Pension guidance by topic

Year Title Publication type Plans Topics
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 Technical Advisory Committee for the Review of Defined Contribution Plans Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, June 15, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 Technical Advisory Committee for the Review of DC Plans – Members Advisory
  • Defined contribution plans
  • OSFI regulation documents
2014 Longevity Insurance and Longevity Swaps Advisory
  • Defined benefit plans
  • Investment of pension funds
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, May 7, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 Technical Advisory Committee for the Review of Defined Contribution Plans - Terms of Reference Advisory
  • Defined contribution plans
  • OSFI regulation documents
2014 Definition of “mutual fund” and “pooled fund” Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, March 26, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 Summary of Outcomes and Recommendations at the Conclusion of the Joint FSRA/OSFI Defined Contribution Pension Plans Committee Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, February 5, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, December 11, 2020 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2023 Technology and cyber security incident reporting Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2021 Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship [ PDF 223.22 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2024 OSFI 49A – Schedule A [ PDF 794.22 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Authorization Request Form for Amendments Reducing Benefits [ PDF 222.46 KB ] Form
  • Defined benefit plans
  • Amendments
  • Benefits
2015 Pooled Registered Pension Plan Amendment Information [ PDF 253.85 KB ] Form
  • Pooled registered pension plan
  • Amendments
2021 Form 2 - Attestation Regarding Spouse/Common-Law Partner [ PDF 941.83 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2024 Pension Plan Annual Corporate Certification (PPACC) [ PDF 670.95 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Certified Financial Statements (OSFI 60) [ PDF 858.95 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements