Information for individuals : accessing pension funds

Description

When individuals cease membership in a registered pension plan in Alberta, they have the option of transferring funds from the pension plan into a Locked-in Retirement Account (LIRA). This document describes the five unlocking provisions that can provide owners with access to these funds. Please refer to the CURRENT version. Previous versions are included for historical purposes only.

Updated

January 2, 2024

Resources

[CURRENT] - Information for individuals : accessing pension funds [January 2024]

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Downloads: 2616
[SUPERSEDED] - Information for individuals : accessing pension funds [January 2023]

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Downloads: 8312
[SUPERSEDED] - Information for individuals : accessing pension funds (January 2022)

Updated to reflect the 2022 YMPE (Year’s Maximum Pension)
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Downloads: 7780
[SUPERSEDED] - Information for individuals : accessing pension funds (January 2021)

Updated to reflect the 2021 YMPE (Year’s Maximum Pensionable Earnings)
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Downloads: 9071
[SUPERSEDED] - Information for individuals : accessing pension funds (January 2020)

Updated to reflect the 2020 YMPE (Year’s Maximum Pensionable Earnings)
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Downloads: 10154
[SUPERSEDED] - Accessing pension funds (January 2019)

Updated to reflect the 2019 YMPE (Year’s Maximum Pensionable Earnings)
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Downloads: 5830
[SUPERSEDED] - Accessing pension funds (January 2018)

Updated to reflect the 2018 YMPE (Year’s Maximum Pensionable Earnings)
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Downloads: 119
[SUPERSEDED] - Accessing pension funds (January 2017)

Updated to reflect the 2017 YMPE (Year’s Maximum Pensionable Earnings)
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Downloads: 37
[SUPERSEDED] - Accessing pension funds (January 2016)

Updated to reflect the 2016 YMPE (Year’s Maximum Pensionable Earnings)
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Downloads: 23
[SUPERSEDED] - Accessing pension funds (January 2015)

Updated to reflect the 2015 YMPE (Year’s Maximum Pensionable Earnings)
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Downloads: 30
[SUPERSEDED] - Accessing pension funds (September 2014)

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Downloads: 0
[SUPERSEDED] - Accessing pension funds (January 2014)

Updated to reflect the 2014 YMPE (Year’s Maximum Pensionable Earnings)
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Downloads: 71
[SUPERSEDED] - Accessing pension funds (December 2012)

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Downloads: 1
[SUPERSEDED] - Accessing pension funds (December 2011)

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Downloads: 0
[SUPERSEDED] - Accessing pension funds (December 2010)

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Downloads: 2

Title and publication information

Type

Guide

Alternative Title

Accessing pension funds

Frequency

Annual

Publisher / Creator Information

Creator

Treasury Board and Finance

Publisher

Treasury Board and Finance

Place of Publication

Edmonton

Subject Information

Topic

Economy and Finance

Start Date

2010-12-01

End Date

2023-01-01

Resource Dates

Date Created

2010-12-01

Date Added

2015-05-13T15:01:03.943910

Date Modified

2024-01-02

Date Issued

2010-12-01

Audience information

General Public

Language

English (Canadian)

Identifiers

NEOS catalogue key

5443908

Usage / Licence

Licence

Open Government Licence - Alberta

Contact

Contact Name

Treasury Board and Finance

Contact Email

employment.pensions@gov.ab.ca

Contact Other

780-427-8322

Available Fields

title | Title

Information for individuals : accessing pension funds

name | URL
```
5443908
```
owner_org | Publisher
```
c3003e80-5e17-4962-9804-54b0c9da91e0
```
alternatetitle1 | Alternative Title
```
Accessing pension funds
```
alternatetitle2 | Alternative Title
alternatetitle3 | Alternative Title
seriestitle | Series Title
seriestitle2 | Series Title
seriestitle3 | Series Title

notes | Description

pubtype | Type
```
Guide
```
creator | Creator
```
Treasury Board and Finance
```
contributor | Contributor
contributor2 | Contributor
contributor3 | Contributor
contributor4 | Contributor
contributor5 | Contributor
contributor6 | Contributor
contact | Contact Name
```
Treasury Board and Finance
```
email | Contact Email
```
employment.pensions@gov.ab.ca
```
contactother | Contact Other
```
780-427-8322
```
placeofpub | Place of Publication
```
Edmonton
```
identifier-ISBN-print | ISBN (print)
identifier-ISBN-pdf | ISBN (pdf)
identifier-ISBN-html | ISBN (html)
identifier-ISBN-cdrom | ISBN (CD-ROM)
identifier-ISBN-dvd | ISBN (DVD)
identifier-ISSN-print | ISSN (print)
identifier-ISSN-online | ISSN (online)
identifier-AGDEX-number | AGDEX number
identifier-ALIS-catno | ALIS catalogue number
identifier-NEOS-catkey | NEOS catalogue key
```
5443908
```
identifier-local | Local Identifier
published_date, | Publish on this future date.
review_date | Review Date
createdate | Date Created
```
  2010-12-01
```
issuedate | Date Issued
```
  2010-12-01
```
date_modified | Date Modified
```
  2024-01-02
```
updatefrequency | Frequency
```
Annual
```
topic | Topic
```
Economy and Finance
```
tag_string | Tags
subject | Subject (LCSH)
subject2 | Subject (LCSH)
```
Pension trusts--Alberta
```
subject3 | Subject (LCSH)
```
Retirement income--Alberta
```
subject4 | Subject (LCSH)
```
Pensions--Alberta
```
subject5 | Subject (LCSH)
subject6 | Subject (LCSH)
time_coverage_from | Start Date
```
  2010-12-01
```
time_coverage_to | End Date
```
  2023-01-01
```
spatialcoverage | Spatial Coverage
spatialcoverage2 | Spatial Coverage
spatialcoverage3 | Spatial Coverage
audience | Audience
```
General Public
```
Extent | Extent
Extent2 | Extent
Extent3 | Extent
replacedby_title | Is Replaced By - Title
replacedby_uri | URI
replaces_title | Replaces - Title
replaces_uri | URI
hastranslation_title | Has Translation - Title
hastranslation_uri | URI
istranslation_title | Is Translation Of
istranslation_uri | URI
archivedate | Date Archived
usageconsiderations | Usage Considerations
language | Language
```
English (Canadian)
```
license_id | Licence
```
Open Government Licence - Alberta
```
sensitivity | Sensitivity
```
Unrestricted
```

Pkg Data

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