Pension guidance by topic

Year Title Publication type Plans Topics
2015 Multi-jurisdictional Plans Regulated by OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
  • Annual filing requirements
2018 Member information submitted to OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Actuarial and funding
  • Terminations
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
2015 Marriage Breakdown and Administering Court Orders or Agreements Past newsletter articles
  • Defined benefit plans
  • Marriage or common-law partnership breakdown
2014 Longevity Insurance and Longevity Swaps Advisory
  • Defined benefit plans
  • Investment of pension funds
2017 Locked-in pension funds - loans and debts, accumulated interest 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
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 Letters of Credit Frequently asked questions
  • Defined benefit plans
  • Actuarial and funding
2014 Late Contributions and Communications with Plan Custodians Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2017 Key Pension Benefits Standards Act, 1985 (PBSA) and Pension Benefits Standards Regulations, 1985 (PBSR) Amendments and In-force Dates Guidance
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2017 International Financial Reporting Standards Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Other
2013 Individual Pension Plans and Canada Revenue Agency’s Rule on Minimum Payment Withdrawals Past newsletter articles
  • Defined benefit plans
  • Benefits
2018 Incorrect jurisdiction of record for locked-in funds Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Locked-in retirement funds
2013 Incomplete Member Statements Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
  • Governance
2013 Inadvertent Changes When Making Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Benefits
2010 Inactive Pension Plans Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2008 In-Kind Contributions Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2000 Guideline for the Development of Investment Policies and Procedures for Federally Regulated Pension Plans Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2001 Guideline for Converting Plans from Defined Benefit to Defined Contribution Guideline
  • Defined benefit plans
  • Conversions