Source: http://www.qp.alberta.ca/1266.cfm?page=1993_366.cfm&leg_type=Regs&isbncln=9780779759255&display=html
Timestamp: 2018-06-21 23:27:34
Document Index: 169848315

Matched Legal Cases: ['art 1', 'art 2', 'art 3', 'art 2', 'art 1', 'art 1', 'art 1']

AR 366/93 LOCAL AUTHORITIES PENSION PLAN
(Consolidated up to 209/2017)
ALBERTA REGULATION 366/93
11.1 Condition of service before participation
14.1 Purchase of probationary service on current service basis
23 Method of making lump sum and instalment contributions
‑ general provisions
26 Prior service liability - continuation of arrangements under
31 Pensionable service references re vesting
39.1 Enhanced early retirement pension - where retirement allowance paid
50.1 Enhanced early retirement pension - where retirement allowance paid
59 Benefit on death before commencement of pension ‑ pension partner’s entitlements
64 Benefit on death before commencement of pension ‑ pension partner’s entitlements
69 Termination after vesting
70 Termination before vesting
72 Termination after vesting
73 Termination before vesting
84.1 Saving of reciprocal agreements involving SFPP
97.1 Saving of reciprocal agreements involving SFPP
116 Savings - suspensions of pension
116.1 Transitional - Edmonton Telephones Corporation/Telus Group
116.2 Transitional - commuted value
121 Commencement ‑ employment positions
1 This Regulation constitutes the major part of the plan rules for the Local Authorities Pension Plan (in these plan rules referred to as “the Plan”).
(a) “Act” means sections 1 to 9.2 of and Schedule 1 to the Public Sector Pension Plans Act;
(b) “Act Schedule” means the Schedule 1 referred to in clause (a);
(g) “additional contributions” means additional contributions made under the repealed section 9 of the Act Schedule;
(i) repealed AR 221/2007 s5;
(m) “current service contributions” means a participant’s contributions under section 13, 14 or 14.1 or all of them, and includes current service contributions under and within the meaning of the former Act;
(i) a person who is employed under one or more contracts of service with a single entity that is a local authority or a public board, commission or other public body listed in Part 1 of Schedule 2, to the extent that that employment is on a full‑time continuous basis,
(ii) a person who does not fall within subclause (i) and is employed under one or more contracts of service with a single entity referred to in subclause (i) where
(A) the aggregate of the regularly scheduled hours of work thereunder is not fewer than 14 hours per week or 728 hours per year, and
(B) that single entity, pursuant to its established policy for pension coverage of persons or classes of persons employed by it, applies, or before the commencement of this subclause submitted a still extant application, to the Minister for that person’s participation in the Plan,
(iv) any person specified in section 3(1), (2) or (3) to be an employee of a body referred to in subclause (i), or
and includes a member of a corporation that is a body referred to in subclause (i) notice of whose inclusion as an employee for the purposes of the Plan has been given by that body to the Minister, but does not include a person to whom the Management Employees Pension Plan, the Special Forces Pension Plan or the Teachers’ Pension Plans Act applies or a person who is a participant of the Public Service Pension Plan by virtue of section 10(1)(c), (c.2), (c.3), (c.5), (m) or (n) of the Public Service Pension Plan (AR 368/93);
(q) “employer” means a local authority or other person who employs a participant or otherwise occupies an employer or former employer relationship in relation to a person who is or was a participant and, in relation to a person who is a participant by virtue of being a member of a corporation, includes that corporation, but does not include a bargaining agent that employs a participant who is on a period on loan to it;
(t) “former Act” means the Local Authorities Pension Plan Act and includes the Local Authorities Pension Act or the corresponding provisions of it, and the regulations under the Act in question;
(u) “full‑time basis” means, in relation to employment, whether under one or more contracts of service, a basis where the aggregate of the regularly scheduled hours of work in that employment are not fewer than 30 hours per week;
(u.4) “latest pension commencement date” means, in relation to a participant or former participant whose pension has not yet commenced, the last moment as of which that person is or was allowed to commence to receive the pension under the tax rules;
(i) during which a participant is, with the authority of his employer, on leave from all or a portion of the regular duties of his employment and is receiving remuneration that is less than regular salary from his employer, and
(ii) that, if after 1991, is or was an eligible period of temporary absence or an eligible period of reduced pay under and within the mean of the tax rules,
