CAAT Pension

OCRA members who receive the CAAT Pension should note that they can access their pension information online through the CAAT Pension Plan Member Portal called My Pension.

Here are some reasons to use My Pension:

• saves paper and time – when you activate your account, you can set your preferences to “online” to get your retired member annual statement online, sooner. NOTE: you will no longer receive a paper-based copy in the mail.
• flexible – My Pension can be accessed on your tablet or computer.
• informative – you can see your personal information, including your current pension amount, all in one place.
• built for you – My Pension provides an easy and secure Message Centre to reach CAAT’s pension experts whenever you have a question.

To register, CAAT Pension Plan members must have an email address and their CAAT Member ID (which can be found on the CAAT Annual Statement or any direct correspondence from CAAT).

Watch this video (3:28 minutes) to see how to register for My Pension.

To begin the registration process, go to the CAAT Pension Plan log-in page.

OCRA members belonging to the CAAT Pension Plan should have received a postcard in the mail requesting them to complete the annual survey of retired members. The survey is available online in an English version and French version. The required passcode for the survey is shown in the postcard. The survey may be completed on a mobile or desktop device in 15 minutes or less.

The survey closes August 16, 2022

Your feedback is valuable! The CAAT Plan will use the survey information to inform the development of future initiatives, products and other offerings as well as how you receive support.

The 2022 CAAT Pension Annual Statement has been sent to its members via Canada Post or via email notice from CAAT’s online member services.

For those who set up a member account on the CAAT Pension Plan portal, My Pension, they can log into the portal and read/download their Annual Statement and Statement Companion (PDFs) from the Dashboard. For assistance with the My Pension portal, contact CAAT’s Member Services at or by phone 1.866.350.2228.

Members are reminded to confirm their pension by Tuesday May 31, 2022.

Instructions on the ways to submit the confirmation are listed in the Statement Companion and are also available on the Retired Member Statement page.

In October 2021, the CAAT Pension Plan launched a podcast called Contributors. Leaders of Canadian organizations are interviewed about how their companies not only focus on their bottom lines but also on the well-being of their employees and Canada’s economic future. According to Derek Dobson, CEO and Plan Manager, “My favourite part about working at the CAAT Pension Plan is speaking to—and learning from—top Canadian leaders across the country, every day.”

Episodes to date include interviews with leaders about innovation, investment, financial wellness, and employee engagement.

Of particular interest to OCRA members is Episode 8, “The power of pensions—How retirement security can (and will!) transform Canada”. In this episode the focus is on Derek Dobson and the CAAT Pension Plan and how CAAT is transforming retirement savings and defined-benefit pension plans.

OCRA members belonging to the CAAT Pension Plan should have received a postcard in the mail or email requesting them to complete the annual survey of retired members. The survey is available online [Update: this link is no longer available]. The required passcode for the survey is shown in the postcard/email. The survey closes August 31, 2021.

The due date for submitting your 2021 pension payment confirmation form is Monday May 31, 2021. According to the CAAT Annual Statement, this process “is one of the ways we keep your pension safe, ensuring we are paying the right pension to the right person.” If you haven’t yet submitted your confirmation, there are additional ways to do so aside from mailing it. Your Annual Statement provides detailed instructions on how to submit your confirmation by:

• CAAT’s secure online upload
• phone
• email

Details on these submission methods are also on the CAAT Pension Plan website’s Retired Member Statements page.

Did you miss attending the May 4, 2021 CAAT Webinar “Resilient and Ready: Annual Report Webinar for Members and Participating Employers”? A recording of the presentation portion of the webinar (20 minutes) is available on YouTube. In their presentations, CEO Derek Dobson and newly appointed Chief Investment Officer Asif Haque discuss:

• How CAAT is keeping your pension secure
• How CAAT expanded service to members and employers
• Improving access to sustainable pensions for more Canadians

According to Asif Haque, “the Plan’s investment performance was strong in 2020 despite market volatility and our long-term returns have also been strong relative to our policy benchmark and to our discount rate”. Derek Dobson, in summarizing his presentation, offered this reassurance: “Your pension is secure and the Plan is performing well. It is stronger today than it was a year ago”.