Initiative/Project Name: |
Prudence Standard |
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Description: |
CAPSA is pleased to announce the release of CAPSA Guideline No. 6 Pension Plan Prudent Investment Practices Guideline, the companion Self-Assessment Questionnaire on Prudent Investment Practices, and CAPSA Guideline No. 7 Pension Plan Funding Policy Guideline.
CAPSA believes that good pension plan governance in terms of best practices in pension plan funding and investment is essential if plan members are to receive the benefits they have been promised. These guidelines build on CAPSA Guideline No. 4 Pension Plan governance guidelines and Self-Assessment Questionnaire.
The Guidelines reflect the expectations of pension regulators regarding the adoption by pension plan administrators of prudent investment practices and funding policies. They are intended to support the continuous development and improvement of industry practices.
The Prudent Investment Practices Guideline and companion Self-Assessment Questionnaire are intended to provide guidance to plan administrators on how to demonstrate the application of prudence to the investment of pension plan assets. The Pension Plan Funding Policy Guideline is intended to provide guidance on the development and adoption of funding policies.
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Publications:
Document Name |
Date |
Description |
|---|---|---|
| Communiqué | June 21, 2012 |
Summer 2012 CAPSA Communiqué - Prudent Investment Funding Committee. |
| Letter to stakeholders | November 15, 2011 |
CAPSA Pension Plan Prudent Investment Practices Guideline, Self-Assessment Questionnaire on Prudent Investment Practices, and Pension Plan Funding Policy Guideline. |
| Guideline No. 6 | November 15, 2011 |
CAPSA Guideline No. 6 Pension Plan Prudent Investment Practices Guideline. |
| Self-Assessment Questionnaire | November 15, 2011 |
Self-Assessment Questionnaire on Prudent Investment Practices. |
| Guideline No. 7 | November 15, 2011 |
CAPSA Guideline No. 7 Pension Plan Funding Policy Guideline. |
| Stakeholder Submissions | November 15, 2011 |
Stakeholder submissions regarding CAPSA Consultation on the Draft Guideline on Pension Plan Prudent Investment Practices and Self-Assessment Questionnaire, and the Draft Guideline on Pension Plan Funding Policy. (Consultation Document, will be archived: November 15, 2013) |
March 1, 2011 |
CAPSA Consultation on the Draft Guideline on Pension Plan Prudent Investment Practices and Self-Assessment Questionnaire, and the Draft Guideline on Pension Plan Funding Policy. (Consultation Document, will be archived: November 15, 2013) |
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March 1, 2011 |
Draft Guideline on Pension Plan Prudent Investment Practices. (Consultation Document, will be archived: November 15, 2013) |
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March 1, 2011 |
Draft Self-Assessment Questionnaire. (Consultation Document, will be archived: November 15, 2013) |
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March 1, 2011 |
Draft Guideline on Pension Plan Funding Policy. (Consultation Document, will be archived: November 15, 2013) |
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| Stakeholder Submissions | July 6, 2010 |
Stakeholder submissions regarding the CAPSA Consultation Paper on the Prudence Standard and the roles of the Plan Sponsor and Plan Administrator in Pension Plan Funding and Investment. (Consultation Document, will be archived: November 15, 2013) |
| Communiqué | January 19, 2010 |
Winter 2010 CAPSA Communiqué - deadlines extended for comments on Consultation Paper. (Consultation Document, will be archived: November 15, 2013) |
| Consultation Document | November 30, 2009 |
CAPSA Consultation Paper on the Prudence Standard and the Roles of the Plan Sponsor and Plan Administrator in Pension Plan Funding and Investment. (Consultation Document, will be archived: November 15, 2013) |