Pension guidance by topic

Year Title Publication type Plans Topics
2018 Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2018 Incorrect jurisdiction of record for locked-in funds Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Locked-in retirement funds
2018 Asset Transfers related to Defined Benefit Provisions of Pension Plans Instruction guide
  • Defined benefit plans
  • Asset transfers
2018 Frequently occurring regulatory findings Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • OSFI regulation documents
2018 Guide to Intervention for Federally Regulated Private Pension Plans Guide
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2018 Amendments to the Assessment of Pension Plans Regulations (November 2018) Past newsletter articles
  • Defined benefit plans
  • Pooled registered pension plan
  • Assessments
2017 Void Amendments Frequently asked questions
  • Defined benefit plans
  • Other
2017 International Financial Reporting Standards Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Other
2017 Common concerns raised in the review of actuarial reports (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Disclosure of information to plan members and former members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2017 Letters of Credit Frequently asked questions
  • Defined benefit plans
  • Actuarial and funding
2017 Phased Retirement Frequently asked questions
  • Defined benefit plans
  • Benefits
2017 Plan amendments to incorporate legislative changes Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2017 Pension payments to former members beginning after pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2017 Unlocking from restricted life income funds Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2017 Notifying OSFI in advance of plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2017 Key Pension Benefits Standards Act, 1985 (PBSA) and Pension Benefits Standards Regulations, 1985 (PBSR) Amendments and In-force Dates Guidance
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2017 Pension plan examinations conducted by OSFI (November 2017) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
2017 Underfunded Defined Benefit Pension Plans Frequently asked questions
  • Defined benefit plans
  • Other
2017 Locked-in accounts contracts and addendums Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds