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Supplemental pension plans

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Annual Information Return – Supplemental pension plans

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 and 2019 editions of the Annual Information Return are available on the SPP Portal.

The Guide to the Annual Information Return This link will open in a new window. 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.

Last update: March 2020.

2019 Annual Information Return – Simplified pension plans

This PDF portfolio contains:

  • the 2019 Annual Information Return form (RS-138A)
  • le Guide de la déclaration annuelle de renseignements 2019 (2019 Guide to the Annual Information Return; French only)
  • the Schedule of Required Information for the Canada Revenue Agency (RC154).

The person authorized by the financial institution that administers a simplified pension plan can use it to prepare the plan's annual information return as at 31 December 2019.

Last update: March 2020.
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