Pension guidance by topic

Year Title Publication type Plans Topics
2009 Opting out of a PBSA Regulated Pension Plan Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Eligibility to join a plan
2022 OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan [ PDF 452.72 KB ] Form
  • Defined benefit plans
  • Registrations
2022 OSFI 48DC - Application form for the Registration of a Defined Contribution Pension Plan [ PDF 421.68 KB ] Form
  • Defined contribution plans
  • Registrations
2024 OSFI 49 Annual Information Return [ PDF 1.61 MB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 OSFI 49 Annual Information Return, OSFI 49A Schedule A - Canada Revenue Agency Information Requirements and the Pension Plan Annual Corporate Certification Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 OSFI 49A – Schedule A [ PDF 794.22 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2020 OSFI 594: Defined Benefit/Combination Pension Plan Amendment Information Form [ PDF 303.63 KB ] Form
  • Defined benefit plans
  • Amendments
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
2022 OSFI consultation paper: Pension Investment Risk Management Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2020 OSFI discussion paper "Developing financial sector resilience in a digital world" Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2021 OSFI discussion paper on climate related risks in the financial sector Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 OSFI discussion paper: Developing Financial Sector Resilience in a Digital World - results of consultation Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 OSFI discussion paper: Navigating Uncertainty in Climate Change – feedback and next steps Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2007 OSFI Input in Correcting Administrative Errors Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 OSFI review of pension investments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2021 OSFI review of pension investments – Update Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2019 OSFI supervisory observations Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2020 OSFI-593: Defined Contribution Pension Plan Text Amendment Information Form [ PDF 210 KB ] Form
  • Defined contribution plans
  • Amendments
2011 Pension Fees (November 2011) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2017 Pension payments to former members beginning after pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
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