Information for Albertans
About Unlocking Pension Funds; and Understanding your Pension
On this page
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 |
12/12/11 |
|
| Summary of Unlocking Provisions and Procedures (page 12 of Accessing Pension Funds) | 12/12/11
|
|
| Financial Hardship Unlocking Application Form 51 | 12/22/11 |
|
| Financial Hardship Unlocking Frequently Asked Questions | 07/06/10 |
|
| EPPA Update 07-03, 50% Unlocking Cheat Sheet | 01/10/08 |
Understanding your Pension
| Document Name | pdf |
Updated mm/dd/yy |
| Time to Start a Pension | 07/10/08 |
|
| Understanding Specified Multi-Employer Pension Plan (SMEPP) Contributions | 02/18/05 |

