Pension guidance by topic

Year Title Publication type Plans Topics
2017 Plan Assessments – Pooled Registered Pension Plan (PRPP) Guidance
  • Pooled registered pension plan
  • Assessments
2009 Amendments to Supporting Documents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2009 Pensionable Age and Early Retirement Guidance
  • Defined benefit plans
  • Benefits
2008 Unlocking for non-residents Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2009 Waiver and Surrender of Spousal Benefits Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2009 Custodial Transfers within a Pension Fund Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Asset transfers
2009 Plan Member Information Requests Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2008 Cessation of Membership within the R-10 period - Entitlement to a Deferred Pension Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2009 Garnishment, Seizure and Execution Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Garnishment, seizure and execution
  • Locked-in retirement funds
2009 Purchasing Annuities for Benefits on Plan Termination Guidance
  • Defined benefit plans
  • Terminations
2008 Vested Benefits Payable to Terminating Employees Guidance
  • Defined benefit plans
  • Benefits
2009 Opting out of a PBSA Regulated Pension Plan Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Eligibility to join a plan
2009 Required Filings for Real Estate, Resource and Investment Corporations Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2008 Federal Home Buyers Plan Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2017 Key Pension Benefits Standards Act, 1985 (PBSA) and Pension Benefits Standards Regulations, 1985 (PBSR) Amendments and In-force Dates Guidance
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2018 Default Option for Member Choice Defined Contribution Plans Guidance
  • Defined contribution plans
  • Investment of pension funds
2017 Filing Process for Defined Benefit Pension Plan Returns Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2008 Final Location Approach for Benefit Entitlement Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2017 Annual Filing Process for Pooled Registered Pension Plan Returns Guidance
  • Pooled registered pension plan
  • Annual filing requirements
2007 Eligibility Requirements for Few or Single Member Plans Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Eligibility to join a plan
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