but does not include a period during which he is in receipt of benefits under a disability plan or on a period on loan to a bargaining agent;
(w.2) “local authority” means any of the following bodies or the legal entities that comprise or operate the following units, as the case may be, namely,
(i) a local government body, that is
(A) a municipality within the meaning of the Municipal Government Act,
(B) a regional services commission, intermunicipal service agency, municipal planning commission or intermunicipal planning commission under the Municipal Government Act,
(C) a board of trustees under the Drainage Districts Act,
(D) the board of directors of a district within the meaning of the Irrigation Districts Act,
(E) a body continued or established as a municipal library board, library system board or federation board by or under the Libraries Act,
(F) the Alberta Association of Municipal Districts and Counties, or
(G) the Alberta Urban Municipalities Association,
(ii) an educational body, that is
(A) a technical institute within the meaning of the Post‑secondary Learning Act,
(B) a public college within the meaning of the Post‑secondary Learning Act,
(C) a board within the meaning of the School Act,
(D) a charter school within the meaning of the School Act, or
(E) the Alberta School Boards Association,
(iii) a health care body, that is
(A) the board of an approved hospital within the meaning of the Hospitals Act,
(B) a provincial health board established under the Regional Health Authorities Act, or
(C) a regional health authority under the Regional Health Authorities Act;
(ff) “pensionable service” means, subject to section 20, service in respect of which contributions have been made under section 13, 14, 14.1, 20 or 26 or section 14 or 16 of the former Act and service referred to in section 20(1.1)(e);
(ff.01) “period on loan to a bargaining agent” means a period of service during which a participant is, with the authority of his employer, on leave from the regular duties of his employment in order to be employed by a certified bargaining agent serving persons employed by a local authority that is an employer;
(gg) “prior service” means any service other than that for which current service contributions are or were made, and includes service that was prior service under the former Act;
(gg.1) “probationary service” means a period of service referred to in section 11.1(1);
(hh.1) “regional health authority” means a regional health authority established pursuant to the Regional Health Authorities Act;
(jj) “Regulations” means the portion of the Public Sector Pension Plans (Legislative Provisions) Regulation preceding the Schedules and Schedule 1 to that Regulation;
(ll) “salary”, subject to sections 29 and 30, means, with respect to an employee,
(i) subject to subclauses (ii) and (iii),
(A) gross basic pay for the performance of the regular duties of the employment,
(B) where the employer treats it as salary under the employer’s established salary policy for pension purposes and it is payable on a uniform and consistent basis in each salary period,
(I) remuneration paid especially for shift work,
(II) remuneration paid for working on weekends,
(II.1) acting pay (that is, extra pay for the performance on a temporary basis of duties at a higher level than the duties referred to in paragraph (A)), and
(III) the value of the provision of an automobile for personal use, not exceeding the lower of $3000 per annum and the amount reported as the taxable benefit for that usage for income tax purposes,
(C) variable pay,
(ii) in the case of an employee who is receiving benefits under a disability plan or on leave without or with partial salary, the salary being earned immediately before that employee commenced to receive those benefits or went on that leave, adjusted in accordance with any subsequent general adjustments in respect of the period in question that are applicable to the class of employees that he was then in, or
(iii) in the case of an employee on a period on loan to a bargaining agent, the gross basic pay for the performance of his duties in the employment of the bargaining agent, not exceeding 110% of the highest pay under the bargaining agent’s collective agreement or such higher amount as the Minister considers justified,
(x) an overtime payment,
(xi) an expense allowance, or
(xii) special remuneration or other similar compensation that is not specifically enumerated in subclause (i)(B) and (C);
(ii) any other period before July 1, 2002 that was or is maintained as pensionable service as the result of section 20(1.1)(b) or (c), and
(iii) a period referred to in section 20(1.1)(e);
(oo) repealed AR 100/2002 s3;
(rr) “termination”, used in relation to a person, means that person’s ceasing to be an employee, under any circumstances other than
(i) death,
(ii) where the person becomes an employee again without experiencing any break whatsoever in his pensionable service resulting from the cessation, or
(iii) ceasing to be an employee, if applicable, as a result or as part of the process of his employer’s withdrawal from the Plan pursuant to section 14 or 14.1 of the Act Schedule or the person’s transfer by section 19.22(5) of the Regulations;
(ss.1) “variable pay” means lump sum remuneration, whether variable or constant in amount from year to year, that
(i) was paid as part of the employer’s variable pay program whose terms are contained in a written policy or agreement, and
(ii) forms an ongoing part of the employee’s compensation package and is payable to all employees in the program on an ongoing basis,
to the extent that it does not exceed 20% of the employee’s gross basic pay and provided that the employee did not commence in the program in the last 12 months of employment before termination;
(i) completed a period of, or periods aggregating, at least 2 years’ participation as a participant with any probationary service that is pensionable service included,
(ii) accumulated at least 2 years’ pensionable service, or
(iii) attained the age of 65 years;
(1.1) Repealed AR 332/2009 s2.
AR 366/93 s2;395/94;232/95;182/96;291/96;196/97;147/98;256/99;
143/2000;324/2000;25/2001;143/2001;66/2002;100/2002;207/2003;
301/2003;356/2003;34/2007;221/2007;242/2007;20/2009;332/2009;
140/2010;150/2011;154/2014
(4) Repealed AR 256/99 s4.
(7) A person who falls within section 10(j)(i), (ii) and (iii), (k) or (l) is an employee.
AR 366/93 s2;256/99;66/2002;242/2007;102/2009;111/2009;179/2009
4 Repealed AR 66/2002 s4.
10 Subject to sections 11 and 11.1, the following are the persons who are to participate in the Plan:
(a) all the employees of a body that
(i) was an employer immediately before January 1, 1994, and
(ii) has given notice in writing to the Minister stating that all that employer’s employees are to participate in the Plan,
if that notice is approved in writing by the Minister;
(b) all the employees of a body
(i) that was not an employer immediately before January 1, 1994, and
(ii) whose application to become an employer is approved in writing by the Minister;
(c) all those employees of a body that
(ii) has not given a notice described in and approved under clause (a),
being employees who, in relation to that body, are in an occupational group referred to in the former Act that, on application by that body to the Minister before January 1, 1994, was approved in relation to that body by the Minister in writing;
(c.1) all employees employed by a regional health authority;
(d) academic staff members, within the meaning of the Colleges Act, of a college established under that Act and any other employees designated by the board of governors of such a college as participating in the Plan;
(e) repealed AR 256/99 s5;
(i) employees who
(A) were participants by virtue of clause (e) (repealed) and section 3(4) (repealed) immediately before one, both or all of the health units referred to in section 3(4) for whom they worked was or were dissolved and integrated into regional health authorities,
(B) continued to be treated by the Minister as participants until the end of 1999, and
(C) continue to be engaged to work other than on a full‑time basis by each of 2 or more regional health authorities referred to in paragraph (A), with the total of the part‑time work with both or all those authorities being equivalent to continuous employment on a full‑time basis by one such regional health authority;
(j) employees who
(i) immediately before the filing under the Regulations Act of the Local Authorities Pension Plan (Definitions and “Good Sam” Employees, 2007) Amendment Regulation, were employed by The Good Samaritan Society (A Lutheran Social Service Organization),
(ii) have at any time had money deducted from their paycheques and remitted as if they were participants, and
(iii) prior to the date that is 90 days after the filing under the Regulations Act of the Local Authorities Pension Plan (“Good Sam” Employees, 2009) Amendment Regulation,
(A) sent the Minister a signed opting‑in declaration in the form set by the Minister, or
(B) ceased or had previously ceased to be employed by that Society,
with respect to the periods in respect of which those remittances occurred and thereafter (except in the case of employees referred to in paragraph (B)) so long as they remain or to the extent that they remained continuously employed by that Society;
(k) employees who were transferred from the Normandeau Cultural and Natural History Society to the Red Deer and District Museum Society before 2009, so long as they continue to be employed by the Red Deer and District Museum Society;
(l) persons who were participants employed by EPCOR Utilities Inc. immediately before midnight at the beginning of July 1 or August 16, 2009, depending on which of those dates and times they fall under on a construction of the LAPP (EPCOR Former ‑ Capital Power Corporation ‑ Employees) Effective Dates and Times Order made by the Minister on August 14, 2009 and became employed by Capital Power Corporation immediately thereafter so long as they remain continuously employed by Capital Power Corporation.
AR 366/93 s10;256/99;66/2002;221/2007;242/2007;102/2009;
111/2009;179/2009;332/2009
11(1) Section 10 does not apply to an employee
(c) repealed AR 301/2003 s3,
(d.1) who has ever been in receipt of any pension in respect of his own pensionable service after December 31, 2000,
(f) who immediately before January 1, 1994 was not included in the operation of the former Act by virtue of section 11(2)(c) of that Act, unless she notifies the Minister in writing that she wishes to be a participant,
(g) being an academic staff member of a college, who notifies the college board that he wishes to continue his participation in another registered pension plan approved by the Minister responsible for the Colleges Act,
(h) who falls within any class of employees excepted or withdrawn from the Plan by virtue of being referred to in Part 2 of Schedule 2,
(h.1) who is employed by an employer who has withdrawn from the Plan under section 14 or 14.1 of the Act Schedule,
(i) who is employed by an employer who, by virtue of being listed in Part 3 of Schedule 2, is withdrawn from the Plan, or
(j) who is completing probationary service.
(a) is an employee by virtue of a relationship with one entity referred to in section 2(1)(p), and
(b) also has a relationship with another such entity with respect to whom he or she would not qualify as an employee if only that relationship with that other entity were taken into account,
is not a participant with respect to the entity referred to in clause (b).
AR 366/93 s11;196/97;143/2000;324/2000;66/2002;301/2003;
221/2007;332/2009;150/2011
Condition of service before participation
11.1(1) Subject to subsection (2), an employer may require that an employee, before becoming a participant, complete a period of service with the employer.
(2) The period of probationary service must not exceed one year less the aggregate of
(a) any previous period of service with the employer, and
(b) a period of service with another employer immediately preceding the service with the employer.
(3) Subsection (1) does not apply where a person transfers service of any duration into the Plan under a special portability arrangement or a portability arrangement established under section 16.15 of the Regulations or where a person is transferred into the Plan by section 19.22(2) of the Regulations.
AR 366/93 s11.1;221/2007;150/2011
AR 366/93 s12;266/2002;68/2008;31/2012
(a) that does not exceed the year’s maximum pensionable earnings, of 9.39%, and
(b) that does exceed those earnings, of 13.84%.
(3) Current service contributions are not to be made after the length of a participant’s pensionable service has reached 35 years.
AR 366/93 s13;253/2002;362/2003;203/2004;
191/2005;189/2008;327/2009;206/2011;9/2013;209/2017
must make contributions in respect of that period in accordance with this section, at the rate referred to in section 13(1), with interest at the relevant rate.
AR 366/93 s14;66/2002;34/2007
Purchase of probationary service on current service basis
14.1(1) A participant who has successfully completed a period of probationary service and who is and, since the end of that period, has continuously remained an employee of the employer with whom that service was performed may have that service taken into account as pensionable service.
(2) Subject to this section, a person referred to in subsection (1) may elect in writing to have the probationary service taken into account as pensionable service within 5 years after becoming a participant, and, on doing so, must make contributions in respect of that service in accordance with this section, at the rate referred to in section 13(1), with interest.
(3) If the required payment exceeds $500, the person may choose to make the payment by instalments in compliance with and pursuant to sections 23 to 25 with interest at the financing rate, as if it were prior service contributions.
