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Supplemental pension plans

SPP Portal user guide

The guide contains instructions for updating plan information as well as completing and submitting the AIR through the SPP Portal and for messaging and consulting documents.

Consult the guide as :

Introduction

Before you start...

Only the persons having the following roles are authorized to access the SPP Portal:

  • administrators' representatives
  • committee members
  • auditors
  • persons authorized to complete the annual information return (AIR)
  • persons authorized to send documents.

SPP Portal access rights vary depending on the person's role: persons are only granted access to sections required to complete his or her duties.

The same person can work on several pension plans and have different roles. The person is granted access rights accordingly.

First time accessing the SPP Portal

Example based on your role

To be granted access to the SPP Portal, pension plan administrators' representatives must provide their contact information and a valid email address (personal email address) to Retraite Québec's Direction des régimes complémentaires de retraite. Once a person has been appointed pension plan administrator's representative and his or her email address has been saved in the client file, an email from Retraite Québec will be sent, asking that person to register for the SPP Portal.

Those persons are responsible for registering the collaborators (one auditor per plan, the persons authorized to complete the AIR, as well as the persons authorized to send documents) and pension committee members for the SPP Portal to be granted access. Once the administrator's representative has registered a pension committee member's contact information and email address or a collaborator's contact information and email address for the SPP Portal, an email from Retraite Québec will be sent, asking that person to register for the SPP Portal.

To find out how to enter information regarding pension committee members in the SPP Portal and update their contact information, consult the Pension committee subsection.

To find out how to enter information regarding collaborators in the SPP Portal and update their contact information, consult the Collaborators section.

If you are a plan administrator's representative and you do not have access to the SPP Portal, please contact Retraite Québec's Direction des régimes complémentaires de retraite:

Pension plan administrator's representatives and persons authorized to complete the AIR are responsible for entering pension committee members' contact information in the SPP Portal's Pension committee subsection.

To be granted access to the SPP Portal, the pension committee members must provide the plan administrator's representative or persons authorized to complete the AIR with a personal email address.

Once the committee member's email address has been saved by the administrator's representative in the SPP Portal, an email from Retraite Québec will be sent, asking that person to register for the SPP Portal.

If you are a pension committee member and you do not have access to the SPP Portal, please contact the plan administrator's representative in question. If that person confirms that he or she has entered the information about you (including your email address) in the Pension committee section, please contact Retraite Québec's Direction des régimes complémentaires de retraite:

Pension plan administrators' representatives are responsible for entering the information concerning the plan auditor (if the plan's financial report is subject to an audit) in the SPP Portal's Collaborators section.

To be granted access to the SPP Portal, the collaborators must provide the plan administrator's representative with a personal email address.

Once the collaborator's email address has been saved by the administrator's representative in the SPP Portal, an email from Retraite Québec will be sent, asking that person to register for the SPP Portal.

If you are an auditor and you do not have access to the SPP Portal, please contact the plan administrator's representative in question. If that person confirms that he or she has entered the information about you in the Collaborators section, please contact Retraite Québec Direction des régimes complémentaires de retraite:

Pension plan administrators' representatives are responsible for entering the information concerning the persons authorized to complete the AIR in the SPP Portal's Collaborators section.

To be granted access to the SPP Portal, the collaborators must provide the plan administrator's representative with a personal email address.

Once the administrator's representative saves the collaborator's email address in the SPP Portal, that person will receive an email from Retraite Québec asking them to register for the SPP Portal.

If you are a person authorized to complete an AIR and you do not have access to the SPP Portal, please contact the plan administrator's representative in question. If that person confirms that he or she has entered the information about you in the Collaborators section, please contact Retraite Québec's Direction des régimes complémentaires de retraite:

Pension plan administrators' representatives are responsible for entering the information concerning the persons authorized to send documents in the Collaborators section of the SPP Portal.

To be granted access to the SPP Portal, collaborators must provide the pension plan administrator's representative with a personal email address.

Once the administrator's representative saves the collaborator's email address in the SPP Portal, that person will receive an email from Retraite Québec asking them to register for the SPP Portal.

If you are a person authorized to send documents but do not have access to the SPP Portal, please contact the pension plan administrator's representative in question. If that person confirms that he or she has entered the information about you in the Collaborators section, please contact Retraite Québec's Direction des régimes complémentaires de retraite:

SPP Portal availability

Monday: 7:30 a.m. to 6:00 p.m.
Tuesday: 7:30 a.m. to 8:00 p.m.
Wednesday: 7:30 a.m. to 6:00 p.m.
Thursday: 7:30 a.m. to 8:00 p.m.
Friday: 7:30 a.m. to 6:00 p.m.

Creating a user account

To create an account, click the Sign up now link.

Example

Then, enter your email address and click Send verification code.

Example

Enter the verification code you received in your inbox and click Verify code.

Attention The verification code is valid for a limited time.

Example

Once the code has been verified, you must enter and confirm a password and click Create.

The password must be between 12 and 64 characters and include at least 2 of the following characters:

  • a lowercase letter
  • a capital letter
  • a number
  • a symbol.

Connection

Signing in

When you click Go to the service, the login window will appear.

Enter your email address and your password, then click on Sign in.

Attention You are responsible for protecting the confidentiality of your password.

Example  

The window below will appear. Click Send verification code.

You will receive an email at the address you entered, which contains the verification code you need to complete your authentication.

Attention

The verification code is valid for a limited time.

You cannot find the email?
Check your spam folder. It should be there.
Drag it to your inbox: that way, the next time you receive emails from that source, they will be sent directly to your inbox.

You must enter the verification code in the authentication window, then click Verify code.

Once the code has been verified, you must click Continue to access the SPP Portal.

Selecting the pension plan

Only users with access to more than one plan or who have more than one role can see this page. This box makes it possible to choose a specific plan or role.

If you have access to one plan only, you will be directed straight to the SPP Portal homepage.

Attention

If you have several roles for the same plan, be sure to select the appropriate one, because SPP Portal access rights differ depending on the role.

Example
  1. Sort by column.
  2. If you have one role only, the plan name is a clickable link.
  3. If you have more than one role, select a role in order for the plan name to be clickable.

Is the list of plans to which you have access incomplete?

  • If you are a pension plan administrator's representative, and the name of the plan you want to select does not appear in the list of plans, you must contact Retraite Québec's Direction des régimes complémentaires de retraite by telephone or by email.
  • If you are a pension committee member or a collaborator and  the name of the plan you want to choose does not appear in the list of plans, you must contact the pension plan administrator's representative.
SPP Portal homepage

The top of the homepage contains the following information:

Example
  1. You can switch plans or roles without having to sign out if you have access to more than one plan.
  2. Name of selected pension plan

The icons to which you have access on the homepage will depend on the role that has been given to you for the selected plan.

When you click an icon on the homepage, the homepage menu will appear above the left menu. The menu that appears in each section will depend on your role.

The menu allows you to navigate from one section to another without having to return to the homepage. You can reduce the size of the menu to have a bigger workspace.

Collaborators
Attention

The pension plan administrator's representative has access rights that allow him or her to consult and modify this section, whereas pension committee members can only consult this section.

The following persons are collaborators:

  • person authorized to complete the AIR
  • person authorized to send documents
  • auditor.

The plan administrator's representative is responsible for entering information concerning the persons authorized to complete the AIR, information concerning the persons authorized to send documents, as well as information on the auditor of the plan in the Collaborators section.

Once the administrator's representative has provided the information and clicked Save, the information on the new collaborator will appear in the table of collaborators. The new collaborator will receive an email asking him or her to register for the SPP Portal.

Attention

If a collaborator changes his or her email address, the administrator's representative must delete the collaborator's file, add it again and enter his or her new email address.

Example based on your role
 




You do not have access to this section.





You do not have access to this section.





You do not have access to this section.


Person authorized to complete the AIR

There can be one or more persons authorized to complete the AIR for a same plan. Those persons only have access to the Information on the pension plan, Annual Information Return and Payment sections. They can consult and change information, but cannot submit the AIR. Only natural persons are authorized to complete the AIR.

Person authorized to send documents

There can be one or more persons authorized to send documents to Retraite Québec for a same plan. Those persons only have access to the Submitting documents section. They can add and consult documents that they have sent themselves, but cannot consult documents sent by other people. Only natural persons are authorized to send documents.

Auditor

There can be only one auditor per plan. The auditor only has access to the Consult, verify and submit and Attach or consult a document subsections of the Annual Information Return section. The auditor can consult the AIR and answer to the questions addressed to him or her. In addition, he or she can consult and add documents.

AttentionThe auditor cannot make changes to the AIR or submit the return to Retraite Québec.

Information on the pension plan
Attention

Plan administrators' representatives and persons authorized to complete the AIR have access that allows them to consult and change this section. Pension plan committee members can only consult this section.

The Information on the pension plan section contains 4 subsections on:

  • the plan
  • the plan administrator's representative
  • the pension committee, if applicable
  • the employers party to the plan.

Depending on your role, you can consult and update certain information concerning the pension plan.

Pension plan

This subsection contains certain information that Retraite Québec has regarding the pension plan.

Example based on your role

Only the Plan name change and Type of plan administrator fields can be changed. To make changes to other fields, you must contact Retraite Québec's Direction des régimes complémentaires de retraite by telephone or by email.




You do not have access to this subsection.


Only the Plan name change and Type of plan administrator fields can be changed. To make changes to other fields, you must contact Retraite Québec's Direction des régimes complémentaires de retraite by telephone or by email.




You do not have access to this subsection.


Pension plan administrator's representative

This subsection provides the contact information that Retraite Québec has on file regarding the plan administrator's representative. Only one person may represent the plan administrator.

AttentionFor any change other than a change to the form of address or phone number, the plan administrator's representative must contact Retraite Québec's Direction des régimes complémentaires de retraite by email.
Example based on your role
 




You do not have access to this subsection.





You do not have access to this subsection.


Pension committee

This subsection must be completed and updated only if the type of plan administrator is a pension committee. It is important that the contact information and email addresses of the pension committee members in this subsection be kept up to date.

AttentionIn the interest of protecting the personal information of pension committee members, their contact information is only visible in the printed or saved version of the AIR.

The reference table shows all members of the pension committee.

Example based on your role


In this subsection, you can update the list of pension committee members and update their contact information. Once a person has been added as a pension committee member, an email from Retraite Québec will be sent, asking that person to register for the SPP Portal.


  1. Allows you to export the list in Excel format.
  2. Allows you to add a pension committee member.
  3. Allows you to update information concerning a pension committee member.
  4. Allows you to remove a pension committee member.
  1. Allows you to export the list in Excel format.




You do not have access to this subsection.




In this subsection, you can update the list of pension committee members and update their contact information. Once a person has been added as a pension committee member, an email from Retraite Québec will be sent, asking that person to register for the SPP Portal.


  1. Allows you to export the list in Excel format.
  2. Allows you to add a pension committee member.
  3. Allows you to update information concerning a pension committee member.
  4. Allows you to remove a pension committee member.




You do not have access to this subsection.


Employers

The reference table shows the information of the employer or employers party to the plan.

Example based on your role
  1. Corresponds to the total number of employers entered on the table.
  2. Corresponds to the number of employers under the provisions of the plan registered with Retraite Québec.
  3. Allows you to add information concerning an employer.
  4. Allows you to change information concerning an employer.
  5. Allows you to undo your most recent change.
  6. Allows you to delete information concerning an employer.
  1. Corresponds to the total number of employers entered on the table.
  2. Corresponds to the number of employers under the provisions of the plan registered with Retraite Québec.
  3. Allows you to export the list in Excel format.




You do not have access to this subsection.


  1. Corresponds to the total number of employers entered on the table.
  2. Corresponds to the number of employers under the provisions of the plan registered with Retraite Québec.
  3. Allows you to undo the last change.
  4. Allows you to change information concerning an employer.
  5. Allows you to undo your most recent change.
  6. Allows you to delete information concerning an employer.




You do not have access to this subsection.


Status of employers

It is possible to make changes to the list of employers party to the plan (add, remove and change name). However, until Retraite Québec has received and registered an application for registration of amendments, the status of employers for which changes have been made will remain pending.

Four statuses are possible:

  • Active (employer registered in accordance with the plan text)
  • Awaiting changes
  • Awaiting removal
  • Awaiting addition.

Annual information return

In this section, you can:

  • complete the Annual information return (AIR) for a given year
  • verify the information in the AIR
  • add documents to the AIR
  • complete the schedule for the Canada Revenue Agency
  • submit the AIR to Retraite Québec
  • consult the PDF versions of AIRs submitted to Retraite Québec.

Once a return has been submitted to Retraite Québec, you can no longer make any changes to it.
If you would like to make a change to a return that has already been submitted, you must contact the Direction des régimes complémentaires de retraite by telephone or by or by email.

For more information on the status of an AIR, consult the Consult, verify and submit the AIR subsection of this guide.

Select fiscal year

You must select the fiscal year covered by the AIR that you would like to complete, modify or consult.

AttentionIf the administrator's representative or the person authorized to complete the AIR has not begun entering data, pension committee members and auditors cannot consult the return. Only AIRs whose fiscal year ended on 31 December 2018 or on a later date can be consulted in the Annual Information Return section of the SPP Portal.

Completing the AIR

AttentionThe administrator's representative and persons authorized to complete the AIR have access that allows them to complete the AIR. Pension committee members are only able to consult the AIR.

The AIR is presented in several subsections. Where one or more subsections has not been completed, the AIR is considered to be incomplete and cannot be submitted to Retraite Québec.

Note that information for the previous year is listed in the right column.

Example based on your role
  1. Allows you to consult help boxes at any time, which provide important information that you will need to complete the AIR correctly.
  2. Allows you to save data before moving on to a new subsection. When you save a subsection, information, warning and error messages could appear at the top of the page. Consult the description of symbols section for more information.
  3. Allows you to consult the AIR for the previous year.
  4. Allows you to close the column containing information from the previous year.
  1. Allows you to consult help boxes at any time, which provide important information that you will need to complete the AIR correctly.
  2. Allows you to consult the AIR for the previous year.
  3. Allows you to close the column containing information from the previous year.




You do not have access to this subsection.


