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The SPP Portal makes it possible to complete and submit an annual information return online for a supplemental pension plan whose fiscal year ends on 31 December 2018 or on a later date.
The 2018 to 2022 Annual Information Return are available on the SPP Portal.
The Guide to the Annual Information Return contains all the help boxes for each section of the SPP Portal and for each line of the most recent Annual Information Return that requires explanation.
The Information on the Annual Information Return (AIR) section indicates the changes made to the most recent AIR, among other things.
The following documents can be used by the person authorized by the financial institution that administers a simplified pension plan to prepare the plan's annual information return as at 31 December 2022:
electronic signature is accepted on the RS-138 form.
The plan administrator or its mandatary can use this form to apply for registration of a pension plan with Retraite Québec. The form does not cover target-benefit or simplified pension plans.
electronic signature is accepted on this form.
Notice to disabled persons
The plan administrator or its mandatary can use this form to apply for registration of a target-benefit pension plan with Retraite Québec.
(Application for Registration of a Pension Plan; French only)
The plan administrator or its mandatary can use this form to apply for registration of a pension plan with us. The form does not cover simplified pension plans.
The plan administrator or its mandatary can use this form to apply for registration of an amendment to a pension plan.
It applies particularly to defined contribution pension plans,
negotiated-contribution pension plans, target‑benefit pension plans and insured plans. It covers most defined benefit plans in the private and parapublic sectors.
It does not apply to defined benefit pension plans
exempt from the funding rules set out in the
Supplemental Pension Plans Act, further to a regulation made under section 2 of that Act.
Plan administrators or their mandatary must use this form to apply for the registration of an amendment to a defined benefit pension plan
exempt from the funding rules set out in the Supplemental Pension Plans Act, further to a regulation made under section 2 of that Act.
It applies particularly to
member-funded pension plans, plans subject to the Regulation respecting target‑benefit pension plans in certain pulp and paper sector enterprises and plans subject to the Regulation respecting the funding of pension plans of the municipal and university sectors.
If the amendment is made within the framework of the
Act to foster the financial health and sustainability of municipal defined benefit pension plans or the
Act respecting the restructuring of university-sector defined benefit pension plans and amending various legislative provisions , one of the following appendices must be provided with the form:
(Application for Registration of an Amendment to a Simplified Pension Plan; French only)
The person authorized by the financial institution that administers a simplified pension plan can use this form to apply for registration of an amendment to the plan.
(General checklist for an application for registration of a standard contract for an LIRA or LIF, or for registration of an amendment to a standard contract; French only)
The checklist is intended for financial institutions that are in the process of preparing an application for registration to send to us.
This form (T1200) from the Canada Revenue Agency must accompany the actuarial valuation report. It includes a section on the information required by
guidance on certain lines in the summary as a complement to the instructions in the form.
The Actuarial Information Summary and the actuarial valuation report must be sent to Retraite Québec via the
SPP Portal or by mail.
This letter of credit allows the employer to release itself, in whole or in part, from paying certain contributions. It is issued by a financial institution at the employer's request, and sent to the plan administrator.
The Irrevocable standby letter of credit form (RCR-142) corresponds to
Form 3 of the
Regulation respecting supplemental pension plans .
contrat_type form. Last update: January 2016.