HR68 – Pension Administration System

This records class is a Personal Information Bank.

Related Records | Responsible Unit | Information Steward | Information Confidentiality Classification | RetentionAuthority | Retention Rationale | Version Information

Content & Scope

The pension administration system tracks individual plan members' entitlements under the University's pension plan. Data is transmitted to the system from the human resources management system.

Related Records

For documents supporting the records in the pension administration system, see HR52 – Employee Files (Financial), HR70 – Pension Beneficiary Files, and HR72 – Pension Cards.

Responsible Unit

Human Resources.

Information Steward

Vice-President, Administration & Finance.

Information Confidentiality Classification

Highly Restricted.




To meet legal requirements, the minimum retention period is as long as the member/beneficiary has an entitlement under the plan.


  • University of Waterloo Act, 1972.
  • Pension Benefits Act, ss. 19 and 22.
  • FSRA Guidance PE0120ORG (formerly FSCO Policy A300-200): Management and Retention of Pension Plan Records by the Administrator.

Retention Rationale

The retention period is based on current practice.

Approval Date

26 October 2011