|
2018
|
Estimated solvency ratio results (May 2018)
|
Past newsletter articles
|
|
|
|
2018
|
Frequently occurring regulatory findings
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Actuarial and funding
- OSFI regulation documents
|
|
2018
|
Incorrect jurisdiction of record for locked-in funds
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Benefits
- Locked-in retirement funds
|
|
2018
|
Member information submitted to OSFI
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
- Actuarial and funding
- Terminations
|
|
2018
|
Regulatory Reporting System
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2018
|
Update on the pooled registered pension plan multilateral agreement (May 2018)
|
Past newsletter articles
|
- Pooled registered pension plan
|
- Multi-jurisdictional pension plans
|
|
2018
|
Approval request form - Asset Transfers related to Defined Benefit Provisions of Pension Plans
[
PDF 268.43 KB
]
|
Form
|
|
|
|
2018
|
Standardized Asset Transfer Request Form for Defined Contribution Provisions
[
PDF 264.85 KB
]
|
Form
|
- Defined contribution plans
|
|
|
2017
|
Annual Filing Process for Pooled Registered Pension Plan Returns
|
Guidance
|
- Pooled registered pension plan
|
- Annual filing requirements
|
|
2017
|
Eligible default investment options for Pooled Registered Pension Plans
|
Guidance
|
- Pooled registered pension plan
|
- Investment of pension funds
|
|
2017
|
Plan Assessments – Pooled Registered Pension Plan (PRPP)
|
Guidance
|
- Pooled registered pension plan
|
|
|
2017
|
Filing Process for Defined Benefit Pension Plan Returns
|
Guidance
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2017
|
Annual Filing Process for Defined Contribution Pension Plan Returns
|
Guidance
|
- Defined contribution plans
|
- Annual filing requirements
|
|
2017
|
Phased Retirement
|
Frequently asked questions
|
|
|
|
2017
|
Locked-in accounts contracts and addendums
|
Frequently asked questions
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
|
|
2017
|
Locked-in pension funds - loans and debts, accumulated interest
|
Frequently asked questions
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
|
|
2017
|
Unlocking from restricted life income funds
|
Frequently asked questions
|
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
|
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
|
International Financial Reporting Standards
|
Frequently asked questions
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2017
|
Letters of Credit
|
Frequently asked questions
|
|
|
