Pension guidance by topic

Year Title Publication type Plans Topics
2014 Late Contributions and Communications with Plan Custodians Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2017 Letters of Credit Frequently asked questions
  • Defined benefit plans
  • Actuarial and funding
2023 Life Income Funds, Restricted Life Income Funds, and Variable Benefits Accounts Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2017 Locked-in accounts contracts and addendums Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2017 Locked-in pension funds - loans and debts, accumulated interest Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2014 Longevity Insurance and Longevity Swaps Advisory
  • Defined benefit plans
  • Investment of pension funds
2015 Marriage Breakdown and Administering Court Orders or Agreements Past newsletter articles
  • Defined benefit plans
  • Marriage or common-law partnership breakdown
2012 Marriage Breakdown and the Applicability of the Ontario Family Law Act (Ontario FLA) Past newsletter articles
  • Defined benefit plans
  • Marriage or common-law partnership breakdown
2018 Member information submitted to OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Actuarial and funding
  • Terminations
2015 Multi-jurisdictional Plans Regulated by OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
  • Annual filing requirements
2017 Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 Multilateral Agreement Respecting PRPPs and VRSPs – Past newsletter article (2016) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2012 Name Changes Affecting Letters of Credit (LOC) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 New FSRA/OSFI collaboration on defined contribution plans Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2008 No Age Limit for the Purchase of a LIF or an Immediate Annuity Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2020 No change to basic rate for assessment of pension plans Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Assessments
2019 No OSFI approval of amendments or actuarial reports Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • Amendments
  • OSFI regulation documents
2013 Notice and Filing Requirements before and after Plan Termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2014 Notice Requirement for Plan Terminations Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2017 Notifying OSFI in advance of plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations