Pension guidance by topic

Year Title Publication type Plans Topics
2017 Key Pension Benefits Standards Act, 1985 (PBSA) and Pension Benefits Standards Regulations, 1985 (PBSR) Amendments and In-force Dates Guidance
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2017 Filing Process for Defined Benefit Pension Plan Returns Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2017 Common concerns raised in the review of actuarial reports (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Entitlement to bridge benefits payable at pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2017 Using OSFI’s pensions email account Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2017 Unlocking from restricted life income funds Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2017 Annual Filing Process for Defined Contribution Pension Plan Returns Guidance
  • Defined contribution plans
  • Annual filing requirements
2017 Estimated solvency ratio results (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Annual Filing Process for Pooled Registered Pension Plan Returns Guidance
  • Pooled registered pension plan
  • Annual filing requirements
2017 Underfunded Defined Benefit Pension Plans Frequently asked questions
  • Defined benefit plans
  • Other
2017 Defined contribution asset transfers subject to provincial legislation Past newsletter articles
  • Defined contribution plans
  • Asset transfers
2017 Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2017 Phased Retirement Frequently asked questions
  • Defined benefit plans
  • Benefits
2017 Eligible default investment options for Pooled Registered Pension Plans Guidance
  • Pooled registered pension plan
  • Investment of pension funds
2017 Disclosure of information to plan members and former members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2017 Update on the pooled registered pension plan multilateral agreement (May 2017) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 Electronic Filing of Documents with OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Conversions
  • Registrations
  • Terminations
2016 PRPPs added to Assessment of Pension Plans Regulations Notice
  • Pooled registered pension plan
  • Assessments
2016 Applying for a Licence to be a Pooled Registered Pension Plan Administrator Guide
  • Pooled registered pension plan
  • Registrations
2016 Common concerns raised in the review of actuarial reports (May 2016) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding