Pension guidance by topic

Year Title Publication type Plans Topics
2021 Revisions to the Directives and related FAQs Past newsletter articles
  • Defined benefit plans
  • Benefits
2019 Amendments to Assessment of Pension Plans Regulations (May 2019) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2016 Electronic Filing of Documents with OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Conversions
  • Registrations
  • Terminations
2012 Pre-Retirement Death Benefit - Dependent Children (May 2012) Past newsletter articles
  • Defined benefit plans
  • Benefits
2015 Marriage Breakdown and Administering Court Orders or Agreements Past newsletter articles
  • Defined benefit plans
  • Marriage or common-law partnership breakdown
2018 Update on the pooled registered pension plan multilateral agreement (May 2018) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2007 Beneficiaries who cannot be Located Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2021 OSFI discussion paper on climate related risks in the financial sector Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2008 Filing Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2006 Resuming Contributions for Plans with Excess Surplus Past newsletter articles
  • Defined benefit plans
  • Surplus
2020 50% rule and benefit increases Past newsletter articles
  • Defined benefit plans
  • Benefits
2019 Defined contribution pension plan study Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2017 Plan amendments to incorporate legislative changes Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2010 Inactive Pension Plans Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2019 Targeted review of pension plans with defined contribution provisions Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2015 Asset Transfers Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Asset transfers
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
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
2014 Correcting Administrative Errors Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
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