OSFI Regulation Documents (Defined Contribution Plans)

OSFI plays a key role in safeguarding the private pension plans that fall under federal jurisdiction. Developments affecting actuarial and accounting standards, innovative new investment products and strategies to optimize returns and match pension liabilities require that regulators like OSFI take into account the risk implications for pension plans.

Publications

TypeTitleYear
Newsletter New FSRA/OSFI collaboration on defined contribution plans2020
Reference document Technical Advisory Committee for the Review of DC Plans2020
Newsletter No OSFI approval of amendments or actuarial reports2019
Newsletter OSFI supervisory observations2019
Newsletter Targeted review of pension plans with defined contribution provisions2019
Announcement Reminder: DC Targeted Review2019
Guide Guide to Intervention for Federally Regulated Private Pension Plans2018
Newsletter Frequently occurring regulatory findings2017
Newsletter Pension Plan examinations conducted by OSFI2017
Newsletter Pension Plan Examinations Conducted by OSFI2016
Newsletter Risk Assessment Framework for Federally Regulated Private Pension Plans (the Framework)2014
Guidance Key PBSA/PBSR Amendments and In Force Dates2011
Guide Guide to Intervention for Federally Regulated Private Pension Plans2010
Framework Risk Assessment Framework2009
Letter Superintendent's Memo - Implications of Market Conditions on DB Plans2008