Pension guidance by topic

Year Title Publication type Plans Topics
2022 PP7 - Approval Request Return for Amendments Reducing Benefits (sample) [ PDF 157.77 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Amendments
2022 Culture risk management (May 2022) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2022 Estimated solvency ratio results (May 2022) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2022 Reminder to update contact information (May 2022) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
  • Governance
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
2022 PP8 - Application for a Refund of Surplus to The Employer (sample) [ PDF 143.07 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Surplus
2022 Filing an Application for Approval of a Refund of Surplus to the Employer using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Surplus
2022 Replicating Portfolio Information Summary (form) [ PDF 810.41 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2022 PP5 - Approval Request Return for Asset Transfer Related to Defined Contribution Provisions (Provincial Plan Members Only) (sample) [ PDF 158.68 KB ] Regulatory Reporting System sample forms
  • Defined contribution plans
  • Asset transfers
2022 Consolidated and blackline versions of plan texts Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Culture Risk Management Guideline – Update Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2022 Filing an Application for Approval of a Defined Benefit Pension Plan Termination Report using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Terminations
2022 Filing an Application for Approval of Amendments Reducing Benefits using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Amendments
2022 Government of Canada’s Budget 2022 Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 PP6 - Approval Request Return for Asset Transfer Related to Defined Benefit Provisions (sample) [ PDF 179.03 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Asset transfers
2022 Filing an Application for Approval of a Defined Contribution Pension Plan Termination Report using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined contribution plans
  • Terminations
2022 Filing Pension Plan Amendments using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 OSFI and FSRA Perspectives on Defined Contribution (DC) Plans Video
  • Defined benefit plans
  • Defined contribution plans
  • OSFI industry forums and webinars
  • OSFI regulation documents
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
2021 Pooled Registered Pension Plan Annual Information Return, Auditor’s Report and the Pension Plan Annual Corporate Certification Guide
  • Pooled registered pension plan
  • Annual filing requirements
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