Pension guidance by topic

Year Title Publication type Plans Topics
2011 Benefits Subject to Consent Guidance
  • Defined benefit plans
  • Benefits
2008 In-Kind Contributions Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2007 Statement to Members on Plan Termination within 30 Days Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2017 Plan Assessments – Pooled Registered Pension Plan (PRPP) Guidance
  • Pooled registered pension plan
  • Assessments
2009 Amendments to Supporting Documents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2009 Pensionable Age and Early Retirement Guidance
  • Defined benefit plans
  • Benefits
2008 Unlocking for non-residents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2009 Waiver and Surrender of Spousal Benefits Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2018 Asset Transfers related to Defined Contribution Provisions of Pension Plans (March 2018) Guidance note
  • Defined contribution plans
  • Asset transfers
2016 Administration of Negotiated Contribution Plans Guidance note
  • Defined benefit plans
  • Governance
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2018 Pooled Registered Pension Plans - Guide for Federal Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 Applying for a Licence to be a Pooled Registered Pension Plan Administrator Guide
  • Pooled registered pension plan
  • Registrations
2024 Certified Financial Statements (OSFI 60) Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2021 Pooled Registered Pension Plan Annual Information Return, Auditor’s Report and the Pension Plan Annual Corporate Certification Guide
  • Pooled registered pension plan
  • Annual filing requirements
2024 Solvency Information Return Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2018 Pooled Registered Pension Plans - Guide for British Columbia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Guide to Intervention for Federally Regulated Private Pension Plans Guide
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2016 Registering a Plan as a Pooled Registered Pension Plan Guide
  • Pooled registered pension plan
  • Registrations
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 Form 1 and Instructions – Attestation regarding withdrawal based on financial hardship Guide
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
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