2017
|
Annual Filing Process for Defined Contribution Pension Plan Returns
|
Guidance
|
- Defined contribution plans
|
- Annual filing requirements
|
2017
|
Annual Filing Process for Pooled Registered Pension Plan Returns
|
Guidance
|
- Pooled registered pension plan
|
- Annual filing requirements
|
2015
|
Application of the 50% Rule Exception (Subsection 21(3) of the PBSA)
|
Past newsletter articles
|
|
- Actuarial and funding
- Benefits
|
2013
|
Application to register a plan as a pooled registered pension plan
[
PDF 170.61 KB
]
|
Form
|
- Pooled registered pension plan
|
|
2022
|
Applications for approvals to be filed through the Regulatory Reporting System
|
Notice
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
- Amendments
- Asset transfers
- Surplus
- Terminations
|
2016
|
Applying for a Licence to be a Pooled Registered Pension Plan Administrator
|
Guide
|
- Pooled registered pension plan
|
|
2018
|
Approval request form - Asset Transfers related to Defined Benefit Provisions of Pension Plans
[
PDF 268.43 KB
]
|
Form
|
|
|
2023
|
Approval request form - Asset Transfers related to Defined Contribution Provisions of Pension Plans
[]
|
Form
|
- Defined contribution plans
|
|
2021
|
Approval Request Form for Termination of a Defined Benefit Pension Plan
[
PDF 346.57 KB
]
|
Form
|
|
|
2015
|
Asset Transfers
|
Past newsletter articles
|
|
- Actuarial and funding
- Asset transfers
|
2018
|
Asset Transfers related to Defined Benefit Provisions of Pension Plans
|
Instruction guide
|
|
|
2023
|
Asset Transfers related to Defined Contribution Provisions of Pension Plans
|
Instruction guide
|
- Defined contribution plans
|
|
2018
|
Asset Transfers related to Defined Contribution Provisions of Pension Plans (March 2018)
|
Guidance note
|
- Defined contribution plans
|
|
2024
|
Auditor's report filing confirmation form
[
PDF 191.73 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
2024
|
Auditor’s Report Filing Confirmation
|
Guide
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
2022
|
Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans
|
Instruction guide
|
|
|
2022
|
Authorization Request Form for Amendments Reducing Benefits
[
PDF 222.46 KB
]
|
Form
|
|
|
2021
|
Basic rate for assessment of pension plans (November 2021)
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|
2018
|
Basic rate for assessments of pension plans (November 2018)
|
Past newsletter articles
|
- Pooled registered pension plan
|
|
2007
|
Beneficiaries who cannot be Located
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|