Carswell Pension Manual is a seven-volume text that provides an in-depth analysis of the pension plans and schemes in Canada. Developed by experts in the field, the text deals with solid administrative and planning concepts. The sheer quantity of widely-varying rules from province-to-province, ever-changing income tax law, new court decisions and policy statements, and the dynamic economic climate can easily overwhelm. Therefore, the manual aims to provide answers to all questions the pertaining to managing compliance and planning-related functions in the area of public and private pension plans.

Topics in the book are dealt with in a logical, detailed, and user-friendly manner and cover issues such as prescriptive provisions to the problems of meeting pension plan, registration and reporting requirements, plan costs, surplus withdrawals, employee terminations, corporate restructuring, and pension wind-ups. To speed daily decision-making and problem-solving, the commentary section of the text is organized by business subjects and comprehensive references that direct you to the full texts of Acts and Regulations.

The title includes:

Volume 1

1. Introduction
2. Registration and Reporting Procedures
3. Minimum Pension Standards
4. Income Tax Act Registration Requirements for Pension Plans
5. Funding and Solvency
6. Tax Treatment of Registered Pension Plans
7. Disclosure of Pension Plan Information
8. Financial Reporting for Pension Plans
9. Investment Regulations for Pension Plans
10. Pension Plan Termination
11. Pension Plan Surplus
12. Corporate Reorganizations and the Pension Plan
13. Capital Accumulation Plans
14. Pension Plan Governance
15. Supplemental Retirement Arrangements
16. Government Programs

Volume 2

17. List of Forms
18. Interpretation Bulletins, Policies and Releases
19. Status of Legislation
20. Legislation - Federal
21. Canada Pension Plan

Volume 3

22. Insurance Companies Act (excerpts)
23. Income Tax Legislation
24. Draft Income Tax Legislation
25. Old Age Security Act
26. Pension Benefits Standards Act, 1985
27. PBSA Updates, Policies and Releases
28. Pooled registered Pensions Plans Acts

Volume 4

29. Alberta
30. Alberta Bulletins, Policies and Releases
31. British Columbia
32. British Columbia Bulletins, Policies and Releases

Volume 5

33. Manitoba
34. Manitoba Bulletins, Policies and Releases
35. New Brunswick
36. Newfoundland and Labrador
37. Newfoundland and Labrador Directives, Policies and Releases
38. Northwest Territories

Volume 6

39. Nova Scotia
40. Nunavut
41. Ontario
42. Ontario Bulletins, Policies and Releases

Volume 7

43. Prince Edward Island
44. Quebec
45. Québec Bulletins, Policies and Releases
46. Saskatchewan
47. Saskatchewan Bulletins, Policies and Releases
48. Yukon