Pension guidance by topic

Year Title Publication type Plans Topics
2014 Risk Assessment Framework for Federally Regulated Private Pension Plans and Guidance Notes (the Framework) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2021 Revisions to the Instruction Guide for the Preparation of Actuarial Reports for Defined Benefit Pension Plans Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2021 Revisions to the Directives and related FAQs Past newsletter articles
  • Defined benefit plans
  • Benefits
2020 Revised standards of practice of the Canadian Institute of Actuaries Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 Revised standards of practice for calculating commuted values Frequently asked questions
  • Defined benefit plans
  • Actuarial and funding
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2021 Revised processes performed by a Local Registration Authority in the Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2013 Retiree and Survivor Audits (November 2013) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
2011 Retiree and Survivor Audits (November 2011) Past newsletter articles
  • Defined benefit plans
  • Benefits
2022 Retiree and survivor audits (May 2022) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
2006 Resuming Contributions for Plans with Excess Surplus Past newsletter articles
  • Defined benefit plans
  • Surplus
2008 Restriction on Transfer Values – Defined Benefit Plans Past newsletter articles
  • Defined benefit plans
  • Benefits
2010 Required Filings for Terminated Plans Past newsletter articles
  • Defined benefit plans
  • Terminations
2009 Required Filings for Real Estate, Resource and Investment Corporations Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2013 Reporting of Late Remittances Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2016 Reporting Membership Numbers on the OSFI 49 Annual Information Return Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Replicating Portfolio Information Summary (form) [ PDF 810.41 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Replicating Portfolio Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2008 Remittance of contributions Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2019 Reminder: DC Targeted Review Notice
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2022 Reminder to update contact information (May 2022) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
  • Governance