Pension guidance by topic

Year Title Publication type Plans Topics
2015 Portability and Annuity Purchases by Members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Terminations
2015 Amendments to the Pension Benefits Standards Regulations, 1985 Past newsletter articles
  • Defined benefit plans
  • Amendments
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
2015 Application of the 50% Rule Exception (Subsection 21(3) of the PBSA) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2015 Filing Financial Statements and an Auditor's Report Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2014 Disbursing assets on plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2014 Recalculation of a Member’s Pension Benefit Credit – Correction Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2014 Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2014 Risk Assessment Framework for Federally Regulated Private Pension Plans and Guidance Notes (the Framework) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2014 Notice Requirement for Plan Terminations Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2014 Longevity Insurance and Longevity Swaps Advisory
  • Defined benefit plans
  • Investment of pension funds
2014 Prescribed Forms Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2014 Correcting Administrative Errors Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2014 Policy Advisory on the definition of Mutual Fund and Pooled Fund Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2014 Definition of “mutual fund” and “pooled fund” Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2014 Pension plan examinations conducted by OSFI (November 2016) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2014 Late Contributions and Communications with Plan Custodians Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2013 Inadvertent Changes When Making Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Benefits
2013 Filing Requirements for Terminated Plans Funding a Deficit over Five (5) Years Past newsletter articles
  • Defined benefit plans
  • Terminations