Pension guidance by topic

Year Title Publication type Plans Topics
2009 Defined Benefit Plan Termination and Related Investment Decisions Guidance
  • Defined benefit plans
  • Investment of pension funds
  • Terminations
2008 No Age Limit for the Purchase of a LIF or an Immediate Annuity Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2017 Annual Filing Process for Defined Contribution Pension Plan Returns Guidance
  • Defined contribution plans
  • Annual filing requirements
2016 Amendments to the Related Party Rules Pension Benefits Standards Regulations, 1985 Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2017 Eligible default investment options for Pooled Registered Pension Plans Guidance
  • Pooled registered pension plan
  • Investment of pension funds
2011 Benefits Subject to Consent Guidance
  • Defined benefit plans
  • Benefits
2008 In-Kind Contributions Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2007 Statement to Members on Plan Termination within 30 Days Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2017 Plan Assessments – Pooled Registered Pension Plan (PRPP) Guidance
  • Pooled registered pension plan
  • Assessments
2009 Amendments to Supporting Documents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2009 Pensionable Age and Early Retirement Guidance
  • Defined benefit plans
  • Benefits
2008 Unlocking for non-residents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2009 Waiver and Surrender of Spousal Benefits Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2009 Custodial Transfers within a Pension Fund Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Asset transfers
2009 Plan Member Information Requests Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2008 Cessation of Membership within the R-10 period - Entitlement to a Deferred Pension Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2009 Garnishment, Seizure and Execution Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Garnishment, seizure and execution
  • Locked-in retirement funds
2009 Purchasing Annuities for Benefits on Plan Termination Guidance
  • Defined benefit plans
  • Terminations
2008 Vested Benefits Payable to Terminating Employees Guidance
  • Defined benefit plans
  • Benefits
2009 Opting out of a PBSA Regulated Pension Plan Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Eligibility to join a plan
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