Pension guidance by topic

Year Title Publication type Plans Topics
2020 Revised standards of practice of the Canadian Institute of Actuaries Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 COVID-19 solvency special payments relief Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 Actuarial reports – Items warranting review (November 2020) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 No change to basic rate for assessment of pension plans Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Assessments
2020 2020 Agreement Respecting Multi-jurisdictional Pension Plans Frequently asked questions
  • Defined benefit plans
  • Multi-jurisdictional pension plans
2020 Amendments to the Directives of the Superintendent Past newsletter articles
  • Defined benefit plans
  • Benefits
2020 Estimated solvency ratio results (November 2020) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 OSFI discussion paper "Developing financial sector resilience in a digital world" Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2019 Reminder: DC Targeted Review Notice
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2019 Schedule of Expected Pension Contributions Form [ PDF 164.93 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2019 Estimated solvency ratio results (May 2019) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2019 Filing amendments through RRS Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2019 Amendments to Assessment of Pension Plans Regulations (May 2019) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2019 Pension plan governance guidelines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2019 No OSFI approval of amendments or actuarial reports Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • Amendments
  • OSFI regulation documents
2018 Derivatives Sound Practices for Federally Regulated Private Pension Plans Guideline
  • Defined benefit plans
  • Investment of pension funds
2018 Approval request form - Asset Transfers related to Defined Benefit Provisions of Pension Plans [ PDF 268.43 KB ] Form
  • Defined benefit plans
  • Asset transfers
2018 Refund of Surplus to the Employer Instruction guide
  • Defined benefit plans
  • Surplus
2018 Estimated solvency ratio results (May 2018) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2018 Member information submitted to OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Actuarial and funding
  • Terminations