Description
Employment Pension Plans Act (EPPA) updates are issued by the Alberta Superintendent of Pensions and provide instructions and clarification on the legislation and its associated regulation.
Updated
April 21, 2022
Tags
Resources
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22-01: Online filing of wind-up reports and letters of credit (April 21, 2021)
Downloads: 14
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21-04 : Employment Pension Plans Amendment Regulation (Supplemental Pension Plans) (December 9, 2021)
Downloads: 64
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21-03 : Filing fee for pension plans effective October 1, 2021 (September 24, 2021)
Downloads: 76
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21-02 : online payment of filing fees (June 22, 2021)
Downloads: 181
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21-01: New Deputy Superintendent of Pensions (May 10, 2021)
Downloads: 49
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20-07 : Electronic beneficiary designation (December 10, 2020)
Downloads: 101
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20-06 : Online Filing of Documents (September 30, 2020)
Downloads: 33
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20-05 : Filing Fee for Pension Plans effective October 1, 2020 (September 23, 2020)
Downloads: 30
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20-04: Additional COVID-19 Relief Measures (June 24, 2020)
Downloads: 102
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20-03: Additional COVID-19 Relief Measures (June 3, 2020)
Downloads: 60
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20-02: Adoption of the 2020 Agreement Respecting Multi-Jurisdictional Pension Plans (June 2, 2020)
Downloads: 31
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20-01: COVID-19 Relief Measures (April 1, 2020)
Downloads: 110
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19-02 : Employment Pension Plans Act and Regulation Amendments (November 28, 2019)
Downloads: 216
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19-01 : Filing fee for pension plans effective October 1, 2019 (September 18, 2019)
Downloads: 31
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18-06 : Filing fee for pension plans effective October 1, 2018 (September 11, 2018)
Downloads: 34
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18-05 : Alberta Employment Pension Tribunal (July 3, 2018)
Downloads: 45
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18-04 : Cost certificate, 2018 (May 31, 2018)
Downloads: 31
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18-03 : Eligibility for pension credit splitting on relationship breakdown extended to common-law spouses (May 23, 2018)
Downloads: 132
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18-02 : Annual information return - 2018 (April 10, 2018)
Downloads: 27
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18-01 : Defined benefit funding relief provisions – 2018 (March 23, 2018)
Downloads: 88
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17-03 : Government of Alberta amends Employment Pension Plans Regulation (November 21, 2017)
Downloads: 195
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17-02 : Filing fee for pension plans effective October 1, 2017 (September 19, 2017)
Downloads: 19
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17-01 : Filing extension for actuarial valuation reports (September 11, 2017)
Downloads: 23
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16-01 : Filing fee for pension plans effective October 1, 2016 (September 29, 2016)
Downloads: 22
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15-01 : Extension of amendment filing deadline (May 21, 2015)
Downloads: 43
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14-06 : Government of Alberta amends Employment Pension Plans Regulation (December 19, 2014)
Downloads: 141
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14-05 : Requirements for filing annual valuations (December 15, 2014)
Downloads: 76
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14-04 : Audited financial statements (revised September 16, 2015)
Downloads: 150
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14-03 : New legislation - summary of changes (July 23, 2014)
Downloads: 282
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14-02 : New legislation - administrative information and checklists (July 23, 2014)
Downloads: 117
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14-01 : New Legislation is proclaimed (July 23, 2014)
Downloads: 93
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13-01 : Alternative settlement methods for hypothetical wind-up and solvency valuations (November 12, 2013)
Downloads: 58
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12-02 : Key differences - Employment Pension Plans Act, 2012 (November 27, 2012)
Downloads: 83
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12-01 : Defined benefit funding relief provisions - 2012 (October 26, 2012)
Downloads: 28
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11-01 : Canadian Institute of Actuaries revised standards of practice for pension plans (January 31, 2011)
Downloads: 26
