Pension guidance by topic

Year Title Publication type Plans Topics
2023 Technology and cyber security incident reporting Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2022 Retiree and survivor audits (May 2022) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
2022 PP8 - Application for a Refund of Surplus to The Employer (sample) [ PDF 143.07 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Surplus
2022 Filing an Application for Approval of a Defined Benefit Pension Plan Termination Report using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Terminations
2022 Consolidated and blackline versions of plan texts Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 PP6 - Approval Request Return for Asset Transfer Related to Defined Benefit Provisions (sample) [ PDF 179.03 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Asset transfers
2022 Applications for approvals to be filed through the Regulatory Reporting System Notice
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Asset transfers
  • Surplus
  • Terminations
2022 Government of Canada’s Budget 2022 Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Reminder to update contact information (May 2022) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
  • Governance
2022 Filing an Application for Approval of Amendments Reducing Benefits using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Amendments
2022 Authorization Request Form for Amendments Reducing Benefits [ PDF 222.46 KB ] Form
  • Defined benefit plans
  • Amendments
  • Benefits
2022 Estimated solvency ratio results (May 2022) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2022 OSFI consultation paper: Pension Investment Risk Management Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2022 Registration of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Registrations
2022 Filing Pension Plan Amendments using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Plan Amendment Submission Form (sample) [ PDF 223.78 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Filing an Application for Approval of a Refund of Surplus to the Employer using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Surplus
2022 OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan [ PDF 452.72 KB ] Form
  • Defined benefit plans
  • Registrations
2022 Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Amendments
  • Benefits
2022 OSFI and FSRA Perspectives on Defined Contribution (DC) Plans Video
  • Defined benefit plans
  • Defined contribution plans
  • OSFI industry forums and webinars
  • OSFI regulation documents