Pension guidance by topic

Year Title Publication type Plans Topics
2013 Custodial Agreements—What are they? Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2009 Custodial Transfers within a Pension Fund Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Asset transfers
2018 Default Option for Member Choice Defined Contribution Plans Guidance
  • Defined contribution plans
  • Investment of pension funds
2009 Defined Benefit Plan Termination and Related Investment Decisions Guidance
  • Defined benefit plans
  • Investment of pension funds
  • Terminations
2017 Defined contribution asset transfers subject to provincial legislation Past newsletter articles
  • Defined contribution plans
  • Asset transfers
2019 Defined contribution pension plan study Past newsletter articles
  • Defined contribution plans
  • OSFI regulation documents
2014 Definition of “mutual fund” and “pooled fund” Advisory
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2010 Delegations and Transfers between Jurisdictions Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Registrations
2018 Derivatives Sound Practices for Federally Regulated Private Pension Plans Guideline
  • Defined benefit plans
  • Investment of pension funds
2013 Designated Pension Plans are subject to Full Funding on Plan Termination Past newsletter articles
  • Defined benefit plans
  • Terminations
2009 Determining a Member’s Transfer Value – DB Past newsletter articles
  • Defined benefit plans
  • Benefits
2021 Directives of the Superintendent – FAQs Frequently asked questions
  • Defined benefit plans
  • Benefits
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
  • Multi-jurisdictional pension plans
2014 Disbursing assets on plan termination Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Terminations
2017 Disclosure of information to plan members and former members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2016 Disclosure Requirements for Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Disclosure to plan members
2016 Disclosure Requirements for Defined Contribution Pension Plans Instruction guide
  • Defined contribution plans
  • Disclosure to plan members
2021 Electronic Communications Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Electronic communications
2016 Electronic Filing of Documents with OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Conversions
  • Registrations
  • Terminations
2021 Electronic filing of documents with OSFI – Update Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • 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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