Pension guidance by topic

Year Title Publication type Plans Topics
2015 Common Concerns Raised in the Review of Actuarial Reports (May 2015) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2007 OSFI Input in Correcting Administrative Errors Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 Filing through RRS and BoC Connect Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Retiree and survivor audits (May 2022) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
2016 Amendments to the Pension Benefits Standards Regulations, 1985 Effective July 1, 2016 Past newsletter articles
  • Defined benefit plans
  • Disclosure to plan members
2009 Determining a Member’s Transfer Value – DB Past newsletter articles
  • Defined benefit plans
  • Benefits
2013 Pooled Registered Pension Plans and Other Legislative Reforms Past newsletter articles
  • Defined contribution plans
  • Registrations
2018 Incorrect jurisdiction of record for locked-in funds Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Locked-in retirement funds
2013 Unlocking due to Shortened Life Expectancy – Physician’s Certification Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Unlocking
2017 Notifying OSFI in advance of plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2012 Federally Regulated Plans Opting Out of Grow-In Benefits for Ontario Members Past newsletter articles
  • Defined benefit plans
  • Benefits
2013 Reporting of Late Remittances Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
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
2022 Culture risk management (May 2022) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2019 Pension plan governance guidelines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 FSRA/OSFI collaboration on defined contribution plans – Update Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2016 SIP&P No Longer Required for Member Choice Accounts Past newsletter articles
  • Defined contribution plans
  • Investment of pension funds
2018 Estimated solvency ratio results (May 2018) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2014 Recalculation of a Member’s Pension Benefit Credit – Correction Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2012 Name Changes Affecting Letters of Credit (LOC) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding