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2014
|
Policy Advisory on the definition of Mutual Fund and Pooled Fund
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Past newsletter articles
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- Defined benefit plans
- Defined contribution plans
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- Investment of pension funds
|
|
2014
|
Pension plan examinations conducted by OSFI (November 2016)
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Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- OSFI regulation documents
|
|
2014
|
Longevity Insurance and Longevity Swaps
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Advisory
|
|
- Investment of pension funds
|
|
2014
|
Prescribed Forms
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Disclosure to plan members
|
|
2014
|
Definition of “mutual fund” and “pooled fund”
|
Advisory
|
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
|
2015
|
Portability and Annuity Purchases by Members
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2015
|
Application of the 50% Rule Exception (Subsection 21(3) of the PBSA)
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Past newsletter articles
|
|
- Actuarial and funding
- Benefits
|
|
2015
|
Asset Transfers
|
Past newsletter articles
|
|
- Actuarial and funding
- Asset transfers
|
|
2015
|
Common Concerns Raised in the Review of Actuarial Reports (May 2015)
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Past newsletter articles
|
|
|
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2015
|
Marriage Breakdown and Administering Court Orders or Agreements
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Past newsletter articles
|
|
- Marriage or common-law partnership breakdown
|
|
2015
|
Filing and Funding Requirements Prior to Confirmation of Registration
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Actuarial and funding
- Registrations
|
|
2015
|
Pooled Registered Pension Plan Amendment Information
[
PDF 253.85 KB
]
|
Form
|
- Pooled registered pension plan
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|
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2015
|
Filing Financial Statements and an Auditor's Report
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Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2015
|
Amendments to the Pension Benefits Standards Regulations, 1985
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Past newsletter articles
|
|
|
|
2015
|
Multi-jurisdictional Plans Regulated by OSFI
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Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Amendments
- Annual filing requirements
|
|
2015
|
Pooled Registered Pension Plan Amendment Information Form
|
Form
|
- Pooled registered pension plan
|
|
|
2016
|
Disclosure Requirements for Defined Benefit Pension Plans
|
Instruction guide
|
|
- Disclosure to plan members
|
|
2016
|
Reporting Membership Numbers on the OSFI 49 Annual Information Return
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
|
2016
|
Disclosure Requirements for Defined Contribution Pension Plans
|
Instruction guide
|
- Defined contribution plans
|
- Disclosure to plan members
|
|
2016
|
Electronic Filing of Documents with OSFI
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
- Amendments
- Conversions
- Registrations
- Terminations
|
