Revised Actuarial Information Summary Guide and Form

OSFI has posted a revised instruction guide to assist administrators of pension plans with defined benefit provisions registered or having filed an application for registration under the Pension Benefits Standards Act, 1985, in completing the Actuarial Information Summary (AIS). A revised AIS has also been posted to be consistent with the form accessed through the Regulatory Reporting System, which was updated in November 2017. The revised instruction guide updates the previous one published in June 2015. The revisions to the instruction guide reflect the recent changes made to the AIS and include modifications that streamline the information and make it more user-friendly.