Policy Bulletins
Policy Bulletins available from the Superintendent of Pensions
| Policy Bulletin # | pdf |
Updated mm/dd/yy |
| # 1 - Deadlines for Administrators | 08/17/06 |
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| # 2 - Registration of a Pension Plan | 07/05/07 |
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| # 3 - Division and Distribution of Pension Benefits on Marriage Breakdown | 08/28/06 |
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| # 4 - Removal of Funds from Pension Plans | 08/17/06 |
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| # 5 - Roles & Responsibilities of Plan Administrator | 07/05/07 |
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| # 6 - Termination of a Pension Plan | 07/05/07 |
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| # 7 - Membership in a Pension Plan | 08/17/06 |
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| # 8 - Conversion from a Defined Benefit Plan to a Defined Contribution Plan | 12/18/08 |
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| # 9 - Plan Merger and Successor Employer Situations | 09/12/08 |
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| # 10 - Locked-in Retirement Account (LIRA) | 09/12/08 |
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| # 11 - Life Income Fund (LIF) | 12/18/07 |
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| # 12 - Locked-in Retirement Fund - Discontinued as LRIF products are not longer provided by the EPPA. | n/a |
n/a |
| # 13 - Contributions to Pension Plans | 05/08/09 |
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| # 14 - Determination and Transfer of Commuted Values | 12/18/08 |
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| # 15 - Conversion of a Defined Contribution Provision to a Defined Benefit Provision | 12/18/08 |
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| # 16 - Plans for Connected Individuals | 12/18/08 |
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| # 17 - Specified Multi-Employer Pension Plans | 02/20/09 |
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| # 20 - Flexible Pension Plans | 12/18/07 |
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| # 21 - Missing Persons in Cases of Full Plan Termination | 05/08/09 |
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| # 22 - SERP Plans | 08/17/06 |
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| # 24 - Maximum Commutable Amounts | 12/18/08 |
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| # 25 - Commutation due to Non-residency Status | 09/18/06 |
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| # 26 - Commutation Due to Shortened Life Expectancy | 08/09/06 |
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| # 27 - Guidelines for Filing Annual Actuarial Valuations Under the Employment Pension Plans Act | 03/05/09 | |
| # 28 - Appointment of a Temporary Plan Administrator | 08/11/06 |
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| # 29 - Notification of Adverse Amendments | 08/09/06 |
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| # 30 - Defined Contribution Retirement Income Accounts (DC RIAs) | 12/18/07 |
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| # 31 - Publicly Funded Pension Plans | 08/11/06 |
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# 32 - Unlocking Of Pension Benefits - Summary |
12/18/07 |
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| # 33 - Audited Financial Statements | 02/27/08 |
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| # 34 - 50% Unlocking | 12/18/07 |
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| # 35 - Pension Partner Waiver Forms | 08/24/06 |
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| # 36 - Maintenance Enforcement Act Provisions | 08/11/06 |
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| # 37 - Multi-Unit Pension Plans | 04/11/07 |
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| # 38 - Cost Certificates and Actuarial Valuation Reports | 07/09/07 |
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| # 39 - Letters of Credit | 09/12/08 |
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| # 40 - Pension Jurisdiction | 02/27/08 |
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# 41 - Funding Relief Provisions - 2009 |
04/24/09 |
Page last updated:
August 4, 2009
