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Administrators > Administration Manual

Administration Manual

The new Administration Manual has been completely updated to reflect changes to the Plan Text and to administrative practices. The most up-to-date procedures are now found here.

The current version of the CAAT Pension Plan Administration Manual was made available on this website in July, 2008. This Manual is only available online, and is specifically for the use of College Pension Plan Administrators. Please read the following disclaimer.

Administration Manual Disclaimer

1 - Income Tax		Date
	Benefit Entitlement (BE)	January 2010
	Pension Adjustment (PA)	January 2010
	Past Service Pension Adjustment (PSPA)	July 2008
	Pension Adjustment Reversal (PAR)	July 2008
	Old Age Security (OAS)	July 2008
	Canada Pension Plan (CPP)	July 2008
2 - Glossary		Date
	What do you mean by...?	July 2008
	Service and Contributions	July 2008
3 - Membership		Date
	New Hire - Full-time	May 2009
	New Hire - Other Than Regular Full-time	May 2009
	Rehired Full-time (Previous Service Paid Out)	May 2009
	Rehired Full-time (Previous Service not Paid Out)	May 2009
	Rehired Other Than Regular Full-time (Previous Service Paid Out)	May 2009
	Rehired Other Than Regular Full-time (Previous Service not Paid Out)	May 2009
	Rehired Other Than Regular Full-time (Before Becoming Eligible to be a Member)	May 2009
	Rehired Pensioner Under Age 65 - Full-time	May 2009
	Rehired Pensioner Age 65 or Older - Full-time	May 2009
	Rehired Pensioner Under Age 65 - Other Than Regular Full-time	May 2009
	Rehired Pensioner Age 65 or Older - Other Than Regular Full-time	May 2009
	Change of Information/Beneficiary	May 2009
	Change of Work Status	May 2009
	Active Member Working past age 65	January 2010
4 - Contributions		Date
	Member Contribution Formula	January 2010
	Monthly Remittance of Contributions	July 2008
	Vacation Pay	July 2008
	Concurrent Employment	July 2008
	Contribution and CPP Chart 2004-2009	January 2010
	Salary Guidelines - Contributory Earnings from Schedule 1	July 2008
	Salary Guidelines - Contributory Earnings from Schedule 2	July 2008
	Salary Guidelines - Contributory Earnings from Schedule 3	July 2008
	Interest on Member Contributions	July 2008
	List of Interest Rates on Member Contributions	January 2010
5 - Leaves and Buybacks		Date
	Purchasable Service (Pre-Enrolment Service)	December 2008
	Purchasable Service - Non-vested Prior Service (formerly known as Prior Service)	December 2008
	Purchasable Service - Vested Prior Service (formerly known as Optional Service)	December 2008
	Purchasable Service (Unpaid Leave of Absence)	December 2008
	Purchasable Service - Layoff and Recall	July 2008
	Purchasable Service - Pregnancy/Adoption or Parental Leave	December 2008
	Prepaid Leave	July 2008
	Paid Leave	July 2008
	Restoration of Pensionable Service after a Successful Grievance	December 2008
	Purchasable Service - Work Stoppage	July 2008
6 - Transfers		Date
	CAAT Pension Plan Transfer Agreements	July 2009
	Reciprocal Agreement Transfer In	July 2008
	Reciprocal Agreement Transfer Out	May 2009
	Transfer from another College	May 2009
	Transfer to another College	May 2009
7 - Disability		Date
	Long Term Disability (LTD) Benefits	July 2008
	Workplace Safety and Insurance Board (WSIB) Total Disability Benefits	July 2008
	Disability Rehabilitation - Long Term Disability	July 2008
	Workplace Safety and Insurance Board (WSIB) Partial Disability Benefit	July 2008
	Return to work from Disability - Excluding Disability Rehabilitation	July 2008
8 - Marriage Breakdown		Date
	Marriage Breakdown of Active Member	September 2009
	Marriage Breakdown of Former Member	September 2009
	Marriage Breakdown of Pensioner	September 2009
9 - Termination		Date
	Eligible for Commuted Value Transfer or Deferred Pension	May 2009
	Eligible for Refund of Contributions plus Interest	May 2009
	Eligible for Reduced Early Retirement Pension or Commuted Value Transfer	May 2009
	Layoff with Recall Rights	January 2010
	Summary Chart - Termination Benefits	July 2008
10 - Normal Retirement		Date
	Normal or Postponed Retirement of Active Member with Spouse	May 2009
	Normal or Postponed Retirement of Active Member with no Spouse	May 2009
	Normal Retirement of Former Member (with a Deferred Pension)	December 2008
11 - Early Retirement		Date
	Early Retirement of Active Member - Reduced Pension	May 2009
	Early Retirement of Active Member with 85 Factor	May 2009
	Early Retirement of Active Member with 60/20 Rule	May 2009
	Early Retirement of Former Member (with a Deferred Pension)	December 2008
	Early Retirement Factors (3%)	July 2008
	Early Retirement Factors (5%)	July 2008
12 - Pre-Retirement death		Date
	Death of Active Member who is not Vested	May 2009
	Death of Active Vested Member with Spouse	May 2009
	Death of Active Vested Member with no Spouse but with Children	July 2008
	Death of Active Vested Member with no Spouse or Children	July 2008
	Death of Former Member with Spouse	July 2008
	Death of Former Member with no Spouse but with Children	July 2008
	Death of Former Member with no Spouse or Children	July 2008
13 - Post-retirement death		Date
	Death of Pensioner with Spouse but no Children	July 2008
	Death of Pensioner with no Spouse but with Children	July 2008
	Death of Pensioner with no Spouse or Children	July 2008
	Death of Spouse Receiving a Pension - no Children	July 2008
	Death of Spouse Receiving a Pension - with Children	July 2008
14 - Appendix		Date
	Inflation Protection Before 1992	December 2008
	Inflation Protection After 1991	January 2010
	Contribution and CPP Charts 1966-2003	July 2008

 

Administration Manual Disclaimer

The current version of the CAAT Pension Plan Administration Manual was made available on this website in July, 2008. This Manual is only available online, and is specifically for the use of College Pension Plan Administrators.

Although we make all attempts to ensure the Administration Manual is accurate and up-to-date, from time to time certain sections may require modification. In the event that corrections must be made, or that changes to the Plan's provisions or policies warrant significant adjustments to administrative procedures, the corresponding Manual page(s) will be updated. Changes will be clearly indicated, the revision date will be adjusted, and notification will be sent to College Administrators via email if necessary.

For the full explanation of CAAT Plan entitlements, please refer to the Plan Text. If the information provided on this website or any other source differs from the Plan Text, the Plan Text will govern.

Please refer to the online Manual regularly and archive or destroy any previous versions, electronic or print-based. For more information on the use of this website, visit the website Disclaimer. For more information about the Administration Manual and the provisions of the Plan, contact us.

January 2010

Income Tax

Glossary

Membership

Contributions

Leaves Buybacks

Transfers

Disability

Marriage Breakdown

Termination

Normal Retirement

Early Retirement

Pre-retirement Death

Post-retirement Death

Appendix