Pension guidance by topic

Year Title Publication type Plans Topics
2018 Regulatory Reporting System Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2018 Incorrect jurisdiction of record for locked-in funds Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Benefits
  • Locked-in retirement funds
2018 Frequently occurring regulatory findings Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • OSFI regulation documents
2018 Asset Transfers related to Defined Benefit Provisions of Pension Plans Instruction guide
  • Defined benefit plans
  • Asset transfers
2018 Guide to Intervention for Federally Regulated Private Pension Plans Guide
  • Defined benefit plans
  • Defined contribution plans
  • OSFI regulation documents
2018 Amendments to the Assessment of Pension Plans Regulations (November 2018) Past newsletter articles
  • Defined benefit plans
  • Pooled registered pension plan
  • Assessments
2017 Entitlement to bridge benefits payable at pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2017 Locked-in pension funds - loans and debts, accumulated interest Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
2017 Using OSFI’s pensions email account Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2017 Estimated solvency ratio results (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Filing Process for Defined Benefit Pension Plan Returns Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2017 Void Amendments Frequently asked questions
  • Defined benefit plans
  • Other
2017 International Financial Reporting Standards Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Other
2017 Common concerns raised in the review of actuarial reports (May 2017) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2017 Disclosure of information to plan members and former members Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2017 Letters of Credit Frequently asked questions
  • Defined benefit plans
  • Actuarial and funding
2017 Plan amendments to incorporate legislative changes Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Amendments
2017 Phased Retirement Frequently asked questions
  • Defined benefit plans
  • Benefits
2017 Pension payments to former members beginning after pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2017 Unlocking from restricted life income funds Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Locked-in retirement funds
  • Unlocking