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Previous Policy Reviews

References Updated:

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
S900-802 - 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
W100-106 - Treatment of Prior Year Credit Balance Size: 157 kb
W100-110 - Credited Service for Employment Standards Act 2000 Notice Period Size: 132 kb
W100-435 - Payment of Immediate Pensions Size: 129 kb
W100-460 - Where Employer Sells, Assigns or Transfers the Business Size: 131 kb

Revised Policies:

A300-806 - Electronic Communications Between Plan Administrators and Plan Beneficiaries Size: 201 kb
A500-401 - General Information Regarding Annual Information Returns and Pension Assessments Size: 126 kb
A700-151 - Change of Custodian – Filing and Amendment Requirements Size: 48 kb
A700-154 - Types of Asset Transfers Size: 37 kb
B100-101 - Definition of Bridging Benefit Size: 130 kb
B100-126 - Garnishment of Pensions in Pay Size: 131 kb
B100-151 - Payments from a defined contribution/money purchase benefit Size: 128 kb
B100-401 - Union Membership as Condition for Benefit Improvement Size: 163 kb
G100-602 - Benefit Accrual in Defined Benefit and Defined Contribution Plans Size: 138 kb
L100-051 - Shortened Life Expectancy Size: 159 kb
R350-103 - Application for Reimbursement of Employer Overpayment from a Continuing Pension Plan Size: 153 kb
R700-101 - Retirement Dates Size: 48 kb
T800-951 - Commuted Value Transfer Where Plan Underfunded and Member within 10 Years of Normal Retirement Date Size: 39 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
W100-441 - Restrictions on Payments in Deficit Situations Size: 140 kb
W100-801 - Successor Plan Does Not Preclude Wind Up of Original Plan Size: 135 kb

Policies Archived:

A300-805 - Electronic Communications Between Plan Administrators and Plan Beneficiaries Size: 45 kb
A500-400 - General Information Regarding Annual Information Returns and Fees Size: 102 kb
A700-150 - Notification of Change of Carrier (Effective When Published) Size: 30 kb
A700-152 - Types of Asset Transfers (Effective When Published) Size: 31 kb
A700-153 - Asset Transfers Between Insurance Contracts or Policies (Effective When Published) Size: 37 kb
B100-100 - Definition of Bridge Benefit Effective When Published Size: 149 kb
B100-125 - Garnishment of Pensions In Pay, PBA 1990, s. 66, Effective When Published Size: 153 kb
B100-150 - Form of Benefit Payment, Effective When Published Size: 155 kb
B100-400 - Union Membership As Condition For Benefit Improvement, Effective When Published Size: 152 kb
G100-601 - Benefit Accrual in Defined Benefit and Defined Contribution Plans Size: 162 kb
L100-050 - Shortened Life Expectancy Size: 188 kb
P200-200 - Assessment and Member Fees Size: 129 kb
R350-102 - Application for Refund of Employer Overpayment Size: 94 kb
R700-100 - Normal Retirement Date Size: 23 kb
T800-950 - Commuted Value Transfer Where Plan Underfunded Size: 24 kb
W100-275 - Plan with no Members Size: 130 kb
W100-300 - Guideline for Notice of Wind Up of Pension Plan Size: 86 kb
W100-301 - Notice of Proposal for Partial Wind Up Size: 85 kb
W100-302 - Notice and Consent Requirements on Partial Plan Wind Up Size: 203 kb
W100-440 - Restrictions on Payments in Deficit Situations Size: 140 kb
W100-800 - Successor Plan Does Not Preclude Wind Up of Original Plan Size: 128 kb

References Updated:

A200-802 - Costs for Wind Up and Surplus Applications Size: 38 kb
A700-100 - Asset Transfer on Reorganization Size: 23 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
R400-101 - Application for Refund of Contributions to Plan Members or Former Members Size: ## 146 kb
W100-440 - Restrictions on Payments in Deficit Situations Size: 55 kb

Policies Reinstated:

S850-200 - Filing applications with the Superintendent Size: 73 kb

Revised Policies:

A300-301 - Insurance Company Not Administrator for Guaranteed Annuity Contracts Size: 32 kb
G100-601 - Benefit Accrual in Defined Benefit and Defined Contribution Plans Size: 37 kb
P500-005 - Inquiries to FSCO by the Administrator Size: 46 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 Effective When Published Size: 41 kb

Policies Archived:

A300-300 - Insurance Company Not Administrator for Annuity Contracts Size: 30 kb
F800-110 - Contribution Holidays and Actuarial Reports Size: 33 kb
P300-255 - Tips for Dealing with the PCO Size: 71 kb
P500-002 - Photocopies of Files under Section 30 of the PBA, 1990 Size: 33 kb
W100-231 - Distribution of Benefits on Partial Wind Up - PBA s. 72(1) and 73(2) - Regulation 909 s. 28(2) Size: 50 kb

References Updated:

A050-900 - Requirement for Submission of Actuarial Reports and Cost Certificates Size: 24 kb
A400-100 - Actuarial Filing for Plan Amendments Size: 46 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
A600-951 - Mortality Tables and Sex Discrimination Size: 25 kb
A700-226 - Partial Asset Transfers under Section 81 - Superintendent's Consent Required Size: 58 kb
A700-251 - Full Asset Transfers Under Section 81 - Superintendent's Consent Required Size: 52 kb
A700-301 - Withdrawal of Application for Consent to a Transfer of Assets Size: 40 kb
B100-110 - Consent Benefits Where Amount of Benefit Not Determinable Size: 214 kb
B100-206 - Pregnancy, Parental and Emergency Leave Size: 29 kb
B100-251 - Amendments for Benefit Improvements - Notice and Funding Size: 219 kb
B100-851 - Joint and Survivor Pension Waived Size: 25 kb
C200-101 - Conversion of a Plan from Defined Benefit to Defined Contribution Size: 42 kb
D050-802 - Deadline for Early Filing of Actuarial Funding Valuation Reports Size: 25 kb
R400-108 - Refund of Additional Voluntary Contributions to Active Members Size: 215 kb
S500-101 - Amended Definition of "Spouse" Under the Pension Benefits Act Size: 26 kb
W100-225 - Vesting, Locking In & Growing In on Wind Up Size: 35 kb

Revised Policies:

A700-127 - Asset Transfer - Successor Plans Size: 24 kb
P100-202 - Pension Plans are Not Flexible Benefit Plans Size: 35 kb

Policies Archived:

A400-900 - Surplus Withdrawal Amendments Size: 192 kb
P300-350 - No Civil Collection by PCO Size: 24 kb
S850-200 - Filing Applications with the Superintendent of Financial Services Size: 73 kb - reinstated February 2010
S900-250 - Court Applications for Surplus Entitlement in Wound Up Plans Size: 24 kb
S900-550 - Procedures for Applications un ss. 7a(2) of O. Reg. 708/87 (743/91) (Grandfathering Provision) Size: 30 kb
S900-600 - Making Applications Under ss. 7a(2)(c) Size: 39 kb

References Updated:

A350-500 - Purpose Size: 24 kb
A700-150 - Notification of Change of Carrier Size: 30 kb
A700-152 - Types of Asset Transfers Size: 31 kb
A700-153 - Asset Transfers Between Insurance Contracts or Policies Size: 37 kb
B100-225 - Portability Rights if Vested but not Locked In Size: 24 kb
B100-275 - Indexing Size: 25 kb
B100-300 - Value of a Deferred Pension Size: 29 kb
B100-500 - Settlement of Benefits Size: 24 kb
C200-150 - Defined Contribution to Defined Benefit Size: 24 kb
C200-700 - Past Benefits - Member Options Size: 24 kb
E050-050 - For Applications Received After March 26, 1992 Size: 28 kb
F100-300 - Master Trust Arrangements Size: 29 kb
F800-100 - Contribution Holidays for Plan Members; Employee - Contributions, Payroll Deductions Size: 25 kb
F800-300 - Contributory and Non-contributory Pension Plans Size: 24 kb
F800-400 - Employer Contributions Based on RRSP Contributions Size: 25 kb
F800-500 - Failure to Remit Member Contributions Size: 24 kb
F800-975 - No Provision to Amortize Negative Solvency Balance Size: 25 kb
G100-700 - Benefit Accrual - Application to MEPPs Size: 28 kb
G100-701 - Benefit Accrual in a MEPP - Clarification Size: 25 kb
M100-501 - Mandatory and Voluntary - Changes after Effective Date Size: 24 kb
M100-800 - Students Generally Not Eligible Size: 24 kb
M100-901 - Amendment to Terminate Membership not Permitted Size: 24 kb
M100-908 - Termination of Plan Membership Without Termination of Employment Size: 24 kb
P200-125 - Assessment Based on Last Report Size: 25 kb
P200-155 - Determining PBGF Assessment Base Size: 27 kb
R350-500 - Extension of Time under Section 78(4) Size: 24 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 Section 10.1 of Regulation 909 Size: 28 kb
T500-500 - Timing of Termination Statement Size: 27 kb
T800-900 - Contractual Provisions for Indexation Size: 25 kb
T800-901 - Subsidized Early Retirement and Bridge Benefits where Eligibility Requirements have been Met and Plan Provides for Transfer Options Size: 27 kb
W100-105 - Conditional Wind Up Application Not Permitted Size: 25 kb

Revised Policies:

A300-502 - Approved Pension Forms Size: 28 kb

Policy Archived:

A400-900 - Surplus Withdrawal Amendments Size: 192 kb - archived July 2009

Webinar on Family Law Value Applications