Pension guidance by topic

Year Title Publication type Plans Topics
2021 Reminder to update contact information (May 2021) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2018 Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Registration of a Defined Contribution Pension Plan Instruction guide
  • Defined contribution plans
  • Registrations
2022 Registration of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Registrations
2016 Registering a Plan as a Pooled Registered Pension Plan Guide
  • Pooled registered pension plan
  • Registrations
2018 Refund of Surplus to the Employer Instruction guide
  • Defined benefit plans
  • Surplus
2014 Recalculation of a Member’s Pension Benefit Credit – Correction Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2016 Qualifying as a Negotiated Contribution Plan under the PBSA Past newsletter articles
  • Defined benefit plans
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2009 Purchasing Annuities for Benefits on Plan Termination Guidance
  • Defined benefit plans
  • Terminations
2016 PRPPs added to Assessment of Pension Plans Regulations Notice
  • Pooled registered pension plan
  • Assessments
2010 Provincial Property Laws Past newsletter articles
  • Defined benefit plans
  • Marriage or common-law partnership breakdown
2014 Prescribed Forms Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2023 Preparation of Actuarial Reports for Defined Benefit Pension Plans Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2012 Pre-Retirement Death Benefit - Dependent Children (May 2012) Past newsletter articles
  • Defined benefit plans
  • Benefits
2022 PP8 - Application for a Refund of Surplus to The Employer (sample) [ PDF 143.07 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Surplus
2022 PP7 - Approval Request Return for Amendments Reducing Benefits (sample) [ PDF 157.77 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Amendments
2022 PP6 - Approval Request Return for Asset Transfer Related to Defined Benefit Provisions (sample) [ PDF 179.03 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Asset transfers
2022 PP5 - Approval Request Return for Asset Transfer Related to Defined Contribution Provisions (Provincial Plan Members Only) (sample) [ PDF 158.68 KB ] Regulatory Reporting System sample forms
  • Defined contribution plans
  • Asset transfers
2022 PP4 - Approval Request Return for Defined Benefit Pension Plan Terminations (sample) [ PDF 138.83 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Terminations
2022 PP3 - Approval Request Return for Defined Contribution Pension Plan Terminations (sample) [ PDF 168.91 KB ] Regulatory Reporting System sample forms
  • Defined contribution plans
  • Terminations