2022 |
Registration of a Defined Benefit Pension Plan
|
Instruction guide |
|
|
2022 |
Filing an Application for Approval of an Asset Transfer related to Defined Benefit Provisions using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions |
|
|
2022 |
OSFI consultation paper: Pension Investment Risk Management
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
2022 |
Plan Amendment Submission Form (sample)
[
PDF 223.78 KB
]
|
Regulatory Reporting System sample forms |
- Defined benefit plans
- Defined contribution plans
|
|
2022 |
OSFI 48DC - Application form for the Registration of a Defined Contribution Pension Plan
[
PDF 421.68 KB
]
|
Form |
- Defined contribution plans
|
|
2022 |
PP4 - Approval Request Return for Defined Benefit Pension Plan Terminations (sample)
[
PDF 138.83 KB
]
|
Regulatory Reporting System sample forms |
|
|
2022 |
Registration of a Defined Contribution Pension Plan
|
Instruction guide |
- Defined contribution plans
|
|
2022 |
Filing an Application for Approval of an Asset Transfer related to Defined Contribution Provisions (Provincial Plan Members Only) using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions |
- Defined contribution plans
|
|
2022 |
Actuarial reports – Items warranting review (May 2022)
|
Past newsletter articles |
|
|
2022 |
Third party survey on the use of technology
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
|
2022 |
Authorization Request Form for Amendments Reducing Benefits
[
PDF 222.46 KB
]
|
Form |
|
|
2022 |
Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans
|
Instruction guide |
|
|
2022 |
PP7 - Approval Request Return for Amendments Reducing Benefits (sample)
[
PDF 157.77 KB
]
|
Regulatory Reporting System sample forms |
|
|
2022 |
Reminder to update contact information (May 2022)
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
- Governance
|
2022 |
Applications for approvals to be filed through the Regulatory Reporting System
|
Notice |
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
- Amendments
- Asset transfers
- Surplus
- Terminations
|
2022 |
PP8 - Application for a Refund of Surplus to The Employer (sample)
[
PDF 143.07 KB
]
|
Regulatory Reporting System sample forms |
|
|
2022 |
Culture risk management (May 2022)
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
|
2022 |
Estimated solvency ratio results (May 2022)
|
Past newsletter articles |
|
|
2021 |
OSFI review of pension investments – Update
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
- Investment of pension funds
|
2021 |
Form 1 - Attestation Regarding Withdrawal Based on Financial Hardship
[
PDF 223.22 KB
]
|
Form |
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|