IPP Annual Administration

• IPP Exemption – Info Sheet and FAQ

  • IPP Exemption - Info Sheet and FAQ  [218 KB]

• Notices to Individual Plan Sponsors

  • Notice to Individual Pension Plan Sponsors (Non-Exempt Ontario)  [124 KB]
  • Notice to Individual Pension Plan Sponsors  [121 KB]
  • Pension Adjustment Information  [80 KB]

• IPP Investment Account Summary

  • IPP Investment Account Summary  [741 KB]

• Pension Adjustment Calculator

  Enter the employment earnings as they will appear on Box 14 of the T4 slip to calculate the 2024 pension adjustment (PA).  Report the pension adjustment in Box 52 and the IPP registration number in Box 50 of the T4 slip.

  Income: $

  Calculate

  Pension Benefit:

  Your Pension Adjustment:

Categories

• Individual Pension Plans
• IPP Annual Administration
• Retirement Compensation Arrangement
• RCA Annual Administration
• Health Benefit Plan
• Insurance Valuations
• Cross Border Testing

Recent

• IPP Exemption - Info Sheet and FAQ
• Health Benefits Claim Form
• Notices to Individual Plan Sponsors