Pension guidance by topic

Year Title Publication type Plans Topics
2018 Pooled Registered Pension Plans - Guide for Nova Scotia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Pooled Registered Pension Plans - Guide for Ontario Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2021 Termination of a Defined Contribution Pension Plan Guide
  • Defined contribution plans
  • Terminations
2018 Pooled Registered Pension Plans - Guide for Saskatchewan Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2024 Replicating Portfolio Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2023 Preparation of Actuarial Reports for Defined Benefit Pension Plans Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Actuarial Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Auditor’s Report Filing Confirmation Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2000 Guideline for the Development of Investment Policies and Procedures for Federally Regulated Pension Plans Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
1999 Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 1 - Flexible Pension Plans [ PDF 39.63 KB ] Guideline
  • Defined benefit plans
  • Flexible pension plans
1992 Securities Lending Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2018 Derivatives Sound Practices for Federally Regulated Private Pension Plans Guideline
  • Defined benefit plans
  • Investment of pension funds
2004 Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 3 - Guidelines for Capital Accumulation Plans [ PDF 175.09 KB ] Guideline
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2011 Canadian Association of Pension Supervisory Authorities (CAPSA) Guideline No. 6 on Pension Plan Prudent Investment Practices [ PDF 109.08 KB ] Guideline
  • Defined benefit plans
  • Investment of pension funds
2001 Guideline for Converting Plans from Defined Benefit to Defined Contribution Guideline
  • Defined benefit plans
  • Conversions
2011 Stress Testing Guideline for Plans with Defined Benefit Provisions Guideline
  • Defined benefit plans
  • Governance
  • Investment of pension funds
2016 Disclosure Requirements for Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Disclosure to plan members
2021 Termination of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Terminations
2016 Disclosure Requirements for Defined Contribution Pension Plans Instruction guide
  • Defined contribution plans
  • Disclosure to plan members
2022 Registration of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Registrations