Pension guidance by topic

Year Title Publication type Plans Topics
2018 Pooled Registered Pension Plans - Guide for Federal Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Guide to Intervention for Federally Regulated Private Pension Plans Guide
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2018 Frequently occurring regulatory findings Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • OSFI regulation documents
2018 Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2018 Update on the pooled registered pension plan multilateral agreement (May 2018) Past newsletter articles
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2018 Standardized Asset Transfer Request Form for Defined Contribution Provisions [ PDF 264.85 KB ] Form
  • Defined contribution plans
  • Asset transfers
2018 Pooled Registered Pension Plans - Guide for British Columbia Members Guide
  • Pooled registered pension plan
  • Multi-jurisdictional pension plans
2017 Locked-in pension funds - loans and debts, accumulated interest Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2017 Updating contact information in the Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2017 Pooled Registered Pension Plan Annual Information Return: new form, guide, and filing deadline Past newsletter articles
  • Defined benefit plans
  • Pooled registered pension plan
2017 Letters of Credit Frequently asked questions
  • Defined benefit plans
  • Actuarial and funding
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
2017 Filing Process for Defined Benefit Pension Plan Returns Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2017 Common concerns raised in the review of actuarial reports (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Entitlement to bridge benefits payable at pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2017 Using OSFI’s pensions email account Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2017 Unlocking from restricted life income funds Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2017 Annual Filing Process for Defined Contribution Pension Plan Returns Guidance
  • Defined contribution plans
  • Annual filing requirements
2017 Estimated solvency ratio results (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Annual Filing Process for Pooled Registered Pension Plan Returns Guidance
  • Pooled registered pension plan
  • Annual filing requirements