June 2019

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It's APA time

Arriving soon: amended pension adjustment statements

By late June, you will receive paper amended pension adjustment statements or a notification that electronic amended pension adjustment statements are available in File Pick-up for your employees who are plan members. Distribute the paper copies to your employees before the end of June. If you receive electronic pension adjustments, you must report the information to Canada Revenue Agency (CRA).

Check out these instructions for more details.

About pension adjustments

  • We calculate pension adjustments on your behalf
  • An amended pension adjustment is a recalculation of a previous pension adjustment – a pension adjustment amount represents the value of pension benefits earned by an individual in a registered pension plan during a calendar year, based on a formula provided by CRA
  • Pension adjustments affect an individual’s registered retirement savings plan contribution room

More information


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Payroll report pointers

Need to correct salary or contribution errors on your payroll report?

It can happen – you identify errors in your payroll report after it’s been finalized. You’ve found an error; now what? Here’s how to correct it.

Wondering how payroll reports are finalized?

After you’ve submitted your payroll report information for a calendar year, if there are errors, we will work with you in January (and sometimes into March) to make sure the data is corrected for your employees who are plan members. Here’s what we do:

  1. Identify and address all individual employee account errors and contribution variances
  2. Confirm that the total payroll data posted for the year matches the total contributions and salary remitted for the year; this is referred to as payroll data reported (posted) vs. remitted – or PvR for short
  3. Work with you to make any final corrections through the payroll reporting process to make sure the payroll data reported is accurate
  4. Either refund or invoice you for the difference in the PvR, if there is one, once all your employees’ pension data has been accounted for
  5. Consider payroll data reported for the calendar year balanced and final, once the PvR is complete

More information


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EITR tool tips

Submit employees’ termination or retirement info sooner rather than later

The more information you submit through the Employee Information at Termination or Retirement (EITR) tool, the fewer questions we’ll need to ask you later when we’re researching your employees’ files.

Complete information also ensures we make timely benefit payments to your employees. When your employees end their employment, the Public Benefits Standards Act requires we provide them with their termination selection statement within 60 days. In order for us to do so, we need termination information within 14 days or as soon as the final payroll has been completed.

Tips for using the comments field in EITR

  • If you’ve followed the correct reporting steps for a member who reaches 35 years of service, but the system says the amounts are not correct, enter the correct amounts in the comments field.
  • If you receive an error message about average salaries, research the message and then enter your explanation for the error in the comments field.
  • Use the comments field when you need to submit an employee’s payroll dates, service, salary and contributions to process a retirement at the end of a reporting period, for the next pay period.
  • For example, imagine December 23 is your payroll end date for 2018. The next payroll period begins December 24 for 2019. If an employee wishes to retire December 31, 2019, include all the earnings for this employee paid in 2019 on the RG service event line. As the EITR date range includes earnings paid in 2019 and 2020, provide the service, salary and contribution information paid in 2020 in the comments section.

  • If there is no service, salary or contribution information to report for an employee, please use the comments field to confirm this is true. Confirmation will prevent a delay in processing the employee’s pension.
  • Use the comments field to share any other important information you have about an employee.

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Updating plan member record information

Does your employee now have a permanent social insurance number?

If you have an employee who now has a permanent social insurance number (SIN) but had an immigration SIN when enrolled in the plan, please let us know. You’ll need to update their new SIN. It’s easy – just follow these directions.

Why this is important

The immigration SIN provided when they were enrolled in the plan is no longer valid.

More information


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Employee contact information

Thousands of reasons why we need current member contact information

People move – a lot. Although it can be difficult to keep up with address changes, it’s important we have correct information on file for your employees who are plan members. We process thousands of returned mail each year. Working together, we can make communicating vital information to your employees easier.

Encourage employees to update their personal contact information in My Account if they move or are about to retire, so we have their current address on file. Alternatively, follow these instructions to update your employees’ contact information.

Why it’s important

Your employees, including those who are retired, need to receive different types of communications. If their address is incorrect in our system, they might not receive key information such as a pension estimate, pension adjustment statement or their Member’s Benefit Statement.

For more information

  • Share the member information sheet with your employees and encourage them to visit the plan website to learn more about pension information and services, including the enhanced My Account. The information sheet is available in the Plan Member Electronic Record Form section of the secure employer site.
  • See section 7.5.2 of the Employer Instruction Manual.
  • Contact Employer Operations.

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Host a member education workshop

Want to host a free member education workshop this fall 2019 or spring 2020?

If you have 20–35 employees, we can bring a free workshop to you! We are taking workshop requests for fall 2019 and spring 2020. The schedule fills up fast and requests are reviewed on a first-come, first-served basis.

You and your employees can experience the advantages of free member education workshops without leaving town. You just need to provide a suitable room with a projection screen.

Which workshop is right for your employees?

Applying is easy:

  1. Complete the Pension Workshop Request form located in the Forms section of the secure employer website
  2. We will respond to your request within five business days

More information

Posters for displaying in common areas:

Online learning:

  • If online learning would best suit your employees, they can now take the online version of Making the Most of Your Pension. This 45 minutes of online learning can be taken anytime, anywhere.

Client Education Program:


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Employer survey

Your voice matters in your employer survey

Your feedback helps us improve! Employers who use the secure employer website may be chosen to participate in a survey. It only takes 10 minutes to complete the survey and let us know what you think about the products and services provided to you as a plan employer.

Who

If you’ve signed in to the secure employer website at some point over the past year, you might be randomly selected to participate in a survey.

When

  • If you are selected, you can expect to receive an invitation in June to complete the survey, which runs in June.
  • You won’t be asked to complete another survey this year. Selected participants receive only one survey invitation in a calendar year.

Your feedback, including comments and suggestions, is anonymous and cannot be traced back to you.

Results to date

If you’re curious what your peers have shared, here’s a look at feedback from surveys completed in March 2019; “n” refers to the number of individuals who responded to questions on that topic.

Employer Bulletin
(n=29)

Member
News

(n=29)

Employer Instruction Manual
(n=29)

Employer Newsletter
(n=29)

% very good/good

Well organized and presented

78

74

72

93

Easy to understand

78

78

79

100

Relevant to you and your situation

n/a

n/a

n/a

93

Being delivered to you in a reasonable time

n/a

n/a

n/a

100

% right amount/enough

Amount of detail

80

84

52

100

Many thanks to those of you who completed surveys and those who will participate next time!


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