Fee Schedule

The fees applicable to a pension plan, a locked-in retirement account (LIRA) or a life income fund (LIF) are established in conformity with the Regulation respecting supplemental pension plans, which sets the fees payable to Retraite Québec.


Annual information return

Return for a pension plan with an actuarial valuation note


End of the fiscal year:


From 31 December 2015 to 30 December 2016
500 $ + 9,75 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

From 31 December 2014 to 30 December 2015
500 $ + 9,50 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

From 31 December 2013 to 30 December 2014
500 $ + 9,30 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

For previous years, contact Retraite Québec.

PENALTIES

A penalty of 10% for each complete month of delay is applied, up to a maximum set by the regulation.

Retraite Québec will inform the administrator of any penalties.


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Return for a pension plan without an actuarial valuation note


End of the fiscal year:


From 31 December 2015 to 30 December 2016
250 $ + 9,75 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

From 31 December 2014 to 30 December 2015
250 $ + 9,50 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

From 31 December 2013 to 30 December 2014
250 $ + 9,30 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

For previous years, contact Retraite Québec.


PENALTIES

A penalty of 10% for each complete month of delay is applied, up to a maximum set by the regulation.

Retraite Québec will inform the administrator of any penalties.


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Return for a simplified pension plan

1 000 $ + 4,50 $ per active member


PENALTIES

A penalty of 10% for each complete month of delay is applied, up to a maximum set by the regulation.

Retraite Québec will inform the administrator of any penalties.


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Actuarial valuation

PENALTIES

Date of the actuarial valuation:
After 30 December 2009

For each complete month of delay, 20% of the fees for the annual information return that covers the last fiscal year ended as at the date of the actuarial valuation, up to a maximum of 100% of those fees.

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Registration of a new pension plan

Registration of a new plan with actuarial valuation note


Date of the application for registration:


From 31 December 2015 to 30 December 2016
500 $ + 9,75 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

From 31 December 2014 to 30 December 2015
500 $ + 9,50 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

For previous years, contact Retraite Québec.


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Registration of a new plan without actuarial valuation note

Date of the application for registration:


From 31 December 2015 to 30 December 2016
250 $ + 9,
75 $ per active member, non-active member and beneficiary ( maximum = 100 000 $ )

From 31 December 2014 to 30 December 2015
250 $ + 9,50 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

For previous years, contact Retraite Québec.


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Registration of a new simplified pension plan


1 500 $


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Registration of a flexible component



1 000 $


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Termination of a pension plan

Termination of a plan with an actuarial valuation note


Termination date:


From 31 December 2015 to 30 December 2016
500 $ + 19,50 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

From 31 December 2014 to 30 December 2015
500 $ + 19,00 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

From 31 December 2013 to 30 December 2014
500 $ + 18,60 $ per active member, non-active member and beneficiary ( maximum = 100 000 $ )

For previous years, contact Retraite Québec.



PENALTIES

A penalty of 10% for each complete month of delay is applied, up to a maximum set by the regulation.

Retraite Québec will inform the administrator of any penalties.


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Termination of a plan without an actuarial valuation note


Termination date:


From 31 December 2015 to 30 December 2016
250 $ + 19,
50 $ per active member, non-active member and beneficiary ( maximum = 100 000 $ )

From 31 December 2014 to 30 December 2015
250 $ + 19,00 $
per active member, non-active member and beneficiary ( maximum = 100 000 $ )

From 31 December 2013 to 30 December 2014
250 $ + 18,60 $ per active member, non-active member and beneficiary ( maximum = 100 000 $ )

For previous years, contact Retraite Québec.



PENALTIES

A penalty of 10% for each complete month of delay is applied, up to a maximum set by the regulation.

Retraite Québec will inform the administrator of any penalties.


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Termination of a simplified pension plan



1 000 $


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Distribution of the surplus assets of a terminated pension plan


1% of the surplus assets as determined before distribution.

(minimum = 500 $ or the amount of the surplus assets, whichever is lower)

(maximum = 50 000 $)


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Search for an untraceable member or beneficiary


20 $ for each name listed in the application.


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LIRA / LIF


1 000 $ for the registration of each standard contract.

250 $ before 31 December of each year.

A penalty of 10% of the balance outstanding for each complete month of delay.


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  • A pension plan with an actuarial valuation is a plan to which Chapter X of the Supplemental Pension Plans Act applies. The plan must be the subject of a periodic actuarial valuation. Example: a defined benefit plan.
  • A pension plan without an actuarial valuation is a plan to which Chapter X of the Supplemental Pension Plans Act does not apply. The plan is not the subject of a periodic actuarial valuation. Examples: a defined contribution plan, an insured plan.
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