Pension guidance by topic

Year Title Publication type Plans Topics
2022 Government of Canada’s Budget 2022 Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2015 Application of the 50% Rule Exception (Subsection 21(3) of the PBSA) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2010 Survivor Rights – Prescribed Retirement Savings Plan Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
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
2021 Estimated solvency ratio results (May 2021) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2021 Reminder to update contact information (May 2021) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Consolidated and blackline versions of plan texts Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2019 OSFI supervisory observations Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2012 First Nations Pension Plans - Supreme Court of Canada Decision (November 2012) Past newsletter articles
  • Defined benefit plans
  • Registrations
2019 Amendments to Assessment of Pension Plans Regulations (May 2019) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2021 Revisions to the Directives and related FAQs Past newsletter articles
  • Defined benefit plans
  • Benefits
2018 Update on the pooled registered pension plan multilateral agreement (May 2018) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 Electronic Filing of Documents with OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Conversions
  • Registrations
  • Terminations
2012 Pre-Retirement Death Benefit - Dependent Children (May 2012) Past newsletter articles
  • Defined benefit plans
  • Benefits
2015 Marriage Breakdown and Administering Court Orders or Agreements Past newsletter articles
  • Defined benefit plans
  • Marriage or common-law partnership breakdown
2007 Beneficiaries who cannot be Located Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2021 OSFI discussion paper on climate related risks in the financial sector Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2008 Filing Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2020 50% rule and benefit increases Past newsletter articles
  • Defined benefit plans
  • Benefits
2006 Resuming Contributions for Plans with Excess Surplus Past newsletter articles
  • Defined benefit plans
  • Surplus