August 2013

August 2013

Pensions – Revised Policy Bulletin: Transfer Deficiencies

August 22, 2013 –  The Transfer Deficiencies bulletin has been revised.  It is acceptable not to apply the transfer deficiency rules where a payment from a pension plan is a small benefit payment or a shortened life expectancy payment, being paid in accordance with section 39 of The Pension Benefits Act, 1992.

• Transfer Deficiencies
• Administration of Transfer Deficiencies