Pension guidance by topic

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Year

Year	Title	Publication type	Plans	Topics
2018	Basic rate for assessments of pension plans (November 2018)	Past newsletter articles	Pooled registered pension plan	Assessments
2018	Estimated solvency ratio results (May 2018)	Past newsletter articles	Defined benefit plans	Actuarial and funding
2018	Frequently occurring regulatory findings	Past newsletter articles	Defined benefit plans Defined contribution plans	Actuarial and funding OSFI regulation documents
2018	Incorrect jurisdiction of record for locked-in funds	Past newsletter articles	Defined benefit plans Defined contribution plans	Benefits Locked-in retirement funds
2018	Member information submitted to OSFI	Past newsletter articles	Defined benefit plans Defined contribution plans Pooled registered pension plan	Actuarial and funding Terminations
2018	Regulatory Reporting System	Past newsletter articles	Defined benefit plans Defined contribution plans	Annual filing requirements
2018	Update on the pooled registered pension plan multilateral agreement (May 2018)	Past newsletter articles	Pooled registered pension plan	Multi-jurisdictional pension plans
2018	Approval request form - Asset Transfers related to Defined Benefit Provisions of Pension Plans [PDF 268.43 KB]	Form	Defined benefit plans	Asset transfers
2018	Standardized Asset Transfer Request Form for Defined Contribution Provisions [PDF 264.85 KB]	Form	Defined contribution plans	Asset transfers
2017	Annual Filing Process for Pooled Registered Pension Plan Returns	Guidance	Pooled registered pension plan	Annual filing requirements
2017	Eligible default investment options for Pooled Registered Pension Plans	Guidance	Pooled registered pension plan	Investment of pension funds
2017	Plan Assessments – Pooled Registered Pension Plan (PRPP)	Guidance	Pooled registered pension plan	Assessments
2017	Filing Process for Defined Benefit Pension Plan Returns	Guidance	Defined benefit plans Defined contribution plans	Annual filing requirements
2017	Annual Filing Process for Defined Contribution Pension Plan Returns	Guidance	Defined contribution plans	Annual filing requirements
2017	Phased Retirement	Frequently asked questions	Defined benefit plans	Benefits
2017	Locked-in accounts contracts and addendums	Frequently asked questions	Defined benefit plans Defined contribution plans	Locked-in retirement funds
2017	Locked-in pension funds - loans and debts, accumulated interest	Frequently asked questions	Defined benefit plans Defined contribution plans	Locked-in retirement funds
2017	Unlocking from restricted life income funds	Frequently asked questions	Defined benefit plans Defined contribution plans	Locked-in retirement funds Unlocking
2017	Key Pension Benefits Standards Act, 1985 (PBSA) and Pension Benefits Standards Regulations, 1985 (PBSR) Amendments and In-force Dates	Guidance	Defined benefit plans Defined contribution plans	OSFI regulation documents
2017	International Financial Reporting Standards	Frequently asked questions	Defined benefit plans Defined contribution plans	Other

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Pension guidance by topic