Pension guidance by topic

Year Title Publication type Plans Topics
2024 Certified Financial Statements (OSFI 60) Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Certified Financial Statements (OSFI 60) [ PDF 858.95 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Auditor's report filing confirmation form [ PDF 191.73 KB ] Form
  • 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
2024 Replicating Portfolio Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Solvency Information Return form [ PDF 692.45 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Form 1 and Instructions – Attestation regarding withdrawal based on financial hardship Guide
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2024 Actuarial Information Summary Form [ PDF 962.31 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Actuarial Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Unlocking funds from a pension plan or from a locked-in retirement savings plan Frequently asked questions
  • Defined benefit plans
  • Locked-in retirement funds
  • Unlocking