Pension guidance by topic

Year Title Publication type Plans Topics
2018 Asset Transfers related to Defined Benefit Provisions of Pension Plans Instruction guide
  • Defined benefit plans
  • Asset transfers
2016 Disclosure Requirements for Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Disclosure to plan members
2023 Asset Transfers related to Defined Contribution Provisions of Pension Plans Instruction guide
  • Defined contribution plans
  • Asset transfers
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
2023 Buy-in Annuity products Instruction guide
  • Defined benefit plans
  • Investment of pension funds
2022 Applications for approvals to be filed through the Regulatory Reporting System Notice
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Asset transfers
  • Surplus
  • Terminations
2016 PRPPs added to Assessment of Pension Plans Regulations Notice
  • Pooled registered pension plan
  • Assessments
2019 Reminder: DC Targeted Review Notice
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2017 2017 Agreement Amending the Multilateral Agreement Respecting PRPPs and VRSPs Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2024 Consolidated Version of the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • 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
2017 Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans Other
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2013 Filing Requirements for Terminated Plans Funding a Deficit over Five (5) Years Past newsletter articles
  • Defined benefit plans
  • Terminations
2011 Retiree and Survivor Audits (November 2011) Past newsletter articles
  • Defined benefit plans
  • Benefits
2020 CAPSA's 2020 Agreement Respecting Multi-Jurisdictional Pension Plans Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
  • Multi-jurisdictional pension plans
2021 OSFI discussion paper: Developing Financial Sector Resilience in a Digital World - results of consultation Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2013 Inadvertent Changes When Making Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Benefits
2008 The 50% Rule for Defined Benefit Plans - Section 21 of the PBSA Past newsletter articles
  • Defined benefit plans
  • Benefits
2010 Delegations and Transfers between Jurisdictions Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations