Pension guidance by topic

Year Title Publication type Plans Topics
2017 Pension plan examinations conducted by OSFI (November 2017) Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
2017 International Financial Reporting Standards Frequently asked questions
  • Defined benefit plans
  • Defined contribution plans
  • Other
2017 Filing Process for Defined Benefit Pension Plan Returns Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
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 Pension payments to former members beginning after pensionable age Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
2016 Amendments to the Pension Benefits Standards Regulations, 1985 Effective July 1, 2016 Past newsletter articles
  • Defined benefit plans
  • Disclosure to plan members
2016 Statements to be Provided to Spouses and Common-Law Partners Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Disclosure to plan members
2016 Administration of Negotiated Contribution Plans Guidance note
  • Defined benefit plans
  • Governance
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2016 Qualifying as a Negotiated Contribution Plan under the PBSA Past newsletter articles
  • Defined benefit plans
  • Multi-employer pension plans and Negotiated Contribution Plans (NCP)
2016 Disclosure Requirements for Defined Benefit Pension Plans Instruction guide
  • Defined benefit plans
  • Disclosure to plan members
2016 Common concerns raised in the review of actuarial reports (May 2016) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
2016 Reporting Membership Numbers on the OSFI 49 Annual Information Return Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2016 Adding, Editing, or Removing an RRS Portal User or Local Registration Authority Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Annual filing requirements
2016 Amendments to the Related Party Rules Pension Benefits Standards Regulations, 1985 Guidance
  • Defined benefit plans
  • Defined contribution plans
  • Investment of pension funds
2016 Electronic Filing of Documents with OSFI Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Pooled registered pension plan
  • Amendments
  • Conversions
  • Registrations
  • Terminations
2015 Filing and Funding Requirements Prior to Confirmation of Registration Past newsletter articles
  • Defined benefit plans
  • Defined contribution plans
  • Actuarial and funding
  • Registrations
2015 Application of the 50% Rule Exception (Subsection 21(3) of the PBSA) Past newsletter articles
  • Defined benefit plans
  • Actuarial and funding
  • Benefits
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