Pension Policy Bulletins

Policy Bulletins available from the Superintendent of Pensions

Policy Bulletin #
pdf
Updated
mm/dd/yy
# 1 - Deadlines for Administrators
08/17/06
# 2 - Registration of a Pension Plan
07/05/07
# 3 - Division and Distribution of Pension Benefits on Marriage Breakdown
08/28/06
# 4 - Removal of Funds from Pension Plans
08/17/06
# 5 - Roles & Responsibilities of Plan Administrator
07/05/07
# 6 - Termination of a Pension Plan
07/05/07
# 7 - Membership in a Pension Plan
10/17/11
# 8 - Conversion from a Defined Benefit Plan to a Defined Contribution Plan
12/18/08
# 9 - Plan Merger and Successor Employer Situations
09/12/08
# 10 - Locked-in Retirement Account (LIRA)
09/12/08
# 11 - Life Income Fund (LIF)
12/12/11
# 12 - Locked-in Retirement Fund - Discontinued as LRIF products are not longer provided by the EPPA.
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# 13 - Contributions to Pension Plans
06/08/11
# 14 - Determination and Transfer of Commuted Values
12/18/08
# 15 - Conversion of a Defined Contribution Provision to a Defined Benefit Provision
12/18/08
# 16 - Plans for Connected Individuals
06/08/11
# 17 - Specified Multi-Employer Pension Plans
10/17/11
# 20 - Flexible Pension Plans
12/18/07
# 21 - Missing Persons in Cases of Full Plan Termination
05/08/09
# 22 - SERP Plans
08/17/06
# 24 - Maximum Commutable Amounts
12/12/11
# 25 - Commutation due to Non-residency Status
09/18/06
# 26 - Commutation Due to Shortened Life Expectancy
08/09/06
# 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
# 29 - Notification of Adverse Amendments
10/17/11
# 30 - Defined Contribution Retirement Income Accounts (DC RIAs)
12/18/07
# 31 - Publicly Funded Pension Plans 
08/11/06

# 32 - Unlocking Of Pension Benefits - Summary
12/18/07
# 33 - Audited Financial Statements 
06/08/11
# 34 - 50% Unlocking
10/17/11
# 35 - Pension Partner Waiver Forms
08/24/06
# 36 - Maintenance Enforcement Act Provisions
08/11/06
# 37 - Multi-Unit Pension Plans
04/11/07
# 38 - Cost Certificates and Actuarial Valuation Reports
07/09/07
# 39 - Letters of Credit
09/12/08
# 40 - Pension Jurisdiction
02/27/08

# 41 - Funding Relief Provisions 2009
(This policy bulletin has been renamed as EPPA Update 09-03 - Funding Relief Provisions 2009. See also:  EPPA Update 09-02 - Employment Pension Plans Amendment Regulation 2009 - Frequently Asked Questions - Funding Relief Provisions)
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Page last updated:  December 14, 2011