Tag: SIPP

6 Items to Consider When Reviewing Your SIPP

Statement of investment policies and procedures
Plans sponsors: if you haven’t comprehensively reviewed your statements of investment policies and procedures (SIPP) in a while, it may be time to refresh the document to ensure it correctly reflects the details of the plan and is in line with current regulations. For your next review, you should consider six important items. Read all about them in Michael...

Filing your SIPP/Form 14 with FSCO

Background As you may know, plan administrators in Ontario are now required to file their Statement of Investment Policies and Procedures (SIPP) with the Financial Services Commission of Ontario (FSCO). Recent Updates FSCO has recently communicated that SIPP documents will need to be accompanied with a completed SIPP Information Summary, Form 14. These two...