Pension guidance by topic

Year Title Publication type Plans Topics
2021 OSFI discussion paper: Developing Financial Sector Resilience in a Digital World - results of consultation Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 Solvency Information Return (sample) [ PDF 57.2 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2021 Filing through RRS and BoC Connect Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2021 Reminder to update contact information (May 2021) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2021 Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship [ PDF 223.22 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking
2021 OSFI discussion paper: Navigating Uncertainty in Climate Change – feedback and next steps Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2021 Revised processes performed by a Local Registration Authority in the Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2021 Termination of a Defined Benefit Pension Plan Instruction guide
  • Defined benefit plans
  • Terminations
2021 Estimated solvency ratio results (May 2021) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
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
  • Amendments
2021 Directives of the Superintendent – FAQs Frequently asked questions
  • Defined benefit plans
  • Benefits
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
  • Multi-jurisdictional pension plans
2020 Actuarial reports – Items warranting review (November 2020) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 No change to basic rate for assessment of pension plans Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Assessments
2020 2020 Agreement Respecting Multi-jurisdictional Pension Plans Frequently asked questions
  • Defined benefit plans
  • Multi-jurisdictional pension plans
2020 Amendments to the Directives of the Superintendent Past newsletter articles
  • Defined benefit plans
  • Benefits
2020 Estimated solvency ratio results (November 2020) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 OSFI discussion paper "Developing financial sector resilience in a digital world" Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Governance
2020 Extension to filing deadlines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements