Pension guidance by topic

Year Title Publication type Plans Topics
2018 Default Option for Member Choice Defined Contribution Plans Guidance
  • Defined contribution plans
  • Investment of pension funds
2018 Member information submitted to OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Actuarial and funding
  • Terminations
2018 Asset Transfers related to Defined Contribution Provisions of Pension Plans (March 2018) Guidance note
  • Defined contribution plans
  • Asset transfers
2018 Refund of Surplus to the Employer Instruction guide
  • Defined benefit plans
  • Surplus
2018 Pooled Registered Pension Plans - Guide for Ontario Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Incorrect jurisdiction of record for locked-in funds Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Locked-in retirement funds
2018 Asset Transfers related to Defined Benefit Provisions of Pension Plans Instruction guide
  • Defined benefit plans
  • Asset transfers
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
2017 Notifying OSFI in advance of plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2017 Plan amendments to incorporate legislative changes Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2017 2017 Agreement Amending the Multilateral Agreement Respecting PRPPs and VRSPs Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2017 Pension payments to former members beginning after pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2017 Pension plan examinations conducted by OSFI (November 2017) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
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