Pension guidance by topic

Annual filing requirements

OSFI has filing requirements that all pension plans under its purview must adhere to, unless otherwise explicitly stated.

Year Title Publication type Plans Topics
2024 Replicating Portfolio Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Actuarial Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Solvency Information Return Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Auditor’s Report Filing Confirmation Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Certified Financial Statements (OSFI 60) Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 OSFI 49 Annual Information Return, OSFI 49A Schedule A - Canada Revenue Agency Information Requirements and the Pension Plan Annual Corporate Certification Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements