Slide 1
Hi! My name is David and I'll provide you an overview of the pension plan administrator's responsibilities for maintaining a Pension Services Portal (or PSP) account.

Please note that this video is intended for pension plan administrators who have already activated their PSP accounts and delegated PSP access to other individuals.

Slide 2
Before we get started, there are a few important things you need to understand:

• Pension Services Portal (or PSP) accounts are issued to individuals and must not be shared. If several individuals need access to the PSP, they are all required to have their own PSP accounts.

• If FSCO becomes aware that your account has been incorrectly activated or shared, or used to gain unauthorized access to the PSP, we will notify you that your account has been suspended. For security purposes, FSCO may cancel any improper delegations or other account activities that occurred while your account was compromised. Keep in mind that account suspensions and cancelled delegations are not considered acceptable reasons for requesting an extension of a filing deadline. As a result, late fees or other penalties may be incurred.

Slide 3
It is important to understand that as the pension plan administrator, you are responsible for maintaining the PSP accounts for your pension plan.

By accepting and agreeing to the terms and conditions of the PSP Access Agreement, FSCO gave you the authority to delegate other individuals access to your pension plan, and the authority to revoke delegated PSP access from any person who is no longer authorized to act on your plan's behalf.

Slide 4
To view the current roles of any individuals who have access to your plan and status of any delegations for your plan, you first need to log into the PSP.

Keep in mind that you must activate your PSP account and complete the initial log-in process before you can access the PSP.

If you still need to complete these steps, visit FSCO's website where you can access a video on "Activating Your PSP Account".

Slide 5
Let's begin by visiting FSCO's home page at Scroll down the page until you find the "Key Services" section and click on the "Pension Services Portal" button.

Slide 6
This link will take you to FSCO's Pension Services Portal home page. At the bottom of the page, click on the link "Go to the PSP".

Slide 7
You will now see the PSP log-in page. Please enter your user name and password, and then click on the "log-in" button.

Slide 8
After you log-in, you will see the My Profile page. In the top navigation bar, select "Home" and then click on "Plan Profile".

Slide 9
On the Plan Profile page, select the appropriate plan number from the drop down menu in the top left-hand corner of your screen. Note that if you are only responsible for one plan, your plan number will already be selected. If you are responsible for more than one plan, you will have several plan numbers to choose from.

Slide 10
You should now see the profile for the pension plan you just selected.

Note that you should see your name under the role of Primary Administrator. Other users to whom you have delegated PSP access will be listed under the appropriate roles for the plan.

You are responsible for making sure that the plan's list of delegated users is always kept up-to-date. If someone is no longer authorized to act on your plan's behalf, you should revoke their PSP access. To revoke someone's PSP access, click on "Remove" in the "Actions" column beside the individual's name.

Slide 11
You should now see a "Revoke Delegation" window on your screen. Click inside the checkbox to revoke the person's PSP access and then click on the "Revoke" button.

Slide 12
FSCO will send an automated email to both you and the affected individual. It will confirm that the affected individual's PSP access has been revoked by the pension plan administrator, because he or she is no longer authorized to act on the plan's behalf.

If you want to delegate PSP access to a new user, visit FSCO's website where you can access a video on "Delegating Access to the PSP".

Slide 13
If you have any questions or issues about the PSP account maintenance process, please contact us by email at or call (416) 590-7177.

Slide 14
We encourage you to visit FSCO's website where you can access additional videos and resources related to the PSP and the pension industry.

This includes:
• instructional videos on the PSP;
• frequently asked questions;
• instructions;
• FSCO's Pension e-Bulletin;
• RSS feeds and much more!

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