Required Filings for Terminated Plans

When a pension plan has terminated and the administrator has been informed that the Superintendent has approved the termination report, OSFI requires a plan administrator to continue to file annual financial statements while there are any assets remaining in the pension fund.

Plan administrators must notify OSFI in writing when all assets have been distributed and submit a year-to-date financial statement from the custodian. We would also like to remind administrators that all documents filed with OSFI should include the plan’s five digit PBSA registration number.