Inactive |
Investments - Pensions |
PE0433ORG |
Securities Investments |
Inactive |
Locking in |
PE0496ORG |
Self-Directed RRSPs And Home Mortgages |
Active |
Membership |
PE0156ORG |
Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits |
Inactive |
Membership |
PE0499ORG |
Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits |
Active |
Benefits |
PE0263ORG |
Settlement of Benefits |
Inactive |
Locking in |
PE0486ORG |
Shortened Life Expectancy |
Active |
Locked-in Accounts |
PE0148ORG |
Shortened Life Expectancy |
Inactive |
Locked-in Accounts |
PE0437ORG |
Shortened Life Expectancy - Provision in Plan Text |
Inactive |
Locked-in Accounts |
PE0438ORG |
Shortened Life Expectancy - Verification Required by Financial Institution |
Inactive |
Wind up |
PE0635ORG |
Significant Numbers of Members |
Inactive |
Filing - Pensions |
PE0522ORG |
Simplified Filing Procedure |
Inactive |
Funding |
PE0397ORG |
Solvency Funding and the PBGF - Amendments to Regulation |
Inactive |
Funding |
PE0001ORG |
Solvency Funding Relief Measures |
Inactive |
Funding |
PE0657ORG |
Solvency Funding Relief Questions Answered (2009) |
Inactive |
Locked-in Accounts |
PE0459ORG_ |
Spousal Consent Form |
Inactive |
Locked-in Accounts |
PE0458ORG |
Spousal Consent Required |
Inactive |
Locked-in Accounts |
PE0456ORG |
Spousal Death Benefit |
Inactive |
Locked-in Accounts |
PE0457ORG |
Spousal Pre-retirement Death Benefit |
Inactive |
Miscellaneous |
PE0410ORG |
Spring 1995 Bulletin |
Inactive |
Investments - Pensions |
PE0145ORG |
Statements of Investment Policies and Procedures (SIPPs) for Member-Directed Defined Contribution Plans |
Inactive |
Membership |
PE0503ORG |
Students Generally Not Eligible - PBA s. 1(1) |
Inactive |
Surplus |
PE0592ORG |
Subsections 79(2) and (4) of the PBA Came Into Effect January 1, 1998 |
Active |
Commuted Value |
PE0279ORG |
Subsidized Early Retirement & Bridge Benefits where Eligibility Requirements have been Met and Plan Provides for Transfer Options |
Inactive |
Wind up |
PE0636ORG |
Successor Plan Does Not Preclude Wind Up of Original Plan (December 1995) |
Inactive |
Wind up |
PE0637ORG |
Successor Plan Does Not Preclude Wind Up of Original Plan (December 2011) |
Inactive |
Miscellaneous |
PE0411ORG |
Summer 1995 Bulletin |
Inactive |
Asset Transfers |
PE0354ORG |
Superintendent Consent Required for Asset Transfer under subsection 81(8) |
Inactive |
Asset Transfers |
PE0356ORG |
Superintendent Consent to Transfer of Assets (Sale Before 1188; Transfer After 1188) |
Active |
Miscellaneous |
PE0114ORG |
Superintendent Consents (from 2009 onwards) |
Active |
Miscellaneous |
PE0115ORG |
Superintendent Declarations (from 2009 onwards) |
Active |
Miscellaneous |
PE0116ORG |
Superintendent Notices of Intended Decision (from 2009 onwards) |
Inactive |
Filing - Pensions |
PE0051ORG |
Superintendent of Financial Services Approved Family Law Forms |
Active |
Miscellaneous |
PE0117ORG |
Superintendent Orders (from 2009 Onwards) |
Inactive |
Filing - General Regulatory |
GR0005ORG |
Superintendent's Electronic Service & Delivery and Filing Rules |
Active |
Supervisory Approach |
PE0199APP |
Supervisory Approach for Single Employer Defined Benefit Pension Plans that are Actively Monitored |
Active |
Asset Transfers |
PE0205APP |
Supervisory Approach to Defined Benefit Asset Transfers Under the Pension Benefits Act |
Inactive |
Surplus |
PE0593ORG |
Surplus Applications Affecting Members, Former Members or Other Persons with Employment in a Jurisdiction Other Than Ontario |
Inactive |
Surplus |
PE0602ORG |
Surplus Attributable to Employee and Employer Contributions on Plan Wind Up |
Inactive |
Surplus |
PE0603ORG |
Surplus Attributable to Employer and Employee Contributions on Plan Wind Up |
Inactive |
Surplus |
PE0604ORG |
Surplus Attributable to Employer and Employee Contributions on Plan Wind Up |
Inactive |
Surplus |
PE0589ORG |
Surplus Distribution - The Role of Legal Counsel in Obtaining Written Consent |
Active |
Surplus |
PE0164ORG |
Surplus Distribution by Written Agreement - The Role of Legal Counsel |
Active |
Surplus |
PE0166ORG |
Surplus Distribution in Cash in Continuing Plan |
Inactive |
Surplus |
PE0605ORG |
Surplus Distribution in Cash in Continuing Plan |
Inactive |
Surplus |
PE0587ORG |
Surplus Distribution to an Employer - PBA, 1990, s. 78, s. 79 and O. Reg. 909, s. 8 |
Inactive |
Surplus |
PE0590ORG |
Surplus Distribution to an Employer - PBA, s. 78 and 79 and Reg. 909, s. 8 |
Inactive |
Surplus |
PE0527ORG |
Surplus Refund Applications on Wind Up - Acknowledgment of Applications, Representations and Communication of Commission Decision, PBA, 1990 ss. 78(3), O. Reg. 909 ss. 8(2) |
Inactive |
Surplus |
PE0528ORG |
Surplus Refund Applications on Wind Up - Late Representations and Submissions |
Inactive |
Surplus |
PE0601ORG |
Surplus Remaining in Wound-up Plans |
Inactive |
Amendments |
PE0327ORG |
Surplus Withdrawal Amendments |
Active |
Surplus |
PE0089ORG |
Surplus Withdrawal Applications |
Inactive |
Benefits |
PE0368ORG |
Survivor Benefit Waived |
Active |
Funding |
PE0216ORG |
Suspension of Employer Contributions in Defined Contribution Plans |
Inactive |
Supervisory Approach |
PE0667ORG |
Targeted Review: Form 7 – Contribution Reporting & Monitoring Process (2017) |
Inactive |
Supervisory Approach |
PE0666ORG |
Targeted Review: Member Option Statements – Termination and Retirement (2018) |
Inactive |
Supervisory Approach |
PE0192ORG |
Targeted Reviews |
Inactive |
Supervisory Approach |
PE0665ORG |
Targeted Reviews - Frequently Asked Questions (2017) |
Inactive |
Funding |
PE0674ORG |
Temporary Solvency Funding Relief Measures |
Active |
Membership |
PE0222ORG |
Termination of Plan Membership Without Termination of Employment |
Active |
Innovation |
GR0010APP |
Test and Learn Environments (TLEs) for Financial Services Innovation |
Inactive |
Funding |
PE0655ORG |
The Determination of Whether a Plan is a "Closed Plan" (pre May 21, 2019) |
Active |
Funding |
PE0006ORG |
The Determination of Whether a Plan is a Closed Plan |
Inactive |
Investments - Pensions |
PE0428ORG |
The Use of Derivatives in Pension Funds, by the Investment Advisory Committee of the Pension Commission of Ontario |
Active |
Family Law |
PE0053ORG |
The Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship on and after January 1, 2012 |
Active |
Commuted Value |
PE0169ORG |
Timing of Termination Statement |
Inactive |
Miscellaneous |
PE0517ORG |
Tips for Dealing with the PCO |
Inactive |
Locked-in Accounts |
PE0445ORG |
Transfer of Locked-in Funds by Financial Institutions |
Inactive |
Benefits |
PE0369ORG |
Transfer to Locked-in RRSP May Result In Loss Of Rights |
Active |
Commuted Value |
PE0091ORG |
Transfers to a Registered Retirement Savings Plan (RRSP) or to a Registered Retirement Income Fund (RRIF) |
Inactive |
Investments - Pensions |
PE0435ORG |
Transitional Investment Rules |
Active |
Administrative Monetary Penalties - Insurance |
GR0011APP |
Transparent Communication of FSRA Enforcement Action |
Inactive |
Consumer Protection - General Regulatory |
GR0002ORG |
Treating Financial Services Consumers Fairly Guideline |
Inactive |
Consumer Protection - General Regulatory |
GR0001ORG |
Treating Financial Services Consumers Fairly Guideline: Frequently Asked Questions |
Active |
Funding |
PE0007ORG |
Treatment of Excess Contributions |
Inactive |
Funding |
PE0656ORG |
Treatment of Excess Contributions (pre May 21, 2019) |
Inactive |
Locked-in Accounts |
PE0461ORG |
Treatment of Funds By Other Jurisdictions |
Active |
Wind up |
PE0175ORG |
Treatment of Prior Year Credit Balance |
Inactive |
Wind up |
PE0618ORG |
Treatment of Prior Year Credit Balance |
Inactive |
Asset Transfers |
PE0032ORG |
Trust Issues on Pension Plan Asset Transfer1: Checklist |
Inactive |
Asset Transfers |
PE0038ORG |
Trust Issues On Plan Transfer/Merger (Transamerica) |
Inactive |
Family Law |
PE0070ORG |
Tutorials |
Inactive |
Asset Transfers |
PE0351ORG |
Types of Asset Transfers |
Inactive |
Asset Transfers |
PE0128ORG |
Types of Asset Transfers |
Active |
Retirement |
PC0048INT |
Understanding Decumulation Products |
Active |
Surplus |
PE0165ORG |
Undistributed Surplus on Full or Partial Wind Up |
Inactive |
Benefits |
PE0366ORG |
Union Membership as Condition for Benefit Improvement |
Active |
Benefits |
PE0262ORG |
Union Membership as Condition for Benefit Improvement |
Inactive |
Filing - Pensions |
PE0344ORG |
Unsigned AIRs |
Inactive |
Commuted Value |
PE0612ORG |
Updated CIA Transfer Value Recommendations |
Inactive |
Investments - Pensions |
PE0427ORG |
Use of Derivatives Significant Issues for Pension Funds |
Active |
Administrative Monetary Penalties - General Regulatory |
GR0012APP |
Use of proceeds from enforcement under regulation “Money retained outside the consolidated revenue fund” Guidance |
Active |
Administration - Pensions |
PE0122ORG |
Use of Superintendent Approved Pension Forms -PBA s. 113.2 |
Active |
Benefits |
PE0277ORG |
Value of a Deferred Pension |
Inactive |
Wind up |
PE0177ORG |
Vesting, Locking In & Growing In on Wind Up |
Inactive |
Administration - Pensions |
PE0125ORG |
Waiver of Biennial Statements for Missing Former and Retired Members |
Active |
Administration - Pensions |
PE0204APP |
Waiver of Biennial Statements for Missing Former and Retired Members |
Inactive |
Locked-in Accounts |
PE0072ORG |
Webcasts |
Inactive |
Family Law |
PE0074ORG |
Webinar on Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship |
Inactive |
Miscellaneous |
PE0073ORG |
Webinars |
Active |
Multi-jurisdictional issues |
PE0269ORG |
When and How to Change the Province of Registration for a Multi-jurisdictional Pension Plan |