2022
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Registration of a Defined Benefit Pension Plan
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Instruction guide
|
|
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2022
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Filing an Application for Approval of an Asset Transfer related to Defined Benefit Provisions using the Regulatory Reporting System (RRS)
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Regulatory Reporting System filing instructions
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2022
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OSFI consultation paper: Pension Investment Risk Management
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Past newsletter articles
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- Defined benefit plans
- Defined contribution plans
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- Investment of pension funds
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2022
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Plan Amendment Submission Form (sample)
[
PDF 223.78 KB
]
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Regulatory Reporting System sample forms
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- Defined benefit plans
- Defined contribution plans
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2022
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OSFI 48DC - Application form for the Registration of a Defined Contribution Pension Plan
[
PDF 421.68 KB
]
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Form
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- Defined contribution plans
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2022
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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
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Actuarial reports – Items warranting review (May 2022)
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Past newsletter articles
|
|
|
2022
|
Registration of a Defined Contribution Pension Plan
|
Instruction guide
|
- Defined contribution plans
|
|
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
|
Third party survey on the use of technology
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Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
2022
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Authorization Request Form for Amendments Reducing Benefits
[
PDF 222.46 KB
]
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Form
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2022
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Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans
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Instruction guide
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|
|
2022
|
PP7 - Approval Request Return for Amendments Reducing Benefits (sample)
[
PDF 157.77 KB
]
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Regulatory Reporting System sample forms
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|
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2022
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Culture risk management (May 2022)
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Past newsletter articles
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- Defined benefit plans
- Defined contribution plans
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2022
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Estimated solvency ratio results (May 2022)
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Past newsletter articles
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|
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2022
|
Reminder to update contact information (May 2022)
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Past newsletter articles
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- Defined benefit plans
- Defined contribution plans
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- Annual filing requirements
- Governance
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2022
|
Applications for approvals to be filed through the Regulatory Reporting System
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Notice
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- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
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- Amendments
- Asset transfers
- Surplus
- Terminations
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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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|
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2021
|
OSFI review of pension investments – Update
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Past newsletter articles
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- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
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2021
|
Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship
[
PDF 223.22 KB
]
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Form
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- Defined benefit plans
- Defined contribution plans
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- Locked-in retirement funds
- Unlocking
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