Funding Archive
Get historical funding information: Valuation decisions, member funding announcements, and past discount rate reviews.
2022 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
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Ontario Teachers’ Pension Plan sponsors to file fully-funded valuation with regulators Announcement and Q&A distributed to working and retired members on the sponsors' decision to use surplus funds
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JUN 2022 |
PDF (0.1MB) 
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Ontario Teachers’ Pension Plan sponsors to file fully-funded valuation with regulators
Announcement and Q&A distributed to working and retired members on the sponsors' decision to use surplus funds
2021 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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Ontario Teachers’ Pension Plan sponsors to file fully-funded valuation with regulators Announcement and Q&A distributed to working and retired members on the sponsors' decision to use surplus funds
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JUN 2021 |
PDF (0.1MB)
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Ontario Teachers’ Pension Plan sponsors to file fully-funded valuation with regulators
Announcement and Q&A distributed to working and retired members on the sponsors' decision to use surplus funds
2020 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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Ontario Teachers’ Pension Plan sponsors to file fully-funded valuation with regulators Announcement and Q&A distributed to working and retired members on the sponsors' decision to use surplus funds
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JUN 2020 |
PDF (0.1MB)
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Ontario Teachers’ Pension Plan sponsors to file fully-funded valuation with regulators
Announcement and Q&A distributed to working and retired members on the sponsors' decision to use surplus funds
2018 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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Ontario Teachers' Pension Plan sponsors to file fully-funded valuation with regulators Announcement and Q&A distributed to working and retired members on the sponsors' decision to use surplus funds
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JUN 2018 |
PDF (0.1MB)
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Ontario Teachers' Pension Plan sponsors to file fully-funded valuation with regulators
Announcement and Q&A distributed to working and retired members on the sponsors' decision to use surplus funds
2017 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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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
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JUN 2017 |
PDF (0.1MB)
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TOP PLAN FUNDING Q&As Information to supplement the announcement on the use of surplus funds
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JUN 2017 |
PDF (0.1MB)
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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
TOP PLAN FUNDING Q&As
Information to supplement the announcement on the use of surplus funds
2016 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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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
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SEP 2016 |
PDF (0.2MB)
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TOP PLAN FUNDING Q&As Information to supplement the announcement on the use of surplus funds
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SEP 2016 |
PDF (0.5MB)
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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
TOP PLAN FUNDING Q&As
Information to supplement the announcement on the use of surplus funds
2015 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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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
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MAY 2015 |
PDF (0.2MB)
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TOP PLAN FUNDING Q&As Information to supplement the announcement on the use of surplus funds
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MAY 2015 |
PDF (0.3MB)
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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
TOP PLAN FUNDING Q&As
Information to supplement the announcement on the use of surplus funds
2014 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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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
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MAY 2014 |
PDF (0.2MB)
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TOP PLAN FUNDING Q&As Information to supplement the announcement on the use of surplus funds
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MAY 2014 |
PDF (0.4MB)
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TOP PLAN FUNDING Q&As Information on the results of the 2014 preliminary funding valuation
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APR 2014 |
PDF (0.4MB)
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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
TOP PLAN FUNDING Q&As
Information to supplement the announcement on the use of surplus funds
TOP PLAN FUNDING Q&As
Information on the results of the 2014 preliminary funding valuation
2013 PRELIMINARY FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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TOP PLAN FUNDING Q&As Information on the results of the 2013 preliminary funding valuation
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APR 2013 |
PDF (0.4MB)
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TOP PLAN FUNDING Q&As
Information on the results of the 2013 preliminary funding valuation
2012 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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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
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FEB 2013 |
PDF (0.3MB)
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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
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FEB 2013 |
PDF (0.2MB)
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TOP PLAN FUNDING Q&As Information to supplement the announcement on the sponsors’ decision to address the 2012 funding shortfall
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FEB 2013 |
PDF (0.4MB)
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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
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
TOP PLAN FUNDING Q&As
Information to supplement the announcement on the sponsors’ decision to address the 2012 funding shortfall
2011 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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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
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JUN 2011 |
PDF (0.1MB)
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2011 SHORTFALL ADDRESSED, CONDITIONAL INFLATION PROTECTION TO BE INVOKED Announcement distributed to retired members on the sponsors’ decision to address the 2011 funding shortfall
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JUN 2011 |
PDF (0.1MB)
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TOP PLAN FUNDING Q&As Information to supplement the announcement on the sponsors’ decision to address the 2011 funding shortfall
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JUN 2011 |
PDF (0.5MB)
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TOP 10 FUNDING Q&As Information on the results of the 2011 preliminary funding valuation
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APR 2011 |
PDF (0.5MB)
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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
2011 SHORTFALL ADDRESSED, CONDITIONAL INFLATION PROTECTION TO BE INVOKED
Announcement distributed to retired members on the sponsors’ decision to address the 2011 funding shortfall
TOP PLAN FUNDING Q&As
Information to supplement the announcement on the sponsors’ decision to address the 2011 funding shortfall
TOP 10 FUNDING Q&As
Information on the results of the 2011 preliminary funding valuation
2010 PRELIMINARY FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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TOP PLAN FUNDING Q&As Information on the results of the 2010 preliminary funding valuation
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APR 2010 |
PDF (0.3MB)
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TOP PLAN FUNDING Q&As
Information on the results of the 2010 preliminary funding valuation
2009 FUNDING VALUATION
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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FUNDING UPDATE Announcement distributed to working and retired members on the sponsors’ decision to address the 2009 funding shortfall; includes Q&As
|
SEP 2009 |
PDF (0.8MB)
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FUNDING UPDATE
Announcement distributed to working and retired members on the sponsors’ decision to address the 2009 funding shortfall; includes Q&As
DISCOUNT RATE REVIEW
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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RESPONSE OF THE ONTARIO TEACHERS’ PENSION PLAN BOARD TO THE DISCOUNT RATE ASSUMPTION REVIEW Outlines the response to the Hearing Officer review
|
AUG 2012 |
PDF (0.3MB)
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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
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JUN 2011 |
PDF (0.3MB)
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RESPONSE OF THE ONTARIO TEACHERS’ PENSION PLAN BOARD TO THE DISCOUNT RATE ASSUMPTION REVIEW
Outlines the response to the Hearing Officer review
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
SUSTAINABILITY WORKING GROUP
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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SUSTAINABILITY WORKING GROUP RELEASES FINAL REPORT Summary for working and retired members on work undertaken by the group
|
SEP 2010 |
PDF (0.6MB)
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REPORT OF THE SUSTAINABILITY WORKING GROUP Detailed report on the work undertaken by the group
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SEP 2010 |
PDF (0.5MB)
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SUSTAINABILITY WORKING GROUP RELEASES FINAL REPORT
Summary for working and retired members on work undertaken by the group
REPORT OF THE SUSTAINABILITY WORKING GROUP
Detailed report on the work undertaken by the group
2010 FUNDING WEBCAST
| TITLE | TYPE | DATE | DOWNLOAD |
|---|---|---|---|
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TOP WEBCAST Q&As A summary of the most commonly asked questions from webcasts held on April 17 and 20, 2010
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APR 2010 |
PDF (0.9MB)
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TOP WEBCAST Q&As
A summary of the most commonly asked questions from webcasts held on April 17 and 20, 2010