Pension guidance by topic

Year Title Publication type Plans Topics
2023 Preparation of Actuarial Reports for Defined Benefit Pension Plans Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2023 Approval request form - Asset Transfers related to Defined Contribution Provisions of Pension Plans [] Form
  • Defined contribution plans
  • Asset transfers
2023 Buy-in Annuity products Instruction guide
  • Defined benefit plans
  • Investment of pension funds
2023 Technology and cyber security incident reporting Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2023 Plan Assessment Rate Schedule - Pooled Registered Pension Plans Act Schedule
  • Pooled registered pension plan
  • Assessments
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 Government of Canada’s Budget 2022 Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
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
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 OSFI and FSRA Perspectives on Defined Contribution (DC) Plans Video
  • Defined benefit plans
  • Defined contribution plans
  • OSFI industry forums and webinars
  • OSFI regulation documents
2022 OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan [ PDF 452.72 KB ] Form
  • Defined benefit plans
  • Registrations
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 Retiree and survivor audits (May 2022) Past newsletter articles
  • Defined benefit plans
  • Benefits
  • Governance
2022 Registration of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Registrations
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 OSFI consultation paper: Pension Investment Risk Management Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2022 Plan Amendment Submission Form (sample) [ PDF 223.78 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2022 OSFI 48DC - Application form for the Registration of a Defined Contribution Pension Plan [ PDF 421.68 KB ] Form
  • Defined contribution plans
  • Registrations
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