Pension guidance by topic

Year Title Publication type Plans Topics
2009 Waiver and Surrender of Spousal Benefits Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2017 Void Amendments Frequently asked questions
  • Defined benefit plans
  • Other
2008 Vested Benefits Payable to Terminating Employees Guidance
  • Defined benefit plans
  • Benefits
2017 Using OSFI’s pensions email account Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2017 Updating contact information in the Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2018 Update on the pooled registered pension plan multilateral agreement (May 2018) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2017 Update on the pooled registered pension plan multilateral agreement (May 2017) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2020 Update on temporary portability freeze Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2024 Unlocking Options Frequently asked questions
  • Defined benefit plans
  • Unlocking
2024 Unlocking funds from a pension plan or from a locked-in retirement savings plan Frequently asked questions
  • Defined benefit plans
  • Locked-in retirement funds
  • Unlocking
2017 Unlocking from restricted life income funds Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2021 Unlocking Forms Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2008 Unlocking for non-residents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2013 Unlocking due to Shortened Life Expectancy – Physician’s Certification Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Unlocking
2017 Underfunded Defined Benefit Pension Plans Frequently asked questions
  • Defined benefit plans
  • Other
2022 Third party survey on the use of technology Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2008 The 50% Rule for Defined Benefit Plans - Section 21 of the PBSA Past newsletter articles
  • Defined benefit plans
  • Benefits
2021 Termination of a Defined Contribution Pension Plan Guide
  • Defined contribution plans
  • Terminations
2021 Termination of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Terminations
2023 Technology and cyber security incident reporting Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance