|
2020
|
Technical Advisory Committee for the Review of Defined Contribution Plans - Terms of Reference
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2020
|
Technical Advisory Committee for the Review of Defined Contribution Plans
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2020
|
Technical Advisory Committee for the Review of DC Plans – Members
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2019
|
Targeted review of pension plans with defined contribution provisions
|
Past newsletter articles
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2010
|
Survivor Rights – Prescribed Retirement Savings Plan
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2012
|
Surplus
|
Frequently asked questions
|
|
|
|
2021
|
Summary of Outcomes and Recommendations at the Conclusion of the Joint FSRA/OSFI Defined Contribution Pension Plans Committee
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2011
|
Stress Testing Guideline for Plans with Defined Benefit Provisions
|
Guideline
|
|
- Governance
- Investment of pension funds
|
|
2016
|
Statements to be Provided to Spouses and Common-Law Partners
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Disclosure to plan members
|
|
2007
|
Statement to Members on Plan Termination within 30 Days
|
Guidance
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2016
|
Standardized termination report for Pooled Registered Pension Plans
[
XLSX 80.54 KB
]
|
Form
|
- Pooled registered pension plan
|
|
|
2021
|
Standardized Termination Report for Defined Contribution Pension Plans
[
PDF 356.39 KB
]
|
Form
|
- Defined contribution plans
|
|
|
2018
|
Standardized Asset Transfer Request Form for Defined Contribution Provisions
[
PDF 264.85 KB
]
|
Form
|
- Defined contribution plans
|
|
|
2024
|
Solvency Information Return form
[
PDF 692.45 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2021
|
Solvency Information Return (sample)
[
PDF 57.2 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2024
|
Solvency Information Return
|
Guide
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2016
|
SIP&P No Longer Required for Member Choice Accounts
|
Past newsletter articles
|
- Defined contribution plans
|
- Investment of pension funds
|
|
1992
|
Securities Lending
|
Guideline
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
|
2019
|
Schedule of Expected Pension Contributions Form
[
PDF 164.93 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2008
|
Scenario testing in Defined Benefit Pension Plans - A good practice
|
Past newsletter articles
|
|
|
