Pension guidance by topic

Year Title Publication type Plans Topics
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
2021 Basic rate for assessment of pension plans (November 2021) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Assessments
2021 OSFI review of pension investments – Update Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
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
2021 Unlocking Forms Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2021 Amendments to the Pension Benefits Standards Act, 1985 in the 2021 Budget Implementation Act Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2021 OSFI discussion paper on climate related risks in the financial sector Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 Approval Request Form for Termination of a Defined Benefit Pension Plan [ PDF 346.57 KB ] Form
  • Defined benefit plans
  • Terminations
2021 Electronic Communications Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Electronic communications
2021 OSFI discussion paper: Developing Financial Sector Resilience in a Digital World - results of consultation Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 Solvency Information Return (sample) [ PDF 57.2 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2021 Filing through RRS and BoC Connect Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2021 Reminder to update contact information (May 2021) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements