|
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
|
|
- 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
|
|
2016
|
Registering a Plan as a Pooled Registered Pension Plan
|
Guide
|
- Pooled registered pension plan
|
|
|
2018
|
Guide to Intervention for Federally Regulated Private Pension Plans
|
Guide
|
- Defined benefit plans
- Defined contribution plans
|
- OSFI regulation documents
|
|
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
|
|
2018
|
Pooled Registered Pension Plans - Guide for Nova Scotia Members
|
Guide
|
- Pooled registered pension plan
|
- Multi-jurisdictional pension plans
|
|
2004
|
Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 3 - Guidelines for Capital Accumulation Plans
[
PDF 175.09 KB
]
|
Guideline
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2001
|
Guideline for Converting Plans from Defined Benefit to Defined Contribution
|
Guideline
|
|
|
|
2011
|
Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 6 on Pension Plan Prudent Investment Practices
[
PDF 109.08 KB
]
|
Guideline
|
|
- Investment of pension funds
|
|
2011
|
Stress Testing Guideline for Plans with Defined Benefit Provisions
|
Guideline
|
|
- Governance
- Investment of pension funds
|
|
2000
|
Guideline for the Development of Investment Policies and Procedures for Federally Regulated Pension Plans
|
Guideline
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
|
1992
|
Securities Lending
|
Guideline
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
|
2018
|
Derivatives Sound Practices for Federally Regulated Private Pension Plans
|
Guideline
|
|
- Investment of pension funds
|
|
1999
|
Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 1 - Flexible Pension Plans
[
PDF 39.63 KB
]
|
Guideline
|
|
|
|
2022
|
Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans
|
Instruction guide
|
|
|
|
2018
|
Refund of Surplus to the Employer
|
Instruction guide
|
|
|
|
2023
|
Asset Transfers related to Defined Contribution Provisions of Pension Plans
|
Instruction guide
|
- Defined contribution plans
|
|
|
2018
|
Asset Transfers related to Defined Benefit Provisions of Pension Plans
|
Instruction guide
|
|
|
