R-17.0.1, r. 3 - Regulation respecting voluntary retirement savings plans

Section 52 Disposition versions

2016-01-01

52. In addition to the information provided for in the second paragraph of section 84 of the Act, the statement sent to members by the administrator following a decision rendered by Retraite Québec concerning the liquidation of the plan assets must contain the following information:

(1)  the member’s name;

(2)  the date on which the member registered for or joined the plan;

(3)  the name of the voluntary retirement savings plan and the number assigned to it by Retraite Québec;

(4)  the name of the administrator;

(5)  the name, address and telephone number of the person to be contacted for any information concerning the plan;

(6)  the name of any person entered in the records of the plan as the spouse or beneficiary of the member or, where necessary, a mention of the absence of an entry related to either of those capacities;

(7)  the date on which the statement was established;

(8)  for the period elapsed since the end of the fiscal year covered by the last annual statement sent to the member affected until the date on which the statement was established:

(a)  the contributions made to each account;

(b)  the dividends, refunds or other benefits granted with respect to each account;

(c)  the refunds, transfers or variable payments made with respect to each account;

(d)  the interest accrued;

(9)  the fees deducted from the account since the last statement;

(10)  the investments.

Where the administrator provides more than one statement showing changes in the member’s accounts during a single fiscal year, the information provided for in the first paragraph must pertain to the period elapsed since the last statement was sent to the member.

O.C. 499-2014, s. 52.

2014-07-01

52. In addition to the information provided for in the second paragraph of section 84 of the Act, the statement sent to members by the administrator following a decision rendered by the Régie concerning the liquidation of the plan assets must contain the following information:

(1)  the member’s name;

(2)  the date on which the member registered for or joined the plan;

(3)  the name of the voluntary retirement savings plan and the number assigned to it by the Régie;

(4)  the name of the administrator;

(5)  the name, address and telephone number of the person to be contacted for any information concerning the plan;

(6)  the name of any person entered in the records of the plan as the spouse or beneficiary of the member or, where necessary, a mention of the absence of an entry related to either of those capacities;

(7)  the date on which the statement was established;

(8)  for the period elapsed since the end of the fiscal year covered by the last annual statement sent to the member affected until the date on which the statement was established:

(a)  the contributions made to each account;

(b)  the dividends, refunds or other benefits granted with respect to each account;

(c)  the refunds, transfers or variable payments made with respect to each account;

(d)  the interest accrued;

(9)  the fees deducted from the account since the last statement;

(10)  the investments.

Where the administrator provides more than one statement showing changes in the member’s accounts during a single fiscal year, the information provided for in the first paragraph must pertain to the period elapsed since the last statement was sent to the member.

O.C. 499-2014, s. 52.