing - Pensions |
PE0389ORG |
Requirement to File Pension Plan Financial Statements or Pension Fund Financial Statements |
Inactive |
Filing - Pensions |
PE0390ORG |
Requirement to File Pension Plan Financial Statements or Pension Fund Financial Statements |
Inactive |
Filing - Pensions |
PE0391ORG |
Requirement to File Pension Plan Financial Statements or Pension Fund Financial Statements |
Inactive |
Administration - Pensions |
PE0323ORG |
Requirement To Make Documents Available On Request |
Active |
Administration - Pensions |
PE0253ORG |
Requirement to Provide Information to Members |
Inactive |
Administration - Pensions |
PE0322ORG |
Requirement To Provide Information To Members |
Inactive |
Filing - Pensions |
PE0027ORG |
Requirement to Use Approved Forms |
Inactive |
Membership |
PE0374ORG |
Requirements For Full and Part-Time Employees |
Inactive |
Locked-in Accounts |
PE0436ORG |
Requirements of the Ontario Locked-In Retirement Account (LIRA) |
Inactive |
Family Law |
PE0075ORG |
Resources from the Webinar on the Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship |
Inactive |
Commuted Value |
PE0614ORG |
Responsibilities of Fund Trustee - Transfer of Assets Between Plans |
Inactive |
Wind up |
PE0633ORG |
Restrictions on Payments in Deficit Situations (November 2003) |
Inactive |
Wind up |
PE0634ORG |
Restrictions on Payments in Deficit Situations (November 2011) |
Active |
Wind up |
PE0183ORG |
Restrictions on Payments on wind up where there is a Deficit |
Inactive |
Pension Decisions |
PE0386ORG |
Results of Charges Laid Under the PBA and Regulations |
Active |
Retirement |
PE0246ORG |
Retirement Dates |
Inactive |
Filing - Pensions |
PE0339ORG |
Revenue Canada Annual Information Return |
Inactive |
Filing - Pensions |
PE0394ORG |
Revised Filing Requirements |
Inactive |
Administration - Pensions |
PE0315ORG |
Role and Responsibilities |
Inactive |
Administration - Pensions |
PE0316ORG |
Role and Responsibilities |
Inactive |
Pension Decisions |
PE0535ORG |
Role of Presiding Officer at Pre-Hearing Conference |
Inactive |
Filing - General Regulatory |
GR0003ORG |
Rule #1 - Electronic Service and Delivery Rule |
Inactive |
Filing - General Regulatory |
GR0004ORG |
Rule #2 - Mandatory Electronic Filings Rule |
Inactive |
Filing - General Regulatory |
PE0668ORG |
Rule #3 - Optional Electronic Filings Rule |
Inactive |
Filing - Pensions |
PE0684ORG |
Rules concerning the Statement of Investment Policies and Procedures (SIPP) |
Inactive |
Locked-in Accounts |
PE0064ORG |
Rules for Financial Hardship Unlocking |
Inactive |
Hearing Procedures |
GR0006ORG |
Rules of Practice and Procedure for Hearings Before the Superintendent of Financial Services |
Inactive |
Pension Decisions |
PE0530ORG |
Rules of Practice for Proceedings Under Section 89 of the Act: General, PreHearing Conferences, Settlement Conferences, Disclosure, Written Hearings, Electronic Hearings |
Inactive |
Pension Decisions |
PE0530ORG |
Rules of Practice for Proceedings Under Section 89 of the Act: General, PreHearing Conferences, Settlement Conferences, Disclosure, Written Hearings, Electronic Hearings |
Inactive |
Benefits |
PE0367ORG |
Same-Sex Spousal Benefits - Leshner Ruling Explained |
Inactive |
Spousal Rights |
PE0567ORG |
Same-Sex Spouse Survivor Benefits |
Active |
Administration - Pensions |
PE0045ORG |
Sample Retention Schedule for Pension Plan Records |
Inactive |
Locked-in Accounts |
PE0465ORG |
Schedule 1 Life Income Funds (Old LIFs) |
Active |
Locked-in Accounts |
PE0151ORG |
Schedule 1 Life Income Funds (Old LIFs) |
Inactive |
Locked-in Accounts |
PE0466ORG |
Schedule 1.1 Life Income Funds (New LIFs) |
Active |
Locked-in Accounts |
PE0150ORG |
Schedule 1.1 Life Income Funds (New LIFs) |
Active |
Locked-in Accounts |
PE0153ORG |
Schedule 2 Locked-In Retirement Funds (LRIFs) |
Active |
Administration - Pensions |
PE0124ORG |
Searching for Plan Beneficiaries |
Inactive |
Membership |
PE0376ORG |
Seasonal Workers |