Pension guidance by topic

Year Title Publication type Plans Topics
2009 Defined Benefit Plan Termination and Related Investment Decisions Guidance
  • Defined benefit plans
  • Investment of pension funds
  • Terminations
2008 No Age Limit for the Purchase of a LIF or an Immediate Annuity Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2016 Amendments to the Related Party Rules Pension Benefits Standards Regulations, 1985 Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2017 Annual Filing Process for Defined Contribution Pension Plan Returns Guidance
  • Defined contribution plans
  • Annual filing requirements
2017 Eligible default investment options for Pooled Registered Pension Plans Guidance
  • Pooled registered pension plan
  • Investment of pension funds
2008 In-Kind Contributions Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2011 Benefits Subject to Consent Guidance
  • Defined benefit plans
  • Benefits
2007 Statement to Members on Plan Termination within 30 Days Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2016 Administration of Negotiated Contribution Plans Guidance note
  • Defined benefit plans
  • Governance
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2018 Asset Transfers related to Defined Contribution Provisions of Pension Plans (March 2018) Guidance note
  • Defined contribution plans
  • Asset transfers
2023 Preparation of Actuarial Reports for Defined Benefit Pension Plans Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Actuarial Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Auditor’s Report Filing Confirmation Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2018 Pooled Registered Pension Plans - Guide for Federal Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 Applying for a Licence to be a Pooled Registered Pension Plan Administrator Guide
  • Pooled registered pension plan
  • Registrations
2024 Certified Financial Statements (OSFI 60) Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2021 Pooled Registered Pension Plan Annual Information Return, Auditor’s Report and the Pension Plan Annual Corporate Certification Guide
  • Pooled registered pension plan
  • Annual filing requirements
2024 Solvency Information Return Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2018 Pooled Registered Pension Plans - Guide for British Columbia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 Registering a Plan as a Pooled Registered Pension Plan Guide
  • Pooled registered pension plan
  • Registrations