Pension guidance by topic

Year Title Publication type Plans Topics
2021 PP1 - Amendments to pension plans and to documents that create or support the plan or the pension fund (sample) [ PDF 201.18 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Plan Amendment Submission Form (sample) [ PDF 223.78 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 PP3 - Approval Request Return for Defined Contribution Pension Plan Terminations (sample) [ PDF 168.91 KB ] Regulatory Reporting System sample forms
  • Defined contribution plans
  • Terminations
2022 PP7 - Approval Request Return for Amendments Reducing Benefits (sample) [ PDF 157.77 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Amendments
2022 PP4 - Approval Request Return for Defined Benefit Pension Plan Terminations (sample) [ PDF 138.83 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Terminations
2022 PP8 - Application for a Refund of Surplus to The Employer (sample) [ PDF 143.07 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Surplus
2022 PP5 - Approval Request Return for Asset Transfer Related to Defined Contribution Provisions (Provincial Plan Members Only) (sample) [ PDF 158.68 KB ] Regulatory Reporting System sample forms
  • Defined contribution plans
  • Asset transfers
2023 Plan Assessment Rate Schedule - Pooled Registered Pension Plans Act Schedule
  • Pooled registered pension plan
  • Assessments
2023 Pension Plan Assessment Rate Schedule - Pension Benefits Standards Act, 1985 Schedule
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2022 OSFI and FSRA Perspectives on Defined Contribution (DC) Plans Video
  • Defined benefit plans
  • Defined contribution plans
  • OSFI industry forums and webinars
  • OSFI regulation documents