|
2021
|
Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship
[
PDF 223.22 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2021
|
OSFI discussion paper: Navigating Uncertainty in Climate Change – feedback and next steps
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2021
|
Revised processes performed by a Local Registration Authority in the Regulatory Reporting System
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2021
|
Termination of a Defined Benefit Pension Plan
|
Instruction guide
|
|
|
|
2021
|
Estimated solvency ratio results (May 2021)
|
Past newsletter articles
|
|
|
|
2021
|
Electronic filing of documents with OSFI – Update
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2021
|
Form 2 - Attestation Regarding Spouse/Common-Law Partner
[
PDF 941.83 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2021
|
PP1 - Amendments to pension plans and to documents that create or support the plan or the pension fund (sample)
[
PDF 201.18 KB
]
|
Regulatory Reporting System sample forms
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2021
|
Directives of the Superintendent – FAQs
|
Frequently asked questions
|
|
- Benefits
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
- Multi-jurisdictional pension plans
|
|
2021
|
Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans
[
PDF 871.47 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2021
|
OSFI review of pension investments
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
|
2021
|
Revisions to the Directives and related FAQs
|
Past newsletter articles
|
|
|
|
2021
|
Actuarial reports – Items warranting review (May 2021)
|
Past newsletter articles
|
|
|
|
2020
|
Extension to filing deadlines
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2020
|
Revised standards of practice for calculating commuted values
|
Frequently asked questions
|
|
- Actuarial and funding
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
|
|
2020
|
50% rule and benefit increases
|
Past newsletter articles
|
|
|
|
2020
|
CAPSA's 2020 Agreement Respecting Multi-Jurisdictional Pension Plans
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Governance
- Multi-jurisdictional pension plans
|
|
2020
|
OSFI 594: Defined Benefit/Combination Pension Plan Amendment Information Form
[
PDF 303.63 KB
]
|
Form
|
|
|
|
2020
|
Update on temporary portability freeze
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2020
|
Actuarial guide revisions
|
Past newsletter articles
|
|
|
