2022
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OSFI and FSRA Perspectives on Defined Contribution (DC) Plans
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Video
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- Defined benefit plans
- Defined contribution plans
|
- OSFI industry forums and webinars
- OSFI regulation documents
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2023
|
Pension Plan Assessment Rate Schedule - Pension Benefits Standards Act, 1985
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Schedule
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- Defined benefit plans
- Defined contribution plans
|
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2023
|
Plan Assessment Rate Schedule - Pooled Registered Pension Plans Act
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Schedule
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- Pooled registered pension plan
|
|
2022
|
PP4 - Approval Request Return for Defined Benefit Pension Plan Terminations (sample)
[
PDF 138.83 KB
]
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Regulatory Reporting System sample forms
|
|
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2022
|
PP8 - Application for a Refund of Surplus to The Employer (sample)
[
PDF 143.07 KB
]
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Regulatory Reporting System sample forms
|
|
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2022
|
PP5 - Approval Request Return for Asset Transfer Related to Defined Contribution Provisions (Provincial Plan Members Only) (sample)
[
PDF 158.68 KB
]
|
Regulatory Reporting System sample forms
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- Defined contribution plans
|
|
2022
|
PP6 - Approval Request Return for Asset Transfer Related to Defined Benefit Provisions (sample)
[
PDF 179.03 KB
]
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Regulatory Reporting System sample forms
|
|
|
2021
|
PP1 - Amendments to pension plans and to documents that create or support the plan or the pension fund (sample)
[
PDF 201.18 KB
]
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Regulatory Reporting System sample forms
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- Defined benefit plans
- Defined contribution plans
|
|
2022
|
Plan Amendment Submission Form (sample)
[
PDF 223.78 KB
]
|
Regulatory Reporting System sample forms
|
- Defined benefit plans
- Defined contribution plans
|
|
2022
|
PP3 - Approval Request Return for Defined Contribution Pension Plan Terminations (sample)
[
PDF 168.91 KB
]
|
Regulatory Reporting System sample forms
|
- Defined contribution plans
|
|
2022
|
PP7 - Approval Request Return for Amendments Reducing Benefits (sample)
[
PDF 157.77 KB
]
|
Regulatory Reporting System sample forms
|
|
|
2022
|
Filing an Application for Approval of Amendments Reducing Benefits using the Regulatory Reporting System (RRS)
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Regulatory Reporting System filing instructions
|
|
|
2022
|
Filing an Application for Approval of an Asset Transfer related to Defined Contribution Provisions (Provincial Plan Members Only) using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
- Defined contribution plans
|
|
2022
|
Filing an Application for Approval of a Defined Contribution Pension Plan Termination Report using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
- Defined contribution plans
|
|
2022
|
Filing Pension Plan Amendments using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
- Defined benefit plans
- Defined contribution plans
|
|
2022
|
Filing an Application for Approval of a Refund of Surplus to the Employer using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
|
|
2022
|
Filing an Application for Approval of an Asset Transfer related to Defined Benefit Provisions using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
|
|
2022
|
Filing an Application for Approval of a Defined Benefit Pension Plan Termination Report using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
|
|
1999
|
Flexible Pension Plans
|
Policy paper
|
|
|
2020
|
No change to basic rate for assessment of pension plans
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|