Pension guidance by topic

Year Title Publication type Plans Topics
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
2016 Registering a Plan as a Pooled Registered Pension Plan Guide
  • Pooled registered pension plan
  • Registrations
2016 Adding, Editing, or Removing an RRS Portal User or Local Registration Authority Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2016 Amendments to the Pension Benefits Standards Regulations, 1985 Effective July 1, 2016 Past newsletter articles
  • Defined benefit plans
  • Disclosure to plan members
2016 Statements to be Provided to Spouses and Common-Law Partners Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
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
2017 Locked-in pension funds - loans and debts, accumulated interest Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2017 Updating contact information in the Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2017 Pooled Registered Pension Plan Annual Information Return: new form, guide, and filing deadline Past newsletter articles
  • Defined benefit plans
  • Pooled registered pension plan
2017 Letters of Credit Frequently asked questions
  • Defined benefit plans
  • Actuarial and funding
2017 Key Pension Benefits Standards Act, 1985 (PBSA) and Pension Benefits Standards Regulations, 1985 (PBSR) Amendments and In-force Dates Guidance
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2017 Filing Process for Defined Benefit Pension Plan Returns Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
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