Pension guidance by topic

Year Title Publication type Plans Topics
2024 Pension Plan Annual Corporate Certification (PPACC) [ PDF 670.95 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2023 Pension Plan Assessment Rate Schedule - Pension Benefits Standards Act, 1985 Schedule
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2014 Pension plan examinations conducted by OSFI (November 2016) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2017 Pension plan examinations conducted by OSFI (November 2017) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
2019 Pension plan governance guidelines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2008 Pension plans and UN Suppression of Terrorism Regulations Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2009 Pensionable Age and Early Retirement Guidance
  • Defined benefit plans
  • Benefits
2017 Phased Retirement Frequently asked questions
  • Defined benefit plans
  • Benefits
2022 Plan Amendment Submission Form (sample) [ PDF 223.78 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2014 Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2017 Plan amendments to incorporate legislative changes Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2023 Plan Assessment Rate Schedule - Pooled Registered Pension Plans Act Schedule
  • Pooled registered pension plan
  • Assessments
2017 Plan Assessments – Pooled Registered Pension Plan (PRPP) Guidance
  • Pooled registered pension plan
  • Assessments
2009 Plan Member Information Requests Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2014 Policy Advisory on the definition of Mutual Fund and Pooled Fund Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2015 Pooled Registered Pension Plan Amendment Information [ PDF 253.85 KB ] Form
  • Pooled registered pension plan
  • Amendments
2015 Pooled Registered Pension Plan Amendment Information Form Form
  • Pooled registered pension plan
  • Amendments
2021 Pooled Registered Pension Plan Annual Information Return [ PDF 168.08 KB ] Form
  • Pooled registered pension plan
  • 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
2017 Pooled Registered Pension Plan Annual Information Return: new form, guide, and filing deadline Past newsletter articles
  • Defined benefit plans
  • Pooled registered pension plan
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