2008
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Final Location Approach for Benefit Entitlement
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Guidance
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- Defined benefit plans
- Defined contribution plans
|
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2008
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Unlocking for non-residents
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Guidance
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- Defined benefit plans
- Defined contribution plans
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- Locked-in retirement funds
- Unlocking
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2008
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The 50% Rule for Defined Benefit Plans - Section 21 of the PBSA
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Past newsletter articles
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|
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2008
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In-Kind Contributions
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Guidance
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- Defined benefit plans
- Defined contribution plans
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- Investment of pension funds
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2008
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Scenario testing in Defined Benefit Pension Plans - A good practice
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Past newsletter articles
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|
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2008
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Restriction on Transfer Values – Defined Benefit Plans
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Past newsletter articles
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|
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2009
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Determining a Member’s Transfer Value – DB
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Past newsletter articles
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|
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2009
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Purchasing Annuities for Benefits on Plan Termination
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Guidance
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|
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2009
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Custodial Transfers within a Pension Fund
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Guidance
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- Defined benefit plans
- Defined contribution plans
|
|
2009
|
Required Filings for Real Estate, Resource and Investment Corporations
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Guidance
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
2009
|
Opting out of a PBSA Regulated Pension Plan
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Guidance
|
- Defined benefit plans
- Defined contribution plans
|
- Eligibility to join a plan
|
2009
|
Filing Requirements in Effect Prior to Receiving a Registration
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Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
2009
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Defined Benefit Plan Termination and Related Investment Decisions
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Guidance
|
|
- Investment of pension funds
- Terminations
|
2009
|
Pensionable Age and Early Retirement
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Guidance
|
|
|
2009
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Amendments to Supporting Documents
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Guidance
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- Defined benefit plans
- Defined contribution plans
|
|
2009
|
Plan Member Information Requests
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Guidance
|
- Defined benefit plans
- Defined contribution plans
|
|
2009
|
Garnishment, Seizure and Execution
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Guidance
|
- Defined benefit plans
- Defined contribution plans
|
- Garnishment, seizure and execution
- Locked-in retirement funds
|
2009
|
Waiver and Surrender of Spousal Benefits
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Guidance
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- Defined benefit plans
- Defined contribution plans
|
|
2010
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Provincial Property Laws
|
Past newsletter articles
|
|
- Marriage or common-law partnership breakdown
|
2010
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Survivor Rights – Prescribed Retirement Savings Plan
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Past newsletter articles
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- Defined benefit plans
- Defined contribution plans
|
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