|
2021
|
Pooled Registered Pension Plan Annual Information Return
[
PDF 168.08 KB
]
|
Form
|
- Pooled registered pension plan
|
- Annual filing requirements
|
|
2021
|
Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans
[
PDF 871.47 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2021
|
OSFI discussion paper: Navigating Uncertainty in Climate Change – feedback and next steps
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2021
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, May 7, 2021
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2021
|
PP1 - Amendments to pension plans and to documents that create or support the plan or the pension fund (sample)
[
PDF 201.18 KB
]
|
Regulatory Reporting System sample forms
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2021
|
Pooled Registered Pension Plan Annual Information Return, Auditor’s Report and the Pension Plan Annual Corporate Certification
|
Guide
|
- Pooled registered pension plan
|
- Annual filing requirements
|
|
2021
|
Actuarial reports – Items warranting review (May 2021)
|
Past newsletter articles
|
|
|
|
2021
|
Filing through RRS and BoC Connect
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2021
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, March 26, 2021
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2021
|
Termination of a Defined Contribution Pension Plan
|
Guide
|
- Defined contribution plans
|
|
|
2021
|
Basic rate for assessment of pension plans (November 2021)
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|
|
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
|
|
2022
|
OSFI 48DC - Application form for the Registration of a Defined Contribution Pension Plan
[
PDF 421.68 KB
]
|
Form
|
- Defined contribution plans
|
|
|
2022
|
PP4 - Approval Request Return for Defined Benefit Pension Plan Terminations (sample)
[
PDF 138.83 KB
]
|
Regulatory Reporting System sample forms
|
|
|
|
2022
|
Actuarial reports – Items warranting review (May 2022)
|
Past newsletter articles
|
|
|
|
2022
|
Registration of a Defined Contribution Pension Plan
|
Instruction guide
|
- Defined contribution plans
|
|
|
2022
|
Filing an Application for Approval of an Asset Transfer related to Defined Contribution Provisions (Provincial Plan Members Only) using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
- Defined contribution plans
|
|
|
2022
|
Third party survey on the use of technology
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2022
|
Authorization Request Form for Amendments Reducing Benefits
[
PDF 222.46 KB
]
|
Form
|
|
|
|
2022
|
Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans
|
Instruction guide
|
|
|
