Pension guidance by topic

Benefits

Pension benefits are benefits provided to an individual from a pension plan that are payable on a periodic basis.

Registered private pension plans are classified either as defined contribution plans or defined benefit plans. If a pension plan contains defined benefit and defined contribution provisions, the plan is considered a defined benefit plan under the PBSA.

Year Title Publication type Plans Topics
2022 Authorization Request Form for Amendments Reducing Benefits [ PDF 222.46 KB ] Form
  • Defined benefit plans
  • Amendments
  • Benefits
2022 Retiree and survivor audits (May 2022) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
2022 Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Amendments
  • Benefits
2021 Revisions to the Directives and related FAQs Past newsletter articles
  • Defined benefit plans
  • Benefits
2021 Directives of the Superintendent – FAQs Frequently asked questions
  • Defined benefit plans
  • Benefits
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
  • Multi-jurisdictional pension plans
2020 Update on temporary portability freeze Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2020 50% rule and benefit increases Past newsletter articles
  • Defined benefit plans
  • Benefits
2020 Amendments to the Directives of the Superintendent Past newsletter articles
  • Defined benefit plans
  • Benefits
2018 Incorrect jurisdiction of record for locked-in funds Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Locked-in retirement funds
2017 Phased Retirement Frequently asked questions
  • Defined benefit plans
  • Benefits
2017 Pension payments to former members beginning after pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2017 Entitlement to bridge benefits payable at pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2015 Portability and Annuity Purchases by Members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Terminations
2015 Application of the 50% Rule Exception (Subsection 21(3) of the PBSA) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2014 Recalculation of a Member’s Pension Benefit Credit – Correction Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2013 Retiree and Survivor Audits (November 2013) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
2013 Inadvertent Changes When Making Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Benefits
2013 Individual Pension Plans and Canada Revenue Agency’s Rule on Minimum Payment Withdrawals Past newsletter articles
  • Defined benefit plans
  • Benefits
2012 Federally Regulated Plans Opting Out of Grow-In Benefits for Ontario Members Past newsletter articles
  • Defined benefit plans
  • Benefits
2012 Pre-Retirement Death Benefit - Dependent Children (May 2012) Past newsletter articles
  • Defined benefit plans
  • Benefits
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