Pension guidance by topic

Year Title Publication type Plans Topics
2016 PRPPs added to Assessment of Pension Plans Regulations Notice
  • Pooled registered pension plan
  • Assessments
2009 Purchasing Annuities for Benefits on Plan Termination Guidance
  • Defined benefit plans
  • Terminations
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)
2014 Recalculation of a Member’s Pension Benefit Credit – Correction Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2018 Refund of Surplus to the Employer Instruction guide
  • Defined benefit plans
  • Surplus
2016 Registering a Plan as a Pooled Registered Pension Plan Guide
  • Pooled registered pension plan
  • Registrations
2022 Registration of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Registrations
2022 Registration of a Defined Contribution Pension Plan Instruction guide
  • Defined contribution plans
  • Registrations
2018 Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2021 Reminder to update contact information (May 2021) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Reminder to update contact information (May 2022) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
  • Governance
2019 Reminder: DC Targeted Review Notice
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2008 Remittance of contributions Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2024 Replicating Portfolio Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2022 Replicating Portfolio Information Summary (form) [ PDF 810.41 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • 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
2013 Reporting of Late Remittances Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2009 Required Filings for Real Estate, Resource and Investment Corporations Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2010 Required Filings for Terminated Plans Past newsletter articles
  • Defined benefit plans
  • Terminations
2008 Restriction on Transfer Values – Defined Benefit Plans Past newsletter articles
  • Defined benefit plans
  • Benefits