Pension guidance by topic

Year Title Publication type Plans Topics
2014 Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Plan Amendment Submission Form (sample) [ PDF 223.78 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2017 Phased Retirement Frequently asked questions
  • Defined benefit plans
  • Benefits
2009 Pensionable Age and Early Retirement Guidance
  • Defined benefit plans
  • Benefits
2008 Pension plans and UN Suppression of Terrorism Regulations Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2019 Pension plan governance guidelines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2017 Pension plan examinations conducted by OSFI (November 2017) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
2014 Pension plan examinations conducted by OSFI (November 2016) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2023 Pension Plan Assessment Rate Schedule - Pension Benefits Standards Act, 1985 Schedule
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2024 Pension Plan Annual Corporate Certification (PPACC) [ PDF 670.95 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2017 Pension payments to former members beginning after pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2011 Pension Fees (November 2011) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2020 OSFI-593: Defined Contribution Pension Plan Text Amendment Information Form [ PDF 210 KB ] Form
  • Defined contribution plans
  • Amendments
2019 OSFI supervisory observations Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2021 OSFI review of pension investments – Update Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2021 OSFI review of pension investments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2007 OSFI Input in Correcting Administrative Errors 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
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 on climate related risks in the financial sector Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
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