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09-03 : Funding relief provisions 2009 (April 24, 2009)
Downloads: 16
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09-02 - Employment Pension Plans Amendment Regulation, 2009 - FAQs - funding relief provisions (April 24, 2009)
Downloads: 20
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09-01 : Employment Pension Plans Amendment Regulation, 2009 - summary of changes (February 20, 2009)
Downloads: 33
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08-04 : Employment Pension Plans Amendment Act, 2008 – summary of changes (November 12, 2008)
Downloads: 25
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08-03 : Capital accumulation plans (CAP) guidelines - survey of plan members (September 12, 2008)
Downloads: 6
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08-02 : Application of phased retirement provisions under the Income Tax Act (July 22, 2008)
Downloads: 13
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08-01 : Capital accumulation plans (CAP) guidelines - survey of plan sponsors (01/15/08)
Downloads: 19
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07-03 : 50% unlocking cheat sheet (revised January 10, 2008)
Downloads: 39
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07-02 : Employment Pension Plans Regulation amendment, November 2007 (November 28, 2007)
Downloads: 13
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07-01 : Alert - illegal locked-in account unlocking scheme (November 14, 2007)
Downloads: 9
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06-02 : Notice to financial institutions - changes to locked-in products (October 31, 2006)
Downloads: 16
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06-01A : New legislation in effect August 10, 2006 - amendment checklist (revised October 20, 2006)
Downloads: 24
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06-01 : New legislation in effect August 10, 2006 (August 28, 2006)
Downloads: 31
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04-02 : Merger of two or more fund holders and the impact on registered pension plans (July 24, 2004)
Downloads: 12
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04-01 : Application of the Personal Information Protection Act to registered pension plans under the EPPA (June 24, 2004)
Downloads: 8
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03-06 : Definition of "spouse" changed in EPPA (July 16, 2003)
Downloads: 11
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03-05 : Alberta financial hardship access (December 16, 2003)
Downloads: 13
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03-04 : Consequences of the 2003 federal budget on pension plans registered under the EPPA (March 8, 2003)
Downloads: 8
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03-03 : Interpretation of calculation of solvency deficiency in pension plans containing defined benefit provisions (March 8, 2003)
Downloads: 6
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03-01 : Changes to removal of funds (January 17, 2003)
Downloads: 11
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02-02 : United Nations suppression of terrorism regulations (June 19, 2002)
Downloads: 8
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02-01 : Concordance for revised statute (May 2, 2002)
Downloads: 8
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01-01 : Maintenance enforcement orders and pensions (revised June 19, 2002)
Downloads: 18
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00-08 : Reminder regarding filing requirements for plans for specified individuals (PSIs) (revised June 19, 2002)
Downloads: 7
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00-07 : New fee structure in effect (revised June 19, 2002)
Downloads: 8
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00-06 : Commutation due to non-residency status (revised June 19, 2002)
Downloads: 10
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00-05 : Maximum commutable amounts (revised January 3, 2003)
Downloads: 12
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00-04 : LIRAs, LIFs and LRIFs (revised June 19, 2002)
Downloads: 16
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00-03 : Specified multi-employer pension plans (revised June 19, 2002)
Downloads: 9
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00-01 : New legislation in effect (revised June 19, 2002)
Downloads: 58
Title and publication information
Type
Alternative Title
Superintendent of Pensions EPPA update
Frequency
Irregular
Publisher / Creator Information
Subject Information
Topic
Resource Dates
Date Created
2000-03-01
Date Added
2018-10-15T22:37:35.792746
Date Modified
2022-04-21
Date Issued
2000-03-01
Audience information
Language
Identifiers
Usage / Licence
Usage Considerations
Enumeration note: the first two numbers in the update number indicate the release year and the second two numbers its order of release. For example, 18-06 indicates the sixth update issued in 2018.
Please note: some of the documents between 2000 and 2011 may link to old Policy Bulletins, which have been archived. Some have been replaced by Interpretive Guidelines. If you have any questions, please email employment.pensions@gov.ab.ca.