Pension guidance by topic

Year Title Publication type Plans Topics
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, May 7, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, March 26, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 Technical Advisory Committee for the Review of Defined Contribution Plans Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, February 5, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2023 Technology and cyber security incident reporting Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2020 Technical Advisory Committee for the Review of DC Plans – Members Advisory
  • Defined contribution plans
  • OSFI regulation documents
2014 Longevity Insurance and Longevity Swaps Advisory
  • Defined benefit plans
  • Investment of pension funds
2020 Technical Advisory Committee for the Review of Defined Contribution Plans - Terms of Reference Advisory
  • Defined contribution plans
  • OSFI regulation documents
2014 Definition of “mutual fund” and “pooled fund” Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2021 Summary of Outcomes and Recommendations at the Conclusion of the Joint FSRA/OSFI Defined Contribution Pension Plans Committee Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, December 11, 2020 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, June 15, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2016 Standardized termination report for Pooled Registered Pension Plans [ XLSX 80.54 KB ] Form
  • Pooled registered pension plan
  • Terminations
2021 Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans [ PDF 871.47 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2024 Auditor's report filing confirmation form [ PDF 191.73 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2015 Pooled Registered Pension Plan Amendment Information Form Form
  • Pooled registered pension plan
  • Amendments
2018 Approval request form - Asset Transfers related to Defined Benefit Provisions of Pension Plans [ PDF 268.43 KB ] Form
  • Defined benefit plans
  • Asset transfers
2022 Replicating Portfolio Information Summary (form) [ PDF 810.41 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2022 OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan [ PDF 452.72 KB ] Form
  • Defined benefit plans
  • Registrations