(4) If the person does not choose within the time required by section 23(3) to make the required payment in accordance with subsection (3) or if the required payment does not exceed $500, he must make the whole of the required payment, including interest, in accordance with section 23(2).
(5) Section 27 applies for the purposes of subsections (3) and (4).
(a) that does not exceed the year’s maximum pensionable earnings, of 10.39%, and
(b) that does exceed those earnings, of 14.84%.
(2) The aggregate of the periods of leave without salary in respect of which an employer is liable to make contributions is limited to one year less any periods for which any other employers have been so liable.
(5) Interest is payable under subsection (1) where the current service contributions are contributions for probationary service.
AR 366/93 s15;253/2002;362/2003;203/2004;
16 Repealed AR 207/2003 s3.
17(1) Where contributions under section 13, 14, 14.1 or 15 to be remitted by an employer or the Crown are not received by the Minister of Finance on or before the end of a period of 15 days following
AR 366/93 s17;266/2002;221/2007;68/2008;31/2012
20(1.1) Subject to this section, in computing the length of pensionable service that a person accumulated, the following periods of service, not exceeding 35 years in aggregate, are the periods to be taken into account:
(9) Where the prior service being purchased under subsection (1.1)(d) is probationary service for which current service contributions have not been paid, the employer has no liability for any part of the cost of purchasing that service.
AR 366/93 s20;143/2001;66/2002;100/2002;221/2007
AR 366/93 s22;66/2002
(i) his pensionable service already accumulated,
AR 366/93 s23;66/2002;266/2002;221/2007;68/2008;
24 Notwithstanding section 23, where a person terminates leaving contributions covered by section 20(1.1)(c) or (d) that are not fully paid, he must pay the full balance of the required amount within 90 days after termination if he wishes the remaining service to be taken into account as pensionable service.
AR 366/93 s24;66/2002
Prior service liability ‑ continuation of arrangements under
(2), (3) Repealed AR 66/2002 s12.
AR 366/93 s26;66/2002;221/2007
AR 66/2002 s13
AR 366/93 s27;66/2002
AR 366/93 s28;66/2002;266/2002;68/2008;31/2012
(B) any further service that would be pensionable service referred to in paragraph (A) but only for its exceeding the 35‑year aggregate limit referred to in section 20(1), and
(A) the annual remuneration on which the contributions paid to establish that other service as pensionable service were based under section 16(1)(c) of the former Act or section 26, and
(2) Except where specifically stated, Subdivision A of any Division of this Part applies only with respect to service that occurred before 1992.
AR 366/93 s29;10/99;143/2001;66/2002;221/2007
(0b) repealed AR 143/2000 s4;
(2) Except where specifically stated, Subdivision B of any Division of this Part applies only with respect to service occurring after 1991.
(a) the salary in respect of any year after 1991 is to be taken to be pensionable salary for the year in question, and
AR 366/93 s30;147/98;143/2000
AR 143/2000 s5
Pensionable service references re vesting
31 In any provision of this Part predicating entitlement to a benefit on whether or not a minimum number of years of pensionable service has been accumulated, the reference to pensionable service includes pensionable service accumulated before and after the beginning of 1992.
Limitation of benefits where obtainable under Subdivisions
(b) repealed AR 301/2003 s4.
AR 366/93 s33;301/2003;221/2007;20/2009
AR 366/93 s34;324/2000;154/2014
(7) Repealed AR 143/2000 s6.
AR 147/98 s4;143/2000;207/2003;221/2007;20/2009
AR 143/2000 s7;66/2002
AR 366/93 s35;66/2002
(i) has attained the age of 55 years with the sum of his age and pensionable service amounting to not less than 85 years, or
AR 366/93 s36;10/99;143/2000
(b) repealed AR 20/2009 s5,
(6) Repealed AR 20/2009 s5.
