Pension guidance by topic

Year Title Publication type Plans Topics
2022 OSFI and FSRA Perspectives on Defined Contribution (DC) Plans Video
  • Defined benefit plans
  • Defined contribution plans
  • OSFI industry forums and webinars
  • OSFI regulation documents
2023 Pension Plan Assessment Rate Schedule - Pension Benefits Standards Act, 1985 Schedule
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2023 Plan Assessment Rate Schedule - Pooled Registered Pension Plans Act Schedule
  • Pooled registered pension plan
  • Assessments
2022 PP4 - Approval Request Return for Defined Benefit Pension Plan Terminations (sample) [ PDF 138.83 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Terminations
2022 PP8 - Application for a Refund of Surplus to The Employer (sample) [ PDF 143.07 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Surplus
2022 PP5 - Approval Request Return for Asset Transfer Related to Defined Contribution Provisions (Provincial Plan Members Only) (sample) [ PDF 158.68 KB ] Regulatory Reporting System sample forms
  • Defined contribution plans
  • Asset transfers
2022 PP6 - Approval Request Return for Asset Transfer Related to Defined Benefit Provisions (sample) [ PDF 179.03 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Asset transfers
2021 PP1 - Amendments to pension plans and to documents that create or support the plan or the pension fund (sample) [ PDF 201.18 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Plan Amendment Submission Form (sample) [ PDF 223.78 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 PP3 - Approval Request Return for Defined Contribution Pension Plan Terminations (sample) [ PDF 168.91 KB ] Regulatory Reporting System sample forms
  • Defined contribution plans
  • Terminations
2022 PP7 - Approval Request Return for Amendments Reducing Benefits (sample) [ PDF 157.77 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Amendments
2022 Filing an Application for Approval of Amendments Reducing Benefits using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Amendments
2022 Filing an Application for Approval of an Asset Transfer related to Defined Contribution Provisions (Provincial Plan Members Only) using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined contribution plans
  • Asset transfers
2022 Filing an Application for Approval of a Defined Contribution Pension Plan Termination Report using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined contribution plans
  • Terminations
2022 Filing Pension Plan Amendments using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 Filing an Application for Approval of a Refund of Surplus to the Employer using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Surplus
2022 Filing an Application for Approval of an Asset Transfer related to Defined Benefit Provisions using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Asset transfers
2022 Filing an Application for Approval of a Defined Benefit Pension Plan Termination Report using the Regulatory Reporting System (RRS) Regulatory Reporting System filing instructions
  • Defined benefit plans
  • Terminations
1999 Flexible Pension Plans Policy paper
  • Defined benefit plans
  • Flexible pension plans
2021 FSRA/OSFI collaboration on defined contribution plans Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
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