Plan Termination (Defined Contribution Plans)

The termination of a pension plan occurs when either a pension plan is discontinued by the employer or the Superintendent of Financial Institutions has terminated a plan or revoked a plan's registration. If a plan's registration is revoked, the plan is deemed to have terminated. Only the Superintendent may declare part of a pension plan terminated.


Newsletter Applications for approvals to be filed using the Regulatory Reporting System2022
RRS Filing Instructions Filing an Application for Approval of a Defined Contribution Pension Plan Termination Report using the Regulatory Reporting System (RRS) 2022
RRS Sample forms Approval Request Return for Defined Contribution Pension Plan Terminations (sample)2022
Guide Termination of a Defined Contribution Pension Plan2021
Form Standardized Termination Report for DC Plans2021
Newsletter Member information submitted to OSFI2018
Newsletter Notifying OSFI in advance of plan terminations2017
Newsletter Electronic Filing of Documents with OSFI2016
Newsletter Portability and Annuity Purchases by Members2015
Newsletter Disbursing assets on plan termination2014
Newsletter Notice Requirement for Plan Terminations2014
Newsletter Notice and Filing Requirements before and after Plan Termination2013
Guidance Statement to Members on Plan Termination within 30 Days2007
Newsletter Beneficiaries Who Cannot Be Located2007