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Over the last several years, OPTrust has taken an increasingly proactive approach to helping members and pensioners make informed decisions about their retirement options. By analyzing their individual situations we are able to provide targeted, personalized information and services tailored to their changing needs.

In 2010, OPTrust staff:

• sent more than 9,700 letters to members who had reached age 55, providing them with pension projections based on a range of possible retirement dates
• notified more than 5,100 members of their option to apply to reinstate their past service before the new actuarial costing rules came into effect
• reminded more than 1,100 pensioners who were nearing age 65 about CPP integration and its impact on their OPTrust pension
• sent more than 1,300 quotations to eligible new members on the cost of buying back periods of past service to ensure they did not miss the Plan’s application deadline
• notified more than 2,000 members about pending buyback payment deadlines
• distributed more than 125,000 e-mail updates to keep members and pensioners informed about their pensions and their retirement options
• delivered 60 pension seminars at 31 locations across Ontario, reaching more than 2,500 participants. We also launched an online version of the seminar on the OPTrust website for members who may not be able to attend a session in their community.