Pension guidance by topic

Year Title Publication type Plans Topics
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, July 27, 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
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, June 15, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2014 Longevity Insurance and Longevity Swaps Advisory
  • Defined benefit plans
  • Investment of pension funds
2020 Technical Advisory Committee for the Review of Defined Contribution Plans - Terms of Reference 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
2014 Definition of “mutual fund” and “pooled fund” Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
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 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, March 26, 2021 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, 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
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
2021 Approval Request Form for Termination of a Defined Benefit Pension Plan [ PDF 346.57 KB ] Form
  • Defined benefit plans
  • Terminations
2021 Pooled Registered Pension Plan Annual Information Return [ PDF 168.08 KB ] Form
  • Pooled registered pension plan
  • Annual filing requirements
2019 Schedule of Expected Pension Contributions Form [ PDF 164.93 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2015 Pooled Registered Pension Plan Amendment Information Form Form
  • Pooled registered pension plan
  • Amendments
2020 OSFI 594: Defined Benefit/Combination Pension Plan Amendment Information Form [ PDF 303.63 KB ] Form
  • Defined benefit plans
  • Amendments
Date modified: