|
2024
|
Consolidated Version of the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans
|
Other
|
- Pooled registered pension plan
|
- Multi-jurisdictional pension plans
|
|
2024
|
Administration of Negotiated Contribution Plans
|
Guide
|
|
- Governance
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
|
|
2024
|
Auditor’s Report Filing Confirmation
|
Guide
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2024
|
Replicating Portfolio Information Summary
|
Guide
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2024
|
Preparation of Actuarial Reports for Defined Benefit Pension Plans
|
Guide
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2023
|
Technology and cyber security incident reporting
|
Advisory
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|
|
2023
|
Buy-in Annuity products
|
Instruction guide
|
|
- Investment of pension funds
|
|
2023
|
Asset Transfers related to Defined Contribution Provisions of Pension Plans
|
Instruction guide
|
- Defined contribution plans
|
|
|
2023
|
Approval request form - Asset Transfers related to Defined Contribution Provisions of Pension Plans
[
PDF 279.75 KB
]
|
Form
|
- Defined contribution plans
|
|
|
2022
|
PP7 - Approval Request Return for Amendments Reducing Benefits (sample)
[
PDF 157.77 KB
]
|
Regulatory Reporting System sample forms
|
|
|
|
2022
|
Plan Amendment Submission Form (sample)
[
PDF 223.78 KB
]
|
Regulatory Reporting System sample forms
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2022
|
PP6 - Approval Request Return for Asset Transfer Related to Defined Benefit Provisions (sample)
[
PDF 179.03 KB
]
|
Regulatory Reporting System sample forms
|
|
|
|
2022
|
PP5 - Approval Request Return for Asset Transfer Related to Defined Contribution Provisions (Provincial Plan Members Only) (sample)
[
PDF 158.68 KB
]
|
Regulatory Reporting System sample forms
|
- Defined contribution plans
|
|
|
2022
|
PP8 - Application for a Refund of Surplus to The Employer (sample)
[
PDF 143.07 KB
]
|
Regulatory Reporting System sample forms
|
|
|
|
2022
|
PP4 - Approval Request Return for Defined Benefit Pension Plan Terminations (sample)
[
PDF 138.83 KB
]
|
Regulatory Reporting System sample forms
|
|
|
|
2022
|
PP3 - Approval Request Return for Defined Contribution Pension Plan Terminations (sample)
[
PDF 168.91 KB
]
|
Regulatory Reporting System sample forms
|
- Defined contribution plans
|
|
|
2022
|
OSFI 48DC - Application form for the Registration of a Defined Contribution Pension Plan
[
PDF 421.68 KB
]
|
Form
|
- Defined contribution plans
|
|
|
2022
|
OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan
[
PDF 452.72 KB
]
|
Form
|
|
|
|
2022
|
Authorization Request Form for Amendments Reducing Benefits
[
PDF 222.46 KB
]
|
Form
|
|
|
|
2022
|
Replicating Portfolio Information Summary (form)
[
PDF 810.41 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
