2006
|
Resuming Contributions for Plans with Excess Surplus
|
Past newsletter articles
|
|
|
2022
|
Retiree and survivor audits (May 2022)
|
Past newsletter articles
|
|
|
2011
|
Retiree and Survivor Audits (November 2011)
|
Past newsletter articles
|
|
|
2013
|
Retiree and Survivor Audits (November 2013)
|
Past newsletter articles
|
|
|
2021
|
Revised processes performed by a Local Registration Authority in the Regulatory Reporting System
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
2020
|
Revised standards of practice for calculating commuted values
|
Frequently asked questions
|
|
- Actuarial and funding
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
|
2020
|
Revised standards of practice of the Canadian Institute of Actuaries
|
Past newsletter articles
|
|
|
2021
|
Revisions to the Directives and related FAQs
|
Past newsletter articles
|
|
|
2021
|
Revisions to the Instruction Guide for the Preparation of Actuarial Reports for Defined Benefit Pension Plans
|
Past newsletter articles
|
|
|
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
|
2008
|
Scenario testing in Defined Benefit Pension Plans - A good practice
|
Past newsletter articles
|
|
|
2019
|
Schedule of Expected Pension Contributions Form
[
PDF 164.93 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
|
1992
|
Securities Lending
|
Guideline
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
2016
|
SIP&P No Longer Required for Member Choice Accounts
|
Past newsletter articles
|
- Defined contribution plans
|
- Investment of pension funds
|
2024
|
Solvency Information Return
|
Guide
|
|
- 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 form
[
PDF 692.45 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
2018
|
Standardized Asset Transfer Request Form for Defined Contribution Provisions
[
PDF 264.85 KB
]
|
Form
|
- Defined contribution plans
|
|
2021
|
Standardized Termination Report for Defined Contribution Pension Plans
[
PDF 356.39 KB
]
|
Form
|
- Defined contribution plans
|
|
2016
|
Standardized termination report for Pooled Registered Pension Plans
[
XLSX 80.54 KB
]
|
Form
|
- Pooled registered pension plan
|
|