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
Tags
Resources
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[CURRENT] - Information for individuals : accessing pension funds [January 2024]
Downloads: 5385
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[SUPERSEDED] - Information for individuals : accessing pension funds [January 2023]
Downloads: 8332
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[SUPERSEDED] - Information for individuals : accessing pension funds (January 2022)
Updated to reflect the 2022 YMPE (Year’s Maximum Pension)
More information DownloadDownloads: 7786
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[SUPERSEDED] - Information for individuals : accessing pension funds (January 2021)
Updated to reflect the 2021 YMPE (Year’s Maximum Pensionable Earnings)
More information DownloadDownloads: 9075
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[SUPERSEDED] - Information for individuals : accessing pension funds (January 2020)
Updated to reflect the 2020 YMPE (Year’s Maximum Pensionable Earnings)
More information DownloadDownloads: 10161
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[SUPERSEDED] - Accessing pension funds (January 2019)
Updated to reflect the 2019 YMPE (Year’s Maximum Pensionable Earnings)
More information DownloadDownloads: 5831
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[SUPERSEDED] - Accessing pension funds (January 2018)
Updated to reflect the 2018 YMPE (Year’s Maximum Pensionable Earnings)
More information DownloadDownloads: 121
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[SUPERSEDED] - Accessing pension funds (January 2017)
Updated to reflect the 2017 YMPE (Year’s Maximum Pensionable Earnings)
More information DownloadDownloads: 41
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[SUPERSEDED] - Accessing pension funds (January 2016)
Updated to reflect the 2016 YMPE (Year’s Maximum Pensionable Earnings)
More information DownloadDownloads: 24
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[SUPERSEDED] - Accessing pension funds (January 2015)
Updated to reflect the 2015 YMPE (Year’s Maximum Pensionable Earnings)
More information DownloadDownloads: 31
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[SUPERSEDED] - Accessing pension funds (September 2014)
Downloads: 1
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[SUPERSEDED] - Accessing pension funds (January 2014)
Updated to reflect the 2014 YMPE (Year’s Maximum Pensionable Earnings)
More information DownloadDownloads: 72
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[SUPERSEDED] - Accessing pension funds (December 2012)
Downloads: 2
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[SUPERSEDED] - Accessing pension funds (December 2011)
Downloads: 1
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[SUPERSEDED] - Accessing pension funds (December 2010)
Downloads: 4
Title and publication information
Type
Alternative Title
Accessing pension funds
Frequency
Annual
Publisher / Creator Information
Subject Information
Topic
Start Date
2010-12-01
End Date
2023-01-01
Subject (LCSH)
Subject (LCSH)
Subject (LCSH)
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
Language
Identifiers
NEOS catalogue key
5443908
Usage / Licence
Contact
Contact Name
Treasury Board and Finance
Contact Email
Contact Other
780-427-8322