Pension guidance by topic

Year Title Publication type Plans Topics
2016 Amendments to the Related Party Rules Pension Benefits Standards Regulations, 1985 Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2016 Qualifying as a Negotiated Contribution Plan under the PBSA Past newsletter articles
  • Defined benefit plans
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2016 Administration of Negotiated Contribution Plans Guidance note
  • Defined benefit plans
  • Governance
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2016 Disclosure Requirements for Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Disclosure to plan members
2016 Reporting Membership Numbers on the OSFI 49 Annual Information Return Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2016 Disclosure Requirements for Defined Contribution Pension Plans Instruction guide
  • Defined contribution plans
  • Disclosure to plan members
2016 Electronic Filing of Documents with OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Conversions
  • Registrations
  • Terminations
2016 PRPPs added to Assessment of Pension Plans Regulations Notice
  • Pooled registered pension plan
  • Assessments
2016 Applying for a Licence to be a Pooled Registered Pension Plan Administrator Guide
  • Pooled registered pension plan
  • Registrations
2016 Common concerns raised in the review of actuarial reports (May 2016) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2016 Multilateral Agreement Respecting PRPPs and VRSPs – Past newsletter article (2016) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 2016 Multilateral agreement respecting PRPPs and VRSPs Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2016 SIP&P No Longer Required for Member Choice Accounts Past newsletter articles
  • Defined contribution plans
  • Investment of pension funds
2016 Standardized termination report for Pooled Registered Pension Plans [ XLSX 80.54 KB ] Form
  • Pooled registered pension plan
  • Terminations
2017 Filing Process for Defined Benefit Pension Plan Returns Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2017 Common concerns raised in the review of actuarial reports (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Entitlement to bridge benefits payable at pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2017 Using OSFI’s pensions email account Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2017 Unlocking from restricted life income funds Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2017 Annual Filing Process for Defined Contribution Pension Plan Returns Guidance
  • Defined contribution plans
  • Annual filing requirements
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