Pension guidance by topic

Year Title Publication type Plans Topics
2021 PP1 - Amendments to pension plans and to documents that create or support the plan or the pension fund (sample) [ PDF 201.18 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2010 Portability Options Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2015 Portability and Annuity Purchases by Members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Terminations
2013 Pooled Registered Pension Plans and Other Legislative Reforms Past newsletter articles
  • Defined contribution plans
  • Registrations
2018 Pooled Registered Pension Plans - Guide for Saskatchewan Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Pooled Registered Pension Plans - Guide for Ontario Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Pooled Registered Pension Plans - Guide for Nova Scotia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Pooled Registered Pension Plans - Guide for Federal Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Pooled Registered Pension Plans - Guide for British Columbia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2013 Pooled Registered Pension Plans - Frequently asked questions Frequently asked questions
  • Pooled registered pension plan
  • Other
2017 Pooled Registered Pension Plan Annual Information Return: new form, guide, and filing deadline Past newsletter articles
  • Defined benefit plans
  • Pooled registered pension plan
2021 Pooled Registered Pension Plan Annual Information Return, Auditor’s Report and the Pension Plan Annual Corporate Certification Guide
  • Pooled registered pension plan
  • Annual filing requirements
2021 Pooled Registered Pension Plan Annual Information Return [ PDF 168.08 KB ] Form
  • Pooled registered pension plan
  • Annual filing requirements
2015 Pooled Registered Pension Plan Amendment Information Form Form
  • Pooled registered pension plan
  • Amendments
2015 Pooled Registered Pension Plan Amendment Information [ PDF 253.85 KB ] Form
  • Pooled registered pension plan
  • Amendments
2014 Policy Advisory on the definition of Mutual Fund and Pooled Fund Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2009 Plan Member Information Requests Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2017 Plan Assessments – Pooled Registered Pension Plan (PRPP) Guidance
  • Pooled registered pension plan
  • Assessments
2023 Plan Assessment Rate Schedule - Pooled Registered Pension Plans Act Schedule
  • Pooled registered pension plan
  • Assessments
2017 Plan amendments to incorporate legislative changes Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
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