Pension guidance by topic

Year Title Publication type Plans Topics
2018 Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2018 Update on the pooled registered pension plan multilateral agreement (May 2018) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Standardized Asset Transfer Request Form for Defined Contribution Provisions [ PDF 264.85 KB ] Form
  • Defined contribution plans
  • Asset transfers
2018 Pooled Registered Pension Plans - Guide for British Columbia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2019 Schedule of Expected Pension Contributions Form [ PDF 164.93 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2019 No OSFI approval of amendments or actuarial reports Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • Amendments
  • OSFI regulation documents
2019 Pension plan governance guidelines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2019 Reminder: DC Targeted Review Notice
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2019 Amendments to Assessment of Pension Plans Regulations (May 2019) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2019 OSFI supervisory observations Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2019 Filing amendments through RRS Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2019 Defined contribution pension plan study Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2019 Targeted review of pension plans with defined contribution provisions Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2019 Estimated solvency ratio results (May 2019) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 No change to basic rate for assessment of pension plans Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Assessments
2020 OSFI discussion paper "Developing financial sector resilience in a digital world" Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2020 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, December 11, 2020 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 Revised standards of practice of the Canadian Institute of Actuaries Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 50% rule and benefit increases Past newsletter articles
  • Defined benefit plans
  • Benefits
2020 Estimated solvency ratio results (November 2020) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding