Mortgage |
Active |
Forms - Mortgage Brokering |
MB0038INT |
Amended Disclosure Forms 3.0, 3.1 and 3.2 for Non-Qualified Syndicated Mortgages |
Mortgage |
Active |
Syndicated Mortgage Investments |
MB0039INT |
Mortgage Administrators – Responses to Market Disruptions |
Mortgage |
Active |
Non-Qualified Syndicated Mortgages |
MB0040INT |
Mortgage Brokerage Disclosure and Suitability Assessments for Non-Qualified Syndicated Mortgage Investments (SMIs) – Responses to Market Disruptions |
Mortgage |
Active |
Non-Qualified Syndicated Mortgages |
MB0041APP |
Transfer of retail non-qualified syndicated mortgage investments (NQSMIs) (excludes transactions with Permitted Clients) to the Ontario Securities Commission (OSC) (transfer effective July 1, 2021) |
Mortgage |
Active |
Code of Conduct |
MB0042APP |
Mortgage Broker Regulators' Council of Canada Code of Conduct for the Mortgage Brokering Sector. |
Mortgage |
Active |
Non-Qualified Syndicated Mortgages |
MB0043INF |
Mortgage Brokerage Disclosure and Suitability Assessments for Non-Qualified Syndicated Mortgage Investments (SMIs) – Responses to Market Disruptions (for Transactions on or after July 1, 2021) |
Pensions |
Active |
Funding |
PE0002ORG |
2018 Funding Reform for Defined Benefit Pension Plans |
Pensions |
Active |
Funding |
PE0006ORG |
The Determination of Whether a Plan is a Closed Plan |
Pensions |
Active |
Funding |
PE0007ORG |
Treatment of Excess Contributions |
Pensions |
Active |
Annuities |
PE0008ORG |
Frequently Asked Questions pertaining to Annuity Purchase and Discharge |
Pensions |
Active |
Funding |
PE0009ORG |
Frequently Asked Questions Pertaining to the 2018 Funding Reform for Defined Benefit Pension Plans |
Pensions |
Active |
Funding |
PE0010ORG |
Questions and Answers on Letters of Credit |
Pensions |
Active |
Funding |
PE0011ORG |
Letters of Credit |
Pensions |
Active |
Funding |
PE0012ORG |
Funding and Actuarial Filing Requirements For Plan Improvements under the New Funding Regime |
Pensions |
Active |
Amendments |
PE0018ORG |
Effective Date of a Plan Amendment that Reduces Benefits - Questions and Answers |
Pensions |
Active |
Wind up |
PE0021ORG |
Overpayments and Plan Wind Up - FAQs |
Pensions |
Active |
Filing - Pensions |
PE0022ORG |
Filing Information for Pension Plan Administrators |
Pensions |
Active |
Plan Types |
PE0026ORG |
Regulation 177/11 made under the Pension Benefits Act - Questions & Answers - JSPPs |
Pensions |
Active |
Miscellaneous |
PE0039ORG |
Don't let pension information be a mystery |
Pensions |
Active |
Locked-in Accounts |
PE0040ORG |
A Guide to Applying for Special Access |
Pensions |
Active |
Miscellaneous |
PE0041ORG |
Consumer Brochures |
Pensions |
Active |
Miscellaneous |
PE0042ORG |
Know the facts about your registered pension plan |
Pensions |
Active |
Administration - Pensions |
PE0045ORG |
Sample Retention Schedule for Pension Plan Records |
Pensions |
Active |
Filing - Pensions |
PE0048ORG |
Electronic Filing - Mandatory from January 1, 2013 |
Pensions |
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 |
Pensions |
Active |
Family Law |
PE0053ORG |
The Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship on and after January 1, 2012 |
Pensions |
Active |
Supervisory Approach |
PE0055ORG |
Court Proceedings - Frequently Asked Questions |
Pensions |
Active |
Commuted Value |
PE0056ORG |
Commuted Value - Frequently Asked Questions (FAQs) |
Pensions |
Active |
Filing - Pensions |
PE0057ORG |
Financial Statements |
Pensions |
Active |
Benefits |
PE0058ORG |
Phased Retirement - Frequently Asked Questions |
Pensions |
Active |
Locked-in Accounts |
PE0059ORG |
Financial Hardship Unlocking User Guide For Financial Institutions |
Pensions |
Active |
Locked-in Accounts |
PE0060ORG |
Financial Hardship Unlocking Questions & Answers |
Pensions |
Active |
Locked-in Accounts |
PE0061ORG |
Financial Hardship Unlocking Questions & Answers |
Pensions |
Active |
Locked-in Accounts |
PE0063ORG |
Process for Financial Hardship Unlocking |
Pensions |
Active |
Investments - Pensions |
PE0067ORG |
Buy-In Annuities for Defined Benefit Plans |
Pensions |
Active |
Administration - Pensions |
PE0077ORG |
Annual Statements of Members' Pension Benefits - Statement of Investment Policies and Procedures Content |
Pensions |
Active |
Administration - Pensions |
PE0078ORG |
Biennial Statements Required for Former and Retired Members |
Pensions |
Active |
Interest |
PE0079ORG |
Crediting Interest on Contributions and Payments |
Pensions |
Active |
Wind up |
PE0080ORG |
Questions and Answers on the New Grow-in Rules under Section 74 of the Pension Benefits Act |
Pensions |
Active |
Plan Types |
PE0081ORG |
Individual Pension Plans |
Pensions |
Active |
Miscellaneous |
PE0083ORG |
Legislative Changes July 1, 2012 |
Pensions |
Active |
Administration - Pensions |
PE0084ORG |
Opting out of the new grow-in provisions by JSPPs and MEPPs |
Pensions |
Active |
Administration - Pensions |
PE0085ORG |
New Definitions for "Retired Member" and "Former Member" |
Pensions |
Active |
Filing - Pensions |
PE0086ORG |
FAQs - Statement of Investment Policies and Procedures (SIPP) |
Pensions |
Active |
Commuted Value |
PE0087ORG |
Payment of a Small Amount under Section 50(1) of the Pension Benefits Act |
Pensions |
Active |
Surplus |
PE0089ORG |
Surplus Withdrawal Applications |
Pensions |
Active |
Spousal Rights |
PE0090ORG |
Payment of A Survivor Pension Small Amount - Section 44(7) of the Pension Benefits Act |
Pensions |
Active |
Commuted Value |
PE0091ORG |
Transfers to a Registered Retirement Savings Plan (RRSP) or to a Registered Retirement Income Fund (RRIF) |
Pensions |
Active |
Locked-in Accounts |
PE0092ORG |
FAQs on Old Life Income Funds (LIFs) |
Pensions |
Active |
Locked-in Accounts |
PE0093ORG |
FAQs on Rules for Ontario Locked-In Accounts |
Pensions |
Active |
Locked-in Accounts |
PE0094ORG |
FAQs on Unlocking a Locked-in Account if you are a Non-Resident of Canada |
Pensions |
Active |
Locked-in Accounts |
PE0095ORG |
FAQs on New Life Income Funds (LIFs) |
Pensions |
Active |
Family Law |
PE0100ORG |
Implications of Bill 14 Amendments on the Carrigan Decision |
Pensions |
Active |
Plan Types |
PE0107ORG |
Individual Pension Plans (IPPs) |
Pensions |
Active |
Miscellaneous |
PE0114ORG |
Superintendent Consents (from 2009 onwards) |
Pensions |
Active |
Miscellaneous |
PE0115ORG |
Superintendent Declarations (from 2009 onwards) |
Pensions |
Active |
Miscellaneous |
PE0116ORG |
Superintendent Notices of Intended Decision (from 2009 onwards) |
Pensions |
Active |
Miscellaneous |
PE0117ORG |
Superintendent Orders (from 2009 Onwards) |
Pensions |
Active |
Administration - Pensions |
PE0118ORG |
Pension Fund Administration – Responsibilities of Fund Holders |
Pensions |
Active |
Administration - Pensions |
PE0120ORG |
Management and Retention of Pension Plan Records by the Administrator |
Pensions |
Active |
Administration - Pensions |
PE0121ORG |
Administrator’s Management of Inquiries and Complaints from Plan Beneficiaries |
Pensions |
Active |
Administration - Pensions |
PE0122ORG |
Use of Superintendent Approved Pension Forms -PBA s. 113.2 |
Pensions |
Active |
Administration - Pensions |
PE0123ORG |
Electronic Communications Between Plan Administrators and Plan Beneficiaries |
Pensions |
Active |
Administration - Pensions |
PE0124ORG |
Searching for Plan Beneficiaries |
Pensions |
Active |
Filing - Pensions |
PE0126ORG |
General Information Regarding Annual Information Returns |
Pensions |
Active |
Amendments |
PE0127ORG |
Change of Custodian – Filing and Amendment Requirements |
Pensions |
Active |
Funding |
PE0129ORG |
Determination of Interest Payments Where Solvency Special Payments Are Covered by Letters of Credit |
Pensions |
Active |
Benefits |
PE0130ORG |
Definition of Bridging Benefit |
Pensions |
Active |
Benefits |
PE0132ORG |
Pregnancy, Parental and Emergency Leave |
Pensions |
Active |
Amendments |
PE0133ORG |
Conversion of a Plan from Defined Benefit to Defined Contribution |
Pensions |
Active |
Filing - Pensions |
PE0134ORG |
Deadline for Early Filing of Actuarial Funding Valuation Reports |
Pensions |
Active |
Funding |
PE0136ORG |
Funding Requirements for Designated Plans in Ontario, O.Reg 73/95 Effective When Published |
Pensions |
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 |
Pensions |
Active |
Funding |
PE0138ORG |
No Provision to Amortize Negative Solvency Balance |
Pensions |
Active |
Filing - Pensions |
PE0139ORG |
Disclosure Expectations for Financial Statements Filed Pursuant to Regulation 909 s.76 |
Pensions |
Active |
Benefits |
PE0140ORG |
Benefit Accrual in Defined Benefit and Defined Contribution Plans |
Pensions |
Active |
Benefits |
PE0141ORG |
Benefit Accrual - Application to MEPPs |
Pensions |
Active |
Benefits |
PE0142ORG |
Benefit Accrual in a MEPP - Clarification |
Pensions |
Active |
Supervisory Approach |
PE0143ORG |
Court Proceedings - Involvement of FSCO/Superintendent of Financial Services |
Pensions |
Active |
Investments - Pensions |
PE0144ORG |
Prudent Investment Practices for Derivatives |
Pensions |
Active |
Investments - Pensions |
PE0146ORG |
Environmental, Social and Governance (ESG) Factors |
Pensions |
Active |
Investments - Pensions |
PE0147ORG |
Overview of Statements of Investments Policies and Procedures (SIPP) Requirements |
Pensions |
Active |
Locked-in Accounts |
PE0148ORG |
Shortened Life Expectancy |
Pensions |
Active |
Locked-in Accounts |
PE0149ORG |
Locked-In Retirement Accounts (LIRAs) |
Pensions |
Active |
Locked-in Accounts |
PE0150ORG |
Schedule 1.1 Life Income Funds (New LIFs) |
Pensions |
Active |
Locked-in Accounts |
PE0151ORG |
Schedule 1 Life Income Funds (Old LIFs) |
Pensions |
Active |
Locked-in Accounts |
PE0153ORG |
Schedule 2 Locked-In Retirement Funds (LRIFs) |
Pensions |
Active |
Membership |
PE0154ORG |
Eligibility for Membership in a Pension Plan |
Pensions |
Active |
Membership |
PE0155ORG |
Class of Employees |
Pensions |
Active |
Membership |
PE0156ORG |
Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits |
Pensions |
Active |
Membership |
PE0157ORG |
Mandatory versus Optional Membership in a Pension Plan |
Pensions |
Active |
Plan Types |
PE0158ORG |
Approaches and Revenue Canada Considerations |
Pensions |
Active |
Plan Types |
PE0159ORG |
Pension Plans are Not Flexible Benefit Plans |
Pensions |
Active |
Refunds |
PE0160ORG |
Refund of Additional Voluntary Contributions to Active Members |
Pensions |
Active |
Registration |
PE0161ORG |
Registration of a Pension Plan and a Pension Plan Amendment |
Pensions |
Active |
Surplus |
PE0162ORG |
Partial Wind Up - Identification and Administration of Surplus |
Pensions |
Active |
Surplus |
PE0163ORG |
Application by Employer for Payment of Surplus on Wind Up of Pension Plan |
Pensions |
Active |
Surplus |
PE0164ORG |
Surplus Distribution by Written Agreement - The Role of Legal Counsel |
Pensions |
Active |
Surplus |
PE0165ORG |
Undistributed Surplus on Full or Partial Wind Up |
Pensions |
Active |
Surplus |
PE0166ORG |
Surplus Distribution in Cash in Continuing Plan |