Pension guidance by topic

Year Title Publication type Plans Topics
2009 Required Filings for Real Estate, Resource and Investment Corporations Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2017 Key Pension Benefits Standards Act, 1985 (PBSA) and Pension Benefits Standards Regulations, 1985 (PBSR) Amendments and In-force Dates Guidance
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2008 Federal Home Buyers Plan Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2017 Filing Process for Defined Benefit Pension Plan Returns Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2018 Default Option for Member Choice Defined Contribution Plans Guidance
  • Defined contribution plans
  • Investment of pension funds
2008 Final Location Approach for Benefit Entitlement Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2017 Annual Filing Process for Pooled Registered Pension Plan Returns Guidance
  • Pooled registered pension plan
  • Annual filing requirements
2007 Eligibility Requirements for Few or Single Member Plans Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Eligibility to join a plan
2016 Administration of Negotiated Contribution Plans Guidance note
  • Defined benefit plans
  • Governance
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2018 Asset Transfers related to Defined Contribution Provisions of Pension Plans (March 2018) Guidance note
  • Defined contribution plans
  • Asset transfers
2018 Pooled Registered Pension Plans - Guide for Ontario Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2021 Termination of a Defined Contribution Pension Plan Guide
  • Defined contribution plans
  • Terminations
2018 Pooled Registered Pension Plans - Guide for Saskatchewan Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2024 Replicating Portfolio Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2023 Preparation of Actuarial Reports for Defined Benefit Pension Plans Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Actuarial Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Auditor’s Report Filing Confirmation Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2018 Pooled Registered Pension Plans - Guide for Federal Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 Applying for a Licence to be a Pooled Registered Pension Plan Administrator Guide
  • Pooled registered pension plan
  • Registrations
2024 Certified Financial Statements (OSFI 60) Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
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