Information Box Group
Expandable List
The plan highlights provide a summary of key provisions and information for members, based on their employee group.
- Consolidates the prior restatement (2014) and subsequent amendments into a single document;
- Clarifies specific Plan provisions that required refinement;
- Incorporates “housekeeping” changes;
- Reflects legislative changes since the 2014 restatement; and
- Aligns select Plan provisions with administrative practice.
- The Plan text incorporates Amendment #1 that was approved by Board on April 18, 2019.
- Consolidates the prior restatement (2014) and subsequent amendments into a single document;
- Clarifies specific Plan provisions that required refinement;
- Incorporates “housekeeping” changes;
- Reflects legislative changes since the 2014 restatement; and
- Aligns select Plan provisions with administrative practice.
Amendment #1 – Salaried Pension Plan 2000
The amendment provides an update to the SAAO Employee definition and the addition of the SAL Employee definition. The Plan text posted above already incorporates Amendment #1 that was approved by Board on April 18, 2019.
Actuarial Valuation as at July 1, 2018 – Plan 2000
Actuarial Valuation as at July 1, 2017 – Plan 2000
Actuarial Valuation as at July 1, 2014 – Plan 2000
Actuarial Valuation as at July 1, 2011 – Plan 2000
Actuarial Valuation as at July 1, 2008 – Plan 2000
Actuarial Valuation as at July 1, 2007 – Plan 2000
Actuarial Valuation as at July 1, 2006 – Plan 2000
Actuarial Valuation as at July 1, 2003 – Plan 2000
Actuarial Valuation as at July 1, 2018 – Original Plan
Actuarial Valuation as at July 1, 2017 – Original Plan
Actuarial Valuation as at July 1, 2014 – Original Plan
Actuarial Valuation as at July 1, 2011 – Original Plan
Actuarial Valuation as at July 1, 2010 – Original Plan
Actuarial Valuation as at July 1, 2009 – Original Plan
Actuarial Valuation as at July 1, 2007 – Original Plan
Actuarial Valuation as at July 1, 2006 – Original Plan
Actuarial Valuation as at July 1, 2003 – Original Plan
At the request of the McMaster University Retiree Association and as approved by the Pension Trust Committee, an Annual Report to Members will be made available each year. The report will include key documents pertaining to both the administration and investment aspects of the pension plans.
McMaster University currently has two Salaried Pension Plans referred to throughout this report as the “Original Plan” and “Plan 2000”. These two Plans originated as a result of the surplus distribution and are similar in plan design. As a result, both Plans are included in this consolidated Annual Report to Members.
McMaster Human Resources Services in conjunction with Financial Affairs is committed to continually improving upon the information provided within this report. We encourage you to forward any suggestions or comments to Human Resources Services.
Please note, the documents contained in this Annual Report have been consolidated for ease of reference. Should a discrepancy occur between the original documents and the versions contained in this report, the originals will govern in the case of error.
Financial Statements as at June 30, 2018 – Original Plan
Financial Statements as at June 30, 2017 – Original Plan
Financial Statements as at June 30, 2016 – Original Plan
Financial Statements as at June 30, 2015 – Original Plan
Financial Statements as at June 30, 2018 – Plan 2000
Financial Statements as at June 30, 2017 – Plan 2000
Financial Statements as at June 30, 2016 – Plan 2000
Financial Statements as at June 30, 2015 – Plan 2000
Salaried Pension Plan – Total Fund Performance as of June 30, 2018
Salaried Pension Plan – Total Fund Performance as of December 31, 2017
Salaried Pension Plan – Total Fund Performance as of June 30, 2017
Salaried Pension Plan – Total Fund Performance as of December 31, 2016
Salaried Pension Plan – Total Fund Performance as of June 30, 2016
Salaried Pension Plan – Total Fund Performance as of December 31, 2015
Salaried Pension Plan – Total Fund Performance as of June 30, 2015
Salaried Pension Plan – Total Fund Performance as of December 31, 2014
Salaried Pension Plan – Total Fund Performance as of June 30, 2014
Salaried Pension Plan – Total Fund Performance as of December 31, 2013
Salaried Pension Plan – Total Fund Performance as of June 30, 2013
Salaried Pension Plan – Total Fund Performance as of December 31, 2012
Salaried Pension Plan – Total Fund Performance as of June 30, 2012
Salaried Pension Plan – Total Fund Performance as of December 31, 2011
Salaried Pension Plan – Total Fund Performance as of June 30, 2011
Salaried Pension Plan – Total Fund Performance as of December 31, 2010
Salaried Pension Plan – Total Fund Performance as of June 30, 2010
Salaried Pension Plan – Total Fund Performance as of December 31, 2009
Salaried Pension Plan – Total Fund Performance as of June 30, 2009
Salaried Pension Plan – Total Fund Performance as of December 31, 2008
Any questions regarding Salary Pension Plan Investment Performance should be directed to the Treasury Operations.
The Pension Trust Committee is administered by University Secretariat`s office. The membership list and terms of reference can be found on the Secreteriat`s webpage.
The following link will lead you to the McMaster University Business Management Services webpage. Once you click on the link, please scrolll down to “Investment (Treasury)”.
Statement of Investment Policies and Procedures – Salaried Pension Plans
Information Box Group
Retirement Planning Information
For information on retirement process and resources available to you in your retirement planning.