Employment Pension Plans Act, Regulation and Updates
Pensions Legislation in Alberta
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Employment Pension Plans Act (EPPA) and Regulation
Following are links to legislation and associated regulations administered by Alberta Finance and Enterprise. The links will open in a separate window as text versions except where noted. The actual documents are stored on the Queen's Printer (QP) website. Please see information about the Queen's Printer; their copyright/disclaimer, and ordering information.
The Regulation is 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 the regulation.
Alberta-British Columbia Joint Expert Panel on Pension Standards
Final Report
The Joint Expert Panel on Pension Standards, appointed by the Governments of Alberta and British Columbia, to review the pension standards legislation in the two provinces (Employment Pension Plans Act and Pension Benefits Standards Act respectively) completed its work and submitted its report on November 14, 2008. The Panel was dissolved, and the two governments released the report to the public on November 28, 2008. A public response period followed, ending March 1, 2009.
Click here for the Panel’s report, “Getting our Acts Together: Pension Reform in Alberta and British Columbia”. Copies may be obtained by contacting Alberta Finance and Enterprise or British Columbia Ministry of Finance at the addresses below:
| Alberta Finance and Enterprise Room 200, 9515 - 107 Street Edmonton, Alberta T5K 2C3 |
British Columbia Ministry of Finance |
Employment Pension Plans Act (EPPA) Updates
Documents produced by Alberta Finance and Enterprise, Employment Pensions, related to EPPA legislation.
| EPPA Updates -- issued in 2008: |
Released /Updated |
|
| 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 |
01/15/08 |
| EPPA Updates -- issued in 2007: |
Released /Updated |
|
| 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 |
Released /Updated |
||
| 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 |
Released /Updated |
||
| 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 |
Released /Updated |
||
| 03-06 - Definition of "Spouse" Changed in EPPA | 07/16/03 |
|
| 03-05 - Alberta Financial Hardship Access | 12/16/03 |
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| 03-04 - Consequences of the 2003 Federal Budget on Pension Plans Registered Under the EPPA | 03/08/03 |
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| 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 |
Released /Updated |
||
| 02-02 - United Nations Suppression of Terrorism Regulations | 06/19/02 |
|
| 02-01 - Concordance for Revised Statute | 05/02/02 |
Released /Updated |
||
| 01-01 - Maintenance Enforcement Orders and Pensions | 06/19/02 |
Released /Updated |
||
| 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 |
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| 00-06 - Commutation due to Non-residency Status | 06/19/02 |
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| 00-07 - New Fee Structure in Effect | 06/19/02 |
|
| 00-08 - Reminder Re Filing Requirements for PSIs | 06/19/02 |
