Pension guidance by topic

Year Title Publication type Plans Topics
2018 Pooled Registered Pension Plans - Guide for Federal Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 Applying for a Licence to be a Pooled Registered Pension Plan Administrator Guide
  • Pooled registered pension plan
  • Registrations
2024 Certified Financial Statements (OSFI 60) Guide
  • 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
2024 Solvency Information Return Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2018 Pooled Registered Pension Plans - Guide for British Columbia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 Registering a Plan as a Pooled Registered Pension Plan Guide
  • Pooled registered pension plan
  • Registrations
2018 Guide to Intervention for Federally Regulated Private Pension Plans Guide
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2018 Derivatives Sound Practices for Federally Regulated Private Pension Plans Guideline
  • Defined benefit plans
  • Investment of pension funds
1999 Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 1 - Flexible Pension Plans [ PDF 39.63 KB ] Guideline
  • Defined benefit plans
  • Flexible pension plans
2004 Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 3 - Guidelines for Capital Accumulation Plans [ PDF 175.09 KB ] Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2001 Guideline for Converting Plans from Defined Benefit to Defined Contribution Guideline
  • Defined benefit plans
  • Conversions
2011 Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 6 on Pension Plan Prudent Investment Practices [ PDF 109.08 KB ] Guideline
  • Defined benefit plans
  • Investment of pension funds
2011 Stress Testing Guideline for Plans with Defined Benefit Provisions Guideline
  • Defined benefit plans
  • Governance
  • Investment of pension funds
2000 Guideline for the Development of Investment Policies and Procedures for Federally Regulated Pension Plans Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
1992 Securities Lending Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2022 Registration of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Registrations
2022 Registration of a Defined Contribution Pension Plan Instruction guide
  • Defined contribution plans
  • Registrations
2022 Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Amendments
  • Benefits
2018 Refund of Surplus to the Employer Instruction guide
  • Defined benefit plans
  • Surplus