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Supplemental pension plans

SPP Portal user guide

The guide is for plan administrators' representatives, pension committee members, auditors, as well as persons authorized to complete an annual information return (AIR). It contains instructions for updating plan information as well as completing and submitting the AIR through the SPP Portal and for messaging and consulting documents.
Introduction

Before you start...

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

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

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

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

First time accessing the SPP Portal

Examples according to your role

Pension plan administrators' representatives must have access to the SPP Portal. They are responsible for entering the information concerning plan collaborators (one auditor per plan [if the plan's financial report is subject to an audit] as well as the persons authorized to complete the AIR) and pension committee members.

To be granted access to the SPP Portal, the collaborators and pension committee members must provide the plan administrator's representative with a personal email address. Once the email address has been saved by the administrator's representative in the SPP Portal file of the collaborator or pension committee member, that person will receive an email from Retraite Québec asking them to register for the SPP Portal.

To find out how to add a pension committee member's email address, consult the subsection entitled Pension committee.

To find out how to add the name of a plan collaborator (auditor or a person authorized to complete an AIR), consult the section entitled Collaborators.

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

    • Québec region    418 643-8282
    • Elsewhere in Québec   1 877 660-8282
      from Monday to Friday, from 8:30 a.m. to 12:00 p.m. and 1:00 p.m. to 4:30 p.m.

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

To be granted access to the SPP Portal, the pension committee members must provide the plan administrator's representative or a person authorized to complete an AIR with a personal email address. Once the email address has been saved by the administrator's representative in the committee member's SPP Portal file, that person will receive an email from Retraite Québec asking them 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:

    • Québec region    418 643-8282
    • Elsewhere in Québec   1 877 660-8282
      from Monday to Friday, from 8:30 a.m. to 12:00 p.m. and 1:00 p.m. to 4:30 p.m.

Pension plan administrators' representatives are responsible for entering the information concerning plan collaborators (one auditor per plan [if the plan's financial report is subject to an audit] as well as the persons authorized to complete the AIR).

To be granted access to the SPP Portal, the collaborators must provide the plan administrator's representative with a personal email address. Once the email address has been saved by the administrator's representative in the collaborator's SPP Portal file, that person will receive an email from Retraite Québec asking them 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:

    • Québec region    418 643-8282
    • Elsewhere in Québec   1 877 660-8282
      from Monday to Friday, from 8:30 a.m. to 12:00 p.m. and 1:00 p.m. to 4:30 p.m.

Pension plan administrators' representatives are responsible for entering the information concerning plan collaborators (one auditor per plan [if the plan's financial report is subject to an audit] as well as the persons authorized to complete the AIR).

To be granted access to the SPP Portal, the collaborators must provide the plan administrator's representative with a personal email address. Once the email address has been saved by the administrator's representative in the collaborator's SPP Portal file, 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:

    • Québec region    418 643-8282
    • Elsewhere in Québec   1 877 660-8282
      from Monday to Friday, from 8:30 a.m. to 12:00 p.m. and 1:00 p.m. to 4:30 p.m.
Service 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 20 minutes only.

Example

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

Connection

Signing in

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

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

Example

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.

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, you must contact Retraite Québec's Direction des régimes complémentaires de retraite.
  • If you are an auditor, or a pension committee member or a person authorized to complete the AIR, you must contact the administrator's representative of the retirement plan that does not appear in the list of plans.


SPP Portal homepage

The top of the homepage contains the following information:

Example
  1. You can switch plans or roles without having to log 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 each 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.

This 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
AttentionOnly the administrator's representative and pension committee members can access this section.

Pension plan committee members have access that allows them to consult information concerning the natural persons authorized to complete the AIR, as well as information on the auditor of the plan.

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


Person authorized to complete the AIR

The plan administrator's representative can add information on one or more persons authorized to complete the AIR. Persons authorized to complete the AIR will only have access to the sections entitled Information on the pension plan, Annual Information Return and Online payment. They can consult and change information, but cannot submit the AIR. Persons authorized to complete the AIR must be natural persons.

Auditor

There can be only one auditor per plan. The auditor only has access to the Consult, validate and submit and Add or consult a document sections of the annual information return. The auditor can consult the AIR and reply to any question 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
AttentionOnly plan administrators' representatives and persons authorized to complete the AIR have access that allows them to consult and modify this section. Pension plan committee members are only able to consult this section.

The Information on the 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.

The 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 administrator fields can be changed. To make changes to other fields, you must contact Retraite Québec.




You do not have access to this subsection.


Only the Plan name change and Type of administrator fields can be changed. To make changes to other fields, you must contact Retraite Québec.

Pension plan administrator's representative

This subsection provides the contact information that Retraite Québec has on file regarding the plan administrator's representative.

