Pension guidance by topic

Year Title Publication type Plans Topics
2022 Filing Pension Plan Amendments using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2008 Filing Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2017 Filing Process for Defined Benefit Pension Plan Returns Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2013 Filing Requirements for Terminated Plans Funding a Deficit over Five (5) Years Past newsletter articles
  • Defined benefit plans
  • Terminations
2009 Filing Requirements in Effect Prior to Receiving a Registration Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2021 Filing through RRS and BoC Connect Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2008 Final Location Approach for Benefit Entitlement Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2012 Financial hardship unlocking Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2012 First Nations Pension Plans - Supreme Court of Canada Decision (May 2012) Past newsletter articles
  • Defined benefit plans
  • Registrations
2012 First Nations Pension Plans - Supreme Court of Canada Decision (November 2012) Past newsletter articles
  • Defined benefit plans
  • Registrations
2011 First Nations Pension Plans – Supreme Court of Canada Decision (May 2011) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2013 First Nations Pension Plans – Supreme Court of Canada Decision (November 2013) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
1999 Flexible Pension Plans Policy paper
  • Defined benefit plans
  • Flexible pension plans
2021 Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship [ PDF 223.22 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2024 Form 1 and Instructions – Attestation regarding withdrawal based on financial hardship Guide
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2021 Form 2 - Attestation Regarding Spouse/Common-Law Partner [ PDF 941.83 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
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
2018 Frequently occurring regulatory findings Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • OSFI regulation documents
2021 FSRA/OSFI collaboration on defined contribution plans Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI collaboration on defined contribution plans – Update Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents