Information for Albertans

About... Unlocking Pension Funds; Understanding your Pension; and Pension Plan Risk Assessment

The documents included below are intended to help average Albertans understand their pension plan or locked-in account, the law that applies it, and how the Superintendent’s office monitors registered pension plans. The first section deals with unlocking options that apply to these funds. The second section deals with issue-specific topics relating to pension plans. Finally, the last section outlines the Superintendent’s Pension Plan Risk Assessment Program.

Unlocking Pension Funds

Document Name
pdf
Updated
mm/dd/yy

Accessing Pension Funds
This guide provides a general summary of ALL unlocking options available for Alberta locked-in funds.

12/18/08
Summary of Unlocking Provisions and Procedures (page 12 of Accessing Pension Funds)
12/07/07
EPPA Update 07-03, 50% Unlocking Cheat Sheet
01/10/08
Financial Hardship Unlocking Frequently Asked Questions
09/08/09

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Understanding your Pension

Document Name
pdf
Updated
Time to Start a Pension
07/10/08
Understanding Specified Multi-Employer Pension Plan (SMEPP) Contributions
02/18/05

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Pension Plan Risk Assessment

Document Name
pdf
Updated
Disclosure Paper on the Pension Plan Risk Assessment Program

pdf

04/29/04

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Page last updated:  September 8, 2009