Publications

Select the initiative name for more information on the project, or select the document name to open the document directly.

 

Initiative / Project Name

Document

Date Published

Description

Letter to Stakeholders
July 13, 2012
CAPSA Consultation on the Draft Defined Contribution Pension Plans Guideline.
Guideline No. X
July 13, 2012
CAPSA Guideline No. 6 Pension Plan Prudent Investment Practices Guideline.

General CAPSA

Strategic Plan 2012-2015
June 25, 2012
CAPSA Strategic Plan 2012-2015.
Communiqué
June 21, 2012
Summer 2012 CAPSA Communiqué - Prudent Investment and Funding Committee.
Multi-Jurisdictional Pension Plans Frequently Asked Questions
May 3, 2012
Frequently Asked Questions related to the implementation of the Agreement Respecting Multi-Jurisdictional Pension Plans.
Letter to Stakeholders
November 15, 2011
CAPSA Pension Plan Prudent Investment Practices Guideline, Self-Assessment Questionnaire on Prudent Investment Practices, and the Pension Plan Funding Policy.
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 the 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)

General CAPSA

CAPSA Strategic Plan 2012-2015 - Letter to stakeholders
October 21, 2011
CAPSA Strategic Plan 2012-2015 - Letter to Stakeholders.
Multi-Jurisdictional Pension Plans Agreement
May 20, 2011
Agreement Respecting Multi-Jurisdictional Pension Plans.
Multi-Jurisdictional Pension Plans Commentary Guide
May 20, 2011
Commentary Guide for the Agreement Respecting Multi-Jurisdictional Pension Plans.
Multi-Jurisdictional Pension Plans Administrative Procedures
May 20, 2011
Administrative Procedures for the Agreement Respecting Multi-Jurisdictional Pension Plans.
Multi-Jurisdictional Pension Plans Communiqué
May 20, 2011
Summer 2011 CAPSA Communiqué.

 

Letter to Stakeholders
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)

Draft Guideline
March 1, 2011

Draft Guideline on Pension Plan Prudent Investment Practices.

(Consultation Document, will be archived: November 15, 2013)

 

Draft Self-Assessment Questionnaire
March 1, 2011

Draft Self-Assessment Questionnaire.

(Consultation Document, will be archived: November 15, 2013)

Draft Guideline
March 1, 2011

Draft Guideline on Pension Plan Funding Policy.

(Consultation Document, will be archived: November 15, 2013)

Fund Holder Arrangements Letter to Stakeholders
March 1, 2011
Release of CAPSA Guideline No. 5: Guideline on Fund Holder Arrangements.
Fund Holder Arrangements Guideline No. 5
March 1, 2011
Guidleline on Fund Holder Arrangements.
Fund Holder Arrangements Guideline No. 5 Table
March 1, 2011
Table with information regarding the Guideline on Fund Holder Arrangements.
Actuarial Standards Committee Letter to CIA
February 22, 2011
Letter to Canadian Institute of Actuaries to provide comments and solvency valuations for retired members.
Multi-Jurisdictional Pension Plans Commentary Guide
December 16, 2010
Minior changes to Section 6(2) of the final version of the Commentary Guide for the Proposed Agreement Respecting Multi-Jurisdictional Pension Plans.
Multi-Jurisdictional Pension Plans Proposed Agreement
December, 16, 2010
Minor changes to Section 6(2) of the final version of the proposed Agreement Respection Multi-Jurisdictional Pension Plans.
Multi-Jurisdictional Pension Plans Communiqué
December 16, 2010
December 2010 CAPSA Communiqué.
Fund Holder Arrangements Stakeholder Submissions
November 2, 2010
Stakeholder submissions regarding the CAPSA Draft guideline on the Fund Holder Arrangement.
Fund Holder Arrangements Policy on Public Release
October 6, 2010

Poicy on Public Release of Stakeholder Submissions.

Multi-Jurisdictional Pension Plans Commentary Guide
October 5, 2010
Revised final version of the Commentary Guide for the Proposed Agreement Respecting Multi-Jurisdictional Pension Plans..
Multi-Jurisdictional Pension Plans Proposed Agreement
October 5, 2010
Revised final version of the Proposed Agreement Respecting Multi-Jurisdictional Pension Plans.
Prudence Standard 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)

Actuarial Standards Committee Letter to ASB
April 7, 2010
Letter to Actuarial Standards Board with comments and concerns on the Revised Exposure Draft on Changes to Standards of Practice.
Prudence Standard Communiqué
January 19, 2010

Winter 2010 CAPSA Communiqué - CAPSA extends deadline for comments on Prudence Standard Consultation Document.

(Consultation Document, will be archived: November 15, 2013)

Actuarial Standards Committee Letter to ASB
November 30, 2009
Letter from CAPSA to Actuarial Standards Board with comments and concerns on Exposure Draft on Changes to Standards of Practice.
Multi-Jurisdictional Pension Plans Commentary Guide
November 30, 2009
Commentary Guide for the Proposed Agreement Respecting Multi-Jurisdictional Pension Plans.
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)

Communiqué
November 30, 2009
Fall 2009 CAPSA Communiqué.
Multi-Jurisdictional Pension Plans Proposed Agreement
June 30, 2009
Proposed Agreement Respecting Multi-Jurisdictional Pension Plans.
Multi-Jurisdictional Pension Plans Communiqué
June 30, 2009
Summer 2009 CAPSA Communiqué.
Multi-Jurisdictional Pension Plans Stakeholder Submissions
February 23, 2009
Stakeholder submissions regarding the proposed Agreement Respecting Multi-Jurisdictional Pension Plans.
Model Pension Law Final Report
October 31, 2008
Final Report on CAPSA's work on Regulatory Principles for a Model Pension Law.
Multi-Jurisdictional Pension Plans Letter to Stakeholders
October 23, 2008
Invitation to attend consultation sessions on Proposed Agreement Respecting Multi-Jurisdictional Pension Plans.
Multi-Jurisdictional Pension Plans Consultation Document
October 21, 2008
Proposed Agreement Respecting Multi-Jurisdictional Pension Plans for consultation.
Multi-Jurisdictional Pension Plans 1968 Memorandum
October 21, 2008
1968 Memorandum of Reciprocal Agreement.

General CAPSA

Communiqué
February 15, 2008
Winter 2008 CAPSA Communiqué.

General CAPSA

Communiqué
May 5, 2006
Spring 2006 CAPSA Communiqué.

General CAPSA

Communiqué
June 9, 2005
Spring 2005 CAPSA Communiqué.
Pension Plan Governance Frequently Asked Questions
June 9, 2005
CAPSA Pension Plan Governance - FAQ's.
Actuarial Standards Committee Q & A - Commuted Value of Pensions
March 23, 2005
Questions and answers prepared by the Canadian Institute of Actuaries (CIA) for CAPSA regarding Commuted Value of Pensions.

General CAPSA

 

Communiqué
November 24, 2004
Fall 2004 CAPSA Communiqué.
Pension Plan Governance Guideline
October 25, 2004
CAPSA Guideline No. 4 - Pension Plan Governance Guidelines and Self-Assessment Questionnaire.
Actuarial Standards Committee Review of Commuted Value Standard
June 11, 2004
Letter from the CIA regarding a review of the Standard of Practice for Determining Pension Commuted Values (the "CV Standard").
Capital Accumulation Plans Guideline
May 28, 2004
CAPSA Guideline No. 3 - Guidelines for Capital Accumulation Plans.

General CAPSA

Communiqué
May 28, 2004
Spring 2004 CAPSA Communiqué.
Investment Policy Committee Letter from OFSI
March 5, 2004
Letter from the Office of the Superintendent of Financial Institutions (OFSI) regarding Federal Pension Investment Rules.
Investment Policy Committee Letter to OFSI
February 5, 2004
Letter from CAPSA to OFSI regarding Federal Pension Investment Rules.
Actuarial Standards Committee Letter to CIA
October 31, 2003
Letter from CAPSA to Canadian Institute of Actuaries (CIA) regarding acceptance of the Commuted Value Standard.
Capital Accumulation Plans Stakeholder submissions
September 5, 2003
Stakeholder submissions regarding the proposed Guidelines for Capital Accumulation Plans.
General CAPSA Communiqué
January 21, 2003
January 2003 CAPSA Communiqué.
Actuarial Standards Committee Letter to CIA
December 9, 2002
Letter from CAPSA to the CIA submitting comments on the Commuted Value Standard.
General CAPSA Communiqué
August 31, 2002
Summer 2002 CAPSA Communiqué.
Capital Accumulation Plans Stakeholder submissions
July 5, 2002
Stakeholder submissions regarding the proposed Principles for Capital Accumulation Plans.
Capital Accumulation Plans Letter to stakeholders
May 24, 2002
Letter to stakeholders regarding the proposed Principles for Capital Accumulation Plans.
Electronic Communication in the Pension Industry Guideline
February 15, 2002
CAPSA Guideline No. 2 - Electronic Communication in the Pension Industry.
General CAPSA Communiqué
November 23, 1999
November 1999 CAPSA Communiqué.
Flexible Pension Plans Guideline
April 30, 1999
CAPSA Guideline No. 1 - Flexible Pension Plans.