Pension guidance by topic

Year Title Publication type Plans Topics
2013 Pooled Registered Pension Plans - Frequently asked questions Frequently asked questions
  • Pooled registered pension plan
  • Other
2018 Pooled Registered Pension Plans - Guide for British Columbia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Pooled Registered Pension Plans - Guide for Federal Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Pooled Registered Pension Plans - Guide for Nova Scotia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Pooled Registered Pension Plans - Guide for Ontario Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Pooled Registered Pension Plans - Guide for Saskatchewan Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2013 Pooled Registered Pension Plans and Other Legislative Reforms Past newsletter articles
  • Defined contribution plans
  • Registrations
2015 Portability and Annuity Purchases by Members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Terminations
2010 Portability Options Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
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 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 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 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
2022 PP7 - Approval Request Return for Amendments Reducing Benefits (sample) [ PDF 157.77 KB ] Regulatory Reporting System sample forms
  • Defined benefit plans
  • Amendments
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
2012 Pre-Retirement Death Benefit - Dependent Children (May 2012) Past newsletter articles
  • Defined benefit plans
  • Benefits
2023 Preparation of Actuarial Reports for Defined Benefit Pension Plans Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2014 Prescribed Forms Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2010 Provincial Property Laws Past newsletter articles
  • Defined benefit plans
  • Marriage or common-law partnership breakdown