| 2021 |
Reminder to update contact information (May 2021)
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
| 2021 |
Revised processes performed by a Local Registration Authority in the Regulatory Reporting System
|
Past newsletter articles |
- Defined benefit plans
- Defined contribution plans
|
- Annual filing requirements
|
| 2021 |
Revisions to the Directives and related FAQs
|
Past newsletter articles |
|
|
| 2021 |
Revisions to the Instruction Guide for the Preparation of Actuarial Reports for Defined Benefit Pension Plans
|
Past newsletter articles |
|
|
| 2021 |
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021
|
Advisory |
- Defined contribution plans
|
- OSFI regulation documents
|
| 2021 |
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, June 15, 2021
|
Advisory |
- Defined contribution plans
|
- OSFI regulation documents
|
| 2021 |
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, May 7, 2021
|
Advisory |
- Defined contribution plans
|
- OSFI regulation documents
|
| 2021 |
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, March 26, 2021
|
Advisory |
- Defined contribution plans
|
- OSFI regulation documents
|
| 2021 |
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, February 5, 2021
|
Advisory |
- Defined contribution plans
|
- OSFI regulation documents
|
| 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 |
|
- Actuarial and funding
- Annual filing requirements
|
| 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
|
| 2021 |
Form 2 - Attestation Regarding Spouse/Common-Law Partner
[PDF 941.83 KB]
|
Form |
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
| 2021 |
Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans
[PDF 871.47 KB]
|
Form |
- Defined benefit plans
- Defined contribution plans
|
- Locked-in retirement funds
- Unlocking
|
| 2021 |
Approval Request Form for Termination of a Defined Benefit Pension Plan
[PDF 346.57 KB]
|
Form |
|
|
| 2021 |
Standardized Termination Report for Defined Contribution Pension Plans
[PDF 356.39 KB]
|
Form |
- Defined contribution plans
|
|
| 2021 |
PP1 - Amendments to pension plans and to documents that create or support the plan or the pension fund (sample)
[PDF 201.18 KB]
|
Regulatory Reporting System sample forms |
- Defined benefit plans
- Defined contribution plans
|
|
| 2020 |
Revised standards of practice for calculating commuted values
|
Frequently asked questions |
|
- Actuarial and funding
- Multi-employer pension plans and Negotiated Contribution Plans (NCP)
|
| 2020 |
2020 Agreement Respecting Multi-jurisdictional Pension Plans
|
Frequently asked questions |
|
- Multi-jurisdictional pension plans
|
| 2020 |
Technical Advisory Committee for the Review of Defined Contribution Plans
|
Advisory |
- Defined contribution plans
|
- OSFI regulation documents
|
