Pension guidance by topic

Year Title Publication type Plans Topics
2013 Incomplete Member Statements Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
  • Governance
2013 Pooled Registered Pension Plans and Other Legislative Reforms Past newsletter articles
  • Defined contribution plans
  • Registrations
2013 Unlocking due to Shortened Life Expectancy – Physician’s Certification Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Unlocking
2013 Custodial Agreements—What are they? Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2013 Notice and Filing Requirements before and after Plan Termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2013 Filing Requirements for Terminated Plans Funding a Deficit over Five (5) Years Past newsletter articles
  • Defined benefit plans
  • Terminations
2013 Individual Pension Plans and Canada Revenue Agency’s Rule on Minimum Payment Withdrawals Past newsletter articles
  • Defined benefit plans
  • Benefits
2013 First Nations Pension Plans – Supreme Court of Canada Decision (November 2013) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2013 Retiree and Survivor Audits (November 2013) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
2013 Pooled Registered Pension Plans - Frequently asked questions Frequently asked questions
  • Pooled registered pension plan
  • Other
2013 Reporting of Late Remittances Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2013 Application to register a plan as a pooled registered pension plan [ PDF 170.61 KB ] Form
  • Pooled registered pension plan
  • Registrations
2013 Inadvertent Changes When Making Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Benefits
2014 Pension plan examinations conducted by OSFI (November 2016) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2014 Longevity Insurance and Longevity Swaps Advisory
  • Defined benefit plans
  • Investment of pension funds
2014 Prescribed Forms Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2014 Definition of “mutual fund” and “pooled fund” Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2014 Disbursing assets on plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2014 Notice Requirement for Plan Terminations Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2014 Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
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