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Active Pension Policies

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I150-700 - Items Marked "Private" and "Confidential", PBA 1990 ss. 29(1) Effective When Published Size: ## kb
I150-800 - Member's Right to Information, Annual Statements, Termination Statements, Notices, PBA 1990, s. 25-30, 42, O. Reg. 909 s. 28, 39-46 Effective When Published Size: 126 kb
I150-805 - Members' Annual Statement, PBA 1990 s. 27 Effective When Published Size: 19 kb

AGN-001 - Canadian Institute of Actuaries, Practice-Specific Standards for Pension Plans effective on December 31, 2010 Size: 94 kb

A050-900 - Requirement for Submission of Actuarial Reports and Cost Certificates Size: 24 kb

A100-100 - Pension Fund Administration – Responsibilities of Fund Holders
Size: 171 kb

A200-100 - Consulting and Actuarial Fees for Bargaining Purposes Not Payable from Pension Fund, PBA 1987 ss. 23(9) Effective When Published Size: 19 kb
A200-200 - Payable from Pension Fund Effective When Published Size: 17 kb
A200-201 - Expenses Payable from Pension Fund (formerly A200-900) Effective When Published Size: 21 kb
A200-400 - Finders Fee or Insurance Broker Commission Payable from Pension Fund, PBA 1987 s. 22 Effective When Published Size: 18 kb
A200-802 - Costs for Wind Up and Surplus Applications Size: 38 kb

A300-100 - Role and Responsibilities Effective When Published Size: 50 kb
A300-150 - Role and Responsibilities Effective When Published Size: 22 kb
A300-175 - Handling of Plan Fund Expenses and Maintenance of Plan Records Effective When Published Size: 27 kb
A300-200 - Management and Retention of Pension Plan Records by the Administrator Size: 435 kb
A300-301 - Insurance Company Not Administrator for Guaranteed Annuity Contracts Size: 32 kb
A300-450 - Administrator’s Management of Inquiries and Complaints from Plan Beneficiaries Size: 44 kb
A300-502 - Approved Pension Forms Size: 28 kb
A300-800 - Requirement to Provide Information to Members When Published Size: 27 kb
A300-801 - Requirement to Make Documents Available on Request, PBA 1987 s. 30 Effective When Published Size: 20 kb
A300-806 - Electronic Communications Between Plan Administrators and Plan Beneficiaries Size: 201 kb

A400-100 - Actuarial Filing for Plan Amendments Size: 46 kb
A400-200 - Challenge to an Adverse Amendment Effective When Published Size: 21 kb
A400-500 - Reduction of Accrued Benefits and/or Refunds or Payments to Avoid Revocation by Canada Revenue Agency of Registration of a Pension Plan Size: 64 kb

A500-401 - General Information Regarding Annual Information Returns and Pension Assessments Size: 171 kb

A700-100 - Asset Transfer on Reorganization Size: 23 kb
A700-127 - Asset Transfer - Successor Plans Size: 24 kb
A700-151 - Change of Custodian – Filing and Amendment Requirements Size: 48 kb
A700-154 - Types of Asset Transfers Size: 37 kb
A700-175 - Interim Transfer of Assets on Purchase and Sale Size: 25 kb
A700-200 - Asset Transfer Resulting from Sale of Business Size: 72 kb
A700-226 - Partial Asset Transfers Under s. 81 - Superintendent's Consent Required Size: 58 kb
A700-251 - Full Asset Transfers Under s. 81 - Superintendent's Consent Required Size: 52 kb
A700-301 - Withdrawal of Application for Consent to a Transfer of Assets Size: 40 kb

B100-101 - Definition of Bridging Benefit Size: 130 kb
B100-110 - Consent Benefits Where Amount of Benefit Not Determinable Size: 214 kb
B100-126 - Garnishment of Pensions in Pay Size: 131 kb
B100-151 - Payments from a Defined Contribution/Money Purchase Benefit Size: 128 kb
B100-206 - Pregnancy, Parental and Emergency Leave Size: 29 kb
B100-225 - Portability Rights if Vested but not Locked In (Effective When Published) Size: 24 kb
B100-251 - Amendments for Benefit Improvements - Notice and Funding Size: 219 kb
B100-275 - Indexing (Effective When Published) Size: 25 kb
B100-300 - Value of a Deferred Pension (Effective When Published) Size: 29 kb
B100-401 - Union Membership as Condition for Benefit Improvement Size: 163 kb
B100-500 - Settlement of Benefits (Effective When Published) Size: 24 kb
B100-851 - Joint and Survivor Pension Waived Size: 25 kb

C100-700 - More Advantageous Pension Benefits or Ancillary Benefits Permitted, PBA 1987 s. 5 Effective When Published Size: 20 kb

C125-100 - Calculation in a Continuing Plan, O. Reg. 909 ss. 16(1) 10/09/1992 Size: 19 kb

C200-101 - Conversion of a Plan from Defined Benefit to Defined Contribution Size: 42 kb
C200-150 - Defined Contribution to Defined Benefit Size: 24 kb
C200-700 - Past Benefits - Members Option Size: 24 kb

D050-801 - Extension of Deadline for Filings Size: 31 kb
D050-802 - Deadline for Early Filing of Actuarial Funding Valuation Reports Size: 25 kb

E050-050 - For Applications Received after March 26, 1992 Size: 28 kb
E050-100 - Early Retirement Benefits Effective When Published Size: 19 kb

F100-102- Requirement to File Pension Plan Financial Statements or Pension Fund Financial Statements Size: 39 kb
F100-300 - Master Trust Arrangements (09/08/1989) Size: 29 kb

F800-030 - Funding Requirements for Designated Plans in Ontario, O. Reg. 73/95 Effective When Published Size: 40 kb
F800-100 - Contribution Holidays for Plan Members; Employee - Contributions, Payroll Deductions (Effective When Published) Size: 25 kb
F800-125 - Contributions In-Kind Not Permitted, effective March 25, 1993 03/25/1993 Size: 18 kb
F800-150 - Collection of Unremitted Contributions, PBA 1990 s. 59, s. 87, s. 109 & s. 110 When Published Size: 18 kb
F800-175 - Collection of Contributions and Delinquencies, PBA 1987 s. 23, 56-58, O. Reg. 708/87 s. 56 (formerly M900-100) Effective When Published Size: 25 kb
F800-300 - Contributory and Non-Contributory Pension Plans Size: 24 kb
F800-400 - Employer Contributions Based on RRSP Contributions (Effective When Published) Size: 25 kb
F800-500 - Failure to Remit Member Contributions Size: 24 kb
F800-801 - No Suspension of Contributions in Defined Contribution Plans Effective When Published Size: 21 kb
F800-950 - Cessation of Member Contributions Effective When Published Size: 20 kb
F800-975 - No Provision to Amortize Negative Solvency Balance Size: 25 kb

G200-100 - Court Proceedings - Involvement of FSCO/Superintendent of Financial Services Size: 35 kb

G100-602 - Benefit Accrual in Defined Benefit and Defined Contribution Plans Size: 138 kb
G100-700 - Benefit Accrual - Application to MEPPs Size: 28 kb
G100-701 - Benefit Accrual in a MEPP - Clarification Size: 25 kb

I100-003 - Publication of Decisions Made under the PBA 06/01/1999 Size: 58 kb

I300-100 - How to Change Province of Registration Effective When Published Size: 21 kb
I300-300 - Documents at PCO for Plans in Other Provinces Effective When Published Size: 13 kb

I200-100 - Average Fund Rate for Employee Contributions Effective When Published Size: 12 kb
I200-200 - Crediting Interest on Employee Contributions, O. Reg. 708/87 ss. 21(2) Effective When Published Size: 13 kb
I200-300 - Minimum and Maximum Rates Effective When Published Size: 12 kb

L200-100 - General Requirements 03/01/2002 Size: 263 kb
L200-200 - Locked-In Retirement Accounts (LIRAs) 03/01/2002 Size: 232 kb
L200-301 - Schedule 1 Life Income Funds (Old LIFs) Size: 100 kb
L200-303 - Schedule 1.1 Life Income Funds (New LIFs) Size: 311 kb
L200-411 - 2012 Life Income Fund (LIF) and Locked-In Retirement Income Fund (LRIF) Maximum Annual Income Payment Amount Table Size: 171 kb
L200-500 - Locked-In Retirement Income Funds (LRIFs) - Regulation 909 Schedule 2 04/15/2005 Size: 494 kb

L100-051 - Shortened Life Expectancy Size: 159 kb

M100-100 - Eligibility for Membership in a Pension Plan Size: 272 kb
M100-300 - Class of Employees Size: 216 kb
M100-400 - Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits Size: 139 kb
M100-502 - Mandatory versus Optional Membership in a Pension Plan Size: 164 kb
M100-700 - No Transfer on Suspension of Plan Membership, PBA 1987 s. 64 Effective When Published Size: 13 kb
M100-901 - Amendment to Terminate Membership not Permitted (Effective When Published) Size: 24 kb
M100-908 - Termination of Plan Membership Without Termination of Employment (Effective When Published) Size: 24 kb

P200-001 - Filing Requirements and Procedure, PBA 1990 s. 83, 84, O. Reg. 909 s34, 47 Effective When Published Size: 214 kb
P200-125 - Assessment Based on Last Report (Effective When Published) Size: 25 kb
P200-155 - Determining PBGF Assessment Base (Effective When Published) Size: 27 kb
P200-175 - Assessment Not to be Paid by Actuarial Gain, O. Reg. 909, ss. 4(5), ss. 7(4) Effective When Published Size: 14 kb

A350-500 - Purpose Size: 24 kb

P100-101 - Approaches and Revenue Canada Considerations (formerly O100-100) Effective When Published Size: 20 kb
P100-202 - Pension Plans are Not Flexible Benefit Plans Size: 35 kb

P500-005 - Inquiries to FSCO by the Administrator Size: 46 kb

P510-403 - Process for Reviewing Defined Benefit Pension Plan Applications and Service Targets Size: 59 kb

R400-101 - Application for Refund of Contributions to Plan Members or Former Members Size: 146 kb
R400-108 - Refund of Additional Voluntary Contributions to Active Members Size: 215 kb

R350-500 - Extension of Time under Section 78(4) (Effective When Published) Size: 24 kb

R500-100 - Changing Province of Registration Effective When Published Size: 13 kb
R500-350 - Legal Effect Size: 21 kb

R350-103 - Application for Reimbursement of Employer Overpayment from a Continuing Pension Plan Size: 153 kb

R700-101 - Retirement Dates Size: 48 kb

S500-101 - Amended Definition of "Spouse" Under the Pension Benefits Act Size: 26 kb
S500-300 - Joint and Survivor Requirement and Waiver Effective When Published Size: 33 kb
S500-305 - Entitlement to Spousal Joint and Survivor Benefit, PBA 1990 s. 44 Effective When Published Size: 32 kb
S500-500 - Marriage Breakdown and Pension Credits Effective When Published Size: 50 kb
S500-600 - Additional Options to Spouse on Marriage Breakdown Effective When Published Size: 27 kb
S500-700 - Options to Spouse on Marriage Breakdown, PBA 1987 ss. 52(5) Effective When Published Size: 30 kb

S850-001 - The Status of Published PCO Policies 07/01/1998 Size: 17 kb
S850-100 - Delegation of the Superintendent's Authorities 07/01/1998 Size: 118 kb
S850-200 - Filing applications with the Superintendent Size: 73 kb

S900-401 - Partial Wind Up - Identification and Administration of Surplus Size: 42 kb
S900-503 - Surplus Distribution - The role of Legal Counsel in Obtaining Written Consent Size: 42 kb
S900-505 - Levels of Consent Required Pursuant to s. 10.1 of O. Reg. 909 Size: 28 kb
S900-510 - Application by Employer for Payment of Surplus on Full Wind Up of a Pension Plan - PBA ss. 78 and 79 - Regulation 909 s. 8 09/30/2004 Size: 139 kb
S900-511 - Application by Employer for Payment of Surplus on Partial Wind Up of a Pension Plan - PBA ss. 78 and 79- Regulation 909 s. 8 09/30/2004 Size: 144 kb
S900-751 - Undistributed Surplus on Full or Partial Wind Up - PBA s. 76 Size: 54 kb
S900-802 - Surplus Attributable to Employer and Employee Contributions on Plan Wind Up Size: 59 kb
S900-876 - Surplus Distribution in Cash in Continuing Plan Size: 41 kb
S900-901 - Allocation of Surplus to Members, Former Members and Other Persons on Wind Up - PBA s. 63(7) and 70(5) - Regulation 909 s. 8 Size: 125 kb
S900-910 - Distribution of Surplus to Employer on Partial Wind Up - PBA s. 70(5) - Regulation 909 s. 8(1)(b) and 8(2) Size: 46 kb

T500-300 - Fully-insured Money Purchase Group Annuity, PBA 1987 s. 43 Effective When Published Size: 14 kb
T500-500 - Timing of Termination Statement (Effective When Published) Size: 27 kb
T500-600 - No Obligation for Other Plans to Accept Transfer, PBA 1987 s. 43 Effective When Published Size: 15 kb
T500-850 - No Transfer Rights Outside Canada, PBA 1990 s. 42, O. Reg. 909 s. 21 Effective When Published Size: 84 kb

T800-402 - Commuted Value Transfers Size: 53 kb
T800-403 - Recalculation of Transfer Values Size: 158 kb
T800-900 - Contractual Provision for Indexation Size: 25 kb
T800-901 - Subsidized Early Retirement & Bridge Benefits where Eligibility Requirements have been Met and Plan Provides for Transfer Options Size: 27 kb
T800-951 - Commuted Value Transfer Where Plan Underfunded and Member within 10 Years of Normal Retirement Date Size: 39 kb

W100-102 - Filing Requirements and Procedure on Full or Partial Wind Up of a Pension Plan 12/09/2004 Size: 217 kb
W100-105 - Conditional Wind Up Application Not Permitted Size: 25 kb
W100-106 - Treatment of Prior Year Credit Balance Size: 157 kb
W100-108 - Allocation of Assets in a Multi-Jurisdictional Pension Plan Providing Defined Benefits Guaranteed in Whole or in Part by the Pension Benefits Guarantee Fund Size: 49 kb
W100-110 - Credited Service for Employment Standards Act 2000 Notice Period Size: 132 kb
W100-225 - Vesting, Locking In & Growing In on Wind Up Size: 35 kb
W100-232 - Distribution of Benefits on Partial Wind Up Size: 83 kb
W100-233 - Distribution of Benefits on Partial Wind Up Where Immediate or Deferred Pensions are Not Purchased Size: 41 kb
W100-276 - Natural Termination of a Pension Plan Size: 155 kb
W100-303 - Guideline for Notice of Full or Partial Wind Up of Pension Plan Size: 157 kb
W100-435 - Payment of Immediate Pensions Size: 129 kb
W100-441 - Restrictions on Payments in Deficit Situations Size: 140 kb
W100-460 - Where Employer Sells, Assigns or Transfers the Business Size: 131 kb
W100-801 - Successor Plan Does Not Preclude Wind Up of Original Plan Size: 135 kb

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