Pension guidance by topic

Year Title Publication type Plans Topics
2015 Application of the 50% Rule Exception (Subsection 21(3) of the PBSA) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2015 Asset Transfers Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Asset transfers
2015 Common Concerns Raised in the Review of Actuarial Reports (May 2015) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2015 Marriage Breakdown and Administering Court Orders or Agreements Past newsletter articles
  • Defined benefit plans
  • Marriage or common-law partnership breakdown
2015 Filing and Funding Requirements Prior to Confirmation of Registration Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • Registrations
2014 Pension plan examinations conducted by OSFI (November 2016) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2014 Longevity Insurance and Longevity Swaps Advisory
  • Defined benefit plans
  • Investment of pension funds
2014 Prescribed Forms Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2014 Definition of “mutual fund” and “pooled fund” Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2014 Disbursing assets on plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2014 Notice Requirement for Plan Terminations Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2014 Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2014 Correcting Administrative Errors Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2014 Recalculation of a Member’s Pension Benefit Credit – Correction Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2014 Late Contributions and Communications with Plan Custodians Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
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
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
2013 Designated Pension Plans are subject to Full Funding on Plan Termination Past newsletter articles
  • Defined benefit plans
  • Terminations
2013 Incomplete Member Statements Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
  • Governance
2013 Pooled Registered Pension Plans and Other Legislative Reforms Past newsletter articles
  • Defined contribution plans
  • Registrations