Pension Plan Governance Guidelines & Self-Assessment Questionnaire

Initiative/Project Name:

Pension Plan Governance Guidelines & Self-Assessment Questionnaire

Description:

On October 24, 2004, CAPSA released the CAPSA Guideline No. 4: Pension Plan Governance Guidelines and Self-Assessment Questionnaire. The purpose of the guidelines and self-assessment questionnaire is to assist pension plan administrators in fulfilling their governance responsibilities by achieving and maintaining good governance practices. It is the expectation of regulators that pension plan administrators will voluntarily take measures necessary to follow the guidelines.

 

CAPSA subsequently released a a Frequently Asked Questions companion document in June, 2005. The purpose of the FAQ is to provide pension plan administrators with general guidance, additional clarification and examples related to the Guideline and Self-Assessment Questionnaire.

 

 

 

Publications:

Document Name
Date
Description
Communiqué
June 9, 2005
Spring 2005 CAPSA Communiqué
Frequently Asked Questions
June 9, 2005
CAPSA Pension Plan Governance - Frequently Asked Questions
Guideline No. 4
October 25, 2004
CAPSA Guideline No. 4 - Pension Plan Governance Guidelines and Self-Assessment Questionnaire
Communiqué
May 28, 2004
Spring 2004 CAPSA Communiqué
Letter to stakeholders
November 17, 2003
Invitation to Road Test CAPSA's Pension Plan Governance Guidelines and Self-Assessment Questionnaire
Communiqué
September 8, 2003
Summer 2003 CAPSA Communiqué
Communiqué
August 31, 2002
Summer 2002 CAPSA Communiqué
Letter to stakeholders
May 1, 2002
Letter to stakeholders regarding CAPSA's Pension Plan Governance Initiative
Communiqué
December 20, 2001
Fall 2001 CAPSA Communiqué