Pension guidance by topic

Year Title Publication type Plans Topics
2020 Revised standards of practice of the Canadian Institute of Actuaries Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
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
2014 Late Contributions and Communications with Plan Custodians Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2017 Update on the pooled registered pension plan multilateral agreement (May 2017) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2017 Disclosure of information to plan members and former members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2010 Portability Options Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2018 Basic rate for assessments of pension plans (November 2018) Past newsletter articles
  • Pooled registered pension plan
  • Assessments
2020 OSFI discussion paper "Developing financial sector resilience in a digital world" Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2015 Filing Financial Statements and an Auditor's Report Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2008 Restriction on Transfer Values – Defined Benefit Plans Past newsletter articles
  • Defined benefit plans
  • Benefits
2019 Filing amendments through RRS Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2015 Application of the 50% Rule Exception (Subsection 21(3) of the PBSA) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2017 Defined contribution asset transfers subject to provincial legislation Past newsletter articles
  • Defined contribution plans
  • Asset transfers
2014 Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Government of Canada’s Budget 2022 Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2010 Survivor Rights – Prescribed Retirement Savings Plan Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2020 No change to basic rate for assessment of pension plans Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Assessments
2021 Estimated solvency ratio results (May 2021) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2021 Reminder to update contact information (May 2021) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Consolidated and blackline versions of plan texts Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments