Pension guidance by topic

Year Title Publication type Plans Topics
1992 Securities Lending Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
1999 Flexible Pension Plans Policy paper
  • Defined benefit plans
  • Flexible pension plans
1999 Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 1 - Flexible Pension Plans [ PDF 39.63 KB ] Guideline
  • Defined benefit plans
  • Flexible pension plans
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
2001 Guideline for Converting Plans from Defined Benefit to Defined Contribution Guideline
  • Defined benefit plans
  • Conversions
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
  • Governance
2006 Resuming Contributions for Plans with Excess Surplus Past newsletter articles
  • Defined benefit plans
  • Surplus
2006 Collateral for securities lending Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2007 Eligibility Requirements for Few or Single Member Plans Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Eligibility to join a plan
2007 OSFI Input in Correcting Administrative Errors Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2007 Beneficiaries who cannot be Located Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2007 Statement to Members on Plan Termination within 30 Days Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2008 Final Location Approach for Benefit Entitlement Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2008 Unlocking for non-residents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2008 The 50% Rule for Defined Benefit Plans - Section 21 of the PBSA Past newsletter articles
  • Defined benefit plans
  • Benefits
2008 In-Kind Contributions Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2008 Scenario testing in Defined Benefit Pension Plans - A good practice Past newsletter articles
  • Defined benefit plans
  • Governance
2008 Restriction on Transfer Values – Defined Benefit Plans Past newsletter articles
  • Defined benefit plans
  • Benefits
2008 Federal Home Buyers Plan Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2008 Filing Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments