Plan Amendments (Defined Benefit Plans)

In accordance with subsection 10.1(1) of the PBSA, pension plan administrators must file, with OSFI, amendments to any pension plan document within 60 days after an amendment is made. Certain amendments may be void unless authorized by the Superintendent.

Publications

TypeTitleYear
InfoPensions Newsletter Consolidated and blackline versions of plan texts 2022
InfoPensions Newsletter Government of Canada’s Budget 2022 2022
RRS Filing Instructions Filing an Application for Approval of Amendments Reducing Benefits using the Regulatory Reporting System (RRS) 2022
RRS Sample forms Approval Request Return for Amendments Reducing Benefits (sample) 2022
RRS Filing Instructions Filing Pension Plan Amendments using the Regulatory Reporting System (RRS)2022
RRS Sample forms Plan Amendment Submission Form2022
InfoPensions Newsletter Amendments to the Pension Benefits Standards Act, 1985 in the 2021 Budget Implementation Act 2021
Instruction Guide Filing Pension Plan Amendments using the Regulatory Reporting System (RRS) 2020
Form OSFI 594 – Defined Benefit/Combination Pension Plan Amendment Information Form (PDF,242 KB)2020
InfoPensions Newsletter No OSFI approval of amendments or actuarial reports2019
Form (Draft)  Authorization Request Form for Amendments Reducing Benefits (PDF, 2.15 MB)2019
Instruction Guide (Draft)  Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans2019
InfoPensions Newsletter Plan amendments to incorporate legislative changes2017
InfoPensions Newsletter Electronic Filing of Documents with OSFI2016
InfoPensions Newsletter Multi-jurisdictional Plans Regulated by OSFI2015
InfoPensions Newsletter Plan Amendments2014
Guidance Amendments to Supporting Documents2009
InfoPensions Newsletter Filing Plan Amendments2008