Pension guidance by topic

Year Title Publication type Plans Topics
2007 Statement to Members on Plan Termination within 30 Days Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2016 Statements to be Provided to Spouses and Common-Law Partners Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2011 Stress Testing Guideline for Plans with Defined Benefit Provisions Guideline
  • Defined benefit plans
  • Governance
  • Investment of pension funds
2021 Summary of Outcomes and Recommendations at the Conclusion of the Joint FSRA/OSFI Defined Contribution Pension Plans Committee Advisory
  • Defined contribution plans
  • OSFI regulation documents
2012 Surplus Frequently asked questions
  • Defined benefit plans
  • Other
2010 Survivor Rights – Prescribed Retirement Savings Plan Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2019 Targeted review of pension plans with defined contribution provisions Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2020 Technical Advisory Committee for the Review of DC Plans – Members Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 Technical Advisory Committee for the Review of Defined Contribution Plans Advisory
  • Defined contribution plans
  • OSFI regulation documents
2020 Technical Advisory Committee for the Review of Defined Contribution Plans - Terms of Reference Advisory
  • Defined contribution plans
  • OSFI regulation documents
2023 Technology and cyber security incident reporting Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2021 Termination of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Terminations
2021 Termination of a Defined Contribution Pension Plan Guide
  • Defined contribution plans
  • Terminations
2008 The 50% Rule for Defined Benefit Plans - Section 21 of the PBSA Past newsletter articles
  • Defined benefit plans
  • Benefits
2022 Third party survey on the use of technology Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2017 Underfunded Defined Benefit Pension Plans Frequently asked questions
  • Defined benefit plans
  • Other
2013 Unlocking due to Shortened Life Expectancy – Physician’s Certification Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Unlocking
2008 Unlocking for non-residents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2021 Unlocking Forms Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2017 Unlocking from restricted life income funds Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
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