Pension guidance by topic

Year Title Publication type Plans Topics
2014 Notice Requirement for Plan Terminations Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2014 Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2014 Correcting Administrative Errors Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2014 Recalculation of a Member’s Pension Benefit Credit – Correction Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2014 Late Contributions and Communications with Plan Custodians Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2015 Asset Transfers Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Asset transfers
2015 Common Concerns Raised in the Review of Actuarial Reports (May 2015) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2015 Marriage Breakdown and Administering Court Orders or Agreements Past newsletter articles
  • Defined benefit plans
  • Marriage or common-law partnership breakdown
2015 Filing and Funding Requirements Prior to Confirmation of Registration Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • Registrations
2015 Pooled Registered Pension Plan Amendment Information [ PDF 253.85 KB ] Form
  • Pooled registered pension plan
  • Amendments
2015 Filing Financial Statements and an Auditor's Report Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2015 Amendments to the Pension Benefits Standards Regulations, 1985 Past newsletter articles
  • Defined benefit plans
  • Amendments
2015 Multi-jurisdictional Plans Regulated by OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
  • Annual filing requirements
2015 Pooled Registered Pension Plan Amendment Information Form Form
  • Pooled registered pension plan
  • Amendments
2015 Portability and Annuity Purchases by Members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Terminations
2015 Application of the 50% Rule Exception (Subsection 21(3) of the PBSA) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2016 Electronic Filing of Documents with OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Conversions
  • Registrations
  • Terminations
2016 PRPPs added to Assessment of Pension Plans Regulations Notice
  • Pooled registered pension plan
  • Assessments
2016 Applying for a Licence to be a Pooled Registered Pension Plan Administrator Guide
  • Pooled registered pension plan
  • Registrations
2016 Common concerns raised in the review of actuarial reports (May 2016) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
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