Canada Pension Plan
A contributory, earnings-related social insurance program that is paid by the federal government. It provides a measure of income to contributors and their families upon retirement, disability, and death. For further details, contact Service Canada.
WTW case management system within eePoint.
WTW secure website used to send/receive reports and other confidential member-related data. For more information, refer to Pension Administration System (eepoint) and Data Exchange Tools.
WTW Pension Administration System. For more information, refer to Pension Administration System (eepoint) and Data Exchange Tools.
Financial Services Regulatory Authority of Ontario
An independent regulatory agency whose role is to ensure pension plans meet the legal standard in the Pension Benefits Act (PBA). Their objective is to improve consumer and pension plan beneficiary protections in Ontario.
Income Tax Act
A federally legislated act with underlying regulations that outline, among other things, the maximum limits for registered pension plans. The Income Tax Act allows employees and employers to deduct pension contributions from their respective income for tax purposes and sets standards for the benefits a pension plan can provide. It is regulated by the Canada Revenue Agency (CRA)
Data files that contain employee/member data required to administer pension benefits that are sent bi-weekly from each participating employer to WTW via:
- I1 Data File – transmits Demographic & HR/Employment data on a bi-weekly I1 schedule
- I2 Data File – transmits Contribution & Payroll data on a bi-weekly I2 schedule
Refer to Reporting Data through the I1 & I2 Data Interfaces for more information
Jointly Sponsored Pension Plan
A pension plan in which decision making and funding of the benefits is shared jointly by both employees and the sponsor/employer. It’s a pension plan where there is a partnership in the governance of the plan. The Plan is a JSPP
Self-service website for active, deferred and retired members to access pension-related information and transactions.
Ontario Compensation Employees Union, CUPE Local 1750
- Co-Sponsor of the Plan (with WSIB)
Pension Adjustment
The Canada Revenue Agency (CRA) deemed value of the lifetime pension benefit earned by a member during a calendar year which affects the member’s RRSP contribution room for the following year. Refer to Annual Pension Adjustment Report (I7) for more information.
Participating Employers of the Plan include:
The Workplace Safety and Insurance Board (WSIB), Infrastructure Health and Safety Association (IHSA), Public Services Health and Safety Association (PSHSA), Workplace Safety and Prevention Services (WSPS), Workplace Safety North (WSN), and the Trustees of the Workplace Safety and Insurance Board Pension Plan Fund (WISE Trust).
Pension Benefits Act (Ontario)
Provincial pension legislation enforced by FSRA, which regulates pension plans in Ontario and determines minimum standards for eligibility, funding, and benefits for Ontario-registered pension plans.
The base salary received by an employee for their employment position while a member of the Plan.
Refer to Frequently Asked Questions (FAQs) for specific Pensionable Earnings inclusion and exclusions.
Note: Contributions must be deducted from Pensionable Earnings in accordance with the Contribution Rate Schedule.
Represents the total years, months and days of service during which the employee, or the employer on behalf of the employee, contributes to the Plan or Supplementary Plan and can include service during which an employee is receiving short-term, or long-term disability benefits, or while in receipt of benefits from a claim filed under the WSIA (WSIB claim benefit).
Note: Pensionable Service is derived from member employment statuses provided by Participating Employers via the I1 Data File and required contributions amounts deducted and provided via the I2 Data File.
Pensionable service can also be purchased by members for periods of temporary employment and certain leaves of absences, or transferred in by members from another pension plan.
Secure File Transfer Protocol
- Transmission method by which I1 and I2 Data Files are sent from Participating Employers to WTW.
Safe Workplace Associations
Infrastructure Health & Safety Association (IHSA)
Public Services Health & Safety Association (PSHSA)
Workplace Safety & Prevention Services (WSPS)
Workplace Safety North (WSN)
WSIB Employees’ Supplementary Pension Plan (ESPP)
- A “top-up” retirement compensation arrangement that provides employees of the WSIB and SWA a pension benefit in excess of the maximum pension benefit permitted under the Plan and the ITA; the Plan and the Supplementary Plan (the “plans”) operate together to provide the same retirement benefit that the employee would have received if the ITA limits did not exist.
- Sponsored and administered solely by WSIB.
- Refer to Supplementary Plan for more information.
WSIB Employees’ Pension Plan (often referred to as the “WISE Trust Plan” or the “EPP”)
- A contributory defined-benefit pension plan registered and regulated under the Ontario Pension Benefits Act (“PBA”) and the federal Income Tax Act (“ITA”).
- Jointly sponsored by the WSIB and OCEU and administered by WISE Trust.
- Refer to the Plan for more information.
Workplace Safety & Insurance Board
- Co-Sponsor (with OCEU) and Participating Employer of the Plan.
- Sponsor and administrator of the Supplementary Plan.
