Persons wishing to be approved as a pension plan administrator must submit a completed application and related forms to the Commission.
Administrator Application Form
Administrator Institutional Questionnaire
Administrator Personal Questionnaire
Commission guidance is also available to assist those seeking to be approved as an administrator.
Approved pension plan administrators are required to submit a variety of forms and associated documents in connection with various transactions under the Act.
Approved administrators can gain access to these forms by clicking on the links below:
Financial Institution Pension Plan Registration (Form 1A)
Local Retirement Product Application (Form 1B)
Certificate of Participation (Form 3)
Annual Information Report (Form 4)
Annual Administrative Fees (Form 7)
Local Retirement Product Annual Information Report
Wind-Up Report for Defined Contribution Pension Plan