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Other OSFI Guidance

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Longevity

Longevity Insurance and Longevity Swaps

Negotiated Contribution Plans

Administration of Negotiated Contribution Plans

Flexible Pension Plans

Flexible Pension Plans

Stress Testing – Defined Benefit Plans

Stress Testing Guideline for Defined Benefit Plans

Disclosure – Defined Contribution Plans

Disclosure Requirements for Defined Contribution Pension Plans

Disclosure – Defined Benefit Plans

Disclosure Requirements for Defined Benefit Plans

Derivatives

Derivatives Sound Practices for Federally Regulated Private Pension Plans

Investment Policies and Procedures

Guideline for the Development of Investment Policies and Procedures for Federally Regulated Pension Plans

Securities Lending

Securities Lending – February 1992

Member Guide

Pension Members’ Guide 2016

Financial Hardship Withdrawal

Form 1 and Instructions – Attestation regarding withdrawal based on financial hardship

Form 1 – Attestation Regarding Withdrawal Based on Financial Hardship

Form 2 - Attestation Regarding Spouse/Common-Law Partner

Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans

OSFI Interventions

Guide to Intervention for Federally Regulated Private Pension Plans

Risk Assessment Framework

Risk Assessment Framework for Federally Regulated Private Pension Plans and Guidance Notes

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Modified Date:
2019-04-03

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Pension Plan Legislation & Guidance

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