The new FCNB portal0104.nccdn.net/1_5/240/0f8/00a/FCNB-PensionSystem-Intro... · 2016-10-11 · The...
Transcript of The new FCNB portal0104.nccdn.net/1_5/240/0f8/00a/FCNB-PensionSystem-Intro... · 2016-10-11 · The...
ThenewFCNBportal
Bringingpensionregulatoryprocessesonline
JakevanderLaan,CIO
Attheendofthiswebinar,youshould:
• haveagoodsenseofhowournewportalworks• understandthenewfunctionalitytobeaddedsoon
relatingtoprocessesunderthePensionBenefitsAct• knowaboutresourcesavailabletoassistyouasyou
startusingtheportal
https://portal.fcnb.ca
• Newpensionplanregistrations,amendments,windups,transfers
• AIR,AVRandallotherfilings• StandardcontractregistrationsandLIF-RRIF
transfers• Comingthisfall!
Beforeyouconnecttotheportal
• Pickanemailaddresswhichyoucheckregularly• Consultourresources:• Regulatory“BeforeYouBegin”guides• PortalBasicsguide• Specificprocessguides• Allavailableathttp://fcnb.ca/portalfaq.html
Generalportalfeatures
• Dynamichomepagebasedonyourtypeofaccount• Autosaveofprocessesaftereverystep• Yellowhelptextonalmosteverypage• Consistentfunctionalitythroughout• Emailmessagingandreminders• Support:[email protected]
Creatinganaccount
gotoprocessspecificslides