| 2024 |
Auditor's report filing confirmation form
[PDF 191.73 KB]
|
Form |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
| 2024 |
Solvency Information Return form
[PDF 692.45 KB]
|
Form |
|
- Actuarial and funding
- Annual filing requirements
|
| 2024 |
Letter to administrators of federally regulated pension plans regarding CAPSA’S risk management guideline
|
Guideline |
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
- Governance
- Investment of pension funds
- Other
|
| 2023 |
Approval request form - Asset Transfers related to Defined Contribution Provisions of Pension Plans
[]
|
Form |
- Defined contribution plans
|
|
| 2023 |
Asset Transfers related to Defined Contribution Provisions of Pension Plans
|
Instruction guide |
- Defined contribution plans
|
|
| 2023 |
Buy-in Annuity products
|
Instruction guide |
|
- Investment of pension funds
|
| 2023 |
Technology and cyber security incident reporting
|
Advisory |
- Defined benefit plans
- Defined contribution plans
- Pooled registered pension plan
|
|
| 2022 |
Filing an Application for Approval of Amendments Reducing Benefits using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions |
|
|
| 2022 |
Filing Pension Plan Amendments using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions |
- Defined benefit plans
- Defined contribution plans
|
|
| 2022 |
Authorization of Amendments Reducing Benefits in Defined Benefit Pension Plans
|
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 |
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 |
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 |
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 |
Registration of a Defined Benefit Pension Plan
|
Instruction guide |
|
|
| 2022 |
Registration of a Defined Contribution Pension Plan
|
Instruction guide |
- Defined contribution plans
|
|
| 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 |
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 a Defined Contribution Pension Plan Termination Report using the Regulatory Reporting System (RRS)
|
Regulatory Reporting System filing instructions |
- Defined contribution plans
|
|
| 2022 |
Actuarial reports – Items warranting review (May 2022)
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Past newsletter articles |
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|
