TOOLS TO HELP YOU EDUCATE MEMBERS OF THE ONTARIO TEACHERS’ PENSION PLAN

Funding Archive

Get historical funding information: Valuation decisions, member funding announcements, and past discount rate reviews.

2017 FUNDING VALUATION

TITLE TYPE DATE RESOURCES

SURPLUS FUNDS WILL RESTORE FULL INFLATION PROTECTION FOR POST-2009 PENSION CREDIT AND DECREASE CONTRIBUTION RATES

Announcement distributed to working and retired members on the sponsors’ decision to use surplus funds

ANNOUNCEMENTS

JUN 2017

PDF (0.1MB)

TOP PLAN FUNDING Q&As

Information to supplement the announcement on the use of surplus funds

Q&As

JUN 2017

PDF (0.1MB)

2016 FUNDING VALUATION

TITLE TYPE DATE RESOURCES

SURPLUS FUNDS WILL HELP INCREASE INFLATION PROTECTION FOR POST-2009 PENSION CREDIT

Announcement distributed to working and retired members on the sponsors’ decision to use surplus funds

ANNOUNCEMENTS

SEP 2016

PDF (0.2MB)

TOP PLAN FUNDING Q&As

Information to supplement the announcement on the use of surplus funds

Q&As

SEP 2016

PDF (0.5MB)

2015 FUNDING VALUATION

TITLE TYPE DATE RESOURCES

SURPLUS FUNDS WILL HELP RESTORE INFLATION PROTECTION FOR POST-2009 PENSION CREDIT

Announcement distributed to working and retired members on the sponsors’ decision to use surplus funds

ANNOUNCEMENTS

MAY 2015

PDF (0.2MB)

TOP PLAN FUNDING Q&As

Information to supplement the announcement on the use of surplus funds

Q&As

MAY 2015

PDF (0.3MB)

2014 FUNDING VALUATION

TITLE TYPE DATE RESOURCES

INFLATION PROTECTION LEVELS TO BE PARTIALLY RESTORED FOR RECENT RETIREES

Announcement distributed to working and retired members on the sponsors’ decision to use surplus funds

ANNOUNCEMENTS

MAY 2014

PDF (0.2MB)

TOP PLAN FUNDING Q&As

Information to supplement the announcement on the use of surplus funds

Q&As

MAY 2014

PDF (0.4MB)

TOP PLAN FUNDING Q&As

Information on the results of the 2014 preliminary funding valuation

Q&As

APR 2014

PDF (0.4MB)

2013 PRELIMINARY FUNDING VALUATION

TITLE TYPE DATE RESOURCES

TOP PLAN FUNDING Q&As

Information on the results of the 2013 preliminary funding valuation

Q&As

APR 2013

PDF (0.4MB)

2012 FUNDING VALUATION

TITLE TYPE DATE RESOURCES

AGREEMENT REACHED TO KEEP TEACHERS’ PLAN ON SOUND FINANCIAL FOOTING

Announcement distributed to working members on the sponsors’ decision to address the 2012 funding shortfall

ANNOUNCEMENTS

FEB 2013

PDF (0.3MB)

CHANGE IN INFLATION PROTECTION HAS SMALL IMPACT ON RECENT RETIREES

Announcement distributed to retired members on the sponsors’ decision to address the 2012 funding shortfall

ANNOUNCEMENTS

FEB 2013

PDF (0.2MB)

TOP PLAN FUNDING Q&As

Information to supplement the announcement on the sponsors’ decision to address the 2012 funding shortfall

Q&As

FEB 2013

PDF (0.4MB)

2011 FUNDING VALUATION

TITLE TYPE DATE RESOURCES

2011 SHORTFALL ADDRESSED WITH RATE INCREASES AND CHANGE IN INFLATION PROTECTION

Announcement distributed to working members on the sponsors’ decision to address the 2011 funding shortfall

ANNOUNCEMENTS

JUNE 2011

PDF (0.1MB)

2011 SHORTFALL ADDRESSED, CONDITIONAL INFLATION PROTECTION TO BE INVOKED

Announcement distributed to retired members on the sponsors’ decision to address the 2011 funding shortfall

ANNOUNCEMENTS

JUN 2011

PDF (0.1MB)

TOP PLAN FUNDING Q&As

Information to supplement the announcement on the sponsors’ decision to address the 2011 funding shortfall

Q&As

JUN 2011

PDF (0.5MB)

TOP 10 FUNDING Q&As

Information on the results of the 2011 preliminary funding valuation

Q&As

APR 2011

PDF (0.5MB)

2010 PRELIMINARY FUNDING VALUATION

TITLE TYPE DATE RESOURCES

TOP PLAN FUNDING Q&As

Information on the results of the 2010 preliminary funding valuation

Q&As

APRIL 2010

PDF (0.3MB)

2009 FUNDING VALUATION

TITLE TYPE DATE RESOURCES

FUNDING UPDATE

Announcement distributed to working and retired members on the sponsors’ decision to address the 2009 funding shortfall; includes Q&As

ANNOUNCEMENTS

SEP 2009

PDF (0.8MB)

DISCOUNT RATE REVIEW

TITLE TYPE DATE RESOURCES

RESPONSE OF THE ONTARIO TEACHERS’ PENSION PLAN BOARD TO THE DISCOUNT RATE ASSUMPTION REVIEW

Outlines the response to the Hearing Officer review

REPORTS

AUG 2012

PDF (0.3MB)

DISCOUNT RATE REVIEW: RESPONSE OF THE ONTARIO TEACHERS’ PENSION PLAN AND ITS SPONSORS TO THE DISCOUNT RATE ASSUMPTION REVIEW

Outlines the response to the Hearing Officer review

REPORTS

JUN 2011

PDF (0.3MB)

SUSTAINABILITY WORKING GROUP

TITLE TYPE DATE RESOURCES

SUSTAINABILITY WORKING GROUP RELEASES FINAL REPORT

Summary for working and retired members on work undertaken by the group

ANNOUNCEMENTS

SEP 2010

PDF (0.6MB)

REPORT OF THE SUSTAINABILITY WORKING GROUP

Detailed report on the work undertaken by the group

REPORTS

SEP 2010

PDF (0.5MB)

2010 FUNDING WEBCAST

TITLE TYPE DATE RESOURCES

TOP WEBCAST Q&As

A summary of the most commonly asked questions from webcasts held on April 17 and 20, 2010

Q&As

APR 2010

PDF (0.9MB)

2015 FUNDING VALUATION

SURPLUS FUNDS WILL HELP RESTORE INFLATION PROTECTION FOR POST-2009 PENSION CREDIT

Announcement distributed to working and retired members on the sponsors’ decision to use surplus funds

TYPE: ANNOUNCEMENTS

DATE: MAY 2015

DOWNLOAD: PDF (0.2MB)

TOP PLAN FUNDING Q&As

Information to supplement the announcement on the use of surplus funds

TYPE: Q&As

DATE: May 2015

DOWNLOAD: PDF (0.3MB)

2014 FUNDING VALUATION

INFLATION PROTECTION LEVELS TO BE PARTIALLY RESTORED FOR RECENT RETIREES

Announcement distributed to working and retired members on the sponsors’ decision to use surplus funds

TYPE: ANNOUNCEMENTS

DATE: MAY 2014

DOWNLOAD: PDF (0.2MB)

TOP PLAN FUNDING Q&As

Information to supplement the announcement on the use of surplus funds

TYPE: Q&As

DATE: May 2014

DOWNLOAD: PDF (0.4MB)

TOP PLAN FUNDING Q&As

Information on the results of the 2014 preliminary funding valuation

TYPE: Q&As

DATE:APR 2013

DOWNLOAD: PDF (0.4MB)

2013 PRELIMINARY FUNDING VALUATION

TOP PLAN FUNDING Q&As

Information on the results of the 2013 preliminary funding valuation

TYPE: Q&As

DATE: APR 2013

DOWNLOAD: PDF (0.4MB)

