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2023
|
Life Income Funds, Restricted Life Income Funds, and Variable Benefits Accounts
|
Frequently asked questions
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- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
|
|
2023
|
Asset Transfers related to Defined Contribution Provisions of Pension Plans
|
Instruction guide
|
- Defined contribution plans
|
|
|
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
|
Approval request form - Asset Transfers related to Defined Contribution Provisions of Pension Plans
[]
|
Form
|
- Defined contribution plans
|
|
|
2023
|
Buy-in Annuity products
|
Instruction guide
|
|
- Investment of pension funds
|
|
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
]
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Regulatory Reporting System sample forms
|
|
|
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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
|
Instruction guide
|
|
|
|
2022
|
PP7 - Approval Request Return for Amendments Reducing Benefits (sample)
[
PDF 157.77 KB
]
|
Regulatory Reporting System sample forms
|
|
|
|
2022
|
Culture risk management (May 2022)
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2022
|
Estimated solvency ratio results (May 2022)
|
Past newsletter articles
|
|
|
|
2022
|
Reminder to update contact information (May 2022)
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
- Governance
|
|
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
|
|
2022
|
PP8 - Application for a Refund of Surplus to The Employer (sample)
[
PDF 143.07 KB
]
|
Regulatory Reporting System sample forms
|
|
|
|
2022
|
Filing an Application for Approval of a Refund of Surplus to the Employer using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
|
|
