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2017
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Locked-in accounts contracts and addendums
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Frequently asked questions
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- Defined benefit plans
- Defined contribution plans
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- Locked-in retirement funds
|
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2017
|
Pooled Registered Pension Plan Annual Information Return: new form, guide, and filing deadline
|
Past newsletter articles
|
- Defined benefit plans
- Pooled registered pension plan
|
|
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2017
|
Entitlement to bridge benefits payable at pensionable age
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Past newsletter articles
|
|
- Actuarial and funding
- Benefits
|
|
2017
|
Using OSFI’s pensions email account
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
- Annual filing requirements
|
|
2017
|
Locked-in pension funds - loans and debts, accumulated interest
|
Frequently asked questions
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
|
|
2017
|
Filing Process for Defined Benefit Pension Plan Returns
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Guidance
|
- Defined benefit plans
- Defined contribution plans
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- Annual filing requirements
|
|
2017
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Estimated solvency ratio results (May 2017)
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Past newsletter articles
|
|
|
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2016
|
Amendments to the Related Party Rules Pension Benefits Standards Regulations, 1985
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Guidance
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- Defined benefit plans
- Defined contribution plans
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- Investment of pension funds
|
|
2016
|
Adding, Editing, or Removing an RRS Portal User or Local Registration Authority
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
- Annual filing requirements
|
|
2016
|
Electronic Filing of Documents with OSFI
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
- Amendments
- Conversions
- Registrations
- Terminations
|
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2016
|
Administration of Negotiated Contribution Plans
|
Guidance note
|
|
- Governance
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
|
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2016
|
Amendments to the Pension Benefits Standards Regulations, 1985 Effective July 1, 2016
|
Past newsletter articles
|
|
- Disclosure to plan members
|
|
2016
|
Statements to be Provided to Spouses and Common-Law Partners
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Disclosure to plan members
|
|
2016
|
Disclosure Requirements for Defined Benefit Pension Plans
|
Instruction guide
|
|
- Disclosure to plan members
|
|
2016
|
Qualifying as a Negotiated Contribution Plan under the PBSA
|
Past newsletter articles
|
|
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
|
|
2016
|
Common concerns raised in the review of actuarial reports (May 2016)
|
Past newsletter articles
|
|
|
|
2016
|
Reporting Membership Numbers on the OSFI 49 Annual Information Return
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2015
|
Amendments to the Pension Benefits Standards Regulations, 1985
|
Past newsletter articles
|
|
|
|
2015
|
Multi-jurisdictional Plans Regulated by OSFI
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Amendments
- Annual filing requirements
|
|
2015
|
Filing and Funding Requirements Prior to Confirmation of Registration
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Actuarial and funding
- Registrations
|