2012 Funding Valuation

AGREEMENT REACHED TO KEEP TEACHERS’ PLAN ON SOUND FINANCIAL FOOTING

Announcement distributed to working members on the sponsors’ decision to address the 2012 funding shortfall

TYPE: ANNOUNCEMENTS

DATE: FEB 2013

DOWNLOAD: PDF (0.3MB)

CHANGE IN INFLATION PROTECTION HAS SMALL IMPACT ON RECENT RETIREES

Announcement distributed to retired members on the sponsors’ decision to address the 2012 funding shortfall

TYPE: ANNOUNCEMENTS

DATE: FEB 2013

DOWNLOAD: PDF (0.2MB)

TOP PLAN FUNDING Q&As

Information to supplement the announcement on the sponsors’ decision to address the 2012 funding shortfall

TYPE: Q&As

DATE: FEB 2014

DOWNLOAD: PDF (0.4MB)

2011 FUNDING VALUATION

2011 SHORTFALL ADDRESSED WITH RATE INCREASES AND CHANGE IN INFLATION PROTECTION

Announcement distributed to working members on the sponsors’ decision to address the 2011 funding shortfall

TYPE: ANNOUNCEMENTS

DATE: JUN 2011

DOWNLOAD: PDF (0.1MB)

2011 SHORTFALL ADDRESSED, CONDITIONAL INFLATION PROTECTION TO BE INVOKED

Announcement distributed to retired members on the sponsors’ decision to address the 2011 funding shortfall

TYPE: ANNOUNCEMENTS

DATE: JUN 2011

DOWNLOAD: PDF (0.1MB)

TOP PLAN FUNDING Q&As

Information to supplement the announcement on the sponsors’ decision to address the 2011 funding shortfall

TYPE: Q&As

DATE:JUN 2011

DOWNLOAD: PDF (0.5MB)

TOP 10 FUNDING Q&As

Information on the results of the 2011 preliminary funding valuation

TYPE: Q&As

DATE: APR 2011

DOWNLOAD: PDF (0.5MB)

2010 PRELIMINARY FUNDING VALUATION

TOP PLAN FUNDING Q&As

Information on the results of the 2010 preliminary funding valuation

TYPE: Q&As

DATE: APR 2010

DOWNLOAD: PDF (0.3MB)

2009 FUNDING VALUATION

FUNDING UPDATE

Announcement distributed to working and retired members on the sponsors’ decision to address the 2009 funding shortfall; includes Q&As

TYPE: ANNOUNCEMENTS

DATE: SEP 2009

DOWNLOAD: PDF (0.8MB)

DISCOUNT RATE REVIEW

RESPONSE OF THE ONTARIO TEACHERS’ PENSION PLAN BOARD TO THE DISCOUNT RATE ASSUMPTION REVIEW

Outlines the response to the Hearing Officer review

TYPE: REPORTS

DATE: AUG 2012

DOWNLOAD: PDF (0.3MB)

DISCOUNT RATE REVIEW: RESPONSE OF THE ONTARIO TEACHERS’ PENSION PLAN AND ITS SPONSORS TO THE DISCOUNT RATE ASSUMPTION REVIEW

Outlines the response to the Hearing Officer review

TYPE: REPORTS

DATE: JUN 2011

DOWNLOAD: PDF (0.3MB)

SUSTAINABILITY WORKING GROUP

SUSTAINABILITY WORKING GROUP RELEASES FINAL REPORT

Summary for working and retired members on work undertaken by the group

TYPE: ANNOUNCEMENTS

DATE: SEP 2010

DOWNLOAD: PDF (0.6MB)

REPORT OF THE SUSTAINABILITY WORKING GROUP

Detailed report on the work undertaken by the group

TYPE: REPORTS

DATE: SEP 2010

DOWNLOAD: PDF (0.5MB)

2010 Funding WEBCAST

TOP WEBCAST Q&As

A summary of the most commonly asked questions from webcasts held on April 17 and 20, 2010

TYPE: Q&As

DATE: APR 2010

DOWNLOAD: PDF (0.9MB)