Pension guidance by topic

Year Title Publication type Plans Topics
2018 Guide to Intervention for Federally Regulated Private Pension Plans Guide
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2022 Government of Canada’s Budget 2022 Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2009 Garnishment, Seizure and Execution Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Garnishment, seizure and execution
  • Locked-in retirement funds
2008 Funding a Pension Plan Prior to Confirmation of Registration Past newsletter articles
  • Defined contribution plans
  • Registrations
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, May 7, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, June 15, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, February 5, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, December 11, 2020 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, March 26, 2021 Advisory
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI collaboration on defined contribution plans – Update Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2021 FSRA/OSFI collaboration on defined contribution plans Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2018 Frequently occurring regulatory findings Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • OSFI regulation documents
2021 Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans [ PDF 871.47 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2021 Form 2 - Attestation Regarding Spouse/Common-Law Partner [ PDF 941.83 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2024 Form 1 and Instructions – Attestation regarding withdrawal based on financial hardship Guide
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2021 Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship [ PDF 223.22 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
1999 Flexible Pension Plans Policy paper
  • Defined benefit plans
  • Flexible pension plans
2013 First Nations Pension Plans – Supreme Court of Canada Decision (November 2013) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2011 First Nations Pension Plans – Supreme Court of Canada Decision (May 2011) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations