The pension assessment sets out the amount that must be paid by each pension plan to cover all expenses and expenditures that were incurred by the Financial Services Commission of Ontario (FSCO) for the pension sector. The pension assessment is issued annually by FSCO (in January or February) to pension plan administrators and the amount must be paid within 30 days of the invoice date. Pension Plan Administrators who want more information on pension assessments should refer to the resources below:
- Pension Assessment Calculation – Get information on how the pension assessment is calculated.
- Notice to Pension Plan Administrators – Get information about the pension assessment process, including:
- the final adjustment to reflect the actual pension sector costs for the previous fiscal year, and
- the estimated pension sector costs and fees for the current fiscal year.
- Frequently Asked Questions – Get answers to frequently asked questions on pension assessments.
- Sample Invoice – View a sample invoice that highlights each section of the pension assessment.
- Sample Statement of Account – View a sample statement of account. The statement indicates overdue balances and is sent to by Ontario Shared Services on the 15th of each month. It is not an invoice.
Inquiries
Pension plan administrators who did not receive an assessment invoice should contact Ontario Shared Services at 1-877-535-0554.
For all other questions, the administrator should contact:
Financial Services Commission of Ontario
Pension Division
5160 Yonge Street, 4th Floor, Box 85
Toronto ON M2N 6L9
Telephone: 416-250-7250
Toll-free: 1-800-668-0128
E-mail:
pensioninquiries@fsco.gov.on.ca