Pension guidance by topic

Plan Amendments

In accordance with subsection 10.1(1) of the PBSA, pension plan administrators must file, with OSFI, amendments to any pension plan document within 60 days after an amendment is made. Certain amendments may be void unless authorized by the Superintendent.

Year Title Publication type Plans Topics
2022 Plan Amendment Submission Form (sample) [ PDF 223.78 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Consolidated and blackline versions of plan texts Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Filing Pension Plan Amendments using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Government of Canada’s Budget 2022 Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Applications for approvals to be filed through the Regulatory Reporting System Notice
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Asset transfers
  • Surplus
  • Terminations
2021 Amendments to the Pension Benefits Standards Act, 1985 in the 2021 Budget Implementation Act Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
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
  • Amendments
2020 OSFI-593: Defined Contribution Pension Plan Text Amendment Information Form [ PDF 210 KB ] Form
  • Defined contribution plans
  • Amendments
2019 No OSFI approval of amendments or actuarial reports Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • Amendments
  • OSFI regulation documents
2019 Filing amendments through RRS Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2017 Plan amendments to incorporate legislative changes Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2016 Electronic Filing of Documents with OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Conversions
  • Registrations
  • Terminations
2015 Multi-jurisdictional Plans Regulated by OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
  • Annual filing requirements
2014 Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2009 Amendments to Supporting Documents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2008 Filing Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments