Canada Gazette, Part I, Volume 157, Number 14: GOVERNMENT NOTICES
April 8, 2023
BANK OF CANADA
Statement of financial position as at February 28, 2023 (unaudited)
Amounts are in millions of dollars.
Totals
Item | Amount |
---|---|
Assets | 393,686 |
Liabilities and Deficiency | 393,686 |
Assets
Item | Amount |
---|---|
Cash and foreign deposits | 28 |
Item | Amount |
---|---|
Securities purchased under resale agreements | n/a |
Advances to members of Payments Canada | n/a |
Other receivables | 2 |
Total loans and receivables | 2 |
Item | Amount |
---|---|
Government of Canada treasury bills | n/a |
Government of Canada bonds — carried at amortized cost | 105,024 |
Government of Canada bonds — carried at fair value through profit and loss | 225,727 |
Canada Mortgage Bonds | 8,115 |
Other bonds | 8,958 |
Securities lent or sold under repurchase agreements | 13,554 |
Other securities | n/a |
Shares in the Bank for International Settlements (BIS) | 493 |
Total investments | 361,871 |
Item | Amount |
---|---|
Derivatives — Indemnity agreements with the Government of Canada | 30,640 |
Item | Amount |
---|---|
Property and equipment | 518 |
Intangible assets | 103 |
Right-of-use leased assets | 43 |
Total capital assets | 664 |
Item | Amount |
---|---|
Other assets | 481 |
Liabilities and Deficiency
Item | Amount |
---|---|
Bank notes in circulation | 115,018 |
Item | Amount |
---|---|
Government of Canada | 57,909 |
Members of Payments Canada | 200,549 |
Other deposits | 9,366 |
Total deposits | 267,824 |
Item | Amount |
---|---|
Securities sold under repurchase agreements | 11,607 |
Item | Amount |
---|---|
Other liabilities | 317 |
Item | Amount |
---|---|
Total liabilities | 394,766 |
Item | Amount |
---|---|
Share capital | 5 |
Statutory and special reserves | 100 |
Investment revaluation reserve | 455 |
Actuarial gains reserve | 445 |
Accumulated deficit | (2,085) |
Total deficiency | (1,080) |
I declare that the foregoing statement is correct according to the books of the Bank.
Ottawa, March 21, 2023
Coralia Bulhoes
Chief Financial Officer and Chief Accountant
I declare that the foregoing statement is to the best of my knowledge and belief correct, and shows truly and clearly the financial position of the Bank, as required by section 29 of the Bank of Canada Act.
Ottawa, March 21, 2023
Tiff Macklem
Governor
DEPARTMENT OF FINANCE
PENSION BENEFITS STANDARDS ACT, 1985
Effective date for the 2023 Agreement Amending the 2020 Agreement Respecting Multi-Jurisdictional Pension Plans
Notice is hereby given, pursuant to paragraph 6.1(4)(a) of the Pension Benefits Standards Act, 1985, that the effective date for the 2023 Agreement Amending the 2020 Agreement Respecting Multi-Jurisdictional Pension Plans is July 1, 2023.
The Honourable Chrystia Freeland, P.C., M.P.
Minister of Finance
DEPARTMENT OF FINANCE
PENSION BENEFITS STANDARDS ACT, 1985
2023 Agreement Amending the 2020 Agreement Respecting Multi-Jurisdictional Pension Plans
The signatories of this agreement are as follows:
The governments of
ALBERTA, herein acting and represented by the President of Treasury Board and Minister of Finance;
BRITISH COLUMBIA, herein acting and represented by the Minister of Finance;
NEW BRUNSWICK, herein acting and represented by the Minister of Finance and Treasury Board;
NOVA SCOTIA, herein acting and represented by the Minister of Finance and Treasury Board;
ONTARIO, herein acting and represented by the Minister of Finance;
QUEBEC, herein acting and represented by the Minister of Finance and the Minister responsible for Canadian Relations and the Canadian Francophonie;
SASKATCHEWAN, herein acting and represented by the Minister of Justice and Attorney General; and
CANADA, herein acting and represented by the Minister of Finance.
RECITALS
- I. The governments of Alberta, British Columbia, New Brunswick, Nova Scotia, Ontario, Quebec, Saskatchewan and Canada (the “parties”) entered into the 2020 Agreement Respecting Multi-jurisdictional Pension Plans (the “Agreement”) which came into force on July 1, 2020, and a copy of which is attached as Schedule 1;
- II. In accordance with section 20 of the Agreement, the governments of Manitoba and Newfoundland and Labrador wish to become parties to the Agreement, as it will be amended by this 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans (the “2023 Agreement”);
- III. The parties wish to amend the Agreement to add the governments of Manitoba and Newfoundland and Labrador.
Now therefore, the parties agree as follows:
PART I ADDITIONAL PARTIES TO THE AGREEMENT AS AMENDED BY THE 2023 AGREEMENT
SECTION 1. ADDITIONAL PARTIES
Manitoba and Newfoundland and Labrador
1. The parties, in accordance with section 20 of the Agreement, unanimously consent to the governments of Manitoba and Newfoundland and Labrador becoming parties to the Agreement as amended by this 2023 Agreement.
PART II AMENDMENTS TO THE AGREEMENT
SECTION 2. SIGNATORIES TO THE AGREEMENT
Addition of Manitoba
2. (1) In the list of parties to the Agreement appearing immediately before the Recitals to the Agreement, the following words are added after British Columbia and before New Brunswick:
MANITOBA, herein acting and represented by the Minister of Finance;
Addition of Newfoundland and Labrador
(2) In the list of parties to the Agreement appearing immediately before the Recitals to the Agreement, the following words are added after New Brunswick and before Nova Scotia:
NEWFOUNDLAND AND LABRADOR, herein acting and represented by the Minister of Digital Government and Service NL and the Minister for Intergovernmental Affairs;
SECTION 3. AGREEMENT COMING INTO FORCE
Effective date for Manitoba and Newfoundland and Labrador
3. Section 19 of the Agreement is amended by replacing it with the following:
SECTION 19 COMING INTO FORCE
Effective date
19. This Agreement shall come into force:
- (a) on July 1, 2020, in respect of the governments of Alberta, British Columbia, New Brunswick, Nova Scotia, Ontario, Quebec, Saskatchewan and Canada;
- (b) on July 1, 2023, in respect of the governments of Manitoba and Newfoundland and Labrador; and
- (c) on the date unanimously agreed to by all parties to this Agreement in respect of a government on behalf of which this Agreement is signed after July 1, 2023.
PART III EXECUTION AND COMING INTO FORCE
SECTION 4. COMING INTO FORCE
Effective date
4. This 2023 Agreement shall come into force on July 1, 2023. Upon its coming into force, and providing the governments of Manitoba and Newfoundland and Labrador have each signed a signature page agreeing to join the Agreement as amended by this 2023 Agreement, Manitoba and Newfoundland and Labrador will become parties to the Agreement, and their signed signature pages are included as Schedule 2 to this 2023 Agreement.
SECTION 5. COUNTERPARTS
Execution in counterparts
5. This 2023 Agreement may be executed in one or more counterparts.
SECTION 6. EXECUTION IN ENGLISH AND IN FRENCH
Authentic texts
6. This 2023 Agreement shall be executed in the English and French languages, each text being equally authoritative.
SECTION 7. AGREEMENT UNAFFECTED
Agreement unaffected
7. Except as set forth in this 2023 Agreement, the Agreement is unaffected and shall continue in full force and effect in accordance with its terms.
2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Lieutenant Governor in Council for Alberta, has signed this 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Edmonton, Alberta,
the 28th day of March, 2023.
The Honourable Travis Toews
President of Treasury Board and Minister of Finance
Approved pursuant to the Government Organization Act:
Mary MacDonald March 17, 2023
Intergovernmental Relations,
Executive Council
2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Lieutenant Governor in Council for British Columbia, has signed this 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Victoria, British Columbia,
the 22nd day of February, 2023.
The Honourable Katrine Conroy
Minister of Finance
2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Lieutenant-Governor in Council for New Brunswick, has signed this 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Fredericton, New Brunswick
the 23rd day of March, 2023.
The Honourable Ernie Steeves
Minister of Finance and Treasury Board
2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Governor in Council for Nova Scotia, has signed this 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Halifax, Nova Scotia,
the 28th day of February, 2023.
The Honourable Allan MacMaster
Minister of Finance and Treasury Board
2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Lieutenant Governor in Council for Ontario, has signed this 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Toronto, Ontario,
the 28th day of March, 2023.
The Honourable Peter Bethlenfalvy
Minister of Finance
2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Government of Quebec, has signed this 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Québec, Quebec,
the 23rd day of March, 2023.
The Honourable Eric Girard
Minister of Finance
2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Government of Quebec, has signed this 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Québec, Quebec,
the 30th day of March, 2023.
The Honourable Jean-François Roberge
Minister responsible for Canadian Relations and the Canadian Francophonie
2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Lieutenant Governor in Council for Saskatchewan, has signed this 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Regina, Saskatchewan,
the 17th day of March, 2023.
The Honourable Bronwyn Eyre
Minister of Justice and Attorney General
2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Governor in Council for Canada, has signed this 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Ottawa, Ontario,
the 30th day of March, 2023.
The Honourable Chrystia Freeland
Minister of Finance
SCHEDULE 1
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
The signatories of this Agreement are as follows:
The governments of
ALBERTA, herein acting and represented by the President of Treasury Board and Minister of Finance;
BRITISH COLUMBIA, herein acting and represented by the Minister of Finance;
NEW BRUNSWICK, herein acting and represented by the Minister of Finance and Treasury Board;
NOVA SCOTIA, herein acting and represented by the Minister of Finance and Treasury Board;
ONTARIO, herein acting and represented by the Minister of Finance;
QUEBEC, herein acting and represented by the Minister of Finance and the Minister responsible for Canadian Relations and the Canadian Francophonie;
SASKATCHEWAN, herein acting and represented by the Minister of Justice and Attorney General; and
CANADA, herein acting and represented by the Minister of Finance.
RECITALS
- I. Each signatory to this Agreement represents a legislative jurisdiction in Canada and is authorized by the laws of the signatory’s jurisdiction to sign this Agreement.
- II. A pension plan may be subject to the pension legislation of more than one jurisdiction and may be subject to the supervision of more than one jurisdiction’s pension supervisory authority, by reason of the nature or place of the plan members’ residence or employment or the nature of the business, work or undertaking of the members’ employer.
- III. Pension plans that are subject to the pension legislation of more than one jurisdiction play a significant role in providing retirement income to many Canadians. To establish an efficient and transparent regulatory environment for such plans, the parties to this Agreement deem it desirable to specify the rules that apply to such plans and allow, to the extent provided for in this Agreement, a single pension supervisory authority to exercise with respect to any such pension plan all of the supervisory and regulatory powers to which such plan is subject.
- IV. The laws of the jurisdictions whose governments are party to this Agreement allow for the incorporation of rules for pension plans enacted by Canadian legislative jurisdictions or as otherwise set out in this Agreement, as well as the reciprocal application of legislative provisions and administrative powers by the pension supervisory authorities concerned.
- V. Therefore, the parties to this Agreement agree as follows:
PART I GENERAL PROVISIONS
SECTION 1. DEFINITIONS & SCHEDULES
Definitions
1. (1) For the purposes of this Agreement, unless the context indicates a different meaning:
- “active member”
- means, in relation to a pension plan, a person who:
- (a) is accruing benefits under the plan; or
- (b) is no longer accruing benefits under the plan, but who is deemed by the terms of the plan or the pension legislation that would apply to the person if this Agreement did not exist to have the same status as an active member of the plan as a person determined under clause (a); (“participant actif”)
- “pension legislation”
- means, in relation to a jurisdiction, the legislation identified in Schedule A in respect of that jurisdiction and any subordinate legislation made under that legislation, all as amended or substituted from time to time; (“loi sur les régimes de retraite”)
- “pension plan”
- means, in respect of a jurisdiction, any plan that is subject to the jurisdiction’s pension legislation; and (“régime de retraite”)
- “pension supervisory authority”
- means the government ministry, department, office, unit or agency of a jurisdiction that has supervisory or regulatory powers with respect to pension plans under the pension legislation of the jurisdiction. (“organisme de surveillance”)
Schedules
(2) The following attached Schedules form part of this Agreement:
- (a) Schedule A – Pension Legislation; and
- (b) Schedule B – Matters Covered by Incorporated Legislative Provisions.
SECTION 2. APPLICATION
General application
2. (1) Subject to subsection (2) and section 26, this Agreement applies to any pension plan that would, if this Agreement and any other agreement respecting the supervision of pension plans did not exist, be subject to registration with a pension supervisory authority under the pension legislation of more than one jurisdiction that is subject to this Agreement.
Restriction
(2) This Agreement does not apply to a pension plan if the pension supervisory authority that would be designated as the major authority for the plan under this Agreement is not subject to this Agreement.
Plan provision not effective
(3) This Agreement applies in respect of a pension plan despite any conflicting provision in any document that creates or supports the pension plan.
PART II MAJOR AUTHORITY
SECTION 3. DETERMINATION OF THE MAJOR AUTHORITY
One major authority
3. (1) One pension supervisory authority having jurisdiction over a pension plan shall be the major authority for the plan.
Plurality of active members
(2) Except as provided in sections 5 and 26, the major authority for a pension plan shall be the pension supervisory authority of the jurisdiction with the plurality of active members of the plan, as determined in accordance with subsection (3) and considering only those jurisdictions whose pension legislation would, if this Agreement and any other agreement respecting the supervision of pension plans did not exist, require the plan to be registered with the pension supervisory authority of that jurisdiction.
Determination of plurality
(3) The jurisdiction that, among those referred to in subsection (2), has the plurality of active members of a pension plan shall be determined using the most recent periodic information return that has been filed with a pension supervisory authority in relation to the plan’s fiscal year end, or if an application to register a new pension plan is received by a pension supervisory authority, determined using the information set out in the application, and on the following basis:
- (a) in respect of a provincial jurisdiction, the number of active members of the plan who are employed in that provincial jurisdiction and who would be subject to that jurisdiction’s pension legislation if this Agreement and any other agreement respecting the supervision of pension plans did not exist; and
- (b) in respect of the federal jurisdiction, the number of active members of the plan who are employed in “included employment” within the meaning of that jurisdiction’s pension legislation, where the plan is subject to that jurisdiction’s pension legislation.
Equal number of active members
(4) Where the major authority for a pension plan cannot be determined by applying subsections (2) and (3) because two or more jurisdictions have authority over an equal number of active members of the plan, the major authority for the plan shall be, of those jurisdictions, the authority whose main office is in closest proximity to the main office of the administrator of the plan. For the purposes of this subsection:
- (a) the main office of a pension supervisory authority is the office from which the authority conducts most of its supervisory activities; and
- (b) the main office of the pension plan administrator is the office from which the plan administrator described in the text of the pension plan conducts most of the plan’s administration.
Status as major authority
(5) A pension supervisory authority that becomes the major authority for a pension plan in accordance with this Agreement shall remain the major authority for the plan until the authority loses its status as major authority in accordance with this Agreement.
Minor authorities
(6) Once a pension supervisory authority becomes the major authority for a pension plan, any other pension supervisory authority to which this Agreement extends and that has supervisory or regulatory powers with respect to the plan becomes a minor authority for the plan.
New pension plan registration
(7) Where a pension supervisory authority receives an application to register a pension plan, that authority shall determine whether it is the major authority for the plan within the meaning of this Agreement, and if necessary and as soon as possible thereafter, that authority shall notify the plan administrator as to the relevant authority with which the plan should or may be registered and shall notify the relevant authority about the plan to be registered.
SECTION 4. ROLE OF THE MAJOR AUTHORITY
Interpretation
4. (1) For the purposes of this section:
- (a) a decision includes an order, direction, approval or, if specific recourse is provided, a proposal to make such a decision; and
- (b) recourse includes the right to request a hearing, review, reconsideration or appeal.
Role of major authority
(2) The major authority for a pension plan shall:
- (a) supervise and regulate the plan in accordance with this Agreement, and on behalf of each of the minor authorities for the plan as required by this Agreement;
- (b) subject to subsection (3) and section 9, exercise, with respect to the plan and as required by this Agreement, the functions and powers necessary to carry out this Agreement conferred on the minor authority by the pension legislation of the minor authority’s jurisdiction;
- (c) apply and enforce any rules specified in this Agreement that are not part of the pension legislation of a jurisdiction; and
- (d) determine any matter or question related to the application of this Agreement to the plan in accordance with this Agreement and the procedural provisions of the pension legislation of the major authority’s jurisdiction.
Exceptions
(3) Despite clause (b) of subsection (2):
- (a) where the major authority for a pension plan and a minor authority for the plan agree that a particular function or power conferred by the pension legislation of the minor authority’s jurisdiction shall be exercised in respect of the plan by the minor authority, only such minor authority may exercise such function or power in respect of the plan;
- (b) where the major authority for a pension plan and a minor authority for the plan agree that a particular decision concerning the application of provisions of the pension legislation of the minor authority’s jurisdiction shall be made in respect of the plan by the minor authority, only such minor authority may make such decision in respect of the plan; and
- (c) where pension legislation confers on a pension supervisory authority the power to order or otherwise require the splitting of the assets and liabilities of a pension plan, only such authority may make a decision concerning the exercise of that power with respect to the liabilities of a plan that are subject to such pension legislation and the assets of the plan related to the funding of those liabilities.
Decisions and recourse
(4) Any decision that may be made by the major authority for a pension plan that applies the provisions of the pension legislation of a minor authority’s jurisdiction as described in clause (b) of subsection (1) of section 6 is subject to the following rules:
- (a) the decision shall be made under the procedural provisions of the pension legislation of the major authority’s jurisdiction that would have applied if the matter had arisen under that legislation;
- (b) the decision shall be deemed to have been made by the minor authority under the procedural provisions of the pension legislation of the minor authority’s jurisdiction that would have applied if the minor authority had made the decision;
- (c) when the decision is issued by the major authority, it shall include notice to any person receiving the decision as to:
- (i) the provisions of the pension legislation of the minor authority’s jurisdiction that were applied in formulating the decision that is made;
- (ii) the recourse provided, if any, from the decision under the pension legislation of the minor authority’s jurisdiction, including the body before whom such recourse may be exercised;
- (iii) the time limit under the pension legislation of the minor authority’s jurisdiction for exercising such recourse; and
- (iv) where the pension legislation of the minor authority’s jurisdiction does not provide for recourse from the decision, any recourse from the decision provided under any other legislation of that jurisdiction, including the body before whom such recourse may be exercised and the time limit for exercising such recourse; and
- (d) the right to recourse from the decision shall be determined under the pension legislation or other legislation of the minor authority’s jurisdiction as though the decision had been made under the procedural provisions of that legislation.
Continued role of major authority
(5) Exercise of a recourse from a decision referred to in this section does not have the effect of preventing or releasing the major authority from continuing to fulfill its responsibilities with respect to the pension plan as set out in subsection (2).
Enforcement of decisions
(6) The major authority shall enforce any decision referred to in this section once that decision is no longer open to any further recourse, as well as any decision resulting from such recourse that is no longer open to any further recourse.
Communication with major authority
(7) A person shall be entitled to communicate with the major authority for a pension plan in the same manner that the person would be entitled to communicate with a pension supervisory authority under the legislation that would apply to the person if this Agreement did not exist.
Representative
(8) Where a person having any rights or benefits under a pension plan has designated another person or an association that represents people with rights or benefits under the plan to act on his or her behalf with respect to the major authority for the plan, such authority shall, to the extent permitted by law, communicate with that other person or association and, upon request, provide that other person or association with the information and documents to which the person is entitled.
SECTION 5.
LOSS OF MAJOR AUTHORITY STATUS
Loss of major authority status
5. (1) The major authority for a pension plan shall lose its status in that regard on the date described in subsection (2) where, according to the most recent periodic information return that has been filed with the major authority in relation to the plan’s fiscal year end, the number of active members of the plan employed in relation to the major authority’s jurisdiction, as determined under subsection (3) of section 3 as of the plan’s fiscal year end, is:
- (a) for the third consecutive fiscal year, less than the number of active members who were employed in relation to any other jurisdiction or jurisdictions;
- (b) less than 75% of the number of active members who were employed in relation to any other jurisdiction; or
- (c) equal to zero and there are active members of the plan employed in relation to any other jurisdiction.
Date of loss of major authority status
(2) The major authority for a pension plan loses its status in that regard:
- (a) in the case provided for in clause (a) or (b) of subsection (1), five days prior to the end of the first plan fiscal year that begins after the date on which the major authority received the information referred to in the relevant clause; and
- (b) in the case provided for in clause (c) of subsection (1), upon the later of the fifth day before the end of the current plan fiscal year during which the major authority received the information referred to in that clause or of the expiry of the period of six months beginning on the date the major authority received the information.
New major authority
(3) When the major authority for a pension plan loses its status in that regard in accordance with subsection (2), the pension supervisory authority for the jurisdiction having, as determined in accordance with subsection (1), the plurality of active members of the plan becomes the plan’s new major authority if that new major authority is subject to this Agreement.
Cancellation of change of major authority
(3.1) Despite subsections (1), (2) and (3), the major authority for a pension plan shall not lose its status in that regard under this section if, before the applicable date described in subsection (2), a periodic information return is filed with the major authority in relation to the fiscal year end of the plan immediately preceding the applicable date described in subsection (2), and that periodic information return indicates that the major authority’s jurisdiction is the jurisdiction with the plurality of active members of the plan, as determined in accordance with subsection (3) of section 3.
Equal number of active members
(4) Where the new major authority for a pension plan cannot be determined in accordance with subsection (3) because two or more jurisdictions have authority over an equal number of active members of the plan, the major authority for the plan shall be, of those jurisdictions, the authority whose main office is in closest proximity to the main office of the administrator of the plan. For the purposes of this subsection:
- (a) the main office of a pension supervisory authority is the office from which the authority conducts most of its supervisory activities; and
- (b) the main office of the pension plan administrator is the office from which the plan administrator described in the text of the pension plan conducts most of the plan’s administration.
Transitional rules
(5) Where the major authority for a pension plan loses its status in that regard in accordance with this section:
- (a) all matters related to the plan that are pending before the major authority on the day preceding its loss of status as major authority shall be continued before that authority;
- (b) all matters related to the plan that concern a decision, order, direction or approval proposed or made by the major authority and pending before any administrative body or court on the day preceding the loss of the major authority’s status as major authority shall be continued before such body or court;
- (c) for every matter in respect of which the major authority referred to in clause (a) or the administrative body or court referred to in clause (b) has proposed or made a decision, order, direction or approval to which the pension legislation or other legislation applying on the day preceding the replacement of the major authority provides a right of recourse:
- (i) such right shall be maintained so long as the period provided for exercising that right has not expired; and
- (ii) such recourse may be brought before the administrative body or court provided for by the legislation giving entitlement thereto;
- (d) for any matter related to the plan not described in clauses (a) to (c) that occurred while the major authority was the major authority for the plan and that related to the provisions of the pension legislation of the major authority’s jurisdiction in respect of a matter referred to in Schedule B:
- (i) the major authority may, even after it loses its status in that regard for the plan, conduct an examination, investigation or inquiry into the matter in accordance with the pension legislation of the major authority’s jurisdiction to determine whether compliance with that legislation was met, and in such case, the matter shall remain subject to that major authority; and
- (ii) where the matter constitutes an offence or is subject to an administrative penalty under the pension legislation of the major authority’s jurisdiction, the offence or administrative penalty may be prosecuted or imposed by the competent authority in that jurisdiction, and in such case, the matter shall remain subject to that major authority; and
- (e) all matters referred to in clauses (a) to (d) shall remain subject to the pension legislation or other legislation that, under this Agreement, applied to such matters on the day preceding the loss of the major authority’s status as major authority.
Notice by major authority
(6) Where the major authority for a pension plan receives from the administrator of the plan the information described in clauses (a), (b) or (c) of subsection (1), it shall:
- (a) as soon as possible after receipt of the information, notify the pension plan administrator and each minor authority for the plan of the following:
- (i) the date on which, pursuant to subsection (2), the major authority will lose its status as major authority for the plan;
- (ii) if applicable, the pension supervisory authority that shall become the new major authority for the plan; and
- (iii) that despite the information provided in accordance with subclauses (i) and (ii), the major authority shall not lose its status in that regard if, before the applicable date described in subclause (i), a periodic information return is filed with the major authority in relation to the fiscal year end of the plan immediately preceding the applicable date described in subclause (i), and that periodic information return indicates that the major authority’s jurisdiction is the jurisdiction with the plurality of active members of the plan; and
- (b) as soon as possible after the plan’s new major authority assumes its functions, provide to such new major authority all relevant records, documents or other information that it has concerning the plan.
Subsequent notice by major authority
(6.1) Where the major authority for a pension plan receives from the administrator of the plan a periodic information return described in subsection (3.1), the major authority shall, as soon as possible after receipt of the periodic information return, notify the pension plan administrator and each minor authority for the plan that such periodic information return has been filed with the major authority, and that as a result, the major authority shall not lose its status in that regard on the date described in the notice provided under clause (a) of subsection (6).
Notice by new major authority
(7) The pension supervisory authority that replaces another authority as major authority for a pension plan shall, as soon as possible after assuming its functions, inform the pension plan administrator and each of the plan’s minor authorities of the date on which it assumed the functions of major authority.
Notice by plan administrator
(8) The administrator of a pension plan that receives from the plan’s major authority notice of the information provided for in clause (a) of subsection (6), in subsection (6.1) or in subsection (7) shall:
- (a) in respect of the information provided for in clause (a) of subsection (6) and subsection (6.1), transmit such information to each employer that is party to the plan and any collective bargaining agent that represents any person who has rights or benefits under the plan within 90 days after such notice; and
- (b) in respect of the information provided for in subsection (7), transmit such information to each employer that is party to the plan and any person who has rights or benefits under the plan who is entitled to receive an annual or other periodic statement of the person’s benefits, no later than the expiry of the period for providing such persons with their next annual or other periodic statements of benefits.
PART III APPLICABLE LAW
SECTION 6. APPLICABLE LEGISLATION
Applicable pension legislation
6. (1) While a pension supervisory authority is the major authority for a pension plan in accordance with this Agreement:
- (a) the provisions of the pension legislation of the major authority’s jurisdiction in respect of matters referred to in Schedule B apply to the plan instead of those of the corresponding provisions of the pension legislation of any minor authority’s jurisdiction that would apply to the plan if this Agreement did not exist; and
- (b) subject to the provisions of this Agreement, the provisions of the pension legislation of each jurisdiction that are applicable to the plan under the terms of such legislation apply to the plan in respect of matters not referred to in Schedule B.
Funding rule transition on change of major authority
(2) Despite clause (a) of subsection (1) and subject to subsection (4), when a pension supervisory authority becomes the major authority for a pension plan in accordance with this Agreement, if the funding of any benefit provided under the plan has been based on actuarial valuation reports filed in respect of the plan with a pension supervisory authority, the funding of those benefits shall continue to be subject to the pension legislation that applied immediately before the major authority assumed its functions in respect of the plan until such time as a new actuarial valuation report is due to be filed in respect of the plan with the major authority in accordance with the pension legislation of the major authority’s jurisdiction.
Definitions
(3) For the purposes of subsection (4):
- “alternative funding arrangement”
- means a fund or financial instrument that is described in the pension legislation of a jurisdiction and is permitted under that legislation to supplement, support or otherwise satisfy the funding requirements for a pension plan under that legislation, where in the absence of such fund or financial instrument additional contributions would be required to be made to the pension fund of the plan in order to satisfy the funding requirements for the plan under that legislation; (“instrument financier”)
- “new major authority”
- means a pension supervisory authority that becomes the major authority for a pension plan in accordance with this Agreement; and
- “prior authority”
- means a pension supervisory authority with which a pension plan is registered immediately before a pension supervisory authority becomes the major authority for the plan in accordance with this Agreement.
Alternative funding arrangement exceptions
(4) Despite clause (a) of subsection (1), when a pension supervisory authority becomes the new major authority for a pension plan, if the pension legislation of the prior authority’s jurisdiction permitted the use of an alternate funding arrangement, but the pension legislation of the new major authority’s jurisdiction does not permit the use of that alternate funding arrangement, then:
- (a) if, no later than thirty-five days before the new major authority becomes the major authority for the plan, the administrator of the plan provides notice to both the new major authority and the prior authority that it intends to file an actuarial valuation report with the new major authority with a valuation date that coincides with the fiscal year end of the plan that immediately follows the new major authority becoming the major authority for the plan, then the following rules shall apply with respect to the funding of the plan:
- (i) the alternative funding arrangement may continue to be used until thirty days after the valuation report is due to be filed with the new major authority;
- (ii) no later than thirty days after the valuation report is due to be filed with the new major authority, an amount equal to the lesser of the value of the alternative funding arrangement or the amount required to make the plan fully funded on a solvency basis shall be deposited into the pension fund of the plan by an employer that is party to the plan; and
- (iii) if the amount described in subclause (ii) has not been deposited by an employer into the pension fund of the plan within the thirty day timeframe described in that subclause, an amount equal to the full value of the alternative funding arrangement shall be immediately deposited into the pension fund of the plan by an employer that is party to the plan; and
- (b) if the administrator of the plan does not provide the notice described in clause (a), then the following rules shall apply with respect to the funding of the plan:
- (i) no later than thirty days before the new major authority becomes the major authority for the plan, an amount equal to the lesser of the value of the alternative funding arrangement or the amount required to make the plan fully funded on a solvency basis shall be deposited into the pension fund of the plan by an employer that is party to the plan; and
- (ii) until the time a new actuarial valuation report described in subsection (2) is filed with the new major authority respecting the plan, an amount equal to the lesser of the value of any subsequent alternative funding arrangement that would have been required to have been obtained in relation to the plan under the pension legislation of the prior authority’s jurisdiction, or the amount that would be required to make the plan fully funded on a solvency basis, shall be deposited into the pension fund of the plan by an employer that is party to the plan instead of obtaining the subsequent alternative funding arrangement, at or before the time the alternative funding arrangement would have been required to have been obtained in relation to the plan under the pension legislation of the prior authority’s jurisdiction and in accordance with the last actuarial valuation report that had been filed with the prior authority in respect of the plan.
Annuity discharge requirements
(5) The requirements of the pension legislation that governs a person’s benefits under a pension plan must be satisfied in order for the purchase of an annuity from an insurance company to constitute a final payment of those benefits and to discharge the liability to pay those benefits to the person under that pension legislation. For the purposes of subsection (6), any such requirements set out in a jurisdiction’s pension legislation shall be referred to as “annuity discharge requirements”.
Funding rule exceptions for annuity discharges
(6) Despite subsection (5), where in relation to a pension plan both the pension legislation of the major authority’s jurisdiction and the pension legislation of a minor authority’s jurisdiction set out annuity discharge requirements, the annuity discharge requirements of the pension legislation of the major authority’s jurisdiction shall apply to the plan instead of any corresponding annuity discharge requirements of the pension legislation of the minor authority’s jurisdiction in respect of the following matters:
- (a) requirements for contributions made to the pension fund (including the type or form of contributions, the manner in which they must be made and deadlines for making them);
- (b) minimum plan funding and solvency levels; and
- (c) actuarial valuation reports to be filed with the pension supervisory authority (including the form and content of such reports, filing deadlines and actuarial standards to be applied in preparing such reports).
SECTION 7. DETERMINATION OF BENEFITS BY FINAL LOCATION
Deemed applicability of pension legislation
7. For the purposes of determining the benefits accrued by a person under a pension plan, the person’s entire benefit accrual shall be deemed to have been subject to the pension legislation that applied to the person:
- (a) at the time the person’s benefits were determined, if the person was still accruing benefits under the plan at that time; or
- (b) at the time the person ceased accruing benefits under the plan, if the person was no longer accruing benefits under the plan at the time the person’s benefits were determined.
SECTION 8. PENSION PLAN INVESTMENTS
Deadline for compliance
8. Despite any other provision of this Agreement, any investment by a pension plan that is held on the date a pension supervisory authority becomes the major authority for the plan and that, although it complies with the pension legislation that applied to the plan on the day preceding that date, does not comply with the pension legislation that applies to the plan’s investments from that date, shall be brought into compliance with the latter legislation within five years from that date.
SECTION 9. PENSION BENEFITS GUARANTEE FUND
Pension benefits guarantee fund
9. Subject to sections 10 to 17, this Agreement shall not affect the application or administration of the Pension Benefits Guarantee Fund set out under the pension legislation of Ontario or any similar fund established under any other pension legislation.
PART IV PENSION PLAN ASSET ALLOCATION INTO JURISDICTIONAL PORTIONS
SECTION 10. APPLICABLE SITUATIONS
Applicable situations
10. (1) Subject to subsections (2) to (4), the assets of a pension plan shall be allocated into portions in accordance with this Part when:
- (a) the plan is amended so that part of the liability of the plan to pay benefits or other amounts to persons so entitled under the plan is transferred to a different pension plan, and where, as part and in consideration of that transfer of liability, part of the assets of the plan are transferred to the different plan;
- (b) a pension supervisory authority orders or otherwise requires the splitting of the assets and liabilities of the plan, as described in clause (c) of subsection (3) of section 4;
- (c) the plan has more than one participating employer and an employer withdraws from the plan, and pension legislation requires that the rights and benefits accrued under the plan be divided into groups, one of which consists of the rights and benefits of persons affected by the withdrawal;
- (d) the plan is being wound up in part;
- (e) the plan is being fully wound up; or
- (f) a situation not described in clauses (a) to (e) occurs and assets of the plan related to a jurisdiction are to be paid to an employer that participates in the plan in accordance with the pension legislation of that jurisdiction, other than a payment to an employer related to plan expenses under clause (f) of paragraph 4 of section 1 of Schedule B or a refund of contributions to an employer under clause (e) of paragraph 6 of section 1 of Schedule B.
No allocation required – defined contribution pension plan
(2) Where a pension plan only provides benefits that are determined with reference to amounts credited to the individual accounts of persons under the plan, the assets of the plan need not be allocated into portions in accordance with this Part if the liability for benefits accrued under the plan equals the assets of the plan on the effective date of the relevant event described in subsection (1).
No allocation required – pension plan with insufficient assets on full wind up
(3) In a situation described in clause (e) of subsection (1), where a report filed with the major authority for a pension plan indicates that on the effective date of the wind up of the plan, the assets of the plan would be insufficient to pay all the benefits and other amounts payable on the wind up of the plan, the assets of the plan need not be allocated into portions in accordance with this Part:
- (a) if an amount equal to or greater than the amount by which the value of all the benefits and other amounts payable on the wind up of the plan exceeds the value of the assets of the plan, all as determined as of the effective date of the wind up of the plan, is contributed to the pension fund of the plan within 30 days after the report is filed with the major authority; and
- (b) if, after the contribution described in clause (a) is made, where the assets of the plan are still insufficient to pay all the benefits and other amounts payable on the wind up of the plan, a further amount is contributed to the pension fund of the plan promptly to enable payment of all the benefits and other amounts payable on the wind up of the plan.
Distribution of remaining assets
(4) Where the requirements of subsection (3) have been satisfied and all the benefits and other amounts payable on the wind up of the pension plan have been paid, any assets remaining in the plan shall be used in the following manner:
- (a) the remaining assets may be paid to any person that made a contribution described in clause (a) or (b) of subsection (3), up to the amount of the contribution originally made by that person; and
- (b) if assets remain in the plan after the payment described in clause (a), or if the person who made the contribution described in clause (a) or (b) of subsection (3) chooses not to receive such a payment, any remaining assets in the plan shall be paid to the persons who were owed payment of benefits and other amounts payable on the wind up of the plan, pro rata to the liability for their benefits and other amounts payable on the wind up of the plan.
SECTION 11. ALLOCATION OF ASSETS
Allocation into portions
11. (1) For the purposes of this Part, the assets of a pension plan shall be allocated into portions as of the date of allocation, each portion being related to the liability for benefits and other amounts accrued under the plan that is subject to a jurisdiction’s pension legislation, as determined in accordance with this section.
Standard allocation methodology
(2) Subject to section 12, the portion of a pension plan’s assets that is subject to a jurisdiction’s pension legislation as of the date of allocation shall be equal to the sum of the amounts referred to in section 13 as of the date of allocation, determined with respect to the benefits and other amounts described in section 13 that are subject to that jurisdiction’s pension legislation and applying the requirements of sections 14 to 16.
Other allocation methodology
(3) The major authority for a pension plan may permit the assets of the plan to be allocated into the portions described in subsection (1) in a manner other than that required by subsection (2) or section 12 if:
- (a) the allocation of the plan’s assets is made in relation to any situation described in subsection (1) of section 10 other than the full wind up of the plan and a Fellow of the Canadian Institute of Actuaries certifies that the allocation of the assets of the plan will not differ materially from an allocation of those assets conducted in accordance with subsection (2); or
- (b) the allocation of the plan’s assets is made in relation to a situation described in clause (d) of subsection (1) of section 10, no pension legislation that applies to the plan assets to be allocated into the portions described in subsection (2) requires the distribution of any plan assets related to the wound up part of the plan that remain after all liabilities related to the wound up part of the plan have been settled and a Fellow of the Canadian Institute of Actuaries certifies that the liabilities of the plan related to the wound up part of the plan do not exceed the plan assets related to the wound up part of the plan on either a solvency basis or a going concern basis immediately before the partial wind up of the plan.
SECTION 12. PLAN WITH MORE THAN ONE PARTICIPATING EMPLOYER
Plan with more than one participating employer
12. (1) This section applies to a pension plan that has more than one participating employer and, in accordance with the pension legislation of the major authority’s jurisdiction:
- (a) the following are determined and accounted for separately in respect of an employer that participates in the plan, as if a separate pension plan was established within the plan in respect of that employer:
- (i) the assets and liabilities of the plan;
- (ii) the contributions payable in relation to the plan;
- (iii) the benefits and other amounts owing under the plan; and
- (iv) the expenses payable in relation to the plan;
- (b) the liabilities of the plan related to the employer described in clause (a) are determined with reference to only the benefits and other amounts owing to a person in relation to that person’s employment with that employer; and
- (c) among the contributions payable in relation to the plan by the employer described in clause (a), those that are required to be paid under the applicable pension legislation in relation to benefits and other amounts currently accruing by active members of the plan are determined only with reference to active members employed by that employer.
Allocation of assets into employer shares
(2) For the purposes of an asset allocation under this Part involving a pension plan described in subsection (1), the assets of the plan that have been determined and accounted for separately in relation to an employer as of the date of allocation shall be allocated to that employer as an employer share if the plan characteristics described in clause (a) of subsection (1) respecting the employer:
- (a) have been determined and accounted for separately since the start of the employer’s participation in the plan; or
- (b) began to be determined and accounted for separately at a date subsequent to the start of the employer’s participation in the plan, and the initial determination and accounting of the assets of the plan respecting that employer was consistent with, and conducted on the basis of, an allocation of the assets of the plan in accordance with the requirements of this Part and in relation to a situation other than that described in clause (c), (d) or (e) of subsection (1) of section 10.
Allocation of employer shares into portions
(3) Any employer share allocated in accordance with subsection (2) shall be further allocated into portions in the manner provided for in section 11, and used in the manner provided for in section 17, as if the employer share consisted of the assets of a separate pension plan for that employer.
Allocation of remaining assets into portions
(4) For the purposes of an asset allocation under this Part involving a pension plan described in subsection (1), any assets of the plan not allocated to an employer share in accordance with subsection (2) shall be allocated into portions in the manner provided for in section 11, and used in the manner provided for in section 17, without considering the liabilities described in clause (b) of subsection (1) related to an employer for which an employer share has been allocated under this section.
SECTION 13. DETERMINATION OF PORTIONS FOR ASSET ALLOCATION
Determination of portions
13. (1) The assets of a pension plan that are to be allocated into portions in accordance with subsection (2) of section 11 shall be allocated into portions as of the date of allocation in accordance with the levels of priority of allocation set out in this section.
Contributions and similar amounts
(2) First, allocate assets of the pension plan equal to the sum of the following contributions and amounts, to the extent that such contributions and amounts are still credited to the account of a person having benefits under the plan on the date of allocation:
- (a) any contributions paid into the pension fund of the plan and any amounts that the person had elected to transfer into the pension fund of the plan, other than contributions and amounts used to fund benefits that are not determined solely as a function of amounts credited to the account of the person; and
- (b) any interest attributable to contributions or amounts described in clause (a).
Core liabilities
(3) Second, allocate assets of the pension plan equal to the sum of the following liability amounts, subject to the requirements of subsections (5) and (5.1):
- (a) the value of benefits under the plan that are being paid on a regular basis to any person on the date of allocation, whether or not the benefit is payable for the lifetime of the person, and determined taking into account:
- (i) any periodic increase in the benefits, based on any index, rate or formula provided for in the plan; and
- (ii) any related benefits that are payable due to the death of the person;
- (b) the value of lifetime benefits accrued under the plan by any person who, on the date of allocation, is entitled to receive payment of the benefits on that date or a later date, but who is not in receipt of payment of the benefits as of the date of allocation, determined:
- (i) using the earliest age at which all such persons are entitled to payment of unreduced lifetime benefits, without reference to any other requirements or conditions under the terms of the plan or any applicable pension legislation;
- (ii) taking into account any periodic increase in the lifetime benefits, based on any index, rate or formula provided for in the plan; and
- (iii) taking into account any related benefits that are payable due to the death of the person, whether such death occurs before or after the person starts receiving payment of lifetime benefits under the plan and determined at the age described in subclause (i);
- (b.1) the value of the additional benefit provided in accordance with section 60.1 of the pension legislation of Quebec in force on December 31, 2015, for any person who, on the date of allocation, is entitled to the additional benefit but who has not received payment of it, where the terms of the plan provide that such additional benefit continues to apply to the person;
- (c) the amount of any excess contributions made by a person required to make contributions under the plan, plus any interest attributable to those excess contributions, calculated in the following manner and subject to the following requirements:
- (i) the amount of excess contributions made by a person is the amount of contributions made by the person that, under the pension legislation that governs the person’s benefits and when compared to value of benefits payable to the person under the plan,
- (A) could not be used to pay all or part of the person’s benefits accrued under the plan (other than as indicated in subclause (B)); and
- (B) would be refundable to the person or used to provide additional benefits to the person under the plan;
- (ii) the contributions, interest, value of the benefits and amount of excess contributions shall be calculated as of the date of allocation and consistent with either the pension legislation that governs the benefits or the terms of the plan, whichever produces a larger amount of excess contributions; and
- (iii) any such amount of excess contributions already determined in relation to a person before the date of allocation shall not be included, whether or not such previously determined amount of excess contributions has been refunded to the person or used to provide additional benefits to the person under the plan; and
- (i) the amount of excess contributions made by a person is the amount of contributions made by the person that, under the pension legislation that governs the person’s benefits and when compared to value of benefits payable to the person under the plan,
- (d) any unpaid part of the value of the benefits payable under the plan to a person who had elected before the date of allocation to be paid the value of the person’s benefit entitlements under the plan, as well as any interest attributable to that unpaid part.
Other liabilities
(4) Third, allocate assets of the pension plan equal to the value of benefits accrued under the plan, other than those referred to in subsection (3), by any person who, on the date of allocation, is entitled to receive payment of the benefit on that date or a later date, but who is not in receipt of payment of the benefit as of the date of allocation, subject to the requirements of subsections (5) and (5.1).
Excluded benefits from certain levels of priority of allocation
(5) Unless the benefits are guaranteed by an insurance company, the benefit liabilities under subsections (3) and (4) shall not include the value of the following benefits:
- (a) plant closure benefits and permanent layoff benefits, other than those:
- (i) that, on the date of allocation, are being paid on a regular basis; or
- (ii) of any person who, prior to the date of allocation, is entitled to receive payment of those benefits on the date of allocation or a later date, but who is not in receipt of payment of those benefits as of the date of allocation; and
- (b) benefits that, in accordance with the pension legislation that would govern those benefits if this Agreement did not exist, would be required or permitted, for the purposes of an actuarial valuation report filed with the pension supervisory authority responsible for the administration of that pension legislation, to be excluded from:
- (i) the plan’s reported going concern liabilities; and
- (ii) where the plan’s solvency liabilities would be required to be used to determine the contribution requirements related to the plan, the plan’s reported solvency liabilities.
Deemed excluded benefits
(5.1) For the purposes of clause (b) of subsection (5), a benefit is deemed to be permitted to be excluded from the pension plan’s reported going concern liabilities if that benefit is payable only upon the full or partial wind up of the plan or upon the withdrawal of the employer as described in clause (c) of subsection (1) of section 10, unless the benefit relates to a partial wind up of the plan or the withdrawal of an employer with an effective date that precedes the date of the allocation.
Balance of assets
(6) Fourth, for the purposes of an asset allocation in any situation other than that described in clause (c), (d) or (e) of subsection (1) of section 10:
- (a) any assets of the pension plan remaining after the allocations made in accordance with subsections (2) to (4) shall be sequentially allocated to the portion or portions with the lowest going concern ratio, until the going concern ratio of that portion equals the going concern ratio of the portion with the next highest going concern ratio;
- (b) the sequential allocation of the plan’s assets described in clause (a) shall be made until all portions have the same going concern ratio or no assets remain to be allocated, whichever occurs first;
- (c) if, after applying the sequential allocation of assets described in clauses (a) and (b), the going concern ratio of each portion is lower than 1.0, any assets of the pension plan yet to be allocated shall be allocated to the portions so that the going concern ratios of all portions remain the same, until the going concern ratio of each portion reaches 1.0 or no assets remain to be allocated, whichever occurs first;
- (d) for the purposes of clauses (a), (b) and (c), the going concern ratio of a portion shall be calculated by using the assets of the pension plan allocated to the portion in accordance with this section and the going concern liabilities of the plan that are subject to the jurisdiction’s pension legislation applicable to that portion, other than assets and liabilities related to contributions and amounts described in subsection (2); and
- (e) any assets of the pension plan remaining after the allocations made in accordance with clauses (a), (b) and (c) shall be allocated pro rata to the total of the going concern liabilities determined for each portion.
Balance of assets for certain asset allocations
(7) Fourth, for the purposes of an asset allocation in a situation described in clause (c), (d) or (e) of subsection (1) of section 10:
- (a) allocate assets of the pension plan equal to the value of benefits accrued under the plan, other than those referred to in subsections (2), (3) or (4), to which persons are entitled under the plan as of the date of allocation; and
- (b) any assets of the pension plan remaining after the allocations made in accordance with subsections (2) to (4) and clause (a) shall be allocated pro rata to the total of the values determined for each portion in applying subsections (2) to (4).
SECTION 14. RULES OF APPLICATION
Alternative funding arrangements
14. (1) For the purposes of this Part, the assets of a pension plan include any alternative funding arrangement described in section 6 that exists in relation to the plan at the time the assets of the plan are allocated into portions in accordance with this Part.
Determining value of benefits and assets
(2) For the purposes of sections 11 to 13, except subsection (6) of section 13, the value of the benefits and other amounts payable under a pension plan and the assets of the plan shall be determined as if the pension plan were wound up on the date of allocation.
SECTION 15. REDUCTION METHOD
15. (Revoked)
SECTION 16. INSUFFICIENCY OF ASSETS
Insufficiency of assets
16. If, at one of the levels of priority of allocation established by section 13, the assets of a pension plan that have yet to be allocated to a portion described in subsection (2) of section 11 are less than the total value of the benefits and other amounts that rank equally in that level of priority of allocation, the available plan assets shall be allocated to the portions pro rata to the total value of the benefits and other amounts that rank equally in that level of priority of allocation.
SECTION 17. USE OF ASSETS FOLLOWING ALLOCATION
Use of allocated assets
17. (1) Where an asset allocation for a pension plan is made under this Part in any situation other than that described in clause (c), (d) or (e) of subsection (1) of section 10, each portion of the assets of the plan allocated in accordance with sections 11 to 16 shall be utilized in conformity with the pension legislation applicable to the benefits and other amounts related to that portion.
Use of allocated assets for certain asset allocations
(2) Where an asset allocation for a pension plan is made under this Part in a situation described in clause (c), (d) or (e) of subsection (1) of section 10, each portion of the assets of the plan allocated in accordance with sections 11 to 16 shall be utilized, in conformity with the pension legislation applicable to the benefits and other amounts related to that portion, to satisfy payment of those benefits and other amounts arising from the wind up of the plan or the withdrawal of the employer, as the case may be. In addition, any remaining assets related to that portion shall be distributed in accordance with that pension legislation, if so required under that legislation. No assets of the plan allocated to one portion shall be utilized to satisfy payment of the benefits and other amounts related to another portion on the wind up of the plan or the withdrawal of the employer, as the case may be.
Use of remaining allocated assets
(3) Where a situation described in clause (c) or (d) of subsection (1) of section 10 occurs and the assets of a pension plan that have been allocated to a portion in accordance with sections 11 to 16 have been utilized to fully satisfy payment of the benefits and other amounts related to that portion that arise from the partial wind up of the plan or the withdrawal of the employer, as the case may be, and any other assets related to that portion have been distributed as required by the pension legislation applicable to the benefits and other amounts related to that portion, any remaining assets related to that portion shall remain in the pension fund of the plan and be commingled with the other assets therein.
PART V RELATIONS BETWEEN AUTHORITIES
SECTION 18. COOPERATION
Reciprocal obligations
18. The pension supervisory authorities that are subject to this Agreement shall:
- (a) provide to each other any information required for the application of this Agreement or pension legislation, and if requested, may provide other information which is reasonable in the circumstances;
- (b) assist each other in any matter concerning the application of this Agreement or pension legislation as is reasonable in the circumstances, particularly with respect to subsection (7) of section 4, and may act as agent for each other;
- (c) upon the request of such an authority, transmit to that authority any information on steps taken for the application of this Agreement and amendments to pension legislation, to the extent that such amendments affect the application of this Agreement;
- (d) notify each other of any difficulty encountered in the interpretation or in the application of this Agreement or pension legislation; and
- (e) seek an amicable resolution to any dispute that arises between them with respect to the interpretation of this Agreement.
PART VI EXECUTION AND COMING INTO FORCE OF AGREEMENT
SECTION 19. EXECUTION AND COMING INTO FORCE
Effective date
19. This Agreement shall come into force:
- (a) on July 1, 2020, in respect of the governments of Alberta, British Columbia, New Brunswick, Nova Scotia, Ontario, Quebec, Saskatchewan and Canada; and
- (b) on the date unanimously agreed to by all parties to this Agreement in respect of a government on behalf of which this Agreement is signed after July 1, 2020.
SECTION 20. ADDITIONAL PARTIES
Unanimous consent
20. (1) A government may become party to this Agreement with the unanimous consent of the parties to this Agreement.
Effects
(2) This Agreement shall enure to the benefit of and be binding upon a government that becomes party to this Agreement, the government’s jurisdiction and the jurisdiction’s pension supervisory authority as of the date referred to in section 19.
SECTION 21. WITHDRAWAL
Written notice
21. (1) A party to this Agreement may withdraw from this Agreement by giving written notice to all other parties to this Agreement. Such notice shall be signed by a person authorized by the laws of the withdrawing party’s jurisdiction to sign this Agreement.
Waiting period
(2) The withdrawal shall take effect on the first day of the month following expiry of a period of eighteen months following the date on which the notice was transmitted. The withdrawal shall affect only the withdrawing party, and this Agreement shall remain in force for all other parties to this Agreement.
Minor authority
(3) Where, upon expiry of the eighteen month period referred to in subsection (2), the pension supervisory authority for the withdrawing party’s jurisdiction acts as a minor authority with respect to a pension plan, the major authority for the plan shall provide, upon request, that minor authority with copies of all relevant records, documents and other information concerning the plan in the major authority’s possession.
Major authority
(4) Where, upon expiry of the eighteen month period referred to in subsection (2), the pension supervisory authority for the withdrawing party’s jurisdiction acts as the major authority for a pension plan, such authority shall:
- (a) determine which pension supervisory authority, if any, shall become the new major authority for the plan in accordance with section 3 as of the effective date of the withdrawal; and
- (b) provide the new major authority for the plan referred to in clause (a), as soon as possible after such authority assumes its functions, with all relevant records, documents and other information in its possession concerning the plan.
Notice by major authority
(5) The pension supervisory authority that becomes a pension plan’s new major authority in accordance with subsection (4) shall, as soon as possible after assuming its functions, inform the plan administrator and each of the plan’s minor authorities of the date on which it assumed the functions of major authority.
Notice by plan administrator
(6) The administrator of a pension plan that receives from the plan’s new major authority notice of the information provided for in subsection (5) shall transmit such information:
- (a) to each employer that is party to the plan and any collective bargaining agent that represents any person who has rights or benefits under the plan within 90 days after such notice; and
- (b) to any person who has rights or benefits under the plan who is entitled to receive an annual or other periodic statement of the person’s benefits under the plan, no later than the expiry of the period for providing such persons with their next annual or other periodic statements of benefits.
Decisions and recourse
(7) Despite sections 4 and 6, where a pension supervisory authority becomes a pension plan’s new major authority in accordance with subsection (4):
- (a) all matters related to the plan that are pending before a prior major authority on the day preceding the new major authority’s assumption of its functions under this Agreement shall be continued before that prior major authority;
- (b) all matters related to the plan that concern a decision, order, direction or approval proposed or made by a prior major authority and pending before any administrative body or court on the day preceding the new major authority’s assumption of its functions under this Agreement shall be continued before such body or court;
- (c) for every matter in respect of which the prior major authority referred to in clause (a) or the administrative body or court referred to in clause (b) has proposed or made a decision, order, direction or approval to which the pension legislation or other legislation applying on the day preceding the new major authority’s assumption of its functions under this Agreement provides a right of recourse:
- (i) such right shall be maintained so long as the period provided for exercising that right has not expired; and
- (ii) such recourse may be brought before the administrative body or court provided for by the legislation giving entitlement thereto;
- (d) for any matter related to the plan not described in clauses (a) to (c) that occurred before the new major authority’s assumption of its functions under this Agreement and that related to the provisions of the pension legislation of a prior major authority’s jurisdiction in respect of a matter referred to in Schedule B:
- (i) the prior major authority may, even after it loses its status as major authority for the plan, conduct an examination, investigation or inquiry into the matter in accordance with the pension legislation of the prior major authority’s jurisdiction to determine whether compliance with that legislation was met, and in such case, the matter shall remain subject to that prior major authority; and
- (ii) where the matter constitutes an offence or is subject to an administrative penalty under the pension legislation of the prior major authority’s jurisdiction, the offence or administrative penalty may be prosecuted or imposed by the competent authority in that jurisdiction, and in such case, the matter shall remain subject to that prior major authority; and
- (e) all matters referred to in clauses (a) to (d) shall remain subject to the pension legislation or other legislation that applied to such matters on the day preceding the new major authority’s assumption of its functions under this Agreement.
SECTION 22. AMENDMENT
Unanimous consent
22. This Agreement may be amended with the unanimous written consent of each of the parties to this Agreement.
SECTION 23. COUNTERPARTS
Execution in counterparts
23. This Agreement or any amendment to this Agreement may be executed in counterparts.
SECTION 24. EXECUTION IN ENGLISH AND IN FRENCH
Authentic texts
24. This Agreement and any amendment to this Agreement shall be executed in the English and French languages, each text being equally authoritative.
PART VII IMPLEMENTATION AND TRANSITIONAL PROVISIONS
SECTION 25. REPLACEMENT
Prior agreements
25. Subject to sections 27 and 28, as of the date referred to in section 19, this Agreement replaces the agreement entitled “Memorandum of Reciprocal Agreement” and any similar agreement respecting the application of pension legislation to pension plans that has been made between the governments that are party to this Agreement or between the ministries, departments, offices, units or agencies of such governments.
SECTION 26. TRANSITION
Preliminary measure
26. (1) Where this Agreement comes into force on a date referred to in section 19, and on that date a pension plan first becomes subject to this Agreement:
- (a) if the plan is registered with only one pension supervisory authority and that authority is subject to this Agreement on that date, that authority shall become the major authority for the plan as of that date;
- (b) if the plan is registered with more than one pension supervisory authority and each of those authorities is subject to this Agreement on that date, the major authority for the plan shall be, of those authorities, the authority of the jurisdiction with the plurality of active members of the plan, as determined in accordance with subsection (3) of section 3 and considering only those jurisdictions whose pension legislation would, if this Agreement and any other agreement respecting the supervision of pension plans did not exist, require the plan to be registered with the pension supervisory authority of that jurisdiction; and
- (c) if the plan is registered with more than one pension supervisory authority and not all of those authorities are subject to this Agreement on that date, this Agreement shall not apply to the plan until such time as all of the authorities with which the plan is registered are subject to this Agreement, at which time the requirements of clause (b) shall apply to the plan.
Equal number of active members
(2) Where the major authority for a pension plan cannot be determined by applying clause (b) of subsection (1) because two or more jurisdictions have authority over an equal number of active members of the plan, the major authority for the plan shall be, of those jurisdictions, the authority whose main office is in closest proximity to the main office of the administrator of the plan. For the purposes of this subsection:
- (a) the main office of a pension supervisory authority is the office from which the authority conducts most of its supervisory activities; and
- (b) the main office of the pension plan administrator is the office from which the plan administrator described in the text of the pension plan conducts most of the plan’s administration.
Notice by major authority
(3) The pension supervisory authority that becomes a pension plan’s major authority in accordance with this section shall, as soon as possible after assuming its functions, inform the plan administrator and each of the plan’s pension supervisory authorities of the date on which it assumed the functions of major authority.
Decisions and recourse
(4) Despite sections 4 and 6, where a pension supervisory authority becomes a pension plan’s major authority in accordance with this section:
- (a) all matters related to the plan that are pending before a pension supervisory authority on the day preceding the major authority’s assumption of its functions under this Agreement shall be continued before that pension supervisory authority;
- (b) all matters related to the plan that concern a decision, order, direction or approval proposed or made by a pension supervisory authority and pending before any administrative body or court on the day preceding the major authority’s assumption of its functions under this Agreement shall be continued before such body or court;
- (c) for every matter in respect of which the pension supervisory authority referred to in clause (a) or the administrative body or court referred to in clause (b) has proposed or made a decision, order, direction or approval to which the pension legislation or other legislation applying on the day preceding the major authority’s assumption of its functions under this Agreement provides a right of recourse:
- (i) such right shall be maintained so long as the period provided for exercising that right has not expired; and
- (ii) such recourse may be brought before the administrative body or court provided for by the legislation giving entitlement thereto;
- (d) for any matter related to the plan not described in clauses (a) to (c) that occurred before the major authority’s assumption of its functions under this Agreement and that related to the provisions of the pension legislation of a pension supervisory authority’s jurisdiction in respect of a matter referred to in Schedule B:
- (i) the pension supervisory authority may, even after the major authority assumes its functions under this Agreement for the plan, conduct an examination, investigation or inquiry into the matter in accordance with the pension legislation of that authority’s jurisdiction to determine whether compliance with that legislation was met, and in such case, the matter shall remain subject to that pension supervisory authority; and
- (ii) where the matter constitutes an offence or is subject to an administrative penalty under the pension legislation of the pension supervisory authority’s jurisdiction, the offence or administrative penalty may be prosecuted or imposed by the competent authority in that jurisdiction, and in such case, the matter shall remain subject to that pension supervisory authority; and
- (e) subject to sections 27 and 28, all matters referred to in clauses (a) to (d) shall remain subject to the pension legislation, other legislation and agreements referred to in section 25 that applied to such matters on the day preceding the major authority’s assumption of its functions under this Agreement.
New party to this Agreement after July 1, 2020
(5) Despite sections 4 and 6, if this Agreement comes into force after July 1, 2020, in respect of a government that was not party to this Agreement before that date, and a pension plan is, on the date this Agreement comes into force in respect of that party, already subject to this Agreement:
- (a) the major authority for that plan shall inform the plan administrator and each of the plan’s pension supervisory authorities of the date on which this Agreement came into force in respect of that party, as soon as possible after that date;
- (b) all matters related to the plan that are pending before a pension supervisory authority on the day preceding the date this Agreement comes into force in respect of that party shall be continued before that pension supervisory authority;
- (c) all matters related to the plan that concern a decision, order, direction or approval proposed or made by a pension supervisory authority and pending before any administrative body or court on the day preceding the date this Agreement comes into force in respect of that party shall be continued before such body or court;
- (d) for every matter in respect of which the pension supervisory authority referred to in clause (b) or the administrative body or court referred to in clause (c) has proposed or made a decision, order, direction or approval to which the pension legislation or other legislation applying on the day preceding the date this Agreement comes into force in respect of that party provides a right of recourse:
- (i) such right shall be maintained so long as the period provided for exercising that right has not expired; and
- (ii) such recourse may be brought before the administrative body or court provided for by the legislation giving entitlement thereto;
- (e) for any matter related to the plan not described in clauses (b) to (d) that occurred before the date this Agreement came into force in respect of that party and that related to the provisions of the pension legislation of a pension supervisory authority’s jurisdiction in respect of a matter referred to in Schedule B:
- (i) the pension supervisory authority may, even after the date this Agreement comes into force in respect of that party, conduct an examination, investigation or inquiry into the matter in accordance with the pension legislation of that authority’s jurisdiction to determine whether compliance with that legislation was met, and in such case, the matter shall remain subject to that pension supervisory authority; and
- (ii) where the matter constitutes an offence or is subject to an administrative penalty under the pension legislation of the pension supervisory authority’s jurisdiction, the offence or administrative penalty may be prosecuted or imposed by the competent authority in that jurisdiction, and in such case, the matter shall remain subject to that pension supervisory authority; and
- (f) all matters referred to in clauses (b) to (e) shall remain subject to the pension legislation, other legislation and agreements referred to in section 25 that applied to such matters on the day preceding the date this Agreement came into force in respect of that party.
PART VIII FINAL AND SPECIAL PROVISIONS
SECTION 27. REPLACEMENT OF 2016 AGREEMENT
2016 agreement
27. As of July 1, 2020, this Agreement replaces the agreement entitled “2016 Agreement Respecting Multi-jurisdictional Pension Plans” which came into force on July 1, 2016, in respect of the governments of British Columbia, Nova Scotia, Ontario, Quebec and Saskatchewan. The application of that agreement is limited to matters referred to in section 28.
SECTION 28. ADDITIONAL TRANSITIONAL RULE
Pending matters under 2016 agreement
28. Despite section 27, any matter related to a pension plan that was subject to the agreement entitled “2016 Agreement Respecting Multi-jurisdictional Pension Plans” on June 30, 2020, and that was still pending on that date before a pension supervisory authority that was subject to that agreement, an administrative body or a court continues to be subject to the requirements of that agreement.
SECTION 29. WITHDRAWAL FROM AGREEMENT
29. (Revoked)
SCHEDULE A PENSION LEGISLATION
Alberta
1. Employment Pension Plans Act, S.A. 2012, c. E-8.1.
British Columbia
2. Pension Benefits Standards Act, S.B.C. 2012, c. 30.
Manitoba
3. The Pension Benefits Act, C.C.S.M., c. P32.
New Brunswick
4. Pension Benefits Act, S.N.B. 1987, c. P-5.1.
Newfoundland and Labrador
5. Pension Benefits Act, 1997, S.N.L. 1996, c. P-4.01.
Nova Scotia
6. Pension Benefits Act, S.N.S. 2011, c. 41.
Ontario
7. Pension Benefits Act, R.S.O. 1990, c. P.8.
Quebec
8. Supplemental Pension Plans Act, C.Q.L.R., c. R-15.1.
Saskatchewan
9. The Pension Benefits Act, 1992, S.S. 1992, c. P-6.001.
Federal jurisdiction
10. Pension Benefits Standards Act, 1985, R.S.C. 1985 (2nd supp.), c. 32.
SCHEDULE B MATTERS COVERED BY INCORPORATED LEGISLATIVE PROVISIONS
SECTION 1. MAJOR AUTHORITY’S PENSION LEGISLATION
Major authority’s pension legislation
1. The pension legislation applicable to a pension plan shall be the pension legislation of the jurisdiction of the major authority for the plan in the following areas of pension legislation:
Registration of pension plans
1. Legislative provisions respecting:
- (a) the duty of the pension plan administrator to ensure that the plan complies with the applicable pension legislation;
- (b) requirements that a pension plan be registered with the authority;
- (c) prohibitions against administering a pension plan not registered with the authority;
- (d) the pension plan registration process (including the filing of required forms and documents, the form in which such documents must be filed, the contents of documents and filing deadlines);
- (e) whether registration of a plan is proof of compliance with the applicable pension legislation; and
- (f) the authority’s power to refuse or revoke the registration of a plan due to non-compliance with the applicable pension legislation.
Registration of pension plan amendments
2. Legislative provisions respecting:
- (a) requirements that pension plan amendments, or amendments to prescribed pension plan documents, be registered with the authority;
- (b) the amendment registration process (including the filing of required forms and documents, the form in which such documents must be filed, the contents of documents and filing deadlines);
- (c) whether registration of an amendment is proof of compliance with the applicable pension legislation;
- (d) the authority’s power to refuse or revoke the registration of a plan amendment due to non-compliance with the pension legislation applicable to the plan under clause (a) of subsection (1) of section 6 of this Agreement;
- (e) the ability of the administrator to administer the amended plan if it does not comply with the applicable pension legislation; and
- (f) requirements for notice of registration of the amendment to be provided to active members or other persons, the form and content of the notice and deadlines for providing such notice.
Pension plan administrators
3. Legislative provisions respecting:
- (a) requirements that a pension plan be administered by an administrator;
- (b) who may be an administrator, except where the pension legislation of a party to this Agreement expressly provides that the pension supervisory authority of that party’s jurisdiction shall act as administrator for part of the assets of a pension plan; and
- (c) the right of active members or other persons to establish an advisory committee to advise the administrator, and requirements respecting such an advisory committee.
Pension plan administrators’ duties
4. Legislative provisions respecting:
- (a) requirements that the pension plan administrator or the trustee, custodian or holder of the pension fund:
- (i) administer the pension plan or pension fund in accordance with the applicable pension legislation and the plan terms;
- (ii) stand in a fiduciary relationship to active members or other persons;
- (iii) hold the pension fund in trust for the active members or other persons;
- (iv) act honestly, in good faith and in the best interests of the active members or other persons;
- (v) exercise the care, diligence and skill of a prudent person;
- (vi) invest the pension fund in accordance with the applicable pension legislation, the pension plan’s written investment policies, in the best interests of the active members or other persons or in a reasonable and prudent manner; and
- (vii) hold an annual or periodic meeting with the active members or other persons;
- (b) requirements that persons involved in the administration of a pension plan or pension fund:
- (i) employ all knowledge and skill they possess by reason of their business or profession;
- (ii) familiarize themselves with their fiduciary duties and obligations; and
- (iii) possess the skills, capability and dedication required to fulfill their responsibilities and seek advice from qualified advisors where appropriate;
- (c) conflict of interest requirements for persons involved in the administration of a pension plan or pension fund;
- (d) requirements for the selection, use and supervision of the administrator’s agents or advisors, and requirements for such agents or advisors;
- (e) requirements that the employer or trustee provide information to the administrator; and
- (f) requirements respecting the payment of expenses related to the pension plan.
Pension plan records
5. Legislative provisions respecting:
- (a) how long any person must retain information related to the pension plan; and
- (b) requests by the plan administrator for information necessary for the administration of the pension plan.
Funding of ongoing pension plans
6. Legislative provisions respecting the following requirements related to the funding of ongoing pension plans (but not for the situations described in clauses (c), (d) and (e) of subsection (1) of section 10 of this Agreement):
- (a) requirements for contributions made to the pension fund (including the type or form of contributions, the manner in which they must be made and deadlines for making them);
- (b) minimum plan funding and solvency levels (including plan funding and solvency levels related to pension plan amendments and the use of plan assets for the funding of plan amendments);
- (c) the ability to take contribution holidays;
- (d) requirements for actuarial valuation reports to be filed with the authority in respect of pension plans (including the form and content of such reports, filing deadlines and actuarial standards to be applied in preparing such reports);
- (e) requirements for refunds of contributions to employers, active members or other persons;
- (f) restrictions on the amount of the value of a person’s benefit entitlements under a pension plan, or the amount of a refund payable to the person from a pension plan, that can be initially transferred out of the pension fund of the plan where the plan is not fully funded on a solvency or going concern basis, and the deadline for transferring or paying the outstanding portion of the amount;
- (g) who may be the trustee, custodian or holder of the pension fund; and
- (h) requirements for the provision of information between administrators and the trustees, custodians or holders of pension funds with respect to contributions, and for notice to the authority of contributions not remitted when due.
Pension fund investments
7. Legislative provisions respecting:
- (a) requirements for the investment of the pension fund (including limitations on investments and requirements that pension fund assets to be held in the name of the pension plan);
- (b) requirements that the administrator prepare a written investment policy, requirements for such a policy (including the form and content of the policy, whether it must be filed with the authority and the deadline for filing) and requirements regarding to whom such a policy must be provided; and
- (c) requirements in situations where active members or other persons direct the investment of their contributions (including the minimum number and type of investment options offered, the education and advice available to active members or who may provide the advice).
Pension fund assets
8. Legislative provisions respecting:
- (a) requirements for pension fund assets to be held by specified fund holders under a specified type of agreement;
- (b) requirements for contributions to be remitted to the pension fund;
- (c) requirements that the pension fund be held separate and apart from the employer’s assets and deeming the pension fund to be held in trust for the active members or other persons;
- (d) an administrator’s lien and charge on the employer’s assets equal to the amounts deemed held in trust; and
- (e) the administrator’s duty to take immediate action (including court proceedings) to obtain outstanding contributions.
Provision of information
9. Legislative provisions respecting:
- (a) requirements for documents and information to be filed by the administrator or any other person with the authority, including:
- (i) periodic information returns;
- (ii) actuarial information, if applicable;
- (iii) financial statements (including audited financial statements); and
- (iv) the form and content of the documents and information, who must prepare them and filing deadlines;
- (b) requirements for the following documents and information to be provided by the administrator, including the form and content of the documents and information, who must prepare them and deadlines for providing them:
- (i) pension plan summaries for active members or employees entitled to join the plan; and
- (ii) annual or other periodic statements for active members or other persons; and
- (c) requirements for the inspection of pension plan documents in the possession of the administrator, authority or other persons (including who is entitled to inspect the documents and information, how often, where and at what cost).
Plan membership
10. Legislative provisions respecting:
- (a) pension plans being for one or more classes of employees; and
- (b) the ability of the employer to establish separate plans for full-time and part-time employees.
Appointment of pension plan administrator
11. Legislative provisions respecting:
- (a) the ability of the authority to appoint itself or another person as administrator of a pension plan and rescind the appointment; and
- (b) the powers of an appointed administrator.
SECTION 2. MAJOR AUTHORITY’S POWERS
Major authority’s powers
2. Where the pension legislation of the major authority’s jurisdiction applies to a pension plan in accordance with section 1 of this Schedule, the following areas of the pension legislation of the major authority’s jurisdiction shall, for the purposes of the plan and all jurisdictions that are subject to this Agreement in respect of the plan, also apply in respect of the application of the pension legislation described in section 1 of this Schedule:
Powers of examination, investigation or inquiry
1. All powers of examination, investigation or inquiry given to the major authority.
Orders, directions, approvals or decisions
2. The issuance of, or proposal to issue, orders, directions, approvals or decisions by the major authority, and any modification as may be made to such an order, direction, approval or decision by the authority, an administrative body or a court.
Reconsideration or review
3. The rights of the plan or a person affected by an order, direction, approval or decision of the major authority, an administrative body or a court to have the order, direction, approval or decision reconsidered or reviewed by the authority, an administrative body or a court.
Offences and penalties
4. The offences and penalties that may be applied where the plan or a person is found to have contravened the terms of the applicable pension legislation.
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Lieutenant Governor in Council for Alberta, has signed this 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Edmonton,
the 14th day of May, 2020.
The Honourable Travis Toews
President of Treasury Board and Minister of Finance
Approved pursuant to the Government Organization Act:
Coleen Volk
Intergovernmental Relations,
Executive Council
May 14, 2020
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Lieutenant Governor in Council for British Columbia, has signed this 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Victoria,
the 29th day of April, 2020.
The Honourable Carole James
Minister of Finance
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Lieutenant-Governor in Council for New Brunswick, has signed this 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Fredericton,
the 12th day of May, 2020.
The Honourable Ernie L. Steeves
Minister of Finance and Treasury Board
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Governor in Council for Nova Scotia, has signed this 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Halifax, N.S.,
the 5th day of May, 2020.
The Honourable Karen Lynn Casey
Minister of Finance and Treasury Board
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Lieutenant Governor in Council for Ontario, has signed this 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at City of Toronto,
the 28th day of April, 2020.
The Honourable Rod Phillips
Minister of Finance
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Government of Quebec, has signed this 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Québec,
the 27th day of May, 2020.
The Honourable Eric Girard
Minister of Finance
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Government of Quebec, has signed this 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Québec,
the 12th day of May, 2020.
The Honourable Sonia LeBel
Minister responsible for Canadian Relations and the Canadian Francophonie
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Lieutenant Governor in Council for Saskatchewan, has signed this 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Saskatoon,
the 11th day of May, 2020.
The Honourable Don Morgan
Minister of Justice and Attorney General
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized by the Governor in Council for Canada, has signed this 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Ottawa,
the 13th day of May, 2020.
The Honourable William Francis Morneau
Minister of Finance
SCHEDULE 2
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS AS AMENDED BY THE 2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
The Government of Manitoba hereby agrees to become a party to the 2020 Agreement Respecting Multi-jurisdictional Pension Plans as amended by the 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
IN WITNESS WHEREOF, the undersigned, being duly authorized by the pension legislation for Manitoba, has signed the 2020 Agreement Respecting Multi-jurisdictional Pension Plans as amended by the 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
Signed at Winnipeg, Manitoba,
the 24th day of March, 2023.
The Honourable Cliff Cullen
Minister of Finance
2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS AS AMENDED BY THE 2023 AGREEMENT AMENDING THE 2020 AGREEMENT RESPECTING MULTI-JURISDICTIONAL PENSION PLANS
The Government of Newfoundland and Labrador hereby agrees to become a party to the 2020 Agreement Respecting Multi-jurisdictional Pension Plans as amended by the 2023 Agreement Amending the 2020 Agreement Respecting Multi-jurisdictional Pension Plans.
IN WITNESS WHEREOF,
Signed at St. John’s, Newfoundland and labrador,
the 6th day of March, 2023.
The Honourable Sarah Stoodley
Minister of Digital Government and Service NL
Signed pursuant to the Intergovernmental Affairs Act, R.S.N.L. 1990, c. I-13
Signed at St. John’s, Newfoundland and labrador,
the 13th day of March, 2023.
The Honourable Andrew Furey
Minister for Intergovernmental Affairs
EXPLANATORY NOTE
(This note is not part of the Order.)
Proposal
Pursuant to section 6.1(1) of the Pension Benefits Standards Act, 1985 (PBSA), this Order authorizes the Minister of Finance to enter into the 2023 Agreement Amending the 2020 Agreement Respecting Multi-Jurisdictional Pension Plans (2023 Amending Agreement) with the designated provinces in order to clarify and simplify the regulation of multi-jurisdictional pension plans across Canada.
Objective
To amend the 2020 Agreement Respecting Multi-Jurisdictional Pension Plans (the 2020 Agreement) to enable the governments of Manitoba and Newfoundland and Labrador to join the 2020 Agreement.
Background
The PBSA and its regulations, the Pension Benefits Standards Regulations, 1985 (PBSR), set out the legislative and regulatory requirements for private sector pension plans sponsored by employers in industries that are federally regulated, such as navigation and shipping, banking, inter-provincial transportation and communications, as well as employment in the Yukon, the Northwest Territories and Nunavut. All provinces except Prince Edward Island have similar pension benefits standards legislation regulating pension plans and the members of such plans in their respective jurisdictions.
Some pension plans have members in more than one jurisdiction, which makes the plan subject to the pension benefits standards legislation of multiple jurisdictions. Such a situation can arise when a plan sponsor has employees who work in both federally and provincially regulated areas of employment (e.g., an airline that offers the same pension plan to all its employees would have pilots under federal pension jurisdiction and head office employees under provincial pension jurisdiction).
The requirements of the various pension benefits standards legislation in Canada are broadly similar, but differences exist. Without an agreement that sets out how different jurisdictions’ pension legislation will apply, such plans face practical and legal difficulties in complying with the applicable requirements of different jurisdictions. In addition, there are areas, such as the allocation of assets on plan termination and wind up, where cooperation between jurisdictions is required.
Starting in 1968, most jurisdictions relied on reciprocal agreements to clarify the application of each jurisdiction’s legislation. These allowed multi-jurisdictional plans to register with only one pension regulator but required that regulator to apply the pension legislation of each applicable jurisdiction.
Recognizing the continued regulatory problems faced by multi-jurisdictional pension plans, the Canadian Association of Pension Supervisory Authorities (CAPSA) worked with the federal government and provinces to develop a multilateral agreement to clarify and simplify the regulation of multi-jurisdictional pension plans across Canada.
Those efforts resulted in the release of a draft agreement in 2008. Following public consultations, a revised version of that agreement was entered into by the governments of Ontario and Quebec and came into effect between those jurisdictions on July 1, 2011.
In 2016, British Columbia, Saskatchewan, Ontario, Quebec and Nova Scotia entered into a revised agreement, which came into effect on July 1, 2016. In 2017, CAPSA held public consultations on potential funding and asset allocation requirements, which resulted in the 2020 Agreement.
In 2020, Canada entered into the 2020 Agreement with British Columbia, Alberta, Saskatchewan, Ontario, Quebec, New Brunswick, and Nova Scotia. Under the PBSA, the Minister of Finance has the authority, subject to Governor in Council approval, to enter into agreements with designated provinces under PBSR, in respect of pension plans with members in both federally regulated and provincially regulated employment.
Manitoba and Newfoundland and Labrador are the only Canadian jurisdictions with pension legislation that were not party to the 2020 Agreement.
Implications
The 2023 Amending Agreement will add Manitoba and Newfoundland and Labrador to the 2020 Agreement.
The 2020 Agreement sets out an approach for the application of federal and provincial pension legislation for multi-jurisdictional pension plans. Adding Manitoba and Newfoundland and Labrador would clarify and simplify the regulation of multi-jurisdictional pension plans across Canada. It would also improve equity among members of these plans by subjecting them to the same funding standards.
The 2020 Agreement includes four main components:
- Registration: Under the 2020 Agreement, multi-jurisdictional pension plans are only required to register with the jurisdiction that has the plurality of active members.
- Application of legislation with a plurality of plan members: Under the 2020 Agreement, for key requirements that apply to a plan as a whole (e.g., funding requirements for ongoing plans and investment rules) only the legislative requirements of the jurisdiction with the plurality of active members apply. For all other areas (e.g., plan member benefits), each jurisdiction’s own legislative requirements continue to apply.
- Calculation of accrued benefits for plan members that change jurisdiction of employment: Under the 2020 Agreement, where a plan member changes jurisdiction of employment over the course of plan membership, the member’s ultimate plan benefits will be calculated in accordance with the pension legislation of the member’s final jurisdiction of employment.
- Asset Allocation: The 2020 Agreement sets out asset allocation rules for the termination and wind up of a multi-jurisdictional pension plan.
Pursuant to section 6.1 of the PBSA, the 2023 Amending Agreement and a notice that it will come into force on July 1, 2023, will be published in the Canada Gazette, Part 1. Additionally, the 2023 Amending Agreement will be tabled in each House of Parliament once all participating parties have signed.
Consultation
The 2023 Amending Agreement and the 2020 Agreement were drafted by a CAPSA working group, in consultation with the federal government and all provinces with pension benefits standards legislation. In 2017, CAPSA held public consultations on proposed changes to the 2016 agreement and received submissions from representatives of plan sponsors, retirees and active members as well as pension industry professionals. The 2020 Agreement reflects the results of this consultation. The only changes made by the 2023 Amending Agreement are to enable the governments of Manitoba and Newfoundland and Labrador to join the 2020 Agreement.
Contact
Kathleen Wrye
Director, Pensions Policy
Financial Crimes and Security Division
Department of Finance Canada
90 Elgin Street, 13th Floor
Ottawa, Ontario K1A 0G5
Email: re-pension@fin.gc.ca
DEPARTMENT OF FINANCE
POOLED REGISTERED PENSION PLANS ACT
Effective date for the 2023 Agreement amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans
Notice is hereby given, pursuant to paragraph 6(1)(a) of the Pooled Registered Pension Plans Act, that the effective date for the 2023 Agreement amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans is May 1, 2023.
The Honourable Chrystia Freeland, P.C., M.P.
Minister of Finance
DEPARTMENT OF FINANCE
POOLED REGISTERED PENSION PLANS ACT
2023 Agreement amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans
2023 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
Between
Canada, represented by the Minister of Finance;
British Columbia, represented by the Minister of Finance;
Nova Scotia, represented by the Minister of Finance and Treasury Board;
The government of Quebec, represented by the Minister of Finance and by the Minister responsible for Canadian Relations and the Canadian Francophonie;
The Autorité des marchés financiers, represented by the President and Chief Executive Officer;
Saskatchewan, represented by the Minister of Justice and Attorney General;
Ontario, represented by the Minister of Finance;
and
Manitoba, represented by the Minister of Finance;
RECITALS
Whereas Canada, British Columbia, Nova Scotia, Quebec, the Autorité des marchés financiers and Saskatchewan entered into the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (hereinafter referred to as the “Agreement”), which came into effect on June 15, 2016;
Whereas Quebec and the Autorité des marchés financiers agree to be bound by only Parts I, with the exception of Subsections 2(6) and (7), II, VI, and VII of the Agreement;
Whereas Ontario became a party to the Agreement, as amended by the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (hereinafter referred to as the “First 2017 Agreement”), on March 31, 2017;
Whereas Manitoba became a party to the Agreement, as amended by the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (hereinafter referred to as the “Second 2017 Agreement”) attached as Annex 1), on November 15, 2017;
Whereas any subsequent mention of the Agreement means the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans as amended by the First 2017 Agreement and the Second 2017 Agreement;
Whereas, in accordance with Section 18 of the Agreement, New Brunswick wishes to become a party to the Agreement as it will be amended by the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (hereinafter referred to as the “2023 Agreement”);
Whereas, in accordance with Section 18 of the Agreement, Canada, British Columbia, Nova Scotia, Quebec, the Autorité des marchés financiers, Saskatchewan, Ontario, and Manitoba (hereinafter referred to as “the parties”) unanimously consent to New Brunswick becoming a party to the Agreement, as it will be amended by the 2023 Agreement;
Whereas the parties unanimously consent to entering into the 2023 Agreement, in accordance with Section 21 of the Agreement;
Now, therefore, the parties agree as follows:
Additional Party
1. The parties, in accordance with Section 18 of the Agreement, unanimously consent to New Brunswick becoming a party to the Agreement, as amended by the 2023 Agreement.
Amendments to the Agreement
2. In the list of parties to the Agreement appearing directly before the recitals to the Agreement:
(1) The word “and” is deleted; and
(2) The following words are included at the end of the list:
and New Brunswick, represented by the Minister of Finance and Treasury Board;
3. Schedule A of the Agreement is amended by adding the following at the end of the list of “Provincial PRPP Acts”:
New Brunswick
The Pooled Registered Pension Plans Act, S.N.B. 2017, c. 56
4. Section 9 of the Agreement is amended by adding the following:
(1.1) Despite Subsection 9(1), the Superintendent shall not exercise the powers of a supervisory authority of a province with respect to:
- (a) approving or authorizing unlocking or financial hardship withdrawals from retirement savings plans or locked-in accounts, or
- (b) receiving or approving template contracts and any subsequent amendments thereto for retirement savings plans or locked-in accounts, or
- (c) establishing or maintaining a list of the financial institutions for which template contracts are approved for retirement savings plans or locked-in accounts and the retirement savings plan or locked-in account contracts that are approved for these financial institutions.
Execution in Counterparts
5. The 2023 Agreement may be executed in counterparts.
Execution in English and French
6. The 2023 Agreement shall be executed in both English and French, each text being equally authoritative.
Effective Date
7. The 2023 Agreement comes into force on May 1, 2023. Upon its coming into force, and providing New Brunswick has signed a signature page agreeing to join the Agreement (as amended by the 2023 Agreement), New Brunswick will become one of the parties, and its signed signature page will be included as Annex 2 to the 2023 Agreement.
Agreement Unaffected
8. Except as set forth in the 2023 Agreement, the Agreement is unaffected and shall continue in full force and effect in accordance with its terms.
2023 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLAN
For Canada
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Ottawa, Ontario,
the 30th day of March, 2023.
The Honourable Chrystia Freeland
Minister of Finance
2023 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLAN
For British Columbia
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Victoria, British Columbia,
the 22nd day of February, 2023.
The Honourable Katrine Conroy
Minister of Finance
2023 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLAN
For Nova Scotia
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Halifax, Nova Scotia,
the 30th day of March, 2023.
The Honourable Allan MacMaster
Minister of Finance and Treasury Board
2023 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLAN
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Québec, Quebec,
the 23rd day of March, 2023.
For the government of Quebec
The Honourable Eric Girard
Minister of Finance
The Honourable Jean-François Roberge
Minister responsible for Canadian Relations and the Canadian Francophonie
For the Autorité des marchés financiers
Louis Morisset
President and Chief Executive Officer
2023 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLAN
For Saskatchewan
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Regina, Saskatchewan,
the 17th day of March, 2023.
The Honourable Bronwyn Eyre
Minister of Justice and Attorney General
2023 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Ontario
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Toronto, Ontario,
the 28th day of March, 2023.
The Honourable Peter Bethlenfalvy
Minister of Finance
2023 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Manitoba
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Winnipeg, Manitoba
the 24th day of March, 2023.
The Honourable Cliff Cullen
Minister of Finance
ANNEX 1
SECOND 2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
Between
Canada, represented by the Minister of Finance;
British Columbia, represented by the Minister of Finance;
Nova Scotia, represented by the Minister of Finance and Treasury Board;
The government of Quebec, represented by the Minister of Finance and by the Minister responsible for Canadian Relations and the Canadian Francophonie;
The Autorité des marchés financiers, represented by the President and Chief Executive Officer;
Saskatchewan, represented by the Minister of Justice and Attorney General;
and
Ontario, represented by the Minister of Finance;
RECITALS
Whereas Canada, British Columbia, Nova Scotia, Quebec, the Autorité des marchés financiers and Saskatchewan entered into the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans which came into effect on June 15, 2016;
Whereas Quebec and the Autorité des marchés financiers agree to be bound by only Parts I, with the exception of subsections 2(6) and (7), II, VI, and VII of that agreement;
Whereas Ontario became a party to the Agreement, as amended by the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (hereinafter referred to as the “First 2017 Agreement”) attached as Annex 1), on March 31, 2017;
Whereas any subsequent mention of the Agreement means the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans as amended by the First 2017 Agreement;
Whereas, in accordance with Section 18 of the Agreement, Manitoba wishes to become a party to the Agreement as it will be amended by the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (hereinafter referred to as the “Second 2017 Agreement”);
Whereas, in accordance with Section 18 of the Agreement, Canada, British Columbia, Nova Scotia, Quebec, the Autorité des marchés financiers, Saskatchewan, and Ontario (hereinafter referred to as “the parties”) unanimously consent to Manitoba becoming a party to the Agreement, as it will be amended by the Second 2017 Agreement;
Whereas the parties unanimously consent to entering into the Second 2017 Agreement, in accordance with Section 21 of the Agreement;
Now, therefore, the parties agree as follows:
Additional Party
1. The parties, in accordance with Section 18 of the Agreement unanimously consent to Manitoba becoming a party to the Agreement, as amended by the Second 2017 Agreement.
Amendments to the Agreement
2. In the list of parties to the Agreement appearing directly before the recitals to the Agreement:
(1) The word “and” is deleted; and
(2) The following words are included at the end of the list:
- and Manitoba, represented by the Minister of Finance;
3. Schedule A of the Agreement is amended by adding the following at the end of the list of “Provincial PRPP Acts”:
Manitoba
- The Pooled Registered Pension Plans (Manitoba) Act, C.C.S.M. c. P94.6
Execution in Counterparts
4. The Second 2017 Agreement may be executed in counterparts.
Execution in English and French
5. The Second 2017 Agreement shall be executed in both English and French, each text being equally authoritative.
Effective Date
6. The Second 2017 Agreement comes into force on November 15, 2017. Upon its coming into force, and providing Manitoba has signed a signature page agreeing to join the Agreement (as amended by the Second 2017 Agreement), Manitoba will become one of the parties, and its signed signature page will be included as Annex 2 to the Second 2017 Agreement.
Agreement Unaffected
7. Except as set forth in the Second 2017 Agreement, the Agreement is unaffected and shall continue in full force and effect in accordance with its terms.
SECOND 2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Canada
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Ottawa,
the 19th day of October, 2017.
The Honourable William Francis Morneau
Minister of Finance
SECOND 2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For British Columbia
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Victoria,
the 16th day of October, 2017.
The Honourable Carole James
Minister of Finance
SECOND 2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Nova Scotia
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Halifax,
the 21st day of September, 2017.
The Honourable Karen Casey
Minister of Finance and Treasury Board
SECOND 2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Québec,
the 16th day of October, 2017.
For the government of Quebec
The Honourable Carlos Leitão
Minister of Finance
The Honourable Jean-Marc Fortier
Minister responsible for Canadian Relations and the Canadian Francophonie
For the Autorité des marchés financiers
Louis Morrisset
President and Chief Executive Officer
SECOND 2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Saskatchewan
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Regina,
the 22nd day of August, 2017.
The Honourable Gordon Wyant
Minister of Justice and Attorney General
SECOND 2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Ontario
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Toronto,
the 28th day of September, 2017.
The Honourable Charles Sousa
Minister of Finance
ANNEX 1
2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
Between
Canada, represented by the Minister of Finance;
British Columbia, represented by the Minister of Finance;
Nova Scotia, represented by the Minister of Finance and Treasury Board;
The government of Quebec, represented by the Minister of Finance and by the Minister responsible for Canadian Relations and the Canadian Francophonie;
The Autorité des marchés financiers, represented by the President and Chief Executive Officer;
and
Saskatchewan, represented by the Minister of Justice and Attorney General;
RECITALS
Whereas Canada, British Columbia, Nova Scotia, Quebec, the Autorité des marchés financiers and Saskatchewan (hereinafter referred to as the “parties”) entered into the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (hereinafter referred to as the “Agreement”) which came into effect on June 15, 2016, and a copy of which is attached as Annex 1;
Whereas Quebec and the Autorité des marchés financiers agree to be bound by only Parts I, with the exception of subsections 2(6) and (7), II, VI, and VII of the Agreement;
Whereas, in accordance with Section 18 of the Agreement, Ontario wishes to become a party to the Agreement, as it will be amended by the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (hereinafter referred to as the “2017 Agreement”);
Whereas, in accordance with Section 18 of the Agreement, the parties unanimously consent to Ontario becoming a party to the Agreement, as it will be amended by the 2017 Agreement;
Whereas the parties unanimously consent to entering into the 2017 Agreement, in accordance with Section 21 of the Agreement;
Now, therefore, the parties agree as follows:
Additional Party
1. The parties, in accordance with Section 18 of the Agreement, unanimously consent to Ontario becoming a party to the Agreement, as amended by the 2017 Agreement.
Amendments to the Agreement
2. In the list of parties to the Agreement, appearing directly before the recitals to the Agreement:
(1) The word “and” is deleted; and
(2) The following words are included at the end of the list:
- and Ontario, represented by the Minister of Finance;
3. The title of Part III in the section “Contents of Agreement” of the English version of the Agreement is replaced by the following:
PART III PLAN REGISTRATION
4. The definitions “federal PRPP Act” and “voluntary retirement savings plan” in subsection 1(1) of the English version of the Agreement are replaced by the following, in alphabetical order:
- “federal PRPP Act”
- means the Pooled Registered Pension Plans Act (S.C. 2012, c. 16) and any subordinate legislation made under that Act, both as amended from time to time.
- “voluntary retirement savings plan” or “VRSP”
- means a plan registered under the VRSP Act.
5. The title following section 2 of the English version of the Agreement is replaced with the following
PART II LICENSING
6. Subsection 9(3) of the Agreement is replaced by the following:
(3) A decision that is made by the Superintendent under the authority of this Agreement and that relates to the application of a provincial PRPP Act that determines a matter addressed in Schedule C, subsection 11(4) or subsection 11(5) is deemed to be a decision of the supervisory authority of the applicable province and is not subject to judicial review under the Federal Courts Act (R.S.C., (1985) c. F-7), but instead is subject to the processes for review and appeal under the laws of that province.
7. Subparagraph 11(1)(b)(ii) of the French version of the Agreement is replaced by the following:
- (ii) est un employé ou un travailleur indépendant ou, s’il n’est pas actuellement un employé ou un travailleur indépendant, le dernier emploi qu’il occupait ou le dernier travail qu’il effectuait et pour lequel il participait au RPAC était au Yukon, dans les Territoires du Nord-Ouest ou au Nunavut, et il contribuait au RPAC.
8. Subsection 11(2) of French version of the Agreement is replaced by the following:
(2) Pour l’application de cet article, « dernier emploi qu’il occupait » ou « dernier travail qu’il effectuait » fait référence uniquement à un emploi ou à un travail indépendant dans une autorité législative liée par la présente partie.
9. The Agreement is amended by adding the following after subsection 11(4):
(5) Despite anything in the Agreement, the valuation or division of funds, on the breakdown of a spousal or common-law relationship, in a PRPP member’s account or funds that have been transferred from a PRPP account is governed by the law of a jurisdiction that would otherwise apply to a member and their spouse, former spouse, common-law partner, or former common-law partner if this Agreement did not exist.
10. Section 13 of the French version of the Agreement is replaced by the following:
13. Il est entendu que le présent accord ne s’applique pas aux dispositions de la Loi fédérale sur les RPAC ou des Lois provinciales sur les RPAC concernant les autorisations à obtenir et les exigences qui doivent être satisfaites pour conclure le présent accord, de le modifier ou d’y ajouter des Parties, ainsi que les dispositions concernant l’effet de l’accord.
11. Subsection 14(2) of the French version of the Agreement is replaced by the following:
(2) Lorsqu’une décision du Surintendant fait l’objet d’une révision ou d’un appel en vertu des lois d’une province tel qu’il est prévu en vertu du paragraphe 9(3), le Surintendant, sur demande, communique à l’organisme de surveillance de cette province le dossier dont il disposait lorsqu’il a pris cette décision.
12. Section 15 of the French version of the Agreement is replaced by the following:
15. À la suite de la résiliation du présent accord ou du retrait d’une Partie, l’article 14 continue d’avoir effet aux seules fins de répondre aux demandes en cours.
13. Section 18 of the Agreement is replaced with the following:
18. A province may become a party
- (a) with the unanimous consent of the parties; and
- (b) if the province has executed a signature page that is substantially similar to those that form part of this Agreement, and has provided copies of that page to all parties.
14. Section 19 of the Agreement is replaced with the following:
19. This Agreement shall be to the benefit of and be binding upon the parties and the supervisory authorities, as of the date referred to, as the case may be, in paragraph (a) or (b) of section 17.
15. Subsection 20(4) of the French version of the Agreement is replaced with the following:
(4) Si une Partie autre que le Canada a transmis un avis aux autres parties de son intention de se retirer de l’accord, le Surintendant doit, dans un délai raisonnable et sous réserve de toute restriction législative, transmettre à l’organisme de surveillance de cette Partie les copies des documents concernant les RPAC touchés transmis au Surintendant en vertu de la Loi fédérale sur les RPAC par l’administrateur du régime qui sont nécessaires à la surveillance continue des RPAC et informer les organismes de surveillance des décisions administratives prises par le Surintendant concernant les RPAC touchés.
16. Schedule A of the Agreement is amended by adding the following at the end of the list of “Provincial PRPP Acts”:
Ontario
- Pooled Registered Pension Plans Act, 2015, S.O. 2015, c. 9
17. Paragraphs (a), (b), (d) and (e) of Schedule B of the English version of the Agreement are replaced by the following:
- (a) be an insurer holding a life insurance class licence issued under the Act respecting insurance (CQLR, chapter A-32) in conformity with the Regulation under the Act respecting insurance (CQLR, chapter A-32, r. 1), a trust company holding a licence issued under the Act respecting trust companies and savings companies (CQLR, chapter S-29.01) or an investment fund manager registered in accordance with Title V of the Securities Act (CQLR, chapter V-1.1);
- (b) complete and file the application form for authorization to act as administrator of a VRSP;
- (d) pay the required fees to the AMF in accordance with the Regulation respecting fees and costs payable for the issuance of an authorization under the Voluntary Retirement Savings Plans Act (CQLR, chapter R-17.0.1, r. 2);
- (e) provide the following information in accordance with the Regulation respecting applications for authorization and liability insurance coverage for administrators of voluntary retirement savings plans (CQLR, chapter R-17.0.1, r. 1):
- (i) a confirmation that the amount by which the assets of the corporation exceed its liabilities is at least equal to the amount determined by regulation, or an irrevocable letter of credit or a suretyship, which letter or suretyship is in an amount determined by regulation and is issued by a financial institution licensed as an insurer, trust company or deposit institution under an Act of Canada or of a Canadian province or territory;
- (ii) a confirmation that the corporation holds liability insurance in accordance with the requirements determined by regulation;
18. Paragraphs (d) and (g) of Schedule B of the French version of the Agreement are replaced by the following:
- d) payer les droits requis à l’Autorité en application du Règlement sur les droits et frais exigibles pour la délivrance d’une autorisation en vertu de la Loi sur les régimes volontaires d’épargne-retraite (RLRQ, chapitre R-17.0.1, r. 2);
- g) s’assurer que les représentants qui distribuent des RVER sont titulaires d’un certificat valide ou sont dûment inscrits pour offrir le produit financier (assurance ou valeurs mobilières).
Execution in Counterparts
19. The 2017 Agreement may be executed in counterparts.
Execution in English and French
20. The 2017 Agreement shall be executed in both English and French, each text being equally authoritative.
Effective Date
21. This 2017 Agreement comes into force on March 31, 2017. Upon its coming into force, and providing Ontario has signed a signature page agreeing to join the Agreement as amended by this 2017 Agreement, Ontario will become one of the parties, and its signed signature page will be included as Annex 2 to this 2017 Agreement.
Agreement Unaffected
22. Except as set forth in the 2017 Agreement, the Agreement is unaffected and shall continue in full force and effect in accordance with its terms.
2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Canada
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Ottawa,
the 8th day of December, 2016.
The Honourable William Francis Morneau
Minister of Finance
2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For British Columbia
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Victoria,
the 6th day of December, 2016.
The Honourable Michael de Jong
Minister of Finance
2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Nova Scotia
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Halifax,
the 13th day of December, 2016.
The Honourable Randy Delorey
Minister of Finance and Treasury Board
2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Québec,
the 14th day of December, 2016.
For the government of Quebec
The Honourable Carlos Leitão
Minister of Finance
The Honourable Jean-Marc Fournier
Minister responsible for Canadian Relations and the Canadian Francophonie
For the Autorité des marchés financiers
Louis Morrisset
President and Chief Executive Officer
2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Saskatchewan
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Regina,
the 13th day of December, 2016.
The Honourable Gordon Wyant
Minister of Justice and Attorney General
ANNEX 1
MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
Between
Canada, represented by the Minister of Finance;
British Columbia, represented by the Minister of Finance;
Nova Scotia, represented by the Minister of Finance and Treasury Board;
The government of Quebec, represented by the Minister of Finance and by the Minister responsible for Canadian Relations and the Canadian Francophonie;
The Autorité des marchés financiers, represented by the President and Chief Executive Officer;
and
Saskatchewan, represented by the Minister of Justice and Attorney General;
RECITALS
(1) Whereas each party to this Agreement is authorized by its laws to be bound by this Agreement;
(2) Whereas Quebec and the Autorité des marchés financiers agree to be bound by only Parts I, with the exception of subsections 2(6) and (7), II, VI, and VII of this Agreement;
(3) Whereas a pooled registered pension plan may be subject to the legislation of more than one party;
(4) Whereas to establish an efficient and low cost regulatory environment for pooled registered pension plans, the parties, other than Quebec and the Autorité des marchés financiers as provided in this Agreement, intend to specify the law that applies to pooled registered pension plans that are otherwise subject to the federal Pooled Registered Pension Plans Act and the pooled registered pension plan legislation of at least one province and allow, to the extent provided in this Agreement, a single supervisory authority to exercise with respect to any such pooled registered pension plans all of the licensing, registration and supervisory powers to which such pooled registered pension plans are subject;
(5) Whereas the laws of the parties allow for entering into an Agreement respecting any matter relating to pooled registered pension plans that are subject to the federal Pooled Registered Pension Plans Act and the pooled registered pension plan legislation of at least one province, including the reciprocal application of legislative provisions and administrative powers of the supervisory authorities concerned;
(6) Now, therefore, the parties agree as follows:
Contents of Agreement
PART I DEFINITIONS AND APPLICATION OF THIS AGREEMENT
PART II LICENSING
PART III REGISTRATION
PART IV SUPERVISION
PART V APPLICABLE LAW
PART VI RELATIONS BETWEEN PARTIES AND SUPERVISORY AUTHORITIES
PART VII EXECUTION, AMENDMENTS TO, WITHDRAWAL FROM AND COMING INTO FORCE OF AGREEMENT
PART I DEFINITIONS AND APPLICATION OF THIS AGREEMENT
Definitions
1. (1) For the purposes of this Agreement, unless the context indicates a different meaning:
- “AMF”
- means Autorité des marchés financiers.
- “federal PRPP Act”
- means the Pooled Registered Pension Plans Act, S.C. 2012, c. 16, and any subordinate legislation made under that Act, both as amended from time to time.
- “federal PRPP licence”
- means a licence issued by the Superintendent in accordance with section 11 of the federal PRPP Act authorizing a corporation to be an administrator of a pooled registered pension plan.
- “federally-licensed administrator”
- means the holder of a federal PRPP licence or an entity designated by the Superintendent under subsection 21(1) of the federal PRPP Act.
- “federally-registered PRPP”
- means a PRPP that has been registered in accordance with section 12 of the federal PRPP Act.
- “member”
- means a person who holds an account with a PRPP.
- “party”
- means a signatory to this Agreement as authorized to enter into it by the federal PRPP Act, a provincial PRPP Act or, in the case of Quebec and the AMF, the laws of Quebec.
- “pooled registered pension plan” or “PRPP”
- means a pooled registered pension plan that is required to be registered under the federal PRPP Act or a provincial PRPP Act as applicable.
- “provincial PRPP Act”
- means the legislation of a province listed in Schedule A and any subordinate legislation made under that Act, both as amended from time to time.
- “Superintendent”
- means the Superintendent of Financial Institutions appointed under section 5 of the Office of the Superintendent of Financial Institutions Act (R.S.C. (1985), c. 18 (3rd Supp.)).
- “supervisory authority”
- means the government ministry, department or agency of a party that has supervisory powers with respect to PRPPs under its laws and, in Quebec, the AMF with respect to a VRSP licence.
- “voluntary retirement savings plan” or VRSP
- means a plan registered under the VRSP Act.
- “VRSP Act”
- means the Voluntary Retirement Savings Plans Act, (CQLR, chapter R-17.0.1), and any subordinate legislation made under that legislation, both as amended from time to time.
- “VRSP administrator”
- means the holder of a VRSP licence.
- “VRSP licence”
- means an authorization issued by the AMF under section 29 of the VRSP Act.
Schedules
(2) The following Schedules form part of this Agreement:
- (a) Schedule A - Provincial PRPP Acts
- (b) Schedule B – Requirements to be met under the VRSP Act for the AMF to Issue a VRSP Licence to the Holder of a Federal PRPP Licence
- (c) Schedule C - Matters for the Purposes of Subsection 11(1).
Application of this Agreement
2. (1) Subject to subsections (4) and (5), this Agreement applies in respect of a PRPP that is required to be registered under the federal PRPP Act and one or more provincial PRPP Acts and any related matters, including its registration and supervision, the issuance of a licence authorizing a corporation to be an administrator of a PRPP, and the law applicable to a PRPP, its administrators, members and their spouse or common law partner, survivors and other beneficiaries (or the equivalent in the respective jurisdiction), and the employers offering it.
(2) This Agreement applies, to the extent that it provides for it, in respect of the issuance of a VRSP licence.
(3) Only Parts I, with the exception of subsections 2(6) and (7), II, VI and VII of this Agreement apply with regards to a VRSP licence.
(4) This Agreement does not apply in respect of a PRPP that prohibits individuals in respect of whom the federal PRPP Act applies from becoming members of the PRPP.
(5) For greater certainty, this Agreement does not apply in respect of a PRPP that is only registered provincially.
(6) This Agreement applies despite any conflicting provision in any document that creates or supports a PRPP.
(7) Where any provision of this Agreement conflicts with any provision of the federal PRPP Act or a provincial PRPP Act, this Agreement prevails to the extent of the conflict.
PART II LICENCES
Licensing Requirements
3. (1) A corporation that holds a federal PRPP licence or a VRSP licence is exempt from the requirement to obtain a licence under the applicable provincial PRPP Act.
(2) A corporation is exempt from the requirement to obtain a licence under the federal PRPP Act if the corporation holds a VRSP licence.
(3) The AMF shall issue a VRSP licence to a corporation that holds a federal PRPP licence if the requirements listed in Schedule B are met.
(4) For greater certainty, this Agreement does not prohibit a provincial supervisory authority from issuing a PRPP licence under its provincial PRPP Act.
Suspension or Revocation of a VRSP Licence
4. Despite subsections 3(1) and (2), a VRSP administrator that has its VRSP licence revoked by the AMF is no longer exempt from the requirement to obtain a licence under the federal PRPP Act or the applicable provincial PRPP Act.
5. The AMF shall notify the Superintendent as soon as practicable if it has suspended or revoked the VRSP licence of a VRSP administrator, where that VRSP administrator administers a federally-registered PRPP and does not hold a federal PRPP licence.
PART III PLAN REGISTRATION
Registration Requirements
6. (1) A federally-licensed administrator that has a PRPP registered under the federal PRPP Act is exempt from the requirement to have that PRPP registered under the applicable provincial PRPP Act.
(2) A VRSP administrator that has a PRPP registered under the federal PRPP Act is exempt from the requirement to have that PRPP registered under a provincial PRPP Act.
(3) For greater certainty, this Agreement does not prohibit a provincial supervisory authority from registering a PRPP under its PRPP Act.
(4) For greater certainty, any corporation that has a PRPP registered under the federal PRPP Act is subject to the powers of the Superintendent in respect of a federally-licensed administrator.
(5) For greater certainty, a federally-registered PRPP and a VRSP are distinct plans.
Notification
7. The Superintendent shall notify the AMF as soon as practicable if, in relation to a federally-registered PRPP administered by a VRSP administrator, the Superintendent has ordered the VRSP administrator to transfer the federally-registered PRPP and all of its assets to an entity designated by the Superintendent, or has terminated the federally-registered PRPP.
PART IV SUPERVISION
Role of the Superintendent
8. The Superintendent shall supervise all federally-registered PRPPs that are subject to this Agreement.
9. (1) With respect to the supervision of a federally-registered PRPP, the Superintendent shall exercise the powers of a supervisory authority of a province as set out in and in accordance with this Agreement.
(2) The Superintendent shall determine any matter or question related to supervision and related to the exercise of its powers pursuant to this Agreement.
(3) A decision that is made by the Superintendent under the authority of this Agreement and that relates to the application of a provincial PRPP Act that determines a matter addressed in Schedule C or in subsection 11(4) is deemed to be a decision of the supervisory authority of the applicable province and is not subject to judicial review under the Federal Courts Act (R.S.C., (1985) c. F-7), but instead is subject to the processes for review and appeal under the laws of that province.
PART V APPLICABLE LAW
Application of the Federal PRPP Act
10. Subject to section 11, the provisions of the federal PRPP Act apply to a federally-registered PRPP, including in respect of all members, and their spouses or common law partners, survivors and other beneficiaries (or the equivalent in the respective jurisdiction), its administrator, the Superintendent, and the employer offering the PRPP, instead of the provisions of a provincial PRPP Act in respect of corresponding matters that would otherwise apply if this Agreement did not exist.
Exceptions
11. (1) The following legislation applies in respect of a member of a federally-registered PRPP, and their spouse, common law partner, survivor or other beneficiary (or the equivalent in the respective jurisdiction), in relation to a matter referred to in Schedule C or addressed under subsection (4):
- (a) subject to paragraph (b), the provincial PRPP Act of the province in which the member is employed or self-employed or, if the member is not currently employed or self-employed, was last employed or self-employed and contributed to that PRPP, or
- (b) the federal PRPP Act if the member
- (i) is employed in included employment as defined in the federal PRPP Act with an employer that participates or participated in that PRPP or, if the member is not currently employed, was last so employed and contributed to that PRPP; or
- (ii) is employed or self-employed or, if the member is not currently employed or self-employed, where he or she was last so employed or self-employed and a member of that PRPP in Yukon, the Northwest Territories or Nunavut, and contributed to that PRPP.
(2) For the purposes of this section, “last employed” or “last self-employed” refers only to employment or self-employment in jurisdictions bound by this Part.
(3) Where legislation referred to in subsection (1) applies in respect of amounts in a member’s account, it applies in relation to the entire balance of the member’s account.
(4) For greater certainty, the provisions of a provincial PRPP Act in relation to which there are no corresponding matters addressed under the federal PRPP Act apply notwithstanding anything in this Part.
12. The provisions of the federal PRPP Act are adapted to the extent necessary to give effect to this Part.
13. For greater certainty, this Agreement does not apply to provisions of the federal PRPP Act or a provincial PRPP Act regarding authorities and requirements for entering into this Agreement, amending it, or adding parties to it as well as provisions regarding the effect of the Agreement.
PART VI RELATIONS BETWEEN PARTIES AND SUPERVISORY AUTHORITIES
Requests for assistance
14. (1) Each supervisory authority shall:
- (a) upon request of another supervisory authority, assist each other in any matter concerning the exercise of powers or responsibilities under this Agreement as is reasonable in the circumstances;
- (b) upon request of another supervisory authority, provide any information that it is able to regarding amendments to legislation that have been tabled and regulations that have been filed or published, to the extent that such amendments affect the application of this Agreement;
- (c) seek an amicable resolution to any dispute that arises between them with respect to the interpretation of this Agreement.
(2) Where a decision of the Superintendent is being subjected to a review or appeal process under the laws of a province as provided for under subsection 9(3), the Superintendent shall, upon request, provide to the supervisory authority of the province the record that was before the Superintendent in making that decision.
Survival
15. Following the termination of this agreement or following the withdrawal of a party, section 14 shall survive only for the purposes of responding to pending requests.
Information on policy developments
16. Subject to any rules concerning Cabinet confidences and solicitor-client privilege, and any other confidentiality rule applicable to a party, each party shall provide to each other on a timely basis relevant information on policy developments in relation to the federal PRPP Act, a provincial PRPP Act, or the VRSP Act as applicable.
PART VII EXECUTION, AMENDMENTS TO, WITHDRAWAL FROM AND COMING INTO FORCE OF AGREEMENT
Effective Date
17. This Agreement comes into force:
- (a) on June 15, 2016, in respect of each party that signed this Agreement on or before that date; and
- (b) after June 15, 2016, in respect of any other province that wishes to become a party, on the date unanimously agreed to by all parties.
Additional Parties
18. A province may become a party:
- i) with the unanimous consent of the parties; and
- ii) if the province has executed a signature page that is substantially similar to those that form part of this Agreement, and has provided copies of that page to all parties.
Effects
19. This Agreement shall be to the benefit of and be binding upon the parties and the supervisory authorities, as of the date referred to, as the case may be, in clause (a) or (b) of section 17.
Withdrawal from Agreement
20. (1) A party may withdraw from the Agreement by giving at least 12 months’ written notice to all the other parties to the Agreement and to the administrators of federally-registered PRPPs affected by the withdrawal. Upon expiry of the period indicated in the notification, the withdrawing party shall cease to be a party to the Agreement.
(2) Despite subsection (1), Canada shall provide written notice to all other parties at least 18 months prior to withdrawal.
(3) Once a party has notified the other parties that it intends to withdraw from the Agreement, but before the withdrawal takes effect, that party’s supervisory authority shall work with any other supervisory authorities that would be affected to facilitate the transfer of supervisory responsibilities in respect of PRPPs affected by the withdrawal.
(4) If a withdrawing party, other than Canada, has notified the other parties that it intends to withdraw from this Agreement, the Superintendent shall, in a reasonable time and subject to any legislative restrictions, provide to that party’s supervisory authority copies of documents relating to the affected PRPPs that have been filed with the Superintendent pursuant to the federal PRPP Act by the plan administrator that are necessary for the continued supervision of those PRPPs and shall inform the supervisory authority of any administrative decisions taken by the Superintendent concerning the affected PRPPs.
(5) If Canada has notified the other parties that it intends to withdraw from this Agreement, the Agreement shall be terminated at the end of the period referred to in subsection (2).
Amendments
21. (1) This Agreement may be amended with the unanimous written consent of the parties.
(2) Despite subsection (1), the portions of Schedule A or B applicable to a specific party is amended at the initiative of that party.
(3) Notice of an amendment to Schedule A or B shall be provided to all other parties.
Execution in Counterparts
22. This Agreement and any amendment to this Agreement may be executed in counterparts.
Execution in English and French
23. This Agreement and any amendment to this Agreement shall be executed in both English and French, each text being equally authoritative.
SCHEDULE A
Provincial PRPP Acts
British Columbia
Pooled Registered Pension Plans Act, S.B.C. 2014, c. 17
Nova Scotia
Pooled Registered Pension Plans Act, S.N.S. 2014, c. 37
Saskatchewan
The Pooled Registered Pension Plans (Saskatchewan) Act, S.S. 2013, c.P-16.101
SCHEDULE B
Requirements to be met under the VRSP Act for the AMF to Issue a VRSP Licence to the Holder of a Federal PRPP Licence
In order to obtain a licence to act as administrator pursuant to the VRSP Act, a corporation must:
- (a) be an insurer holding a life insurance class licence issued under the Act respecting insurance (chapter A-32) in conformity with the Regulation under the Act respecting insurance (chapter A-32, r. 1), a trust company holding a licence issued under the Act respecting trust companies and savings companies (chapter S-29.01) or an investment fund manager registered in accordance with Title V of the Securities Act (chapter V-1.1);
- (b) complete and file the Application form for Authorization to Act as Administrator of a VRSP;
- (c) be incorporated under a jurisdiction other than the province of Quebec;
- (d) pay the required fees to the AMF in accordance with the Regulation respecting fees and costs payable for the issuance of an authorization under the VRSP Act;
- (e) provide the following information in accordance with the Regulation respecting applications for authorization and liability insurance coverage for administrators of voluntary retirement savings plans (R-17.0.1, r. 1):
- (i) a confirmation that the amount by which the assets of the corporation exceed its liabilities is at least equal to the amount determined by regulation, or an irrevocable letter of credit or a suretyship, which letter or suretyship is in an amount determined by regulation and is issued by a financial institution licensed as an insurer, trust company or deposit institution under an Act of Canada or of a Canadian province or territory;
- (ii) a confirmation that the corporation holds liability insurance in accordance with the requirements determined by regulation;
- (f) provide a five-year business plan dealing with the proposed development of activities related to the voluntary retirement savings plan and showing how the corporation intends to comply with the conditions and obligations applicable under the VRSP Act; and
- (g) ensure representatives distributing VRSPs hold a valid licence or registration for the financial product they are providing (insurance or securities).
SCHEDULE C
Matters for the Purposes of Subsection 11(1)
For the purposes of subsection 11(1), a matter is any of the following:
- (a) provisions relating to the definition of spouse, former spouse, common-law partner and survivor (or the equivalent in the respective jurisdiction);
- (b) the locking-in, withdrawal, and surrender of funds from a member’s PRPP account;
- (c) rules respecting variable payments, including the election of a member to receive variable payments from his or her PRPP account, and the annual variable payment amount;
- (d) the transfer, payment or surrender of funds or entitlement to funds in a member’s account on the death of that member;
- (e) the transfer of funds from a member’s PRPP account to a pension plan, retirement savings plan, locked-in account or life annuity or other similar product, as well as the rules applicable to these products, including the rules applicable to the transfer of funds from these products;
- (f) rules regarding agreements or arrangements to transfer, charge, anticipate, assign, give as security or surrender any rights or interests in:
- (i) funds in a PRPP account; and
- (ii) funds transferred from a PRPP account.
MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Canada
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Ottawa,
The 10 day of June, 2016.
The Honourable William Francis Morneau
Minister of Finance
MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For British Columbia
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Victoria,
The 9th day of June, 2016.
The Honourable Michael de Jong
Minister of Finance
MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Nova Scotia
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Halifax,
The 7 day of June, 2016.
The Honourable Randy Delorey
Minister of Finance and Treasury Board
MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
IN WITNESS WHEREOF, the undersigned, being duly authorized, agree to be bound by Parts I, with the exception of subsections 2(6) and (7), II, VI and VII of the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Québec,
The 15th day of June, 2016.
For the government of Quebec
The Honourable Carlos Leitão
Minister of Finance
The Honourable Jean-Marc Fournier
Minister responsible for Canadian Relations and the Canadian Francophonie
For the Autorité des marchés financiers
Louis Morrisset
President and Chief Executive Officer
MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Saskatchewan
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Signed at Regina,
The 26 day of, May 2016.
The Honourable Gordon Wyant
Minister of Justice and Attorney General
2.7 ANNEX 2
MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS, AS AMENDED BY THE 2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Ontario
Ontario hereby agrees to become a party to the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans as amended by the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans;
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans as amended by the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Effective March 31, 2017.
Signed at Toronto,
The 9th day of January, 2017.
The Honourable Charles Sousa
Minister of Finance
2.8 ANNEX 2
MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS AS AMENDED BY THE 2017 AGREEMENT AND THE SECOND 2017 AGREEMENT AMENDING THE MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For Manitoba
Manitoba hereby agrees to become a party to the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans as amended by the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans and the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans;
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans as amended by the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans and the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans.
Effective November 15, 2017.
Signed at Winnipeg,
The 2nd day of October, 2017.
The Honourable Cameron Friesen
Minister of Finance
2.9 ANNEX 2
MULTILATERAL AGREEMENT RESPECTING POOLED REGISTERED PENSION PLANS AND VOLUNTARY RETIREMENT SAVINGS PLANS
For New Brunswick
New Brunswick hereby agrees to become a party to the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (as amended by the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans, the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans, and the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans);
IN WITNESS WHEREOF, the undersigned, being duly authorized, has signed the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (as amended by the 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans, the Second 2017 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans, and the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans).
Effective May 1, 2023.
Signed at Fredericton, New Brunswick,
the 23rd day of March, 2023.
The Honourable Ernie Steeves
Minister of Finance and Treasury Board
EXPLANATORY NOTE
(This note is not part of the Order.)
Proposal
Pursuant to subsection 6(1) of the Pooled Registered Pension Plans Act (PRPP Act), this Order provides approval to the Minister of Finance to enter into the 2023 Agreement Amending the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (2023 Amending Agreement) with the designated provinces.
Objective
To amend the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans (the Agreement) to enable the Government of New Brunswick to join the Agreement.
Background
The federal PRPP Act applies to pooled registered pension plans (PRPPs) that are linked to employment that falls under federal jurisdiction. Areas of employment that fall under federal jurisdiction include work in connection with navigation and shipping, banking, inter-provincial transportation and communications, and work in Yukon, the Northwest Territories and Nunavut.
PRPPs are an accessible, large-scale, and low-cost pension option for employers, employees, and the self-employed. A PRPP is administered by a corporation that holds a PRPP administrator license. The Office of the Superintendent of Financial Institutions (OSFI) is responsible for supervising PRPPs offered to areas of employment under federal jurisdiction.
Self-employed individuals and employers in provincially regulated jurisdictions may also join a PRPP if their respective province has PRPP legislation in place. British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, and Nova Scotia have passed PRPP legislation. Quebec has passed similar legislation called the Voluntary Retirement Savings Plans Act.
To streamline the registration, licensing, and supervision of PRPPs, the federal PRPP Act allows the Minister of Finance, subject to Governor in Council approval, to enter into a multilateral agreement with provinces that have passed similar legislation.
Under the Agreement, with the exception of Québec, the signatory provinces fully delegate to OSFI all aspects of the supervision of PRPPs as it relates to plan members working in provincially regulated sectors. Quebec is a signatory to the sections of the Agreement that relate to the recognition of PRPP administrator licenses. OSFI recognizes a license issued by the Autorité des marchés financiers (AMF), while the AMF issues a Voluntary Retirement Savings Plan (VRSP) license to a PRPP license holder. The AMF registers and supervises VRSPs.
The Agreement streamlines supervision by ensuring that plan administrators only need to deal with one supervisor (i.e., OSFI) for the administrator licensing, plan registration, and ongoing plan supervision. Under the Agreement, the federal Act and regulator would cover plan-wide matters while provincial Acts and regulators would continue to cover matters of provincial members’ individual benefits. For OSFI, it already licenses and supervises any PRPP that has at least one member that falls under federal jurisdiction. For provincial supervisors, the Agreement eliminates the need to license PRPPs and to supervise them with respect to the powers that have been delegated to OSFI through the Agreement. For PRPPs, the Agreement removes the need to be licensed and supervised by the pension supervisors of each jurisdiction with PRPP legislation that is a party to the Agreement.
Effective June 15, 2016, the Minister of Finance entered into the Agreement with British Columbia, Saskatchewan, Quebec, and Nova Scotia. Ontario joined the Agreement on March 31, 2017, and Manitoba joined on November 15, 2017. New Brunswick’s PRPP legislation is now in force and regulatory amendments to the Pooled Registered Pension Plans Regulations have been made to designate New Brunswick as a province with whom the Minister can enter into the Agreement.
Implications
The Agreement helps make an attractive retirement savings option available to millions of Canadians – roughly 60 per cent – who do not have access to a workplace pension plan. Additional provinces, such as New Brunswick, who join the Agreement, will facilitate the creation of large PRPPs with members across multiple jurisdictions, thereby increasing the number of Canadians with workplace pension plans and generating economies of scale and reducing costs.
In addition to amendments to the Agreement to include New Brunswick, the Agreement has also been amended to clarify that OSFI will not exercise the powers of a provincial authority with respect to certain activities (e.g., requests to access funds in locked-in accounts where funds originate from a PRPP).
Consultation
In December 2010, Canada’s Finance Ministers agreed on a framework for PRPPs to provide Canadians with a low-cost, efficiently managed, portable, and accessible savings vehicle that will help them meet their retirement objectives. The federal PRPP legislative framework was therefore developed in consultation with the provinces, which were also involved in the drafting of the Agreement.
The financial sector, which includes licensed PRPP administrators, has been a strong advocate of a harmonized PRPP supervisory framework across Canada. The current signatory provinces and OSFI have been consulted and support New Brunswick entering the Agreement as well as updates to the Agreement regarding clarification of OSFI responsibilities. Comments from signatory provinces, New Brunswick, and OSFI were taken into account in drafting the 2023 Amending Agreement.
Contact
Kathleen Wrye
Director, Pensions Policy
Financial Crimes and Security Division
Department of Finance Canada
90 Elgin Street, 13th Floor
Ottawa, Ontario K1A 0G5
Email: re-pension@fin.gc.ca
ENVIRONMENT AND CLIMATE CHANGE CANADA
SPECIES AT RISK ACT
Description of Marbled Murrelet critical habitat in the Shoal Harbour Bird Sanctuary
The Marbled Murrelet (Brachyramphus marmoratus) is listed as threatened on Schedule 1 of the Species at Risk Act and is a migratory bird protected under the Migratory Birds Convention Act, 1994. In Canada, the Marbled Murrelet is found only on Canada’s Pacific coast. The Marbled Murrelet is a small seabird that spends much of its time at sea close to shore. Marbled Murrelets are secretive and nest as solitary pairs at low densities, typically in old-growth forests within 50 km of the sea.
The latest amended recovery strategy for the Marbled Murrelet identifies marine critical habitat for the species in a number of areas, including within a federally protected area.
Notice is hereby given that, pursuant to subsection 58(2) of the Species at Risk Act, subsection 58(1) of that Act applies, 90 days after this publication, to the marine critical habitat of the Marbled Murrelet identified in the amended recovery strategy for that species — that is included on the Species at Risk Public Registry — that is found within the Shoal Harbour Bird Sanctuary described in the schedule to the Migratory Bird Sanctuary Regulations made pursuant to the Migratory Birds Convention Act, 1994.
April 8, 2023
Sarah Wren
Director
Species at Risk Act Implementation
Canadian Wildlife Service
PRIVY COUNCIL OFFICE
Appointment opportunities
We know that our country is stronger — and our government more effective — when decision-makers reflect Canada’s diversity. The Government of Canada has implemented an appointment process that is transparent and merit-based, strives for gender parity, and ensures that Indigenous peoples and minority groups are properly represented in positions of leadership. We continue to search for Canadians who reflect the values that we all embrace: inclusion, honesty, fiscal prudence, and generosity of spirit. Together, we will build a government as diverse as Canada.
We are equally committed to providing a healthy workplace that supports one’s dignity, self-esteem and the ability to work to one’s full potential. With this in mind, all appointees will be expected to take steps to promote and maintain a healthy, respectful and harassment-free work environment.
The Government of Canada is currently seeking applications from diverse and talented Canadians from across the country who are interested in the following positions.
Current opportunities
The following opportunities for appointments to Governor in Council positions are currently open for applications. Every opportunity is open for a minimum of two weeks from the date of posting on the Governor in Council appointments website.
Position | Organization | Closing date |
---|---|---|
Director | Asia-Pacific Foundation of Canada | |
Director | Atomic Energy of Canada Limited | |
Director | Bank of Canada | |
Chairperson | Business Development Bank of Canada | |
Director | Business Development Bank of Canada | |
Director | Canada Council for the Arts | |
Director | Canada Deposit Insurance Corporation | |
Director | Canada Foundation for Sustainable Development Technology | |
Director | Canada Post Corporation | |
Director | Canada Revenue Agency | |
Director | Canadian Commercial Corporation | |
Member | Canadian Cultural Property Export Review Board | |
Director | Canadian Energy Regulator | |
Chief Commissioner | Canadian Human Rights Commission | |
Pay Equity Commissioner | Canadian Human Rights Commission | |
Member | Canadian Human Rights Tribunal | |
Member | Canadian Institutes of Health Research | |
President | Canadian Institutes of Health Research | |
Member | Canadian International Trade Tribunal | |
Secretary | Canadian Intergovernmental Conference Secretariat | |
Trustee | Canadian Museum of Immigration at Pier 21 | |
Permanent Member | Canadian Nuclear Safety Commission | |
President | Canadian Nuclear Safety Commission | |
Member | Canadian Radio-television and Telecommunications Commission | |
Member | Canadian Statistics Advisory Council | |
Director | Canadian Tourism Commission | |
Chairperson | Canadian Transportation Accident Investigation and Safety Board | |
Member | Canadian Transportation Accident Investigation and Safety Board | |
Member | Canadian Transportation Agency | |
Chairperson | Export Development Canada | |
Director | Export Development Canada | |
Director | First Nations Financial Management Board | |
Commissioner | First Nations Tax Commission | |
Deputy Administrator | Fund for Railway Accidents Involving Designated Goods | |
Member | Historic Sites and Monuments Board of Canada | |
Commissioner | International Commission on the Conservation of Atlantic Tunas | |
President | International Development Research Centre | |
Commissioner | International Joint Commission | |
Chairperson | Military Grievances External Review Committee | |
Vice-Chairperson | Military Grievances External Review Committee | |
Chairperson | National Advisory Council on Poverty | |
Member | National Advisory Council on Poverty | |
Member (Children’s Issues) | National Advisory Council on Poverty | |
Commissioner | National Battlefields Commission | |
Chairperson | National Capital Commission | |
Member | National Capital Commission | |
Member | National Farm Products Council | |
Vice-Chairperson | National Farm Products Council | |
Director | National Gallery of Canada | |
Member | Net-Zero Advisory Body | |
Canadian Representative | North Atlantic Salmon Conservation Organization | |
Canadian Representative | North Pacific Anadromous Fish Commission | |
Conflict of Interest and Ethics Commissioner | Office of the Conflict of Interest and Ethics Commissioner | |
Public Sector Integrity Commissioner | Office of the Public Sector Integrity Commissioner | |
Member | Pacific Pilotage Authority | |
Member | Patented Medicine Prices Review Board | |
Vice-Chairperson | Patented Medicine Prices Review Board | |
Commissioner | Public Service Commission | |
President | Public Service Commission | |
Member | Royal Canadian Mounted Police Management Advisory Board | |
Principal | Royal Military College of Canada | |
Deputy Administrator | Ship-source Oil Pollution Fund | |
Member | Standards Council of Canada | |
Chief Executive Officer | VIA Rail Canada Inc. | |
Chief Executive Officer | Windsor-Detroit Bridge Authority |