Investment of Pension Funds (Defined Contribution Plans)

The manner in which assets are invested, and the way the investments are managed and supervised by the plan administrator are crucial to the success of the pension fund and delivery of the pension promise. The investment management function should be undertaken in accordance with the prudential principles of security and liquidity, using appropriate risk management concepts. The plan must also invest in accordance with Schedule III of the PBSR.

Publications

Type Title Year
Guidance Default Option for Member Choice Defined Contribution Plans 2018
InfoPensions Newsletter SIP&P No Longer Required for Member Choice Accounts 2016
Guidance Amendments to the Related Party Rules Pension Benefits Standards Regulations, 1985 2016
InfoPensions Newsletter Policy Advisory on the definition of Mutual Fund and Pooled Fund 2014
Advisory Definition of “mutual fund” and “pooled fund” 2014
Guidance Required Filings for Real Estate, Resource and Investment Corporations 2009
Guidance Interest Rate on Late Employer Contributions 2009
Guidance In-Kind Contributions 2008
Guideline Guideline for the Development of Investment Policies and Procedures 2000
Guideline B-7 Derivatives Best Practices 1997
Guideline B-4 Securities Lending 1992
InfoPensions Newsletter Collateral for Securities Lending 2006