Pension Legislative Update—Alberta

• 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 24-01 - Amendment to the Employment Pension Plans Regulation, Issued June 21, 2024
• 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
• Private Sector Pensions
• Forms
• Interpretive Guidelines
• 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)

News/Analysis

• What is the CPP anyway? And why is Alberta leaving it different from Quebec?, CBC, November 2, 2023
• Alberta deserves more than half CPP assets if it exits program: report, Benefits Canada, September 22, 2023
• Alberta government asking for proposals to study feasibility of provincial pension plan, Global News, September 16, 2020
• Alberta panel recommending province withdraws from CPP, creates Alberta Pension Plan, Benefits Canada, June 19, 2020
• Proposed Alberta Pension Plan has underwriting, political risks: report, Benefits Canada, January 13, 2020
• The Alberta Pension Plan is no slam dunk: memo, Benefits Canada, December 4, 2019
• Alberta launches panel to examine involvement in CPP, national pharmacare, Benefits Canada, November 12, 2019