|
2025
|
Actuarial Information Summary
|
Guide
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2025
|
Solvency Information Return
|
Guide
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2025
|
Certified Financial Statements (OSFI 60)
|
Guide
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2025
|
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
|
|
2025
|
Form 1 and Instructions – Attestation regarding withdrawal based on financial hardship
|
Guide
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2025
|
Unlocking funds from a pension plan or from a locked-in retirement savings plan
|
Frequently asked questions
|
|
- Locked-in retirement funds
- Unlocking
|
|
2025
|
OSFI 593 – Defined Contribution Pension Plan Text Amendment Information Form
[
PDF 237.91 KB
]
|
Form
|
- Defined contribution plans
|
|
|
2025
|
OSFI 594 – Defined Benefit/Combination Pension Plan Amendment Information Form
[
PDF 288.54 KB
]
|
Form
|
|
|
|
2025
|
Certified Financial Statements (OSFI 60)
[
PDF 252 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2025
|
Actuarial Information Summary Form
[
PDF 375.11 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2025
|
OSFI 49 Annual Information Return
[
PDF 155.55 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2024
|
Preparation of Actuarial Reports for Defined Benefit Pension Plans
|
Guide
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2024
|
Plan Assessment Rate Schedule - Pooled Registered Pension Plans Act
|
Schedule
|
- Pooled registered pension plan
|
|
|
2024
|
Pension Plan Assessment Rate Schedule - Pension Benefits Standards Act, 1985
|
Schedule
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2024
|
Replicating Portfolio Information Summary
|
Guide
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2024
|
Auditor’s Report Filing Confirmation
|
Guide
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2024
|
Administration of Negotiated Contribution Plans
|
Guide
|
|
- Governance
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
|
|
2024
|
Life Income Funds, Restricted Life Income Funds, and Variable Benefits Accounts
|
Frequently asked questions
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
|
|
2024
|
Unlocking Options
|
Frequently asked questions
|
|
|
|
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
|
