Pension guidance by topic

Year Title Publication type Plans Topics
2020 Revised standards of practice for calculating commuted values Frequently asked questions
  • Defined benefit plans
  • Actuarial and funding
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2020 50% rule and benefit increases Past newsletter articles
  • Defined benefit plans
  • Benefits
2020 CAPSA's 2020 Agreement Respecting Multi-Jurisdictional Pension Plans Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
  • Multi-jurisdictional pension plans
2020 OSFI 594: Defined Benefit/Combination Pension Plan Amendment Information Form [ PDF 303.63 KB ] Form
  • Defined benefit plans
  • Amendments
2020 Update on temporary portability freeze Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
2020 Actuarial guide revisions Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 Revised standards of practice of the Canadian Institute of Actuaries Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2020 COVID-19 solvency special payments relief Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2019 Pension plan governance guidelines Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2019 No OSFI approval of amendments or actuarial reports Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • Amendments
  • OSFI regulation documents
2019 Reminder: DC Targeted Review Notice
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2019 Schedule of Expected Pension Contributions Form [ PDF 164.93 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Governance
2019 Estimated solvency ratio results (May 2019) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2019 Filing amendments through RRS Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2019 Amendments to Assessment of Pension Plans Regulations (May 2019) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Assessments
2018 Derivatives Sound Practices for Federally Regulated Private Pension Plans Guideline
  • Defined benefit plans
  • Investment of pension funds
2018 Approval request form - Asset Transfers related to Defined Benefit Provisions of Pension Plans [ PDF 268.43 KB ] Form
  • Defined benefit plans
  • Asset transfers
2018 Refund of Surplus to the Employer Instruction guide
  • Defined benefit plans
  • Surplus
2018 Estimated solvency ratio results (May 2018) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2018 Member information submitted to OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Actuarial and funding
  • Terminations
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