2021
|
Solvency Information Return (sample)
[
PDF 57.2 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
2021
|
Revisions to the Instruction Guide for the Preparation of Actuarial Reports for Defined Benefit Pension Plans
|
Past newsletter articles
|
|
|
2021
|
Pooled Registered Pension Plan Annual Information Return
[
PDF 168.08 KB
]
|
Form
|
- Pooled registered pension plan
|
- Annual filing requirements
|
2021
|
Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans
[
PDF 871.47 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
2021
|
OSFI discussion paper: Navigating Uncertainty in Climate Change – feedback and next steps
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
2021
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, May 7, 2021
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
2021
|
PP1 - Amendments to pension plans and to documents that create or support the plan or the pension fund (sample)
[
PDF 201.18 KB
]
|
Regulatory Reporting System sample forms
|
- Defined benefit plans
- Defined contribution plans
|
|
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
|
2021
|
Actuarial reports – Items warranting review (May 2021)
|
Past newsletter articles
|
|
|
2021
|
Filing through RRS and BoC Connect
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
2021
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, March 26, 2021
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
2021
|
Termination of a Defined Contribution Pension Plan
|
Guide
|
- Defined contribution plans
|
|
2021
|
Basic rate for assessment of pension plans (November 2021)
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|
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
|
2021
|
Amendments to the Pension Benefits Standards Act, 1985 in the 2021 Budget Implementation Act
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
2021
|
Estimated solvency ratio results (May 2021)
|
Past newsletter articles
|
|
|
2021
|
FSRA/OSFI collaboration on defined contribution plans
|
Past newsletter articles
|
- Defined contribution plans
|
- OSFI regulation documents
|
2021
|
Reminder to update contact information (May 2021)
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
2021
|
Electronic filing of documents with OSFI – Update
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
2021
|
OSFI review of pension investments
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|