Pension guidance by topic

Year Title Publication type Plans Topics
2023 Buy-in Annuity products Instruction guide
  • Defined benefit plans
  • Investment of pension funds
2016 Disclosure Requirements for Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Disclosure to plan members
2021 Termination of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Terminations
2016 Disclosure Requirements for Defined Contribution Pension Plans Instruction guide
  • Defined contribution plans
  • Disclosure to plan members
2022 Registration of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Registrations
2022 Registration of a Defined Contribution Pension Plan Instruction guide
  • Defined contribution plans
  • Registrations
2022 Applications for approvals to be filed through the Regulatory Reporting System Notice
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Asset transfers
  • Surplus
  • Terminations
2016 PRPPs added to Assessment of Pension Plans Regulations Notice
  • Pooled registered pension plan
  • Assessments
2019 Reminder: DC Targeted Review Notice
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2017 Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2017 2017 Agreement Amending the Multilateral Agreement Respecting PRPPs and VRSPs Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 2016 Multilateral agreement respecting PRPPs and VRSPs Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2024 Consolidated Version of the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2014 Disbursing assets on plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2015 Portability and Annuity Purchases by Members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Terminations
2013 Individual Pension Plans and Canada Revenue Agency’s Rule on Minimum Payment Withdrawals Past newsletter articles
  • Defined benefit plans
  • Benefits
2020 Update on temporary portability freeze Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2015 Filing and Funding Requirements Prior to Confirmation of Registration Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • Registrations
2010 Required Filings for Terminated Plans Past newsletter articles
  • Defined benefit plans
  • Terminations
2022 Culture Risk Management Guideline – Update Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance