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Pension Legislative Update—Alberta

Government Resources

Alberta pension plan: analysis of costs, benefits, risks and considerations, Alberta Treasury Board and Finance (LifeWorks), August 1, 2023
Private sector pensions review engagement, Government of Alberta
Fair Deal Panel, Government of Alberta
- Fair Deal Panel report - Government's response, June 17, 2020
- Report to Government, May 31, 2020
Employment Pension Plans Act (2012; EPPA), Alberta Treasury Board and Finance

Employment Pension Plans Regulation
EPPA Update 23-01 - Filing Fee for Pension Plans effective October 1, 2023, Issued September 21, 2023
EPPA Update 22-02 - Filing Fee for Pension Plans effective October 1, 2022, Issued September 28, 2022
EPPA Update 22-01 - Online Filing of Wind-up Reports and Letters of Credit, Issued April 21, 2022
EPPA Update 21-04 - Employment Pension Plans Amendment Regulation (Supplemental Pension Plans), Issued December 9, 2021
EPPA Update 21-03 - Filing Fee for Pension Plans effective October 1, 2021, Issued September 24, 2021
EPPA Update 21-02 - Online Payment of Filing Fees, Issued June 22, 2021
EPPA Update 21-01 - New Deputy Superintendent of Pensions, Issued May 10, 2021
EPPA Update 20-07 - Electronic beneficiary designation, Issued December 10, 2020
EPPA Update 20-06 - Online Filing of Documents, Issued September 30, 2020
EPPA Update 20-05 - Filing Fee for Pension Plans effective October 1, 2020, Issued September 23, 2020
EPPA Update 20-04 - Additional COVID-19 Relief Measures, Issued June 24, 2020
EPPA Update 20-03 - Additional COVID-19 Relief Measures, Issued June 3, 2020
EPPA Update 20-02 - Adoption of the 2020 Agreement Respecting Multi-Jurisdictional Pension Plans, Issued June 2, 2020
EPPA Update 20-01 – COVID-19 Relief Measures, Issued April 1, 2020
EPPA Update 19-02 – Employment Pension Plans Act and Regulation Amendments, Issued November 2019
EPPA Update 19-01 – Filing Fee for Pension Plans effective October 1, 2019, Issued September 2019

IG-21 – Life Income Type Benefit (DRAFT; May 3, 2018)
IG-20 – Use of Actuarial Excess and Surplus (June 15, 2016)
IG-19 – Successor Situations (DRAFT; October 22, 2015)
IG-18 – Life Income Funds (LIFs) (June 15, 2016)
IG-17 – Locked-In Retirement Accounts (LIRAs) (June 15, 2016)
IG-16 – Records Management (June 15, 2016)
IG-15 – Disclosure to Members and those entitled to Benefits under a Pension Plan (June 23, 2016)
IG-14 – Missing Members (revised June 15, 2016)
IG-13 – Plan Text Document (December 23, 2015)
IG-12 – Governance, Investment and Funding Policies (DRAFT; revised March 28, 2017)
IG-11 – Cessation of Benefit Accrual (November 30, 2015)
IG-10 – Non-Collectively Bargained Multi-Employer Plans (June 15, 2016)
IG-09 – Collectively Bargained Multi-Employer Plans (June 11, 2015)
IG-08 – Jointly Sponsored Plans (June 11, 2015)
IG-07 – Solvency Reserve Account (March 23, 2015)
IG-06 – Registration and Amendment of a Pension Plan (March 23, 2015)
IG-05 – Division and Distribution of Pension Benefits on Marriage Breakdown (DRAFT; revised March 1, 2017)
IG-04 – Unlocking of Pension Benefits (January 14, 2015)
IG-03 – Defined Benefit Provisions (January 13, 2015)
IG-02 – Defined Contribution Provisions (revised November 16, 2015)
IG-01 – The Plan Administrator (revised July 29, 2016)