Governance (Defined Benefit Plans)

Pension plan governance refers to the roles and responsibilities of the parties involved in the administration of a pension plan to fulfil their fiduciary obligations. In general, good governance promotes the timely and cost-effective delivery of benefits and promotes the administration of the plan in the best interests of the plan members and beneficiaries. Good governance requires appropriate control mechanisms that encourage good decision making, proper and timely execution, and regular review and assessment.


Newsletter Culture risk management InfoPensions 26
Newsletter Third party survey on the use of technology InfoPensions 26
Newsletter Retiree and survivor audits InfoPensions 26
Newsletter Reminder to update contact informationInfoPensions 26
Newsletter OSFI discussion paper: Developing Financial Sector Resilience in a Digital World – results of consultationInfoPensions 25
Newsletter OSFI discussion paper: Navigating Uncertainty in Climate Change – feedback and next stepsInfoPensions 25
Guideline CAPSA Guideline No. 7 on the Pension Plan Funding Policy2021
Newsletter OSFI discussion paper on climate related risks in the financial sectorInfoPensions 24
Newsletter CAPSA's 2020 Agreement Respecting Multi-Jurisdictional Pension PlanInfoPensions 23
Newsletter OSFI discussion paper "Developing financial sector resilience in a digital world"InfoPensions 23
Form Schedule of Expected Pension Contributions Form2019
Newsletter Pension plan governance guidelinesInfoPensions 21
Questionnaire CAPSA Guideline No.4 – Fillable Pension Plan Administrator Governance Self-Assessment Questionnaire2017
Guideline CAPSA Guideline No.4: Pension Plan Governance Guideline2016
Guidance Note Administration of Negotiated Contribution Plans2016
Newsletter Correcting Administrative ErrorsInfoPensions 11
Newsletter Late Contributions and Communications with Plan CustodiansInfoPensions 11
Newsletter Incomplete Member StatementsInfoPensions 10
Newsletter Retiree and Survivor AuditsInfoPensions 10
Guideline Stress Testing Guideline2011
Guideline CAPSA Guideline No. 3 - Guidelines for Capital Accumulation Plans (PDF, 176 KB)2004
Memorandum Superintendent's Memo – Implications of Market Conditions on DB Plans2008
Guidance Plan Member Information Requests2009-015
Newsletter Reporting of Late RemittancesInfoPension 9
Newsletter Scenario Testing in DB Plans - A Good PracticePBSA Update 29
Newsletter Remittance of ContributionsPBSA Update 29
Newsletter Pension Plans and UN Suppression of Terrorism RegulationsPBSA Update 29
Newsletter OSFI Input in Correcting Administrative ErrorsPBSA Update 27