ARCHIVED Roles and Responsibilities Chart - Transfer to the Public Service Pension Plan (PSPP)

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Compensation Advisor (CA)

  • | Provides the Pension Centre contact information
  • | Certifies salary and service within 20 working days following the Pension Centre request
  • | Receives form PWGSC-TPSGC 2097 from the Pension Centre to confirm pension transfer
  • | The compensation advisors are responsible to start deductions upon receipt of a "Notice to Start Service Buyback Deductions" PWGSC-TPSGC 2270. Immediate action to start the deductions should be taken upon receipt of the form.
  • | Receives form PWGSC-TPSGC 2097 to confirm the purchase of the balance of service from the Pension Centre

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Public Service Pension Centre (Pension Centre)

  • | Refers eligible clients to the Web Pension Portability and Pension Benefit Information Packages
  • Determines client's eligibility for pension transfer and provides respective steps to initiate negotiation, if no agreement in place
  • Completes the employee's information section of Appendix A/A1 and forwards it to the plan member. Upon receipt of completed form, calculates pension transfer estimate
  • | Provides client with individualized information package on pension portability, including information on service buyback, the impact on the plan member's pension benefits, the pension transfer estimate and a copy of Appendix B/B1 duly completed
  • Receives Appendix B/B1, calculates past service pension adjustment (PSPA) amount and obtains Canada Revenue Agency (CRA) approval, if required
  • Forwards the request letter to the other plan administrator
  • | Receives funds from the other plan administrator, processes pension transfer, completes respective forms, updates the pension system and advises client accordingly
  • | Forwards forms PWGSC-TPSGC 2097 to the compensation advisor to confirm the pension transfer, and PWGSC-TPSGC 2057 to the plan member for the estimate for the balance of unpurchased service
  • | Receives form PWGSC-TPSGC 3006 from the plan member, processes service buyback for the balance of unpurchased service and any other service buyback, if applicable. Forwards form PWGSC-TPSGC 2097

Employee or Potential Plan Member

  • | Requests a pension transfer estimate from the Pension Centre
  • Completes employee's authorization section of Appendix A/A1 according to timelines, before forwarding to the other plan administrator
  • | Receives pension transfer estimate with individualized information package from the Pension Centre
  • | Completes Appendix B/B1, according to timelines, to confirm the request to proceed with the pension transfer. Provides proof of age and personal documentation to the Pension Centre (if not already provided)
  • Ensures a follow up with the other plan administrator
  • | Forwards form PWGSC-TPSGC 3006 to the Pension Centre if he opts to pursue buyback for the unpurchased service
  • | Receives confirmation of the payment transfer from the Pension Centre

Other Plan Administrator

  • | Processes Appendix A/A1 received from the Pension Centre
  • | Provides relevant information to the Pension Centre (salary and service records, pensionable earnings and pension adjustment [PA] values)
  • | Receives the request for funds and relevant information from the Pension Centre
  • | Transfers funds to the Pension Centre