AttentionTo make changes 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.
Example based on your role
 




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 add or remove pension committee members and update their contact information. Once their names have been added, they will receive an email from Retraite Québec asking them 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 add or remove pension committee members and update their contact information. Once persons have been added to the pension committee, they will receive an email from Retraite Québec asking them 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.

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 chart.
  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.

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.

4 statuses are possible:

  • active (employer registered in accordance with the plan text)
  • change pending
  • removal pending
  • addition pending.
Annual information return

In this section, you can:

  • complete an Annual Information Return for a given year
  • validate 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.

You can still make changes to a return provided it has not been submitted to Retraite Québec. 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.

Select fiscal year

The administrator's representative, the auditor and the person authorized to complete the AIR must select the fiscal year covered by the AIR that they would like to complete, modify or consult.

Pension committee members must select the fiscal year covered by the AIR that they would like to 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 for 2018 or later can be consulted in the Annual Information Return section of the SPP Portal.

Completing the AIR

AttentionOnly administrator's representatives and persons authorized to complete the AIR have access that allows them to complete, modify and consult AIRs. Pension committee members are only able to consult this section.

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 section. 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 section. 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.

The Schedule of Required Information for the Canada Revenue Agency

Attention Only administrator's representatives and persons authorized to complete the AIR have access that allows them to complete, modify and consult AIRs. Pension committee members are only able to consult this section.

You can complete the schedule for the Canada Revenue Agency (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 portal. In such a case, you must send the schedule directly to the CRA.

Add or consult a document

In this subsection, the administrator's representative, the auditor and the person authorized to complete the AIR can add documents to the AIR for a given year and consult them at any time. The following types of documents can be added 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.
  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.
  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.

Add 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, validate and submit the AIR

Status of the AIR

Information concerning the status of the AIR is presented in the Consult, validate 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 have begun entering data.
  • Being audited: The auditor is verifying the return.
  • Audited: The auditor has finished verifying the return.
Example based on your role


In this subsection, you can:

  • consult and validate the information in the AIR
  • save 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.

 

Validate the AIR

  1. By validating the return, you ensure it does not contain any errors or inconsistencies. Two types of messages may appear at the top of the page: error or warning messages. Before you can submit the AIR, it must be validated and any errors must be corrected. 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 validate the return again when you come back to the Consult, validate and submit the AIR section.

Questions for the auditor only

  1. If the plan's financial report is subject to an audit, the auditor must provide the explanations requested on lines 387 through 389. They will be posted for consultation purposes only.

Saving as a PDF document

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

Attention

The language used when the AIR is sent to Retraite Québec will determine the language in which the PDF document will be generated definitely.

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.

Connect to the French version of the SPP Portal

  • French interface
  • Allows you to save the PDF in French under the Consult, validate and submit the AIR section.

Connect to the English version of the SPP Portal

  • English interface
  • Allows you to save the PDF in English under the Consult, validate and submit the AIR section.

Send buttons

To send 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.

To send to Retraite Québec

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


In this subsection, you can:

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

Validate the AIR

  1. By validating the return, you ensure it does not contain any errors or inconsistencies. Two types of messages may appear at the top of the page: error or warning messages. 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 validate the return again when you come back to the Consult, validate and submit section.

Questions for the auditor only

  1. If the plan's financial report is subject to an audit, the auditor must provide the explanations requested on lines 387 through 389. They will be posted for consultation purposes only.

Saving as a PDF document

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

Attention

The language used when the AIR is sent to Retraite Québec will determine the language in which the PDF document will be generated definitely.

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.

Connect to the French version of the SPP Portal

  • French interface
  • Allows you to save the PDF in French under the Consult, validate and submit the AIR section.

Connect to the English version of the SPP Portal

  • English interface
  • Allows you to save the PDF in English under the Consult, validate and submit the AIR section.


In this subsection, you can:

  • consult the information in the AIR
  • provide the explanations requested on 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.

  1. Allows you to save the AIR in PDF format.
Attention

The language used when the AIR is sent to Retraite Québec will determine the language in which the PDF document will be generated definitely.

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.   

Connect to the French version of the SPP Portal

  • French interface
  • Allows you to save the PDF in French under the Consult, validate and submit the AIR section.

Connect to the English version of the SPP Portal

  • English interface
  • Allows you to save the PDF in English under the Consult, validate and submit the AIR section.
  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 person 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 validate the information in the AIR
  • save and print the PDF version of the AIR at any time, even if the return has not been completed.

Validate the AIR

  1. By validating the return, you ensure it does not contain any errors or inconsistencies. Two types of messages may appear at the top of the page: error or warning messages. Refer to the description of symbols as needed.

Questions for the auditor only

  1. If the plan's financial report is subject to an audit, the auditor must provide the explanations requested on lines 387 through 389. They will be posted for consultation purposes only.

Save as a PDF document

  1. Allows you to save the AIR in PDF format.
Attention

The language used when the AIR is sent to Retraite Québec will determine the language in which the PDF document will be generated definitely.

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.   

Connect to the French version of the SPP Portal

  • French interface
  • Allows you to save the PDF in French under the Consult, validate and submit the AIR section.

Connect to the English version of the SPP Portal

  • English interface
  • Allows you to save the PDF in English under the Consult, validate and submit the AIR section.

Submitting the AIR to Retraite Québec

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

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 validated and all errors have been corrected.

Attention

The language used when the AIR is sent to Retraite Québec will determine the language in which the PDF document will be generated definitely.

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.

Connect to the French version of the SPP Portal

  • French interface
  • Allows you to save the PDF in French under the Consult, validate and submit the AIR section.

Connect to the English version of the SPP Portal

  • English interface
  • Allows you to save the PDF in English under the Consult, validate and submit the AIR section.

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

Submitting the AIR with warning messages

If the warnings were not resolved at the validation step, you must confirm that you want to submit the return despite the inconsistencies.

Example

Updating information on the plan

When you submit the AIR, you must confirm that the information in the 4 subsections under Information on the 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 and veracity of the information contained therein.

Example
Confirmation

The plan administrator's representative will receive confirmation of the date and time the AIR was submitted to Retraite Québec, as well as a reference number and the amount of the required fees to be paid.

You can print the confirmation for your records.

Example

Consult already submitted AIRs

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

Example
Electronic messaging
Attention

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

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

This section allows you to:

 

Administrator's representative

Pension committee member

Send information in a message

Send documents and applications in a message

Receive emails

 

Consult any messages exchanged with Retraite Québec regarding the plan

Receive notifications

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 a given plan.

It consists of communication exchanged as of 25 November 2019.

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.
Attention

The added documents can be consulted by all plan administrators. You must ensure that those documents do not contain confidential information concerning members.

Sending a message

This section of the electronic messaging service makes it possible for you to send information, documents and applications to Retraite Québec. Please note that AIRs cannot be sent through the electronic messaging service. It must be sent through the Consult, validate 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 subject 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 subject of the your email)
    2. 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 message (your message and attachments will be sent to Retraite Québec).

Subject

Document type

Financial aspects and governance

Notice concerning unpaid contributions
Correspondence
Delegation of power
Letter of credit
Annuity purchasing policy
Funding policy
Investment policy
Financial report/statements
Record of salaries
Internal by-laws
Trustee's report
Statement of benefits
Summary of plan provisions
Plan text
Other

Ad hoc communication

Correspondence
Other

Annual Information Return

Schedule of Required Information for the Canada Revenue Agency
Correspondence
Annual Information Return
Financial report/statements and independent auditor's report on other elements
Other

Request for access to information

Correspondence
Other

Application for registration (new plan or amendment)

Notice to members
Public notice
Members' consent
Employer's written consent
Collective agreement, arbitration award, order or decree
Correspondence
Delegation of power
Plan provisions (text or amendments and transfer agreement)
Employer's commitment in a flexible plan
Amendment application form
Report on the employer withdrawal
Division report
Actuarial valuation report
Statements of benefits
Other

Request to find untraceable members

Correspondence
Request to find untraceable members
Other

Actuarial valuation

Statement covering the plan's financial situation
Certification
Correspondence
Actuarial valuation report
Actuarial Information Summary (AIS)
Other

Elements to declare

Correspondence
Other

Termination

Notice to members
Public notice
Correspondence
Declaration of termination
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. You must ensure you scan your documents separately, which will avoid having several documents in one single 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. On the subject line of his message, he chooses Application for Registration. He attaches 3 documents: the Application for Registration of an Amendment to a Pension Plan form, the notice to members, and the plan provisions. When he completes the procedure, the message and the attached documents are automatically listed in the Documents section.

Example

Sent box

Messages sent by pension committee members and administrator's representatives are saved under this subsection. All correspondence sent to Retraire Québec is 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 administrator's 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.

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

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 subsection.





You do not have access to this subsection.


Payment
Attention

Only pension committee members, administrator's representatives and persons authorized to complete AIRs have access to this section.

The online or electronic payment of required fees related to the AIR is available through authorized financial institutions. You must select Retraite Québec – RCR as payee and enter the DARXXXXXXXXX reference number. The reference number can be found on:

  • the confirmation of transmission
  • AND
  • the letter requesting production of the return.
To find out more about the terms of payment, consult our Payment section.




Description of symbols

Makes it possible to open or close a navigation submenu.
In the Consult, validate 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 plan
Annual information return
Collaborators
Inbox
Documents
Payment
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 on an action taken.