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
|
2020
|
Technical Advisory Committee for the Review of Defined Contribution Plans
|
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
|
2023
|
Technology and cyber security incident reporting
|
Advisory
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|
2020
|
Technical Advisory Committee for the Review of DC Plans – Members
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
2014
|
Longevity Insurance and Longevity Swaps
|
Advisory
|
|
- Investment of pension funds
|
2020
|
Technical Advisory Committee for the Review of Defined Contribution Plans - Terms of Reference
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
2014
|
Definition of “mutual fund” and “pooled fund”
|
Advisory
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
2021
|
Summary of Outcomes and Recommendations at the Conclusion of the Joint FSRA/OSFI Defined Contribution Pension Plans Committee
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
2021
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021
|
Advisory
|
- Defined contribution plans
|
- OSFI regulation documents
|
2020
|
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, December 11, 2020
|
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
|
2016
|
Standardized termination report for Pooled Registered Pension Plans
[
XLSX 80.54 KB
]
|
Form
|
- Pooled registered pension plan
|
|
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
|
2024
|
Auditor's report filing confirmation form
[
PDF 191.73 KB
]
|
Form
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
2015
|
Pooled Registered Pension Plan Amendment Information Form
|
Form
|
- Pooled registered pension plan
|
|
2018
|
Approval request form - Asset Transfers related to Defined Benefit Provisions of Pension Plans
[
PDF 268.43 KB
]
|
Form
|
|
|
2022
|
Replicating Portfolio Information Summary (form)
[
PDF 810.41 KB
]
|
Form
|
|
- Actuarial and funding
- Annual filing requirements
|
2022
|
OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan
[
PDF 452.72 KB
]
|
Form
|
|
|