Asset Transfers - Frequently Asked Questions

O. Reg. 306/13 , O. Reg. 308/13 and O. Reg. 310/13  were filed and came into force on January 1, 2014. These new regulations support the changes to the Pension Benefits Act relating to certain asset transfers between pension plans which also came into force on January 1, 2014.  The new legislation mandates procedures and standards that must be complied with before the Superintendent can consent to the transfer. 

The following links provide answers to questions about the new rules and the new process.

New questions and answers are added as they arise; the date of posting follows each answer.

• Frequently Asked Questions - Plan Administrators
• Frequently Asked Questions - Member
• Frequently Asked Questions - Actuarial
• Frequently Asked Questions - Single Employer Pension Plans to Jointly Sponsored Pension Plans