Institutions offering locked-in pension products

All banks, credit unions, trust companies and insurance companies offering the following products to customers must be on the Superintendent’s List of Financial Institutions offering locked-in pension products, in order to accept transfers of locked-in funds:

  • Locked-in Retirement Accounts (LIRAs)
  • Life Income Funds (LIFs)
  • Locked-in Retirement Income Funds (LRIFs)

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How to be included on the list

To be acknowledged on the list, the financial institution must file the following prescribed certification form with the Superintendent's Office:

Once approved to offer Alberta LIF and LIRA contracts, a copy of the appropriate LIRA or LIF addendum must be provided to LIRA and LIF owners. You can also find these documents on our Forms page.

Current list of financial institutions offering locked-in pension products

Pension plans registered in Alberta

Annual pensions statistics reports

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Contact

Pension plans registered under the Employment Pension Plans Act (EPPA)

Connect with the Office of the Alberta Superintendent of Pensions:

Hours: 8:15 am to 4:30 pm (open Monday to Friday, closed statutory holidays)
Phone: 780-427-8322 
Toll free: 310-0000 before the phone number (in Alberta)
Email: [email protected]

Address:
Alberta Superintendent of Pensions
Alberta Treasury Board and Finance
Financial Sector Regulation and Policy
402 Terrace Building
9515 107 Street
Edmonton, Alberta  T5K 2C3

Public sector pensions

Contact the following for information on:

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