Pension guidance by topic

Year Title Publication type Plans Topics
2021 OSFI discussion paper: Developing Financial Sector Resilience in a Digital World - results of consultation Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2013 Inadvertent Changes When Making Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Benefits
2008 The 50% Rule for Defined Benefit Plans - Section 21 of the PBSA Past newsletter articles
  • Defined benefit plans
  • Benefits
2010 Delegations and Transfers between Jurisdictions Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2014 Policy Advisory on the definition of Mutual Fund and Pooled Fund Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2020 Estimated solvency ratio results (November 2020) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2008 Remittance of contributions Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 Actuarial reports – Items warranting review (May 2021) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2013 Notice and Filing Requirements before and after Plan Termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2018 Frequently occurring regulatory findings Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • OSFI regulation documents
2014 Risk Assessment Framework for Federally Regulated Private Pension Plans and Guidance Notes (the Framework) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2020 COVID-19 solvency special payments relief Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Pension payments to former members beginning after pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2016 Multilateral Agreement Respecting PRPPs and VRSPs – Past newsletter article (2016) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Member information submitted to OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Actuarial and funding
  • Terminations
2017 Using OSFI’s pensions email account Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2017 Entitlement to bridge benefits payable at pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2010 Provincial Property Laws Past newsletter articles
  • Defined benefit plans
  • Marriage or common-law partnership breakdown
2009 Filing Requirements in Effect Prior to Receiving a Registration Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2013 Retiree and Survivor Audits (November 2013) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance