Pension guidance by topic

Annual filing requirements

OSFI has filing requirements that all pension plans under its purview must adhere to, unless otherwise explicitly stated.

Year Title Publication type Plans Topics
2024 Actuarial Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Pension Plan Annual Corporate Certification (PPACC) [ PDF 670.95 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Solvency Information Return Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Auditor's report filing confirmation form [ PDF 191.73 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Certified Financial Statements (OSFI 60) [ PDF 858.95 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Auditor’s Report Filing Confirmation Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Solvency Information Return form [ PDF 692.45 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Actuarial Information Summary Form [ PDF 962.31 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Certified Financial Statements (OSFI 60) Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 OSFI 49 Annual Information Return [ PDF 1.61 MB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 OSFI 49 Annual Information Return, OSFI 49A Schedule A - Canada Revenue Agency Information Requirements and the Pension Plan Annual Corporate Certification Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Replicating Portfolio Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 OSFI 49A – Schedule A [ PDF 794.22 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2023 Preparation of Actuarial Reports for Defined Benefit Pension Plans Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2022 Reminder to update contact information (May 2022) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
  • Governance
2022 Replicating Portfolio Information Summary (form) [ PDF 810.41 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2021 Filing through RRS and BoC Connect Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2021 Solvency Information Return (sample) [ PDF 57.2 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
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 Pooled Registered Pension Plan Annual Information Return, Auditor’s Report and the Pension Plan Annual Corporate Certification Guide
  • Pooled registered pension plan
  • Annual filing requirements
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