Pension guidance by topic

Year Title Publication type Plans Topics
2017 Pooled Registered Pension Plan Annual Information Return: new form, guide, and filing deadline Past newsletter articles
  • Defined benefit plans
  • Pooled registered pension plan
2013 Incomplete Member Statements Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
  • Governance
2015 Application of the 50% Rule Exception (Subsection 21(3) of the PBSA) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2014 Notice Requirement for Plan Terminations Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2020 Extension to filing deadlines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2016 Reporting Membership Numbers on the OSFI 49 Annual Information Return Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2012 Crown Corporations - Reduction of Solvency Special Payments Past newsletter articles
  • Defined benefit plans
  • Benefits
2014 Pension plan examinations conducted by OSFI (November 2016) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI collaboration on defined contribution plans Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2008 Scenario testing in Defined Benefit Pension Plans - A good practice Past newsletter articles
  • Defined benefit plans
  • Governance
2015 Multi-jurisdictional Plans Regulated by OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
  • Annual filing requirements
2017 Estimated solvency ratio results (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2016 Qualifying as a Negotiated Contribution Plan under the PBSA Past newsletter articles
  • Defined benefit plans
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2019 Amendments to Assessment of Pension Plans Regulations (May 2019) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
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
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
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