Regulatory Updates
Regulatory Updates provide quick access to employee benefit regulations, rulings and other guidance released by governmental agencies in the U.S. and Canada.
New updates to this page may be included in Today’s Headlines which is emailed to International Foundation members each business day. Inquiries regarding these updates should be directed to the Benefits Knowledge Center at the International Foundation at (888) 334-3327, option 5 or [email protected].
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OSFI Releases Revised Annual Filing Instruction Guides and Forms
Feb 9, 2024, 16:57
by
Jenny Gartman
The Office of the Superintendent of Financial Institutions (OSFI) has issued six revised instruction guides and accompanying forms for administrators of pension plans registered, or having filed an application for registration, under the Pension Benefits Standards Act, 1985
Annual filing requirement documents updated in 2024 include the following:
- Actuarial Information Summary (AIS) and form
- Annual Information Return (AIR guide) and forms: OSFI 49, OSFI 49A, and PPACC
- Auditor’s Report Filing Confirmation and form
- Certified Financial Statements (OSFI 60)
- Replicating Portfolio Information Summary (RPIS) and form
- Solvency Information Return and form
All forms must be filed directly in Regulatory Reporting System (RRS) by entering the information into the appropriate on-line web form. Revisions are consistent with the forms accessed through RRS, which were updated earlier this month. These revised instruction guides replace those previously published.