2013
|
Custodial Agreements—What are they?
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
2009
|
Custodial Transfers within a Pension Fund
|
Guidance
|
- Defined benefit plans
- Defined contribution plans
|
|
2018
|
Default Option for Member Choice Defined Contribution Plans
|
Guidance
|
- Defined contribution plans
|
- Investment of pension funds
|
2009
|
Defined Benefit Plan Termination and Related Investment Decisions
|
Guidance
|
|
- Investment of pension funds
- Terminations
|
2017
|
Defined contribution asset transfers subject to provincial legislation
|
Past newsletter articles
|
- Defined contribution plans
|
|
2019
|
Defined contribution pension plan study
|
Past newsletter articles
|
- 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
|
2010
|
Delegations and Transfers between Jurisdictions
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
2018
|
Derivatives Sound Practices for Federally Regulated Private Pension Plans
|
Guideline
|
|
- Investment of pension funds
|
2013
|
Designated Pension Plans are subject to Full Funding on Plan Termination
|
Past newsletter articles
|
|
|
2009
|
Determining a Member’s Transfer Value – DB
|
Past newsletter articles
|
|
|
2021
|
Directives of the Superintendent – FAQs
|
Frequently asked questions
|
|
- Benefits
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
- Multi-jurisdictional pension plans
|
2014
|
Disbursing assets on plan termination
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
2017
|
Disclosure of information to plan members and former members
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Disclosure to plan members
|
2016
|
Disclosure Requirements for Defined Benefit Pension Plans
|
Instruction guide
|
|
- Disclosure to plan members
|
2016
|
Disclosure Requirements for Defined Contribution Pension Plans
|
Instruction guide
|
- Defined contribution plans
|
- Disclosure to plan members
|
2021
|
Electronic Communications
|
Frequently asked questions
|
- Defined benefit plans
- Defined contribution plans
|
- Electronic communications
|
2016
|
Electronic Filing of Documents with OSFI
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
- Amendments
- Conversions
- Registrations
- Terminations
|
2021
|
Electronic filing of documents with OSFI – Update
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
2007
|
Eligibility Requirements for Few or Single Member Plans
|
Guidance
|
- Defined benefit plans
- Defined contribution plans
|
- Eligibility to join a plan
|