Workplace Insurance and Safety Employee Trust
- The Trustees of the Workplace Safety and Insurance Board Employees’ Pension Plan (Board of Trustees).
- Legal Administrator of the Plan.
Pension contact centre for employees and members of the Plan and Supplementary Plan:
By Phone:
Call toll free: 1-855-242-1526
Outside of North America: 678-932-4144
Monday to Friday, 8:30 a.m. to 4:30 p.m. EST
By mail:
130 King Street West
Suite 1500, P.O. Box 424
Toronto, ON M5X 1E3
Online via My Pension Resource:
Willis Towers Watson
- Pension Administration Service Provider for the Plan and the Supplementary Plan.
- Refer to Pension Administration Service Provider for the Pension Plans for more information.
Reporting Data through the I1 & I2 Data Interfaces
This page provides you with information on the data required to administer the pension plans. It describes key data that must be reported for pension purposes and the requirements for reporting. Each participating employer is responsible for the accuracy of the employee data sent.
Reporting Changes
Employee data must be reported to the WTW Admin Team via the data interface files in accordance with the I1 & I2 Data Interface Requirements specifications and the Annual WTW Consolidated Processing Calendar (Interface Run Schedule).
The data interface files operate on a biweekly basis:
- The I1 and I2 data files for each participating employer are processed at the same time and must be received by WTW according to the deadline specified in the Schedule
- A late data interface file submission will result in re-work to process the file separately from the other participating employer’s files and, therefore, is subject to out-of-scope fees that will be passed on to the participating employer who submits late data interface files
Any changes or corrections to an employee’s data record including data sent on the files should be made “at source” in your HR system and/or Payroll system, and flow through to the WTW eePoint pension system via the biweekly data interface files. Your HR/Payroll system(s) and the eePoint pension system must be in sync at all times.
If a discrepancy is discovered when reviewing a member’s data record in eePoint, open a ‘Case’ in eePoint and provide details on what is to be updated/corrected.
WTW may open a ‘Case’ from their end and assign it to you for additional details/direction. A ‘Case’ notification email will be sent to your shared email inbox that will require action.
For information on how to create and respond to a ‘Case’ in eePoint, go to Training Resources.
For questions related to reporting pensionable earnings, contributions, and leaves of absence including Short-Term Disability (STD) and Long-Term Disability (LTD), refer to Frequently Asked Questions (FAQs).
I1 and I2 data interface files must be received by WTW in accordance with the Annual WTW Consolidated Processing Calendar. Late interface files are subject to out-of-scope fees that will be charged to participating employers who do not transmit files by the deadline.
For any “off-cycle" or "special” I1 and I2 data interface files that require processing, you must notify WTW and WISE Trust immediately! WTW will not know to pick up and process the file unless they receive your notification.
I1 Demographic & HR Data Interface (I1)
The information reported on the I1 provides member data required for WTW to communicate with members, complete required pension transactions and calculations and pay pension benefits to members.
The I1 reports “changes only” (i.e., it is not a “full file” of all employee records) which means it captures updates made on your HR/Payroll system since the last I1 file was generated and sends these updates directly to eePoint via SFTP on a biweekly basis as per the Annual WTW Consolidated Processing Calendar (Interface Run Schedule).
The following I1 data files are transmitted on a biweekly basis:
I1 FILE NAME | DESCRIPTION |
1. Demographic Data file |
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2. Service History Data file |
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3. Pay Rate Data file |
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4. Credits Data file (WSIB only) |
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5. Absences Date file |
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6. Multi file (WSIB only) |
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Note: Files contain “changes only” but the record passed MUST be the full record. For example, if there is only an address change to an employee’s record, the full employee record is passed (with all information in the relevant data file noted above, not just the address change).
Note: The files listed above will transmit even if no changes have been made from one run date to another. The file(s) will transmit as a blank file.
SWA Employers who use the ADP-WFN system
When the files listed above are generated, an “ADP Exception Report” will be sent to you for action, 24 hours prior to the WTW deadline to receive the files (refer to the Annual WTW Consolidated Processing Calendar – Interface Run Schedule). The ADP Exception Report confirms that the file transmission was successful and lists failed/dropped records with:
- Missing mandatory data fields (e.g. missing Pension ID, work email, SIN, salary rate, phone number, business unit, etc.)
- No Pension Membership Date if Worker Category is full-time or part-time (but not if Contract or Temporary)
- No FTE change date (in custom fields area) if a change is made to Worker Category
- No Standard Hours captured for part-time employees (not paid)
- This field on the Service History Data file is driven off hours paid through payroll for part-time employees
You must:
- monitor to ensure you receive the “Successful Transmission Confirmation Email” and “ADP Exception Report” as of the expected date as indicated in the Annual WTW Consolidated Processing Calendar – Interface Run Schedule
- review the ADP Exception Report and action as required (contact ADP immediately for assistance to correct file issues, and ensure any missing data is updated in your HR/Payroll systems)
Please refer to the documentation provided by ADP to each employer for details on the ADP Exception Report/Files.
- Do not introduce any new codes (i.e., action-reason codes) into your HR/Payroll system(s).
- If there is a business need to do so, contact WISE Trust prior to implementing the new code(s) in your system.
- New codes in your HR/Payroll system(s) need to be mapped into the WTW eePoint pension system to be accepted during the I1 and I2 data load process. Employee records with an un-mapped code will be rejected.
- Any re-work caused by un-mapped codes may be subject to out-of-scope fees charged to the participating employer who fails to notify WISE Trust/WTW in advance.
I1 Data Validation Reports
Once the WTW Admin Team receives and processes your I1 data file, a total of (8) Data Validation Reports will be generated and sent to you, via DataLink, for action.
Download the reports from DataLink upon receiving notification sent to your team email inbox:
- review the reports and messages
- login to eePoint to view the data for your members and ensure it has passed correctly
- action/update your HR/Payroll “source system” as required
- insert or update a column with your comments, then repost to DataLink upon the completion of your review (ensure to rename the file before reposting to DataLink)
I1 DATA VALIDATION REPORT | DESCRIPTION |
1. Interface File Validation Details Report
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2. New Hire Report |
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3. Rejected Report |
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4. Significant Changes Report |
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5. Retroactive Changes Report |
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6. Termination Report |
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7. Pension History, Service History, Pay Rate History Report
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8. Load Summary Report |
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You will need to review and respond, confirming the information requested on the Data Validation Reports, to the WTW Admin Team within five (5) business days as indicated in the Annual WTW Consolidated Processing Calendar.
WTW must receive your responses within the stated deadline to ensure the eePoint pension system has the most up-to-date and accurate information.
If there is no response required or confirmation to provide, please respond to WTW’s interface emails (cc WISE Trust) with a statement confirming that you have reviewed the data validation files and confirm no response or action is required.
I1 Data Validation Reports Training
For detailed instructions on how to review and provide feedback to the I1 data validation reports and other related information, refer to Training Resources.
Refer to Enrolling a Member for the process and other reports related to enrollment.
Incorrect data passed from the Employer to WTW must be corrected on the Employer’s source HR/Payroll system and flow through to the WTW eePoint pension system on the next reporting cycle via the data interface. Requests to manually correct data on the WTW eePoint pension system may be subject to out-of-scope fees charged to the Participating Employer making the request. Contract WISE Trust for any questions.
I2 Payroll & Contribution Data Interface (I2)
Your payroll system transmits the I2 data directly to eePoint via SFTP on a biweekly basis as per the Annual WTW Consolidated Processing Calendar (Interface Run Schedule). The I2 provides payroll data that includes:
- pension contributions deducted from each member for the Plan and/or Supplementary Plan, and
- non-pensionable and pensionable earnings and hours worked for all employees that received pay during the pay cycle, where
- records on the file are always full records (e.g. all information is passed on an individual record).
Special contribution calculations/processes apply for:
- Prior Year Retroactive Contributions (refer to Prior Year Retroactive Contributions)
- Contributions for members who have a prior period of employment with another Participating Employer immediately preceding the date of hire with your organization (refer to Contributions for Members who have a Prior Period of Employment with another Participating Employer)
- Contributions for members who are age 65 or older and have an approved CPT30 Form where they are exempt from making CPP Contributions (refer to Contributions for Members Exempt from CPP Contributions (CPT30 Form))
I2 Data Validation Reports
I2 DATA VALIDATION REPORT | DESCRIPTION |
Interface File Validation Details Report |
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Rejected Report |
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Contribution Discrepancy Report |
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Audit Controls |
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You will need to review and respond to confirm the information requested on the I2 Data Validation Reports to the WTW Admin Team within five (5) business days as indicated in the Annual WTW Consolidated Processing Calendar. (Interface Response Deadlines).
WTW must receive your responses within the stated deadline to ensure the eePoint pension system has the most up-to-date and accurate information.
If there is no response required or confirmation to provide, please respond to WTW’s interface emails (cc WISE Trust) with a statement confirming that you have reviewed the data validation files and confirm no response or action is required.
I2 Data Validation Reports Training
For detailed instructions on how to review and provide feedback to the I2 data validation reports and other related information and training, refer to Training Resources.
- Incorrect data passed from the Employer to WTW must be corrected on the Employer’s source HR/Payroll system and flow through to the WTW eePoint pension system on the next reporting cycle via the I1 and/or I2 data interface(s).
- Requests to manually correct data on the WTW eePoint pension system may be subject to out-of-scope fees charged to the Participating Employer making the request. Contact WISE Trust for any questions.