Pensions Legislation and Updates

About Alberta Pensions Legislation


Pension Legislation and Regulations

Please note: Legislation and Regulations are stored on the Queen's Printer (QP) website.  Please see their copyright/disclaimer.  Regulations are consolidated up to the most recent amendment as soon as possible. The most recent amendment regulation which has been consolidated is noted at the top of the regulation.

Legislation and Regulation which applies to Private Sector Pension Plans
Legislation and Regulations which apply to Public Sector Pension Plans


Employment Pension Plans Act (EPPA) Updates

Documents produced by Alberta Treasury Board and Finance, Employment Pensions, related to EPPA legislation.

EPPA Updates
-- issued
in 2011 (no updates issued in 2010):

pdf
Released
mm/dd/yy

11-01 - Canadian Institute of Actuaries Revised Standards of Practice for Pension Plans

01/31/11

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EPPA Updates
-- issued
in 2009:

pdf
Released
mm/dd/yy

09-03 - Funding Relief Provisions 2009 (was previously Policy Bulletin #41)

04/24/09

09-02 - Employment Pension Plans Amendment Regulation, 2009 - Frequently Asked Questions - Funding Relief Provisions

04/24/09

09-01 - Employment Pension Plans Amendment Regulation, 2009 - Summary of Changes

02/20/09

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EPPA Updates
-- issued
in 2008:

pdf
Released
mm/dd/yy
08-04 - Employment Pension Plans Amendment Act, 2008 – Summary of Changes
11/12/08

08-03 - Capital Accumulation Plans (CAP) Guidelines - Surveys of Plan Members

09/12/08
08-02 - Application of Phased Retirement Provisions Under the Income Tax Act
07/22/08

08-01 - Capital Accumulation Plans (CAP) Guidelines - Surveys of Plan Sponsors
See also: Letter to Respondents / Link to Survey; Survey Questions and Answers

01/15/08

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EPPA Updates
-- issued
in 2007:

pdf
Released
mm/dd/yy
07-03 - 50% Unlocking Cheat Sheet
See also:  Accessing Pension Funds
01/10/08
07-02 - Employment Pension Plans Regulation Amendment, November 2007
See also:  Policy Bulletin #39, Letters of Credit
11/28/07
07-01 - ALERT – Illegal Locked-in Account Unlocking Scheme
11/14/07

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EPPA Updates
-- issued
in 2006:

pdf
Released
mm/dd/yy
06-02 - Notice to Financial Institutions: Changes to Locked-in Products
10/31/06
06-01A - Amendment Checklist
10/20/06
06-01 - New Legislation in Effect
08/28/06

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EPPA Updates
-- issued
in 2005:


pdf
Released
mm/dd/yy
05-01 (formerly (04-03) - Guidelines for Filing Annual Actuarial Valuations Under the Employment Pension Plans Act - renamed to Policy Bulletin #26 12/23/05.
n/a
n/a

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EPPA Updates
-- issued
in 2004:


pdf
Released
mm/dd/yy
04-02 - Merger of two or more fund holders and the impact on registered pension plans
07/27/04
04-01 - Application of the Personal Information Protection Act to Registered Pension Plans under the Employment Pension Plans Act
06/24/04

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EPPA Updates
-- issued
in 2003:


pdf
Released
mm/dd/yy
03-06 - Definition of "Spouse" Changed in EPPA
07/16/03
03-05 - Alberta Financial Hardship Access
12/16/03
03-04 - Consequences of the 2003 Federal Budget on Pension Plans Registered Under the EPPA
03/08/03
03-03 - Interpretation of Calculation of Solvency Deficiency in Pension Plans Containing Defined Benefit Provisions
03/08/03
03-02 - Guidelines for Actuarial Assumptions Used in Valuations Filed Under the Employment Pension Plans Act - removed 04/29/04 - see Disclosure Paper on the Pension Plan Risk Assessment Program.
n/a
n/a
03-01 - Changes to Policy Bulletin #4: Removal of Funds
01/17/03

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EPPA Updates
-- issued
in 2002:


pdf
Released
mm/dd/yy
02-02 - United Nations Suppression of Terrorism Regulations
06/19/02
02-01 - Concordance for Revised Statute
05/02/02

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EPPA Updates
-- issued
in 2001:


pdf
Released
mm/dd/yy
01-01 - Maintenance Enforcement Orders and Pensions
06/19/02

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EPPA Updates
-- issued
in 2000:


pdf
Released
mm/dd/yy
00-01 - New Legislation in Effect
06/19/02
00-02 - Pension Benefits and Marriage Breakdown (withdrawn/replaced by Policy Bulletin #3)
n/a
n/a
00-03 - Specified Multi-Employer Pension Plans
06/19/02
00-04 - LIRAs, LIFs and LRIFs
06/19/02
00-05 - Maximum Commutable Amounts
01/03/03
00-06 - Commutation due to Non-residency Status 
06/19/02
00-07 - New Fee Structure in Effect
06/19/02
00-08 - Reminder Re Filing Requirements for PSIs
06/19/02

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Page last updated:  May 20, 2012