Plan Termination (Defined Contribution Plans)

The termination of a pension plan occurs when either a pension plan is discontinued by the employer or the Superintendent of Financial Institutions has terminated a plan or revoked a plan’s registration. If a plan’s registration is revoked, the plan is deemed to have terminated. Only the Superintendent may declare part of a pension plan terminated.

Publications

Type Title Year
Guide Instruction Guide: Filing and Reporting Requirements for DC Plan Terminations 2016
Form Standardized Termination Report for DC Plans 2016
InfoPensions Newsletter Electronic Filing of Documents with OSFI 2016
InfoPensions Newsletter Portability and Annuity Purchases by Members 2015
InfoPensions Newsletter Disbursing assets on plan termination 2014
InfoPensions Newsletter Notice Requirement for Plan Terminations 2014
InfoPensions Newsletter Notice and Filing Requirements before and after Plan Termination 2013
Guidance Statement to Members on Plan Termination within 30 Days 2007
InfoPensions Newsletter Beneficiaries Who Cannot Be Located 2007