Active |
Miscellaneous |
PE0083ORG |
Legislative Changes July 1, 2012 |
Active |
Administration - Pensions |
PE0084ORG |
Opting out of the new grow-in provisions by JSPPs and MEPPs |
Active |
Administration - Pensions |
PE0085ORG |
New Definitions for "Retired Member" and "Former Member" |
Active |
Filing - Pensions |
PE0086ORG |
FAQs - Statement of Investment Policies and Procedures (SIPP) |
Active |
Commuted Value |
PE0087ORG |
Payment of a Small Amount under Section 50(1) of the Pension Benefits Act |
Inactive |
Funding |
PE0088ORG |
Changes to Regulation 909 - June 2009 |
Active |
Surplus |
PE0089ORG |
Surplus Withdrawal Applications |
Active |
Spousal Rights |
PE0090ORG |
Payment of A Survivor Pension Small Amount - Section 44(7) of the Pension Benefits Act |
Active |
Commuted Value |
PE0091ORG |
Transfers to a Registered Retirement Savings Plan (RRSP) or to a Registered Retirement Income Fund (RRIF) |
Active |
Locked-in Accounts |
PE0092ORG |
FAQs on Old Life Income Funds (LIFs) |
Active |
Locked-in Accounts |
PE0093ORG |
FAQs on Rules for Ontario Locked-In Accounts |
Active |
Locked-in Accounts |
PE0094ORG |
FAQs on Unlocking a Locked-in Account if you are a Non-Resident of Canada |
Active |
Locked-in Accounts |
PE0095ORG |
FAQs on New Life Income Funds (LIFs) |
Inactive |
Locked-in Accounts |
PE0096ORG |
Locked-In Accounts |
Inactive |
Locked-in Accounts |
PE0097ORG |
Changes To The Rules For Ontario Locked-In Accounts - O. Reg. 239/09 |
Inactive |
Locked-in Accounts |
PE0098ORG |
Pension Unlocking: Non-Hardship |
Inactive |
Administration - Pensions |
PE0099ORG |
Accessing Plan Records and Information |
Active |
Family Law |
PE0100ORG |
Implications of Bill 14 Amendments on the Carrigan Decision |
Inactive |
Family Law |
PE0101ORG |
Carrigan v. Carrigan Estate - Supreme Court of Canada Denies Leave |
Inactive |
Information and Statements |
PE0102ORG |
General Information About Inquiries and Complaints for Pension Plan Beneficiaries |
Inactive |
Miscellaneous |
PE0103ORG |
FSRA Pension Plan Information Access |
Inactive |
Miscellaneous |
PE0104ORG |
Consultations and Proposed Legislation |
Inactive |
Miscellaneous |
PE0105ORG |
Pensions |
Inactive |
Miscellaneous |
PE0106ORG |
Indalex Supreme Court Decision |
Active |
Plan Types |
PE0107ORG |
Individual Pension Plans (IPPs) |
Inactive |
Miscellaneous |
PE0108ORG |
Helpful Links |
Inactive |
Miscellaneous |
PE0109ORG |
Pension Decisions |
Inactive |
Pension Benefits Guarantee Fund (PBGF) |
PE0110ORG |
Pension Benefits Guarantee Fund (PBGF) |
Inactive |
Pension Benefits Guarantee Fund (PBGF) |
PE0111ORG |
FAQs - Pension Benefits Guarantee Fund (PBGF) |
Inactive |
Miscellaneous |
PE0112ORG |
A Guide To Understanding Your Pension Plan |
Inactive |
Miscellaneous |
PE0113ORG |
Pension Bulletins (Prior to October 2009) |
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) |
Active |
Miscellaneous |
PE0117ORG |
Superintendent Orders (from 2009 Onwards) |
Active |
Administration - Pensions |
PE0118ORG |
Pension Fund Administration – Responsibilities of Fund Holders |
Inactive |
Administration - Pensions |
PE0119ORG |
Fees and Expenses for Wind Ups and Surplus Refund Applications |
Active |
Administration - Pensions |
PE0120ORG |
Management and Retention of Pension Plan Records by the Administrator |
Active |
Administration - Pensions |
PE0121ORG |
Administrator’s Management of Inquiries and Complaints from Plan Beneficiaries |
Active |
Administration - Pensions |
PE0122ORG |
Use of Superintendent Approved Pension Forms -PBA s. 113.2 |
Active |
Administration - Pensions |
PE0123ORG |
Electronic Communications Between Plan Administrators and Plan Beneficiaries |
Active |
Administration - Pensions |
PE0124ORG |
Searching for Plan Beneficiaries |
Inactive |
Administration - Pensions |
PE0125ORG |
Waiver of Biennial Statements for Missing Former and Retired Members |
Active |
Filing - Pensions |
PE0126ORG |
General Information Regarding Annual Information Returns |
Active |
Amendments |
PE0127ORG |
Change of Custodian – Filing and Amendment Requirements |
Inactive |
Asset Transfers |
PE0128ORG |
Types of Asset Transfers |
Active |
Funding |
PE0129ORG |
Determination of Interest Payments Where Solvency Special Payments Are Covered by Letters of Credit |
Active |
Benefits |
PE0130ORG |
Definition of Bridging Benefit |
Inactive |
Benefits |
PE0131ORG |
Payments from a Defined Contribution/Money Purchase Benefit |
Active |
Benefits |
PE0132ORG |
Pregnancy, Parental and Emergency Leave |
Active |
