Pension guidance by topic

Year Title Publication type Plans Topics
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
2016 Administration of Negotiated Contribution Plans Guidance note
  • Defined benefit plans
  • Governance
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2018 Asset Transfers related to Defined Contribution Provisions of Pension Plans (March 2018) Guidance note
  • Defined contribution plans
  • Asset transfers
2024 OSFI 49 Annual Information Return, OSFI 49A Schedule A - Canada Revenue Agency Information Requirements and the Pension Plan Annual Corporate Certification Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Form 1 and Instructions – Attestation regarding withdrawal based on financial hardship Guide
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2018 Pooled Registered Pension Plans - Guide for Nova Scotia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Pooled Registered Pension Plans - Guide for Ontario Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2021 Termination of a Defined Contribution Pension Plan Guide
  • Defined contribution plans
  • Terminations
2018 Pooled Registered Pension Plans - Guide for Saskatchewan Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2024 Replicating Portfolio Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2023 Preparation of Actuarial Reports for Defined Benefit Pension Plans Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Actuarial Information Summary Guide
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Auditor’s Report Filing Confirmation Guide
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
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