Pension guidance by topic

Year Title Publication type Plans Topics
2019 Pension plan governance guidelines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2020 Actuarial reports – Items warranting review (November 2020) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2021 FSRA/OSFI collaboration on defined contribution plans – Update Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2016 SIP&P No Longer Required for Member Choice Accounts Past newsletter articles
  • Defined contribution plans
  • Investment of pension funds
2012 Name Changes Affecting Letters of Credit (LOC) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2018 Estimated solvency ratio results (May 2018) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2014 Recalculation of a Member’s Pension Benefit Credit – Correction Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2016 Common concerns raised in the review of actuarial reports (May 2016) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2021 OSFI review of pension investments Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2011 First Nations Pension Plans – Supreme Court of Canada Decision (May 2011) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2021 Revised processes performed by a Local Registration Authority in the Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
1999 Flexible Pension Plans Policy paper
  • Defined benefit plans
  • Flexible pension plans
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
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
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