Pension guidance by topic

Annual filing requirements

OSFI has filing requirements that all pension plans under its purview must adhere to, unless otherwise explicitly stated.

Year Title Publication type Plans Topics
2024 Auditor's report filing confirmation form [ PDF 191.73 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Certified Financial Statements (OSFI 60) [ PDF 858.95 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Solvency Information Return form [ PDF 692.45 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 Actuarial Information Summary Form [ PDF 962.31 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2024 OSFI 49 Annual Information Return [ PDF 1.61 MB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 OSFI 49A – Schedule A [ PDF 794.22 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2024 Pension Plan Annual Corporate Certification (PPACC) [ PDF 670.95 KB ] Form
  • Defined benefit plans
  • Defined contribution plans
  • Annual filing requirements
2022 Replicating Portfolio Information Summary (form) [ PDF 810.41 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements
2021 Pooled Registered Pension Plan Annual Information Return [ PDF 168.08 KB ] Form
  • Pooled registered pension plan
  • Annual filing requirements
2021 Solvency Information Return (sample) [ PDF 57.2 KB ] Form
  • Defined benefit plans
  • Actuarial and funding
  • Annual filing requirements