By-Laws & Policies

The governance structure of the Corporation itself is defined in a number of corporate by-laws and policies, which are reviewed and updated as required and to provide a best practice foundation.

Before any SC decisions to change the OMERS Plans become effective, by-laws detailing the amendments must be filed with and accepted by the regulators. All plan change by-laws passed by the SC from 2007 through 2010 have been incorporated in the appropriate amended and restated Primary and Supplemental Plan Texts of January 1, 2011; subsequent plan change by-laws will be filed (as attachments) until the next amended and restated Texts are approved.

Other by-laws are created from time to time to provide guidelines for future decisions.

Find approval, implementation and amendment dates are listed in the body of each by-law, policy and/or within relevant schedules and appendices.

Corporate By-Laws

General
PDF [134 KB]
By-Law #2

By-Law #2 outlines the general guidelines relating to the conduct of the business and affairs of the SC.

Revised: December 15, 2011

Borrowing & Banking Authority
PDF [73 KB]
By-Law #3

By-Law #3 outlines the borrowing, banking and investment requirements and procedures to be followed by the SC.

Revised: December 15, 2011

Composition of the SC
PDF [84.5 KB]
By-Law #4

By-Law #4 outlines the composition of the SC, including definitions of Employer Members, Employee Members and Member Groups, as well as terms of appointment, removal, resignation, and voting.

Compensation
PDF [123 KB]
By-Law #6

By-Law #6 outlines SC and OAC Board Member compensation and guidelines for reimbursement of expenses, and SC Board Member expense and education policies.

Committees
PDF [58.8 KB]
By-Law #9

By-Law #9 outlines the composition and charters of certain committees of the SC, including the Audit Committee, Corporate Governance Committee, Human Resources and Compensation Committee, and Plan Design Information Committee. Procedures for nominating committee members and amending committee charters are also outlined.

Specified Plan Change Process
PDF [89 KB]
By-Law #12

By-Law #12 outlines the protocol for proposing specified changes to the OMERS Plans, approval and rejection procedures, and mediation and arbitration guidelines.

Composition of the OAC
PDF [368 KB]
By-Law #13

By-Law #13 outlines the composition of the OAC Board, including nominations, appointments, voting and removal.

OAC Board Appointment Listing
PDF [110 KB]
By-Law #13-01

By-Law #13-01 outlines the current year OAC Board appointments and is updated annually.

Revised effective date:  January 1, 2012


Plan Changes By-Laws

Plan Changes - 2007 (3)
PDF [944 KB]
By-Law #7

By-Law #7 implements three changes to the OMERS Primary Plan, including changes concerning the inflation protection methodology, clarification of transfer provisions related to commuted values and authority of the SC to change contribution rates.

Plan Change- 2007 (1)
PDF [629 KB]
By-Law #8

By-Law #8 effects changes to the OMERS Primary Plan concerning the Shortened Life Expectancy benefit.

Plan Change - 2008 (1)
PDF [489 KB]
By-Law #11

By-Law #11 changes the contribution rates for the OMERS Primary Plan.

Plan Changes - 2009 (3)
PDF [42.4 KB]
By-Law #14

By-Law #14 approves changes to the OMERS Primary Plan and the Supplemental Plan, including changes concerning the Income Tax Act age rules for pension commencement, partial wind-up and extension of NRA 60 benefits.

Plan Change - 2009 (2)
PDF [52.8 KB]
By-Law #15

By-Law #15 outlines changes to the OMERS Plans regarding contribution rates and a cap on contributory earnings.

Plan Change - 2009
PDF [37.8 KB]
By-Law #16

By-Law #16 outlines changes to the OMERS Plans to allow the purchase of private sector past service.

Plan Change - 2010
PDF [591 KB]
By-Law #17

By-Law #17 approves changes to the OMERS Plans concerning access to OMERS benefits during grievance.

Plan Change - 2010
PDF [1.10 MB]
By-Law #18

By-Law #18 approves changes to the OMERS Plans concerning additional voluntary contributions.

Plan Changes – 2010 (2)
PDF [1.25 MB]
By-Law #19

By-Law #19 outlines changes to the OMERS Plans, including changes regarding contribution rates, pre-retirement indexing and early retirement subsidies.

Temporary Nature - 2010
PDF [465 KB]
By-Law #19-01

By-Law #19-01 relates to the temporary nature of the changes to benefits and contribution rates outlined in By-Law #19.

Primary Plan - 2011
PDF [461 KB]
By-Law #21

By-Law #21 pertains to Amendments and Restatement of the OMERS Primary Plan, and outlines changes including clarification of Plan language and practice, and reflecting compliance with applicable legislation.

Supplemental Plan - 2011
PDF [787 KB]
By-Law #22

By-Law #22 pertains to Amendments and Restatement of the OMERS Supplemental Plan, and outlines changes including clarification of Plan language and practice, and reflecting compliance with applicable legislation.

Plan Changes - 2011
PDF [532 KB]
By-Law #23

By-Law #23 provides the amending Primary Plan language to implement the 2012 approved contribution rates and authorizes the filing of the December 31, 2010 Primary Plan valuation.

Plan Changes - 2011
PDF [744 KB]
By-Law #24

By-Law #24 provides the amending Primary Plan language to implement the floating earnings threshold for streaming funds to either the Primary Plan or RCA and confirms the RCA 2012 contribution rates on earnings above the allocation threshold.

Plan Change - 2011
PDF [714 KB]
By-Law #24-01

By-Law #24-01 sets the conditions for making annual changes to the earnings threshold.

Plan Change - 2011
PDF [750 KB]
By-Law #25

By-Law #25 provides the amending Supplemental Plan language to implement the 2011 contribution rates as determined by the mediation/arbitration decision and authorizes the filing of the December 31, 2010 Supplemental Plan valuation.

Plan Changes - 2012
PDF [482 KB]
By-Law #26

By-Law #26 approves amendments to the OMERS Plans to reflect the changes Bill 133 made to Ontario's rules for pension division on marriage breakdown, concerning eligibility for spousal survivor benefits.


Other By-Laws

Flat Rate Levy
PDF [53.7 KB]
By-Law #10

By-Law #10 provides a mechanism for collecting a fee (in the form of a flat rate levy) from Plan employers and active members to fund Corporation costs that may not be lawfully paid out of a pension fund, as per Section 28 of the OMERS Act, 2006.

Statement of Plan Design (SPDOS)
PDF [2.29 MB]
By-Law #20

By-Law #20 outlines the approval of the SC Statement of Plan Design Objectives and Strategy as it pertains to the Primary Plan.


Policies

Communications Policy
PDF [48.9 KB]

The Communications Policy is intended to apply to communications with third parties, including stakeholders and government agencies. It should be read in conjunction with all other policies of the SC, including the Confidentiality Policy.

Confidentiality Policy
PDF [50.5 KB]

The Confidentiality Policy is intended to provide a high level of transparency and accessibility where appropriate, with provision of confidentiality status to a relatively small group of documents.