Pension guidance by topic

Year Title Publication type Plans Topics
2018 Estimated solvency ratio results (May 2018) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2014 Recalculation of a Member’s Pension Benefit Credit – Correction Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2012 Name Changes Affecting Letters of Credit (LOC) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2016 Common concerns raised in the review of actuarial reports (May 2016) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2021 OSFI review of pension investments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2011 First Nations Pension Plans – Supreme Court of Canada Decision (May 2011) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2021 Revised processes performed by a Local Registration Authority in the Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2014 Disbursing assets on plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2015 Portability and Annuity Purchases by Members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Terminations
2013 Individual Pension Plans and Canada Revenue Agency’s Rule on Minimum Payment Withdrawals Past newsletter articles
  • Defined benefit plans
  • Benefits
2020 Update on temporary portability freeze Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2020 Actuarial guide revisions Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2021 Basic rate for assessment of pension plans (November 2021) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Assessments
2022 OSFI consultation paper: Pension Investment Risk Management Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2015 Filing and Funding Requirements Prior to Confirmation of Registration Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • Registrations
2010 Required Filings for Terminated Plans Past newsletter articles
  • Defined benefit plans
  • Terminations
2013 Custodial Agreements—What are they? Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2008 Pension plans and UN Suppression of Terrorism Regulations Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2008 Funding a Pension Plan Prior to Confirmation of Registration Past newsletter articles
  • Defined contribution plans
  • Registrations
2016 Statements to be Provided to Spouses and Common-Law Partners Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
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