Pension guidance by topic

Year Title Publication type Plans Topics
2023 Buy-in Annuity products Instruction guide
  • Defined benefit plans
  • Investment of pension funds
2022 Registration of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Registrations
2022 Registration of a Defined Contribution Pension Plan Instruction guide
  • Defined contribution plans
  • Registrations
2022 Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Amendments
  • Benefits
2018 Refund of Surplus to the Employer Instruction guide
  • Defined benefit plans
  • Surplus
2018 Asset Transfers related to Defined Benefit Provisions of Pension Plans Instruction guide
  • Defined benefit plans
  • Asset transfers
2019 Reminder: DC Targeted Review Notice
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2022 Applications for approvals to be filed through the Regulatory Reporting System Notice
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Asset transfers
  • Surplus
  • Terminations
2016 PRPPs added to Assessment of Pension Plans Regulations Notice
  • Pooled registered pension plan
  • Assessments
2017 2017 Agreement Amending the Multilateral Agreement Respecting PRPPs and VRSPs Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2024 Consolidated Version of the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 2016 Multilateral agreement respecting PRPPs and VRSPs Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2017 Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
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
2021 Estimated solvency ratio results (May 2021) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2021 Amendments to the Pension Benefits Standards Act, 1985 in the 2021 Budget Implementation Act Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2021 Reminder to update contact information (May 2021) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Consolidated and blackline versions of plan texts Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2019 OSFI supervisory observations Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2012 First Nations Pension Plans - Supreme Court of Canada Decision (November 2012) Past newsletter articles
  • Defined benefit plans
  • Registrations