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2023
|
Pension Plan Assessment Rate Schedule - Pension Benefits Standards Act, 1985
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Schedule
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- Defined benefit plans
- Defined contribution plans
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|
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2023
|
Life Income Funds, Restricted Life Income Funds, and Variable Benefits Accounts
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Frequently asked questions
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- Defined benefit plans
- Defined contribution plans
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- Locked-in retirement funds
|
|
2023
|
Asset Transfers related to Defined Contribution Provisions of Pension Plans
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Instruction guide
|
- Defined contribution plans
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|
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2023
|
Preparation of Actuarial Reports for Defined Benefit Pension Plans
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Guide
|
|
- Actuarial and funding
- Annual filing requirements
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2023
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Approval request form - Asset Transfers related to Defined Contribution Provisions of Pension Plans
[]
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Form
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- Defined contribution plans
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|
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2022
|
OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan
[
PDF 452.72 KB
]
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Form
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|
|
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2022
|
PP3 - Approval Request Return for Defined Contribution Pension Plan Terminations (sample)
[
PDF 168.91 KB
]
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Regulatory Reporting System sample forms
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- Defined contribution plans
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|
|
2022
|
Retiree and survivor audits (May 2022)
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Past newsletter articles
|
|
|
|
2022
|
Registration of a Defined Benefit Pension Plan
|
Instruction guide
|
|
|
|
2022
|
Filing an Application for Approval of an Asset Transfer related to Defined Benefit Provisions using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
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|
|
|
2022
|
OSFI consultation paper: Pension Investment Risk Management
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Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
|
2022
|
Plan Amendment Submission Form (sample)
[
PDF 223.78 KB
]
|
Regulatory Reporting System sample forms
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2022
|
OSFI 48DC - Application form for the Registration of a Defined Contribution Pension Plan
[
PDF 421.68 KB
]
|
Form
|
- Defined contribution plans
|
|
|
2022
|
PP4 - Approval Request Return for Defined Benefit Pension Plan Terminations (sample)
[
PDF 138.83 KB
]
|
Regulatory Reporting System sample forms
|
|
|
|
2022
|
Actuarial reports – Items warranting review (May 2022)
|
Past newsletter articles
|
|
|
|
2022
|
Registration of a Defined Contribution Pension Plan
|
Instruction guide
|
- Defined contribution plans
|
|
|
2022
|
Filing an Application for Approval of an Asset Transfer related to Defined Contribution Provisions (Provincial Plan Members Only) using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
- Defined contribution plans
|
|
|
2022
|
Third party survey on the use of technology
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2022
|
Authorization Request Form for Amendments Reducing Benefits
[
PDF 222.46 KB
]
|
Form
|
|
|
|
2022
|
Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans
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Instruction guide
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|
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