Pension guidance by topic

Year Title Publication type Plans Topics
2024 Consolidated Version of the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2022 Applications for approvals to be filed through the Regulatory Reporting System Notice
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Asset transfers
  • Surplus
  • Terminations
2016 PRPPs added to Assessment of Pension Plans Regulations Notice
  • Pooled registered pension plan
  • Assessments
2019 Reminder: DC Targeted Review Notice
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2023 Asset Transfers related to Defined Contribution Provisions of Pension Plans Instruction guide
  • Defined contribution plans
  • Asset transfers
2022 Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Amendments
  • Benefits
2023 Buy-in Annuity products Instruction guide
  • Defined benefit plans
  • Investment of pension funds
2018 Refund of Surplus to the Employer Instruction guide
  • Defined benefit plans
  • Surplus
2018 Asset Transfers related to Defined Benefit Provisions of Pension Plans Instruction guide
  • Defined benefit plans
  • Asset transfers
2016 Disclosure Requirements for Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Disclosure to plan members
2021 Termination of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Terminations
2016 Disclosure Requirements for Defined Contribution Pension Plans Instruction guide
  • Defined contribution plans
  • Disclosure to plan members
2022 Registration of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Registrations
2022 Registration of a Defined Contribution Pension Plan Instruction guide
  • Defined contribution plans
  • Registrations
2001 Guideline for Converting Plans from Defined Benefit to Defined Contribution Guideline
  • Defined benefit plans
  • Conversions
2011 Stress Testing Guideline for Plans with Defined Benefit Provisions Guideline
  • Defined benefit plans
  • Governance
  • 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
1999 Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 1 - Flexible Pension Plans [ PDF 39.63 KB ] Guideline
  • Defined benefit plans
  • Flexible pension plans
1992 Securities Lending Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2004 Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 3 - Guidelines for Capital Accumulation Plans [ PDF 175.09 KB ] Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Governance
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