Pension guidance by topic

Year Title Publication type Plans Topics
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
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, February 5, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 Directives of the Superintendent – FAQs Frequently asked questions
  • Defined benefit plans
  • Benefits
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
  • Multi-jurisdictional pension plans
2021 FSRA/OSFI collaboration on defined contribution plans – Update Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2021 Approval Request Form for Termination of a Defined Benefit Pension Plan [ PDF 346.57 KB ] Form
  • Defined benefit plans
  • Terminations
2021 Unlocking Forms Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2021 OSFI review of pension investments – Update Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2021 Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship [ PDF 223.22 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2021 Electronic Communications Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Electronic communications
2021 OSFI discussion paper on climate related risks in the financial sector Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 Standardized Termination Report for Defined Contribution Pension Plans [ PDF 356.39 KB ] Form
  • Defined contribution plans
  • Terminations
2021 Revisions to the Directives and related FAQs Past newsletter articles
  • Defined benefit plans
  • Benefits
2021 Form 2 - Attestation Regarding Spouse/Common-Law Partner [ PDF 941.83 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2021 Termination of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Terminations
2020 Actuarial guide revisions Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 CAPSA's 2020 Agreement Respecting Multi-Jurisdictional Pension Plans Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
  • Multi-jurisdictional pension plans
2020 Update on temporary portability freeze Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2020 Extension to filing deadlines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2020 Technical Advisory Committee for the Review of DC Plans – Members Advisory
  • Defined contribution plans
  • OSFI regulation documents
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