| 2022 |
Actuarial reports – Items warranting review (May 2022)
|
Past newsletter articles |
|
|
| 2022 |
Third party survey on the use of technology
|
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 |
Retiree and survivor audits (May 2022)
|
Past newsletter articles |
|
|
| 2022 |
PP8 - Application for a Refund of Surplus to The Employer (sample)
[
PDF 143.07 KB
]
|
Regulatory Reporting System sample forms |
|
|
| 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 |
Consolidated and blackline versions of plan texts
|
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 |
|
|
| 2021 |
Termination of a Defined Benefit Pension Plan
|
Instruction guide |
|
|
| 2021 |
Estimated solvency ratio results (May 2021)
|
Past newsletter articles |
|
|
| 2021 |
Electronic filing of documents with OSFI – Update
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
| 2021 |
Form 2 - Attestation Regarding Spouse/Common-Law Partner
[
PDF 941.83 KB
]
|
Form |
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
| 2021 |
PP1 - Amendments to pension plans and to documents that create or support the plan or the pension fund (sample)
[
PDF 201.18 KB
]
|
Regulatory Reporting System sample forms |
- Defined benefit plans
- Defined contribution plans
|
|
| 2021 |
Directives of the Superintendent – FAQs
|
Frequently asked questions |
|
- Benefits
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
- Multi-jurisdictional pension plans
|
| 2021 |
Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans
[
PDF 871.47 KB
]
|
Form |
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
| 2021 |
OSFI review of pension investments
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
| 2021 |
Revisions to the Directives and related FAQs
|
Past newsletter articles |
|
|
| 2021 |
Actuarial reports – Items warranting review (May 2021)
|
Past newsletter articles |
|
|
| 2021 |
Basic rate for assessment of pension plans (November 2021)
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|
| 2021 |
OSFI review of pension investments – Update
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