  1. Allows you to consult help boxes at any time, which provide important information that you will need to complete the AIR correctly.
  2. Allows you to save data before moving on to a new subsection. When you save a subsection, information, warning and error messages could appear at the top of the page. Consult the description of symbols section for more information.
  3. Allows you to consult the AIR for the previous year.
  4. Allows you to close the column containing information from the previous year.




You do not have access to this subsection.


Determining the requirement of a financial audit (subsection 3.3)

This subsection is accessible to the administrator's representative and to the persons authorized to complete the AIR only, if the plan has less than 50 members and beneficiaries and with net assets of less than $1 million.

Example based on your role
  1. If you answered Yes on line 381, the date of the annual meeting on which the members and beneficiaries were informed of the intention not to have the financial report audited must be entered on line 1.
  2. Lines 387 and 389 are accessible only if you answered Yes on line 381.
  3. If you answered No on line 381, a message will inform you that the auditor must answer the questions addressed to him or her in the Consult, verify and submit the AIR subsection. Lines 387 and 389 are not accessible in subsection 3.3. The auditor's report on the audited financial statements for the plan and the report on supplementary matters arising from an audit must be enclosed with the AIR.




You do not have access to this subsection.


  1. If you answered Yes on line 381, the date of the annual meeting on which the members and beneficiaries were informed of the intention not to have the financial report audited must be entered on line 1.
  2. Lines 387 and 389 are accessible only if you answered Yes on line 381.
  3. If you answered No on line 381, a message will inform you that the auditor must answer the questions addressed to him or her in the Consult, verify and submit the AIR subsection. Lines 387 and 389 are not accessible in subsection 3.3. The auditor's report on the audited financial statements for the plan and the report on supplementary matters arising from an audit must be enclosed with the AIR.




You do not have access to this subsection.


The Schedule of Required Information for the Canada Revenue Agency

Attention The administrators' representative and persons authorized to complete the AIR have access that allows them to complete the schedule for the Canada Revenue Agency (CRA). Pension committee members are only able to consult this section.

You can complete the schedule for the CRA through the SPP Portal and submit it to Retraite Québec when you submit the AIR; Retraite Québec will forward it to the CRA.

AttentionOnce you have submitted the AIR to Retraite Québec, you can no longer complete the schedule for the CRA through the SPP Portal. In such a case, you must use the form available on the CRA's website and send it directly to the CRA.

Attach or consult a document

With the exception of pension committee members, as well as the persons authorized to send documents, any person holding an authentication code may, at any time, attach documents to the AIR or consult documents for a given year.

Pension committee members can consult all the documents.

The following types of documents can be attached to the return:

  • the independent auditor's report on supplementary matters
  • the financial report and statements
  • any other document related to the AIR (additional information).
AttentionThe document must be in PDF format and cannot exceed 25 MB.

Example based on your role
  1. Allows you to add a document to the AIR. Provided the AIR has not been submitted to Retraite Québec, the document can still be removed.
  2. As long as the AIR has not been submitted to Retraite Québec, a document can still be removed. To have a document removed after the AIR has been submitted, please contact the Direction des régimes complémentaires de retraite by telephone or by email.
  1. Allows you to add a document to the AIR.
  2. As long as the AIR has not been submitted to Retraite Québec, a document can still be removed. To have a document removed after the AIR has been submitted, please contact the Direction des régimes complémentaires de retraite by telephone or by email.
  1. Allows you to add a document to the AIR. Provided the AIR has not been submitted to Retraite Québec, the document can still be removed.
  2. As long as the AIR has not been submitted to Retraite Québec, a document can still be removed. To have a document removed after the AIR has been submitted, please contact the Direction des régimes complémentaires de retraite by telephone or by email.




You do not have access to this subsection.


Attach a document

If the AIR has not yet been submitted to Retraite Québec, the documents saved in the SPP Portal are automatically sent with the AIR. When you click the Add button, the following window will appear:

Example

After the AIR has been submitted, you can still add documents through the SPP Portal and send them to Retraite Québec. When you click the Add button, the following window will appear:

Example

Consult, verify and submit the AIR

Exchange of the AIR between parties
Status of the AIR

Information concerning the status of the AIR is presented in the Consult, verify and submit the AIR subsection. It allows you to find out what stage the production process of the AIR has reached.

Example

The following statuses are possible:

  • Being entered: The administrator's representative or the person authorized to complete the AIR has begun entering data.
  • Being audited: The auditor is verifying the return.
  • Audited: The auditor has finished verifying the return.
Attention

The AIR is submitted only once the administrator has clicked the Submit to Retraite Québec button and has received confirmation that it has been submitted.

An AIR whose status is Audited is not submitted to Retraite Québec: it is considered as not filed, and additional fees can apply if the time period prescribed has not been complied with.

Example based on your role


In this subsection, you can:

  • consult and verify the information in the AIR
  • save a draft version of the AIR and print the PDF version of the AIR at any time, even if the return has not been completed
  • submit the AIR to the auditor (for plans subject to auditing of the financial report)
  • submit the AIR to Retraite Québec.

 

Verifying the AIR

  1. By verifying the return, you ensure that it does not contain any errors or inconsistencies. Two types of error messages may appear at the top of the page:

    • errors to be corrected (in red)
    • warning messages (in yellow).

    Before you can submit the AIR, you must have corrected all the errors indicated in red. Refer to the description of symbols as needed.

AttentionIf you return to a section of the SPP Portal to consult or change information, you must verify the return again when you come back to the Consult, verify and submit subsection.

Questions for the auditor only

  1. If the plan's financial report is subject to an audit, the auditor must complete lines 387 through 389 and the answers will be posted for consultation purposes only.

Saving as a PDF document

  1. Allows you to save a draft version of the AIR as a PDF document at any time.

To save the PDF in French, you must sign in to the French SPP Portal which:

  • provides you with a French interface
  • allows you to save the PDF document in French under the Consult, verify and submit the AIR subsection.

To save the PDF in English, you must sign in to the English SPP Portal which

  • provides you with an English interface
  • allows you to save the PDF document in English under the Consult, verify and submit the AIR subsection.
Attention

As long as the AIR has not been sent to Retraite Québec, you can save the PDF document in French or English, based on the language you choose when you sign in to the SPP Portal on Retraite Québec's website.

However, the language used when the AIR is sent to Retraite Québec will determine the language in which the PDF document will be generated definitely. Once you have submitted the AIR to, you can no longer obtain a PDF document in another language.

Send buttons

Submit to the auditor

  1. If the plan's financial report is subject to an audit, you must use this button to send the AIR to the auditor so that he or she can answer the questions addressed to him or her. An email notification to that effect is sent directly to the auditor.
    You must have first registered the information concerning the auditor in the list of collaborators.
AttentionGiven that the auditor is not authorized to make changes to the AIR, once the return has been sent to the auditor, the Financial situation of the plan section can only be changed if the auditor so requests. You are the person required to make the requested changes.

Submit to Retraite Québec

  1. Consult the Submitting the AIR to Retraite Québec subsection.


In this subsection, you can:

  • consult and verify all the information in the AIR
  • at any time, save a draft version of the AIR in PDF format and print it, even if it has not been fully completed.

Verify the AIR

  1. By verifying the return, you ensure that it does not contain any errors or inconsistencies. Two types of error messages may appear at the top of the page:

    • errors to be corrected (in red)
    • warning messages (in yellow).

    Before you can submit the AIR, you must have corrected all the errors indicated in red. Refer to the description of symbols as needed.

AttentionIf you return to a section of the SPP Portal to consult or change information, you must verify the return again when you come back to the Consult, verify and submit the AIR subsection.

Questions for the auditor only

  1. If the plan's financial report is subject to an audit, the auditor must complete lines 387 through 389 and the answers will be posted for consultation purposes only.

Saving as a PDF document

  1. Allows you to save a draft version of the AIR as a PDF document at any time.

To save the PDF in French, you must sign in to the French SPP Portal which:

  • provides you with a French interface
  • allows you to save the PDF document in French under the Consult, verify and submit the AIR subsection.

To save the PDF in English, you must sign in to the English SPP Portal which

  • provides you with an English interface
  • allows you to save the PDF document in English under the Consult, verify and submit the AIR subsection.
Attention

As long as the AIR has not been sent to Retraite Québec, you can save the PDF document in French or English, based on the language you choose when you sign in to the SPP Portal on Retraite Québec's website.

However, the language used when the AIR is sent to Retraite Québec will determine the language in which the PDF document will be generated definitely. Once you have submitted the AIR to, you can no longer obtain a PDF document in another language.



In this subsection, you can:

  • consult all the information in the AIR
  • complete lines 387 through 389
  • return the AIR to the plan administrator's representative to be corrected, if required
  • send the AIR to the plan administrator's representative once it has been verified so that it can be sent to Retraite Québec.

  1. Allows you to save a draft version of the AIR as a PDF document at any time.

To save the PDF in French, you must sign in to the French SPP Portal which:

  • provides you with a French interface
  • allows you to save the PDF document in French under the Consult, verify and submit the AIR subsection.

To save the PDF in English, you must sign in to the English SPP Portal which

  • provides you with an English interface
  • allows you to save the PDF document in English under the Consult, verify and submit the AIR subsection.
Attention

As long as the AIR has not been sent to Retraite Québec, you can save the PDF document in French or English, based on the language you choose when you sign in to the SPP Portal on Retraite Québec's website.

However, the language used when the AIR is sent to Retraite Québec will determine the language in which the PDF document will be generated definitely. Once you have submitted the AIR to, you can no longer obtain a PDF document in another language.

  1. Allows you to return the AIR to the plan administrator's representative if corrections still need to be made after your verifications. The administrator's representative and the persons authorized to complete the AIR can make changes to information in the Financial situation of the plan subsection again.
  2. Allows you to return the AIR to the plan administrator's representative once it has been verified. You can no longer change the information in the Financial situation of the plan subsection.


In this subsection, you can :

  • consult and verify all the information in the AIR
  • save and print a draft version of the PDF version of the AIR at any time, even if the return has not been completed.

Verifying the AIR

  1. By verifying the return, you ensure that it does not contain any errors or inconsistencies. Two types of error messages may appear at the top of the page:

    • errors to be corrected (in red)
    • warning messages (in yellow).

    Before you can submit the AIR, you must have corrected all the errors indicated in red. Refer to the description of symbols as needed.

AttentionIf you return to a section of the SPP Portal to consult or change information, you must verify the return again when you come back to the Consult, verify and submit subsection.

Questions for the auditor only

  1. If the plan's financial report is subject to an audit, the auditor must complete lines 387 through 389 and the answers will be posted for consultation purposes only.

Saving as a PDF document

  1. Allows you to save a draft version of the AIR as a PDF document at any time.

To save the PDF in French, you must sign in to the French SPP Portal which:

  • provides you with a French interface
  • allows you to save the PDF document in French under the Consult, verify and submit the AIR subsection.

To save the PDF in English, you must sign in to the English SPP Portal which

  • provides you with an English interface
  • allows you to save the PDF document in English under the Consult, verify and submit the AIR subsection.
Attention

As long as the AIR has not been sent to Retraite Québec, you can save the PDF document in French or English, based on the language you choose when you sign in to the SPP Portal on Retraite Québec's website.

However, the language used when the AIR is sent to Retraite Québec will determine the language in which the PDF document will be generated definitely. Once you have submitted the AIR to, you can no longer obtain a PDF document in another language.

Submit to Retraite Québec button

  1. Only the plan administrator's representative can submit the AIR to the auditor or Retraite Québec.




You do not have access to this subsection.


Submitting the AIR to Retraite Québec

AttentionOnly the plan administrator's representative can submit the AIR to Retraite Québec.

If the plan's financial report is subject to an audit, the auditor must first finish verifying the report before the AIR can be submitted to Retraite Québec.

If the plan's financial report is not subject to an audit, you can submit your annual information return to Retraite Québec once it has been verified and all errors have been corrected.

To make it possible for the return to be submitted, the following three conditions must be met.

Submitting the AIR with warning messages

If warning messages were not corrected at the verification step, you must confirm that you want to submit the return despite the inconsistencies.

Example

Updating information on the pension plan

When you submit the AIR, you must confirm that the information in the 4 subsections under Information on the pension plan are up to date.

Example

Declaration of the plan administrator's representative

The plan administrator's representative must confirm that the plan administrator has reviewed the information in the AIR and can attest to the accuracy of the information contained therein.

Example
Submission Confirmation

In the submission confirmation, you will find:

  • the reference number of the payment
  • the amount of fees to be paid
  • the date and time on which the AIR was submitted to Retraite Québec.

You can print the confirmation for your records.

Example

See submitted AIRs

This subsection is accessible to everyone. It allows you to see AIRs that have been submitted to Retraite Québec (initial or corrected versions, as applicable). The language used in each PDF document corresponds to the language used when the AIR was submitted.

Example

Electronic messaging
Attention

Only pension committee members and administrators' representatives have access to this section.

Never send confidential information in a message.

You must submit this type of information in a document and select Yes on the right of the Document containing confidential information indicator. Therefore, only the plan administrator's representative and Retraite Québec will be able to consult it.

For more information regarding confidential information, consult the Documents section.

Each plan has an access to an electronic messaging service grouping all messages exchanged between Retraite Québec and individuals connected to the plan. The messaging service is linked to the plan and not to your role, which means that all individuals with access to the service can see the messages that were exchanged.

This section allows you to:

 

Administrator's representative

Pension committee member

Send information in a message

Yes

Yes

Send documents and applications in a message

Yes

Yes

Receive emails

Yes

 No

Consult any messages exchanged with Retraite Québec regarding the plan

Yes

Yes

Receive notifications

Yes

Applies in certain cases

 

Retraite Québec always communicates with the administrator's representative.

The administrator's representative and pension committee member administering more than one plan must ensure that all information is sent to the messaging service for the plan in question.

Inbox

From the inbox, it is possible to consult messages that Retraite Québec has sent to the administrator's representative for the selected plan as of 25 November 2019.

Attention

Note that Retraite Québec no longer mails letters; they are now filed in the SPP Portal in PDF format in the Documents section and not in the Electronic messaging section.

Example
  1. Search by subject or content of messages.
  2. Send a message with or without attached documents.
  3. Sort column.
  4. Search in columns by topic, subject line, or date received.

Sending a message

This subsection of the electronic messaging service makes it possible for you to send information, documents and applications to Retraite Québec. Please note that the AIR cannot be sent through the electronic messaging service. It must be sent through the Consult, verify and submit an AIR subsection under the Annual information return section.

To write a new message:

  1. click the New message button
  2. choose a topic from the list
  3. complete the fields (reference date, subject and message)
  4. attach a file
    1. choose a type of document (related to the topic of your email)
    2. select Yes or No as to whether the document contains confidential information
    3. select the document(s) to upload

You then have 2 options, either you:

  • Save (which places your message in Drafts, accessible only to you)
  • Send the message (your message and attachments will be sent to Retraite Québec).

Topic

Document type

Financial aspects and governance

Notice of unpaid contributions
Correspondence
Delegation of power
Resignation of a pension committee member
Judgment
Letter of credit
Annuity purchasing policy
Funding policy
Investment policy
Financial report/statements
Register of salaries
Internal by-laws
Trustee's statement
Statement of benefits
Pension plan provisions summary
Plan text
Other

Ad hoc communication

Correspondence
Resignation of a pension committee member
Other

Annual information return

Cheque/Confirmation of payment
Correspondence
Annual Information Return
Financial report/Financial statements
Financial report/Financial statements and independent auditor's report
Independent auditor's report on Supplementary Matters 
Other

Request for access to information

Cheque/Confirmation of payment
Correspondence
Other

Application for registration (new plan or amendment)

Notice to plan members
Public notice
Cheque/Confirmation of payment
Consent of the members
Written acknowledgment of the employer
Collective agreement, arbitration award or decree
Correspondence
Delegation of power
Provisions of the pension plan (text or amendment and transfer agreement)
Employer's obligation in a flex plan
Registration application form
Judgment
Employer withdrawal report 
Division report
Actuarial valuation report
Statements of benefits
Other

Request to find untraceable members

Cheque/Confirmation of payment
Correspondence
Request to find untraceable members
Other

Actuarial valuation

Notice presenting the plan's financial position
Certification
Cheque/Confirmation of payment
Correspondence
Judgment
Employer withdrawal report
Division report
Actuarial valuation report
Actuarial Information Summary (AIS)
Other

Elements to declare

Correspondence
Resignation of a pension committee member
Judgment
Other

Termination

Notice to plan members
Public notice
Cheque/Confirmation of payment
Correspondence
Termination declaration
Judgment
Plan termination report
Statements of benefits
Other

Transfer

Correspondence
Other

Attention

Only documents in PDF format (25 MB maximum) can be sent through the electronic messaging service.

You can send several documents related to a same subject in one message. However, each document must be in a separate PDF file.

Example of a message between a plan administrator's representative and Retraite Québec

A plan administrator's representative sends an application for an amendment through the electronic messaging service. On the category line of the message, he or she chooses Application for Registration and attaches 3 documents:

  • the Application for Registration form
  • the notice to plan members
  • the plan provisions.

When the message is completed and has been sent, it is filed in the sent items box. The attached documents are automatically listed in the Documents section.

Example

Sent items

Messages sent by pension committee members and administrators' representatives are saved under this subsection. All messages sent to Retraire Québec are compiled here.

Example

Drafts

It is possible to save your message as a draft so that you can send it at a later time. Your message will be stored in the Drafts subsection.

Example
Documents
Attention

Only pension committee members and administrators' representatives have access to this section.

However, if Yes is selected on the right of the Document containing confidential information indicator, the document can only be consulted by the pension plan administrator's representative and Retraite Québec. The pension committee members will see the name of the document displayed in the list, but will not be able to open it.

All documents exchanged since 25 November 2019 between Retraite Québec and individuals connected to the plan are saved. Retraite Québec no longer mails letters. They are now filed in the SPP Portal in PDF format in the Documents section.

The documents added by the persons authorized to send documents can be consulted by the administrator's representative and by pension committee members in the Documents section.

It is possible to filter results by subject, date, document type, etc. You can also combine search topics to narrow down your results.

When Retraite Québec adds documents that were sent to us otherwise than via the SPP Portal, for example by mail or email, the date indicated in the field Added on corresponds to the date on which Retraite Québec received the document and not on the date on which Retraite Québec added it to the SPP Portal.

Example based on your role

Document containing confidential information

Any information that allows a member or a pension committee member to be identified is considered to be confidential. For example, if you add a document that contains an individual's Social Insurance Number, date of birth, home address or salary, you must select Yes on the right of the confidential information indicator.

In the case of certain types of documents likely to contain confidential information, Yes has already been selected by default on the right of the Document containing confidential information indicator. This is the case, among other things, for the register of salaries, trustee's statement and statement of benefits. For other types of documents, you must select Yes or No to add a document. Please note that even if Yes has been selected by default for a document in particular, you can always select No if it does not contain any confidential information.

Document containing confidential information

Any information that allows a member or a pension committee member to be identified is considered to be confidential. For example, if you add a document that contains an individual's Social Insurance Number, date of birth, home address or salary, you must select Yes on the right of the confidential information indicator.

In the case of certain types of documents likely to contain confidential information, Yes has already been selected by default on the right of the Document containing confidential information indicator. This is the case, among other things, for the register of salaries, trustee's statement and statement of benefits. For other types of documents, you must select Yes or No to add a document. Please note that even if Yes has been selected by default for a document in particular, you can always select No if it does not contain any confidential information.




You do not have access to this section.





You do not have access to this section.





You do not have access to this section.


Submitting documents
Attention

Only collaborators with the role of a person authorized to send documents have access to this section. They do not have access to the messaging service.

The persons can only consult documents that they sent themselves.

This section allows an authorized person to send documents in PDF format (25 MB maximum) to Retraite Québec. Each document must be a separate PDF file.

Example based on your role




You do not have access to this subsection.





You do not have access to this subsection.





You do not have access to this subsection.





You do not have access to this subsection.


  1. Add a document.
  2. Sort column.
  3. Search in columns.

Adding a document

To send a new document:

  1. click the Add button
  2. choose a topic and a type of document related to the topic you chose
  3. select Yes or No, depending on whether the document contains confidential information
  4. select the document to upload
  5. click on Add to send the document.

Once the document has been sent, you can consult it from this section. The administrator's representative, as well as pension committee members will be able to consult the document from the Documents section.

However, if the document contains confidential information, only the person who sent the document and the administrator's representative will be able to consult it. The pension committee members will see the name of the document in the list in the Documents section, but will not be able to open it.

Topic

Document type

Financial aspects and governance

Notice of unpaid contributions
Correspondence
Delegation of power
Resignation of a pension committee member
Judgment
Letter of credit
Annuity purchasing policy
Funding policy
Investment policy
Financial report/statements
Register of salaries
Internal by-laws
Trustee's statement
Statement of benefits
Pension plan provisions summary
Plan text
Other

Ad hoc communication

Correspondence
Resignation of a pension committee member
Other

Annual information return

Cheque/Confirmation of payment
Correspondence
Annual Information Return
Financial report/Financial statements
Financial report/Financial statements and independent auditor's report
Independent auditor's report on Supplementary Matters 
Other

Request for access to information

Cheque/Confirmation of payment
Correspondence
Other

Application for registration (new plan or amendment)

Notice to plan members
Public notice
Cheque/Confirmation of payment
Consent of the members
Written acknowledgment of the employer
Collective agreement, arbitration award or decree
Correspondence
Delegation of power
Provisions of the pension plan (text or amendment and transfer agreement)
Employer's obligation in a flex plan
Registration application form
Judgment
Employer withdrawal report 
Division report
Actuarial valuation report
Statements of benefits
Other

Request to find untraceable members

Cheque/Confirmation of payment
Correspondence
Request to find untraceable members
Other

Actuarial valuation

Notice presenting the plan's financial position
Certification
Cheque/Confirmation of payment
Correspondence
Judgment
Employer withdrawal report
Division report
Actuarial valuation report
Actuarial Information Summary (AIS)
Other

Elements to declare

Correspondence
Resignation of a pension committee member
Judgment
Other

Termination

Notice to plan members
Public notice
Cheque/Confirmation of payment
Correspondence
Termination declaration
Judgment
Plan termination report
Statements of benefits
Other

Transfer

Correspondence
Other

Payments
Attention

With the exception of the auditor, as well as the persons authorized to send documents, any person holding an authentication code has access to this section

To find out about the terms of payment, consult the Payment of fees page on Retraite Québec's website.
 
If you would like to make a payment online or by bank transfer of required fees related to the AIR, you must enter the AIRXXXXXXXXX reference number, which you can find in the following two documents:
 
  • the confirmation that the AIR was submitted
  • the letter requesting documents required under the Supplemental Pension Plans Act.
Description of symbols

Makes it possible to open or close a navigation submenu.
In the Consult, verify and submit the AIR subsection, this icon allows you to open a section of the AIR.

Shows a help box (context-sensitive help) that will help you provide the requested information.
When you click the icon, information will appear under the line. Click the icon again to close the help box.

Information on the pension plan
Annual information return
Collaborators
Electronic messaging
Documents
Submitting documents
Payments
Allows you to sort items by column. It is located in the header of each column.
Allows you to add information to the SPP Portal.
Allows you to change the selected item.
Allows you to delete the selected item.
Allows you to open or close all sections of the AIR in one click.
Allows you to undo your most recent change.
Allows you to attach a document to your message.
Allows you to do a search.
Allows you to know that there is a message regarding the document.
Allows you to export the list in Excel format.
Indicates that the AIR contains an error that must be corrected so that the return can be submitted.

Indicates a warning message.
Indicates that the information entered is incoherent and likely needs to be corrected, but the issue does not prevent you from submitting the AIR.

Indicates an information message.
The message provides additional information further to an action taken.