Amendments |
PE0133ORG |
Conversion of a Plan from Defined Benefit to Defined Contribution |
Active |
Filing - Pensions |
PE0134ORG |
Deadline for Early Filing of Actuarial Funding Valuation Reports |
Inactive |
Filing - Pensions |
PE0135ORG |
Extension of Deadline for Filings with FSCO (2014) |
Active |
Funding |
PE0136ORG |
Funding Requirements for Designated Plans in Ontario, O.Reg 73/95 Effective When Published |
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 |
Active |
Funding |
PE0138ORG |
No Provision to Amortize Negative Solvency Balance |
Active |
Filing - Pensions |
PE0139ORG |
Disclosure Expectations for Financial Statements Filed Pursuant to Regulation 909 s.76 |
Active |
Benefits |
PE0140ORG |
Benefit Accrual in Defined Benefit and Defined Contribution Plans |
Active |
Benefits |
PE0141ORG |
Benefit Accrual - Application to MEPPs |
Active |
Benefits |
PE0142ORG |
Benefit Accrual in a MEPP - Clarification |
Active |
Supervisory Approach |
PE0143ORG |
Court Proceedings - Involvement of FSCO/Superintendent of Financial Services |
Active |
Investments - Pensions |
PE0144ORG |
Prudent Investment Practices for Derivatives |
Inactive |
Investments - Pensions |
PE0145ORG |
Statements of Investment Policies and Procedures (SIPPs) for Member-Directed Defined Contribution Plans |
Active |
Investments - Pensions |
PE0146ORG |
Environmental, Social and Governance (ESG) Factors |
Active |
Investments - Pensions |
PE0147ORG |
Overview of Statements of Investments Policies and Procedures (SIPP) Requirements |
Active |
Locked-in Accounts |
PE0148ORG |
Shortened Life Expectancy |
Active |
Locked-in Accounts |
PE0149ORG |
Locked-In Retirement Accounts (LIRAs) |
Active |
Locked-in Accounts |
PE0150ORG |
Schedule 1.1 Life Income Funds (New LIFs) |
Active |
Locked-in Accounts |
PE0151ORG |
Schedule 1 Life Income Funds (Old LIFs) |
Inactive |
Locked-in Accounts |
PE0152ORG |
2019 Life Income Fund (LIF) and Locked-In Retirement Income Fund (LRIF) Maximum Annual Income Payment Amount Table |
Active |
Locked-in Accounts |
PE0153ORG |
Schedule 2 Locked-In Retirement Funds (LRIFs) |
Active |
Membership |
PE0154ORG |
Eligibility for Membership in a Pension Plan |
Active |
Membership |
PE0155ORG |
Class of Employees |
Active |
Membership |
PE0156ORG |
Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits |
Active |
Membership |
PE0157ORG |
Mandatory versus Optional Membership in a Pension Plan |
Active |
Plan Types |
PE0158ORG |
Approaches and Revenue Canada Considerations |
Active |
Plan Types |
PE0159ORG |
Pension Plans are Not Flexible Benefit Plans |
Active |
Refunds |
PE0160ORG |
Refund of Additional Voluntary Contributions to Active Members |
Active |
Registration |
PE0161ORG |
Registration of a Pension Plan and a Pension Plan Amendment |
Active |
Surplus |
PE0162ORG |
Partial Wind Up - Identification and Administration of Surplus |
Active |
Surplus |
PE0163ORG |
Application by Employer for Payment of Surplus on Wind Up of Pension Plan |
Active |
Surplus |
PE0164ORG |
Surplus Distribution by Written Agreement - The Role of Legal Counsel |
Active |
Surplus |
PE0165ORG |
Undistributed Surplus on Full or Partial Wind Up |
Active |
Surplus |
PE0166ORG |
Surplus Distribution in Cash in Continuing Plan |
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 |
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) |
Active |
Commuted Value |
PE0169ORG |
Timing of Termination Statement |
Active |
Commuted Value |
PE0170ORG |
No Obligation For Other Plans To Accept Transfer |
Active |
Commuted Value |
PE0171ORG |
No Transfers Outside Canada |
Active |
Commuted Value |
PE0172ORG |
Contractual Provision for Indexation |
Active |
Wind up |
PE0173ORG |
Filing Requirements and Procedure on Full or Partial Wind Up of a Pension Plan |
Active |
Wind up |
PE0174ORG |
Conditional Notice of Intended Wind Up Not Permitted |
Active |
Wind up |
PE0175ORG |
Treatment of Prior Year Credit Balance |
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 |
Inactive |
Wind up |
PE0177ORG |
Vesting, Locking In & Growing In on Wind Up |
Active |
Wind up |
PE0178ORG |
Distribution of Benefits on Partial Wind Up Where Immediate or Deferred Pensions are Not Purchased |
Active |
Wind up |
PE0179ORG |
Payment of Benefits on Partial Wind Up |
Active |
Wind up |
PE0180ORG |
Natural Termination of a Pension Plan |
Active |
Wind up |
PE0181ORG |
Guideline for Notice of Full or Partial Wind Up of Pension Plan |
Active |
Wind up |
PE0182ORG |
Payment of Immediate Pensions & Other Benefits |