OSFI Releases Instruction Guide for the Preparation of Actuarial Reports

Published November 15, 2024

The Office of the Superintendent of Financial Institutions (OSFI) has issued a revised Instruction Guide for the Preparation of Actuarial Reports for Defined Benefit Pension Plans. The guide updates the previous one published in November 2023 to reflect:

  • updated requirements regarding the maximum going concern discount rate; and
  • updated funding requirements with regards to negotiated contribution plans.

The Guide applies to actuarial reports with a valuation date on and after December 31, 2024. Early adoption is permitted.