Pension guidance by topic

Year Title Publication type Plans Topics
2019 Amendments to Assessment of Pension Plans Regulations (May 2019) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2021 Filing through RRS and BoC Connect Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Retiree and survivor audits (May 2022) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
2015 Common Concerns Raised in the Review of Actuarial Reports (May 2015) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2007 OSFI Input in Correcting Administrative Errors Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2018 Incorrect jurisdiction of record for locked-in funds Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Locked-in retirement funds
2013 Unlocking due to Shortened Life Expectancy – Physician’s Certification Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Unlocking
2009 Determining a Member’s Transfer Value – DB Past newsletter articles
  • Defined benefit plans
  • Benefits
2013 Pooled Registered Pension Plans and Other Legislative Reforms Past newsletter articles
  • Defined contribution plans
  • Registrations
2020 50% rule and benefit increases Past newsletter articles
  • Defined benefit plans
  • Benefits
2015 Asset Transfers Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Asset transfers
2017 Notifying OSFI in advance of plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2012 Federally Regulated Plans Opting Out of Grow-In Benefits for Ontario Members Past newsletter articles
  • Defined benefit plans
  • Benefits
2013 Reporting of Late Remittances Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 FSRA/OSFI collaboration on defined contribution plans – Update Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2016 SIP&P No Longer Required for Member Choice Accounts Past newsletter articles
  • Defined contribution plans
  • Investment of pension funds
2022 Culture risk management (May 2022) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2019 Pension plan governance guidelines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2012 Name Changes Affecting Letters of Credit (LOC) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2018 Estimated solvency ratio results (May 2018) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
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