Pension guidance by topic

Year Title Publication type Plans Topics
2018 Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2018 Update on the pooled registered pension plan multilateral agreement (May 2018) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Standardized Asset Transfer Request Form for Defined Contribution Provisions [ PDF 264.85 KB ] Form
  • Defined contribution plans
  • Asset transfers
2018 Pooled Registered Pension Plans - Guide for British Columbia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Derivatives Sound Practices for Federally Regulated Private Pension Plans Guideline
  • Defined benefit plans
  • Investment of pension funds
2018 Pooled Registered Pension Plans - Guide for Nova Scotia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Basic rate for assessments of pension plans (November 2018) Past newsletter articles
  • Pooled registered pension plan
  • Assessments
2017 Filing Process for Defined Benefit Pension Plan Returns Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2017 Common concerns raised in the review of actuarial reports (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Entitlement to bridge benefits payable at pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2017 Using OSFI’s pensions email account Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2017 Unlocking from restricted life income funds Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2017 Annual Filing Process for Defined Contribution Pension Plan Returns Guidance
  • Defined contribution plans
  • Annual filing requirements
2017 Estimated solvency ratio results (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Annual Filing Process for Pooled Registered Pension Plan Returns Guidance
  • Pooled registered pension plan
  • Annual filing requirements
2017 Underfunded Defined Benefit Pension Plans Frequently asked questions
  • Defined benefit plans
  • Other
2017 Defined contribution asset transfers subject to provincial legislation Past newsletter articles
  • Defined contribution plans
  • Asset transfers
2017 Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2017 Phased Retirement Frequently asked questions
  • Defined benefit plans
  • Benefits
2017 Eligible default investment options for Pooled Registered Pension Plans Guidance
  • Pooled registered pension plan
  • Investment of pension funds
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