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Annual Filing Process for Pooled Registered Pension Plan Returns
Annual Filing Process for Pooled Registered Pension Plan Returns Guidance Annual filing requirements Pooled registered pension plan All pooled registered pension plan returns that are submitted annually must be filed using the Regulatory Reporting System …
OSFI’s new Guideline E-16 provides enhanced clarity and disclosure for life insurers with participating accounts
OSFI’s new Guideline E-16 provides enhanced clarity and disclosure for life insurers with participating accounts Today, the Office of the Superintendent of Financial Institutions (OSFI) published final Guideline E-16 , which sets out OSFI’s expectations …
Office of the Superintendent of Financial Institutions Accessibility Plan Progress Report 2023
… Engagement and Stakeholder Affairs and Enterprise Change Management Outcome: Improved accessibility and readability of …
Tolga Yalkin, Assistant Superintendent, delivers remarks for OSFI’s second Quarterly Release Announcement Day
… 31, 2026, we will be introducing a top-of-the-house risk management guideline. This guideline will set high level … fostering a desired culture, and enterprise-wide culture management—lend themselves well to a lift and shift into …
What we heard: Second Consultation on the Standardized Climate Scenario Exercise
… by the end of 2024. The SCSE furthers robust climate risk management, which helps OSFI promote the adoption by FRFIs of … impact financial market risks to the FI for assets under management scope for the physical risk module - reinsurance: …
Final Instruction Guide – Termination of a Defined Contribution Pension Plan
Final Instruction Guide – Termination of a Defined Contribution Pension Plan Type of Publication: Letter Date: May 5, 2021 To: Administrators of defined contribution pension plans registered or filed for registration under the Pension Benefits Standards …
Acquisition or disposal of assets exceeding 5% of a FI’s assets, to/from a widely held bank or insurance holding company or a subsdiary of the holding company that is related to FI
… analysis of transaction in respect of asset/liability management Administrative Guidance An application under any … authorities: should conform to prudent balance sheet asset management principles may also require an approval of the …
OSFI clarifies expectations around wholesale funding sources such as HISA ETFs
OSFI clarifies expectations around wholesale funding sources such as HISA ETFs The Office of the Superintendent of Financial Institutions (OSFI) is announcing additional clarification related to the liquidity treatment of wholesale funding sources with …
About the Office of the Superintendent of Financial Institutions
… Although OSFI plays an important oversight role, the management, boards of directors and trustees of these … problems or weaknesses are spotted, OSFI works with senior management, boards and pension plan administrators to quickly …
OSFI at a Glance
… or a “separate agency” as it pertains to human resources management including classification standards and authority … funds Assessment fees and appropriations Appropriations Management of personnel Superintendent is the employer TBS is …
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021
… of Canada VC Todd Saulnier Association of Canadian Pension Management VC Zaheed Jiwani Eckler VC David Bartucci, James …
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, June 15, 2021
… of Canada VC Todd Saulnier Association of Canadian Pension Management VC Zaheed Jiwani Eckler VC Nikita Buffone CRA VC …
Common concerns raised in the review of actuarial reports (May 2017)
… for administration, active and passive investment management expenses should cover all expenses paid by the …
Annual Filing Process for Defined Contribution Pension Plan Returns
Annual Filing Process for Defined Contribution Pension Plan Returns Guidance Annual filing requirements Defined contribution plans All defined contribution pension plan returns that are submitted annually must be filed using the Regulatory Reporting …
OSFI issues new guideline for assurance on capital, leverage and liquidity returns
… for capital, leverage and liquidity returns. The senior management at federally regulated financial institutions, … numerator and denominator of key regulatory ratios, senior management attestation on regulatory returns, and an internal …