|
2021
|
OSFI review of pension investments – Update
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
|
2021
|
Reminder to update contact information (May 2021)
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2021
|
Revised processes performed by a Local Registration Authority in the Regulatory Reporting System
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2021
|
Revisions to the Directives and related FAQs
|
Past newsletter articles
|
|
|
|
2021
|
Revisions to the Instruction Guide for the Preparation of Actuarial Reports for Defined Benefit Pension Plans
|
Past newsletter articles
|
|
|
|
2021
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2021
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, June 15, 2021
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2021
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, May 7, 2021
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2021
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, March 26, 2021
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2021
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, February 5, 2021
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
|
2021
|
Pooled Registered Pension Plan Annual Information Return
[
PDF 168.08 KB
]
|
Form
|
- Pooled registered pension plan
|
- Annual filing requirements
|
|
2021
|
Solvency Information Return (sample)
[
PDF 57.2 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
|
2021
|
Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship
[
PDF 223.22 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2021
|
Form 2 - Attestation Regarding Spouse/Common-Law Partner
[
PDF 941.83 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2021
|
Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans
[
PDF 871.47 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
2021
|
Approval Request Form for Termination of a Defined Benefit Pension Plan
[
PDF 346.57 KB
]
|
Form
|
|
|
|
2021
|
Standardized Termination Report for Defined Contribution Pension Plans
[
PDF 356.39 KB
]
|
Form
|
- Defined contribution plans
|
|
|
2021
|
PP1 - Amendments to pension plans and to documents that create or support the plan or the pension fund (sample)
[
PDF 201.18 KB
]
|
Regulatory Reporting System sample forms
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2020
|
Revised standards of practice for calculating commuted values
|
Frequently asked questions
|
|
- Actuarial and funding
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
|
|
2020
|
2020 Agreement Respecting Multi-jurisdictional Pension Plans
|
Frequently asked questions
|
|
- Multi-jurisdictional pension plans
|
