Pension guidance by topic

Year Title Publication type Plans Topics
2006 Resuming Contributions for Plans with Excess Surplus Past newsletter articles
  • Defined benefit plans
  • Surplus
2022 Retiree and survivor audits (May 2022) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
2011 Retiree and Survivor Audits (November 2011) Past newsletter articles
  • Defined benefit plans
  • Benefits
2013 Retiree and Survivor Audits (November 2013) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
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
2020 Revised standards of practice for calculating commuted values Frequently asked questions
  • Defined benefit plans
  • Actuarial and funding
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2020 Revised standards of practice of the Canadian Institute of Actuaries Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2021 Revisions to the Directives and related FAQs Past newsletter articles
  • Defined benefit plans
  • Benefits
2021 Revisions to the Instruction Guide for the Preparation of Actuarial Reports for Defined Benefit Pension Plans Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2014 Risk Assessment Framework for Federally Regulated Private Pension Plans and Guidance Notes (the Framework) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2008 Scenario testing in Defined Benefit Pension Plans - A good practice Past newsletter articles
  • Defined benefit plans
  • Governance
2019 Schedule of Expected Pension Contributions Form [ PDF 164.93 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Governance
1992 Securities Lending Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2016 SIP&P No Longer Required for Member Choice Accounts Past newsletter articles
  • Defined contribution plans
  • Investment of pension funds
2024 Solvency Information Return Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2021 Solvency Information Return (sample) [ PDF 57.2 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Solvency Information Return form [ PDF 692.45 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2018 Standardized Asset Transfer Request Form for Defined Contribution Provisions [ PDF 264.85 KB ] Form
  • Defined contribution plans
  • Asset transfers
2021 Standardized Termination Report for Defined Contribution Pension Plans [ PDF 356.39 KB ] Form
  • Defined contribution plans
  • Terminations
2016 Standardized termination report for Pooled Registered Pension Plans [ XLSX 80.54 KB ] Form
  • Pooled registered pension plan
  • Terminations