Disclosure to Plan Members (Defined Contribution Plans)

The PBSA provides that a plan administrator must provide certain information concerning provisions of their pension plan, applicable amendments and accrued benefits to plan members, former members, eligible employees and spouses or common-law partners.

Publications

Type Title Year
InfoPensions Newsletter Disclosure of information to plan members and former members 2017
InfoPensions Newsletter Statements to be Provided to Spouses and Common-Law Partners 2016
InfoPensions Newsletter Prescribed Forms 2014
Guideline CAPSA’s Guideline No. 8 – Defined Contribution Plans Guideline 2014
InfoPensions Newsletter Incomplete Member Statements 2013
Instruction Guide Disclosure Requirements for Defined Contribution Pension Plans 2016
InfoPensions Newsletter Portability Options 2010