Pension guidance by topic

Year Title Publication type Plans Topics
2024 Replicating Portfolio Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Solvency Information Return form [ PDF 692.45 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Form 1 and Instructions – Attestation regarding withdrawal based on financial hardship Guide
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2024 Actuarial Information Summary Form [ PDF 962.31 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Actuarial Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Unlocking funds from a pension plan or from a locked-in retirement savings plan Frequently asked questions
  • Defined benefit plans
  • Locked-in retirement funds
  • Unlocking
2024 OSFI 49 Annual Information Return [ PDF 1.61 MB ] 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 OSFI 49A – Schedule A [ PDF 794.22 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Consolidated Version of the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans