2023 |
Life Income Funds, Restricted Life Income Funds, and Variable Benefits Accounts
|
Frequently asked questions |
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
|
2023 |
Asset Transfers related to Defined Contribution Provisions of Pension Plans
|
Instruction guide |
- Defined contribution plans
|
|
2023 |
Preparation of Actuarial Reports for Defined Benefit Pension Plans
|
Guide |
|
- Actuarial and funding
- Annual filing requirements
|
2023 |
Approval request form - Asset Transfers related to Defined Contribution Provisions of Pension Plans
[]
|
Form |
- Defined contribution plans
|
|
2023 |
Buy-in Annuity products
|
Instruction guide |
|
- Investment of pension funds
|
2022 |
Filing an Application for Approval of a Refund of Surplus to the Employer using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions |
|
|
2022 |
Replicating Portfolio Information Summary (form)
[
PDF 810.41 KB
]
|
Form |
|
- Actuarial and funding
- Annual filing requirements
|
2022 |
PP5 - Approval Request Return for Asset Transfer Related to Defined Contribution Provisions (Provincial Plan Members Only) (sample)
[
PDF 158.68 KB
]
|
Regulatory Reporting System sample forms |
- Defined contribution plans
|
|
2022 |
Consolidated and blackline versions of plan texts
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
|
2022 |
Culture Risk Management Guideline – Update
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
|
2022 |
Filing an Application for Approval of a Defined Benefit Pension Plan Termination Report using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions |
|
|
2022 |
Filing an Application for Approval of Amendments Reducing Benefits using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions |
|
|
2022 |
Government of Canada’s Budget 2022
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
|
2022 |
PP6 - Approval Request Return for Asset Transfer Related to Defined Benefit Provisions (sample)
[
PDF 179.03 KB
]
|
Regulatory Reporting System sample forms |
|
|
2022 |
Filing an Application for Approval of a Defined Contribution Pension Plan Termination Report using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions |
- Defined contribution plans
|
|
2022 |
Filing Pension Plan Amendments using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions |
- Defined benefit plans
- Defined contribution plans
|
|
2022 |
OSFI and FSRA Perspectives on Defined Contribution (DC) Plans
|
Video |
- Defined benefit plans
- Defined contribution plans
|
- OSFI industry forums and webinars
- OSFI regulation documents
|
2022 |
OSFI 48DB - Application for Registration of a Defined Benefit Pension Plan
[
PDF 452.72 KB
]
|
Form |
|
|
2022 |
PP3 - Approval Request Return for Defined Contribution Pension Plan Terminations (sample)
[
PDF 168.91 KB
]
|
Regulatory Reporting System sample forms |
- Defined contribution plans
|
|
2022 |
Retiree and survivor audits (May 2022)
|
Past newsletter articles |
|
|