Documents and Details

General Information

• Voluntary Contributions form: Administrative/Union Staff Pension Plan 
  
• Pension Plan Summary 
• Frequently Asked Questions
• Description of Pension Options - Married, Single     
  
• Information on Marriage Breakdown

Policies and Agreements

• Pension Plan for Administrative, Professional/Union Staff
  Covers APSA, CUPE Local 3338, PolyParty & Excluded Staff
  (Revised December 16, 2015)
• Statement of Investment Policies and Procedures
• Administrative/Union Staff Pension Plan Trust Agreement
  Covers APSA, CUPE Local 3338, PolyParty & Excluded Staff
• Valuation Report 2016 

RRSP, TFSA, RRIF and LIF

• SFU Group RRSP/NREG/TFSA enrollment package
  
• Group Registered Retirement Savings Plans (RRSP) Details
• RRSP Enrolment Form
  
• Lump Sum Contribution Form
  
• Tax Free Savings Account (TFSA) Enrolment Form

• Group Registered Retirement Income Fund and Life Income Fund
• Group RRIF/LIF enrollment form 
• How To Connect with Sun Life Financial 
  

Annual Reports

• 2019 Administrative Pension Plan 
• 2018 Administrative Pension Plan 
  
• 2017 Administrative Pension Plan 
  
• 2016 Administrative Pension Plan
• 2015 Administrative Pension Plan 
• 2014 Administrative Pension Plan
• 2013 Administrative Pension Plan
• 2012 Administrative Pension Plan
• 2011 Administrative Pension Plan
• 2010 Administrative Pension Plan
  
• 2009 Administrative Pension Plan 
• 2008 Administrative Pension Plan
• 2007 Administrative Pension Plan 
• 2006 Administrative Pension Plan 
• 2005 Administrative Pension Plan
  
• 2004 Administrative Pension Plan
  
• 2003 Administrative Pension Plan
  
• 2002 Administrative Pension Plan
  

Administration

Links

• CPP/OAS
• B.C. Pension Benefit Standards Act
• Canada Revenue Agency
• Pacific Blue Cross
• Sun Life Financial
  Access for employees with RRSPs