Pension guidance by topic

Year Title Publication type Plans Topics
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, March 26, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 Technical Advisory Committee for the Review of Defined Contribution Plans - Terms of Reference Advisory
  • Defined contribution plans
  • OSFI regulation documents
2014 Definition of “mutual fund” and “pooled fund” Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, February 5, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2023 Technology and cyber security incident reporting Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2021 Summary of Outcomes and Recommendations at the Conclusion of the Joint FSRA/OSFI Defined Contribution Pension Plans Committee Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, December 11, 2020 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, June 15, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 Technical Advisory Committee for the Review of Defined Contribution Plans Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, May 7, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 Technical Advisory Committee for the Review of DC Plans – Members Advisory
  • Defined contribution plans
  • OSFI regulation documents
2014 Longevity Insurance and Longevity Swaps Advisory
  • Defined benefit plans
  • Investment of pension funds
2023 Approval request form - Asset Transfers related to Defined Contribution Provisions of Pension Plans [] Form
  • Defined contribution plans
  • Asset transfers
2024 Solvency Information Return form [ PDF 692.45 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2021 Solvency Information Return (sample) [ PDF 57.2 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2022 OSFI 48DC - Application form for the Registration of a Defined Contribution Pension Plan [ PDF 421.68 KB ] Form
  • Defined contribution plans
  • Registrations
2018 Standardized Asset Transfer Request Form for Defined Contribution Provisions [ PDF 264.85 KB ] Form
  • Defined contribution plans
  • Asset transfers
2020 OSFI-593: Defined Contribution Pension Plan Text Amendment Information Form [ PDF 210 KB ] Form
  • Defined contribution plans
  • Amendments
2024 Actuarial Information Summary Form [ PDF 962.31 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
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