Pension guidance by topic

Year Title Publication type Plans Topics
2009 Custodial Transfers within a Pension Fund Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Asset transfers
2009 Required Filings for Real Estate, Resource and Investment Corporations Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2009 Opting out of a PBSA Regulated Pension Plan Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Eligibility to join a plan
2009 Filing Requirements in Effect Prior to Receiving a Registration Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2008 Final Location Approach for Benefit Entitlement Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2008 Unlocking for non-residents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2008 The 50% Rule for Defined Benefit Plans - Section 21 of the PBSA Past newsletter articles
  • Defined benefit plans
  • Benefits
2008 In-Kind Contributions Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2008 Scenario testing in Defined Benefit Pension Plans - A good practice Past newsletter articles
  • Defined benefit plans
  • Governance
2008 Restriction on Transfer Values – Defined Benefit Plans Past newsletter articles
  • Defined benefit plans
  • Benefits
2008 Federal Home Buyers Plan Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2008 Filing Plan Amendments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2008 Cessation of Membership within the R-10 period - Entitlement to a Deferred Pension Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2008 Funding a Pension Plan Prior to Confirmation of Registration Past newsletter articles
  • Defined contribution plans
  • Registrations
2008 Pension plans and UN Suppression of Terrorism Regulations Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2008 Remittance of contributions Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2008 No Age Limit for the Purchase of a LIF or an Immediate Annuity Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2008 Vested Benefits Payable to Terminating Employees Guidance
  • Defined benefit plans
  • Benefits
2007 Eligibility Requirements for Few or Single Member Plans Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Eligibility to join a plan
2007 OSFI Input in Correcting Administrative Errors Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
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