|
2020
|
OSFI discussion paper "Developing financial sector resilience in a digital world"
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|
|
2022
|
OSFI consultation paper: Pension Investment Risk Management
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
|
2022
|
OSFI and FSRA Perspectives on Defined Contribution (DC) Plans
|
Video
|
- Defined benefit plans
- Defined contribution plans
|
- OSFI industry forums and webinars
- OSFI regulation documents
|
|
2020
|
OSFI 594: Defined Benefit/Combination Pension Plan Amendment Information Form
[
PDF 303.63 KB
]
|
Form
|
|
|
|
2024
|
OSFI 49A – Schedule A
[
PDF 794.22 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2024
|
OSFI 49 Annual Information Return, OSFI 49A Schedule A - Canada Revenue Agency Information Requirements and the Pension Plan Annual Corporate Certification
|
Guide
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2024
|
OSFI 49 Annual Information Return
[
PDF 1.61 MB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2022
|
OSFI 48DC - Application form for the Registration of a Defined Contribution Pension Plan
[
PDF 421.68 KB
]
|
Form
|
- Defined contribution plans
|
|
|
2022
|
OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan
[
PDF 452.72 KB
]
|
Form
|
|
|
|
2009
|
Opting out of a PBSA Regulated Pension Plan
|
Guidance
|
- Defined benefit plans
- Defined contribution plans
|
- Eligibility to join a plan
|
|
2017
|
Notifying OSFI in advance of plan termination
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2014
|
Notice Requirement for Plan Terminations
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2013
|
Notice and Filing Requirements before and after Plan Termination
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2019
|
No OSFI approval of amendments or actuarial reports
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Actuarial and funding
- Amendments
- OSFI regulation documents
|
|
2020
|
No change to basic rate for assessment of pension plans
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|
|
2008
|
No Age Limit for the Purchase of a LIF or an Immediate Annuity
|
Guidance
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
|
|
2020
|
New FSRA/OSFI collaboration on defined contribution plans
|
Past newsletter articles
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2012
|
Name Changes Affecting Letters of Credit (LOC)
|
Past newsletter articles
|
|
|
|
2016
|
Multilateral Agreement Respecting PRPPs and VRSPs – Past newsletter article (2016)
|
Past newsletter articles
|
- Pooled registered pension plan
|
- Multi-jurisdictional pension plans
|
|
2017
|
Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans
|
Other
|
- Pooled registered pension plan
|
- Multi-jurisdictional pension plans
|
