Data reporting

Find past sessions on data collection and reporting

Employer education guide

Data reporting webinar recordings

These sessions help employers collect complete and accurate member and non-member data, and report them to the Plan as required.


Leaves and pension purchases (DBprime and DBplus)

Date: October 1, 2020

This webinar provides employers with information on leaves and pension purchases for both plan designs - DBplus and DBprime. For HR staff who are responsible for completing pension purchase forms and any payroll staff who are involved in pension purchases.

Download the slides for the October 1 2020 DBprime and DBplus session (PDF)

Watch the October 1, 2020 recorded session for DBprime and DBplus


Leaves and pension purchases (DBplus only)

Date: October 1, 2020

This webinar provides employers with members in DBplus only with information on leaves and pension purchases. For HR staff who are responsible for completing pension purchase forms and any payroll staff who are involved in pension purchases.

Download the slides for the October 1 2020 session (PDF)

Watch the October 1, 2020 recorded session for DBplus only employers


In-Year reporting

Date: May 14, 2020

This session covers the employer role in data reporting for members who terminate, retire, or die in active service, and includes a review of the Plan's in-year reporting requirements for these scenarios.

Watch the May 14, 2020 recorded session

Q&As from the May 14, 2020 session

Q. Can employers choose to submit individual leave forms as opposed to the worksheet?
A. Yes, employer can continue to submit the forms. The worksheet is available if employers want to avoid submitting forms.

Q. Will the Plan provide employers with an unlocked LOA form in a Microsoft Word format so that we can efficiently offer the option of the leave purchase to employees?
A. Yes, we will provide the WORD version of the form on our website.

Q. Does a member need to resign employment (i.e. does a bona fide termination need to occur) in order to collect pension payments?
A. Yes, a member must have a bona fide termination from their employer to start their pension with the Plan.

Q. If a member becomes retirement eligible during their EOM period, does the Plan reach out in advance to advise the member?
A
. No, the plan does not reach put during the EOM period. If the member wishes to retire during the EOM period they would need to contact the Plan. The Plan will send the retirement option documents at the end of the EOM period.

Q. Is it mandatory for a surviving spouse to sign off on a death benefit application form?
A.
No, it is not mandatory for the surviving spouse to sign the Death Benefit Application form.

Q. Is the vacation accrual for the calendar year or for the fiscal year? Our vacation is calculated based on the fiscal year.
A.
The vacation accrual that is allowed to be included would be for the current benefit year. The benefit year can vary with employers and collective agreements.


Data Collection Tool (DCT) training

Dates: January 21 - January 23, 2020

This training provides employers with a detailed overview of the Data Collection Tool and provide examples of how employers can load and validate their data.

Watch the January 23, 2020 Refresher DCT training session

Watch the January 22, 2020 full DCT training session

Watch the January 21, 2020 DBplus employer DCT training session


Pension purchases

Date: October 3, 2019

This webinar provides employers with information on pension purchases for both plan designs - DBplus and DBprime

Download the slides for the October 3 2019 session (PDF)

Watch the October 3, 2019 recorded session


Forms overview

Date: May 9, 2019

This webinar focuses on the forms employers need to complete and highlight recent changes and best practices. It also reviews the process to report changes to member's earnings and contributions to the Plan once the DCT has been processed.

Download the slides for the May 9 2019 session (PDF)

Watch the May 9, 2019 recorded session


DBplus pension purchases

Date: March 28, 2019

This session covers the process for DBplus pension purchases, and reviews the forms required to complete a pension purchase.

Download the slides for the March 28, 2019 session (PDF)

Watch the March 28, 2019 recorded session

Q&A from the March 28, 2019 session

Q. Can DBplus members begin to initiate pension purchases on April 1st or do they need to wait until the "tool" is ready in mid-April?
A.
Members can complete the DBplus OTRFT purchase application and send it to the Plan to get an estimate of the amount of pension their purchase will provide. This form is available in the Employer manual. Other types of leaves can be submitted, but the Plan will not start processing them until July 1.

Q. Where can DBplus members get the purchase forms?

A. Members can access the DBplus purchase forms after completing an estimate in the DBplus Purchase Estimator, which will be available in mid-April. For now, they can get the forms from their employer as these are available in the Employer Manual.

Q. Who determines the purchase adjustment factor? Is there or will there be a table available for reference?
A.
The DBplus pricing methodology (purchase adjustment factor) was developed by the Plan, and approved by the Board of Trustees. It is calculated as 1.4% per year for each year the member is away from their normal retirement date (calculated on a day-by-day basis). We can prepare a table for your reference and place it in the Employer Manual.

Q. Will the existing DBprime pension estimator or ACE tool be enhanced to include a side-by-side comparison of one's pension (with and without a pension purchase), similar to the new DBplus estimator?
A.
Updates to the DBprime 3-Step Estimator are not being considered at this time, but we will look at the possibility for a future enhancement. For now, members can add the purchased service into the Estimator in order to get an estimate of the value of a purchase.

Q. You mentioned that this process could be used to purchase pre-enrolment service. Can you please confirm if this is an option for DBplus members?
A.
Pre-enrolment service means any OTRFT service a DBplus member has prior to enrolling in the Plan. Members earning a pension in DBplus can purchase a period prior to joining the Plan, but the employer does not match the contributions. Employer matching is only available to full-time members who had Sessional, Appendix D or full-time contract service before January 1, 2014 prior to enrolling in the Plan and becoming full-time.

Q. Will the DBplus pamphlet also be available in mid-April or will it be provided to employers earlier?
A.
The pamphlet will be available to members in mid-April. If you would like an electronic copy earlier, please contact your Employer PA.

Q. How is the Plan handing the pre-enrolment applications that I've already submitted?
A.
We have followed up with members and employers regarding the timing of the service purchases, and have confirmed that T4 earnings are required. As soon as we have all required information, we will begin processing the quotes.

Q. Why can most purchases only be made by transfer from an RRSP or a LIRA ?
A.
This is to simplify the tax implications for members. It ensures that the funds they use for the purchase are already tax-sheltered, and that there will be no further tax implications

Q. When will the member newsletter be distributed?
A.
The member newsletter will be distributed in mid-April.


Terminations, retirements and deaths

Date: February 21, 2019

This session covers the employer role in data reporting for members who terminate, retire or die in active service, and includes a review of the Plan's In-year reporting requirements for these scenarios. This session also provides employers with a review of the Termination and Retirement smart forms.

Watch the February 21, 2019 recorded session

Q&As from the February 21, 2019 session

Q. Why do we need to enter the PA for a change between FT and OTRFT employment?
A: The PA formula for each of the two plan designs is different, so we require two PAs in this case.

Q. Has the 60/20 rule changed to the 50/20 rule?
A: No. The 60/20 rule is about eligibility for an unreduced pension. The 50/20 rule refers to a member becoming eligible to retire. The two rules are separate provisions, and neither one is new.

Q. Does "related employer" include the non-CAAT employers under DB Prime and DB Plus
A. No. A related employer is any employer that participates in the CAAT Plan.

Q. Will there ever be a change to the process? We find that when option documents are sent to us, we can get the member to sign and S-Doc back to ensure their pension is received on time.
A. CAAT has a direct to member approach for option documents. This stems from the strategic direction set by the Board of Trustees several years ago. In special circumstances, we are happy to S-DOC the option documents to an employer to accommodate an exceptional situation.

Q. For vacation payouts at retirement, is the year the calendar year or the vacation year? For example, our vacation year is April 1 to March 31.
A: In the year they retire, a member can opt to make their vacation pay in respect of that year’s unused vacation pensionable. This is based on the vacation year (e.g. from April 1, to March 31), and not the calendar year.