| 2024 |
Preparation of Actuarial Reports for Defined Benefit Pension Plans
|
Guide |
|
- Actuarial and funding
- Annual filing requirements
|
| 2024 |
Plan Assessment Rate Schedule - Pooled Registered Pension Plans Act
|
Schedule |
- Pooled registered pension plan
|
|
| 2024 |
Pension Plan Assessment Rate Schedule - Pension Benefits Standards Act, 1985
|
Schedule |
- Defined benefit plans
- Defined contribution plans
|
|
| 2024 |
Replicating Portfolio Information Summary
|
Guide |
|
- Actuarial and funding
- Annual filing requirements
|
| 2024 |
Actuarial Information Summary
|
Guide |
|
- Actuarial and funding
- Annual filing requirements
|
| 2024 |
Solvency Information Return
|
Guide |
|
- Actuarial and funding
- Annual filing requirements
|
| 2024 |
Auditor’s Report Filing Confirmation
|
Guide |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
| 2024 |
Certified Financial Statements (OSFI 60)
|
Guide |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
| 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 |
Administration of Negotiated Contribution Plans
|
Guide |
|
- Governance
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
|
| 2024 |
Form 1 and Instructions – Attestation regarding withdrawal based on financial hardship
|
Guide |
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
| 2024 |
Life Income Funds, Restricted Life Income Funds, and Variable Benefits Accounts
|
Frequently asked questions |
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
|
| 2024 |
Unlocking funds from a pension plan or from a locked-in retirement savings plan
|
Frequently asked questions |
|
- Locked-in retirement funds
- Unlocking
|
| 2024 |
Unlocking Options
|
Frequently asked questions |
|
|
| 2024 |
Consolidated Version of the Multilateral Agreement Respecting Pooled Registered Pension Plans and Voluntary Retirement Savings Plans
|
Other |
- Pooled registered pension plan
|
- Multi-jurisdictional pension plans
|
| 2024 |
Certified Financial Statements (OSFI 60)
[PDF 858.95 KB]
|
Form |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
| 2024 |
Actuarial Information Summary Form
[PDF 962.31 KB]
|
Form |
|
- Actuarial and funding
- Annual filing requirements
|
| 2024 |
OSFI 49 Annual Information Return
[PDF 1.61 MB]
|
Form |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
| 2024 |
OSFI 49A – Schedule A
[PDF 794.22 KB]
|
Form |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
| 2024 |
Pension Plan Annual Corporate Certification (PPACC)
[PDF 670.95 KB]
|
Form |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
