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2023
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Life Income Funds, Restricted Life Income Funds, and Variable Benefits Accounts
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Frequently asked questions
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- Defined benefit plans
- Defined contribution plans
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- Locked-in retirement funds
|
|
2023
|
Asset Transfers related to Defined Contribution Provisions of Pension Plans
|
Instruction guide
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- Defined contribution plans
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|
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2023
|
Preparation of Actuarial Reports for Defined Benefit Pension Plans
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Guide
|
|
- Actuarial and funding
- Annual filing requirements
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|
2023
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Approval request form - Asset Transfers related to Defined Contribution Provisions of Pension Plans
[]
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Form
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- Defined contribution plans
|
|
|
2023
|
Buy-in Annuity products
|
Instruction guide
|
|
- Investment of pension funds
|
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2022
|
Filing an Application for Approval of a Refund of Surplus to the Employer using the Regulatory Reporting System (RRS)
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Regulatory Reporting System filing instructions
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|
|
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2022
|
Replicating Portfolio Information Summary (form)
[
PDF 810.41 KB
]
|
Form
|
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- Actuarial and funding
- Annual filing requirements
|
|
2022
|
PP5 - Approval Request Return for Asset Transfer Related to Defined Contribution Provisions (Provincial Plan Members Only) (sample)
[
PDF 158.68 KB
]
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Regulatory Reporting System sample forms
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- Defined contribution plans
|
|
|
2022
|
Consolidated and blackline versions of plan texts
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2022
|
Culture Risk Management Guideline – Update
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2022
|
Filing an Application for Approval of a Defined Benefit Pension Plan Termination Report using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
|
|
|
2022
|
Filing an Application for Approval of Amendments Reducing Benefits using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
|
|
|
2022
|
Government of Canada’s Budget 2022
|
Past newsletter articles
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2022
|
PP6 - Approval Request Return for Asset Transfer Related to Defined Benefit Provisions (sample)
[
PDF 179.03 KB
]
|
Regulatory Reporting System sample forms
|
|
|
|
2022
|
Filing an Application for Approval of a Defined Contribution Pension Plan Termination Report using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
- Defined contribution plans
|
|
|
2022
|
Filing Pension Plan Amendments using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions
|
- Defined benefit plans
- Defined contribution plans
|
|
|
2022
|
OSFI and FSRA Perspectives on Defined Contribution (DC) Plans
|
Video
|
- Defined benefit plans
- Defined contribution plans
|
- OSFI industry forums and webinars
- OSFI regulation documents
|
|
2022
|
OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan
[
PDF 452.72 KB
]
|
Form
|
|
|
|
2022
|
PP3 - Approval Request Return for Defined Contribution Pension Plan Terminations (sample)
[
PDF 168.91 KB
]
|
Regulatory Reporting System sample forms
|
- Defined contribution plans
|
|
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2022
|
Retiree and survivor audits (May 2022)
|
Past newsletter articles
|
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