AR 366/93 s37;207/2003;34/2007;20/2009
(c) repealed AR 207/2003 s6;
AR 366/99 s38;66/2002;207/2003
is entitled to receive a pension in the form and in the amount of a normal pension, reduced, however, in amount by 3/12 of 1% for each complete month (with a proration for the additional portion, if any, of a month) by which pension commencement falls short of the earliest date when his future age and his accumulated pensionable service to pension commencement, or his future age, would entitle him, if instead he terminated at that future date, to a normal pension under section 36(1) or a benefit referred to in section 69(c).
AR 366/93 s39;143/2000
Enhanced early retirement pension - where retirement allowance paid
39.1(1) Where
(a) a person is entitled to receive a pension under section 39 or a pension under section 69(d) in an amount that is equal to a pension under section 39,
(b) a retiring allowance within the meaning of section 248(1) of the Income Tax Act (Canada) is paid with respect to the termination,
(c) there is paid or transferred into the Plan such amount of that retiring allowance (but no other money) as is equal to the amount needed to provide full funding of the pension enhancement referred to in, and decided in accordance with, subsection (2), and
(d) the employer has certified in writing to the Minister that the payment under clause (c) constitutes a valid retiring allowance that is eligible for tax deferral under the Income Tax Act (Canada),
the person is entitled to receive, instead of the pension or other benefit under section 39, a pension in the form and in the amount of a normal pension, reduced, however, in amount by
100 x (1 + (1-x)) x 1.5 x 1 x y
per cent, where
x = 1, if the whole difference referred to in subsection (2) is to be funded or, if only a proportion of that difference is to be funded, that proportion, decimalized, and
y = each complete month (with proration) referred to in section 39.
(2) The pension enhancement allowed by this section, being the whole, or such proportion as the person was able to purchase and notified to the Minister under section 108(1), of the difference between the commuted value of the pension payable under subsection (1) and the commuted value of the pension that would have been payable under section 39 (as calculated by the Minister as of the date of pension commencement), must be fully funded by the payment under subsection (1)(c).
(3) On application, the Minister shall notify the person in writing of the amount required to provide full funding of the full pension enhancement purchasable under subsection (2) (being the amount calculated under that subsection) and of the right to purchase the whole or only a portion of that potential pension enhancement, and the amount payable under subsection (2) to fund the actual pension enhancement must be paid in full within 90 days after the person was advised by the Minister of the amount required.
(4) A person who receives a pension under subsection (1) is additionally entitled to any employee contribution excess that he would have been entitled to receive or transfer under section 39(2) or 69(d)(ii) had he chosen to receive the pension under section 39(1) or 69(d), as the case may be.
AR 232/95 s4;143/2000
40(1) A person who ceases to be a participant by reason only of reaching his latest pension commencement date is to receive a normal pension.
AR 366/93 s40;143/2000;66/2002;301/2003
becomes and, subject to section 42, is entitled to receive a pension in the form and in the amount of a normal pension, reduced, however, in amount by 3/12 of 1% for each complete month (with a proration for the additional portion, if any, of a month) by which pension commencement falls short of the date when his future age and his accumulated pensionable service to pension commencement, or his future age, would first entitle him, if instead he terminated at that future date, to a pension under section 36.
(3) A person is not entitled to receive any pension if he is receiving benefits under a disability plan.
AR 366/93 s41;143/2000
AR 366/93 s43;143/2000;66/2002
(2) Subsection (1), other than clause (a) of it, also applies where the request referred to in subsection (1) was made between April 9 and July 6, 2003.
AR 366/93 s44;100/2002;207/2003
AR 366/93 s45;100/2002;207/2003
45.1 Where the deceased had terminated, had become entitled to a pension under section 39 or 39.1, with pension commencement having already occurred, and died without having made a valid choice as to the form of pension to be taken, the deceased is deemed for the purposes of the Plan to have chosen,
AR 366/93 s45.1;232/95;100/2002;207/2003
(a) 1.4% of the whole of the person’s highest average salary if it does not exceed, or of that part of it that does not exceed, the annual average of the year’s maximum pensionable earnings for the period or periods over or in respect of which that highest average salary is determined, multiplied by the number of years of his pensionable service, and
(b) 2% of that part, if any, of his highest average salary that exceeds the annual average of the year’s maximum pensionable earnings for that period or those periods, multiplied by the number of years of his pensionable service.
AR 366.93 s47;10/99;143/2000
AR 366/93 s48;207/2003
(2) Repealed AR 143/2000 s15.
AR 366/93 s50;143/2000
50.1(1) Section 39.1 applies, with references to sections 39 and 69(d) being taken as references to sections 50 and 72(d) respectively.
(2) Repealed AR 143/2000 s16.
AR 232/95 s6;143/2000
(2) Repealed AR 143/2000 s17.
AR 366/93 s51;143/2000
(5) Repealed AR 143/2000 s18.
AR 366/93 s52;143/2000
AR 366/93 s54;143/2000;66/2002
AR 366/93 s55;207/2003
AR 366/93 s56;207/2003
56.1 Section 45.1 applies, with references in it to sections 39, 39.1, 37(3) and 38(1)(d)(i) and (a) being taken as references to sections 50(1), 50.1, 48 and 49, as they incorporate those enactments.
AR 366/93 s56.1;232/95;207/2003
57(1) Subject to section 57.1, this Division applies with respect to a person, other than a pensioner, (in this Division referred to as “the deceased”) who dies with employee contributions referred to in section 29(1) or 30(1) in the Plan.
AR 366/93 s57;100/2002;20/2009
AR 20/2009 s7
AR 366/93 s58;143/2000;66/2002;100/2002;20/2009
AR 143/2000 s21
AR 366/93 259;143/2000;100/2002;207/2003;20/2009
AR 366/93 s60;143/2000;100/2002;20/2009
61 Repealed AR 143/2000 s22.
AR 366/93 s64;143/2000;100/2002;207/2003;20/2009
AR 366/93 s65;143/2000;100/2002;20/2009
Before Pension Eligibility
66 This Division applies with respect to a person who terminates with pensionable service before being entitled to apply for and receive a pension, but not to one with respect to whom a transfer has been made under Part 2 of the Regulations.
AR 366/93 s66;143/2001
AR 366/93 s67;143/2000;66/2002;221/2007
AR 366/93 s68;221/2007
Termination after vesting
(c) subject to section 71, to have his pension entitlements transferred on a locked‑in basis from the Plan to a registered pension plan operated by the other party to a special portability arrangement in the amount required by that other party, not exceeding, however, the amount which, taken together with the amount to be transferred under section 72(c) is specified in section 85.1(3)(a),
(i) receive a pension in the form of a normal pension and in the amount that is equal to a pension under section 36 or 39, as the case may be, having reached the date when he would have been entitled to receive a pension under that section had he continued to be an employee until that time, but taking into account only pensionable service accumulated at the actual date of termination, and actual highest average salary, and
AR 366/93 s69;232/95;143/2000;281/2006;221/2007
(c) subject to section 71, to have his pension entitlements transferred from the Plan to a registered pension plan operated by the other party to a special portability arrangement in the amount required by that other party, not exceeding, however, the amount which, taken together with the amount to be transferred under section 73(1)(c), is specified in section 85.1(3)(a), or
AR 366/93 s70;143/2000;301/2003;281/2006;221/2007
AR 366/93 s71;221/2007
(c) subject to section 74, to have his pension entitlements transferred on a locked‑in basis from the Plan to a registered pension plan operated by the other party to a special portability arrangement in the amount required by that other party, not exceeding, however, the amount which, taken together with the amount to be transferred under section 69(c), is specified in section 98.1(2)(a),
(i) receive a pension in the form of a normal pension and in the amount that is equal to a pension under section 47 or 50, as the case may be, having reached the date when he would have been entitled to receive a pension under that section had he continued to be an employee until that time, but taking into account only pensionable service accumulated at the actual date of termination, and actual highest average salary, and
AR 36693 s72;232/95;147/98;143/2000;281/2006;221/2007
AR 366/93 s73;143/2000;301/2003;281/2006;221/2007
AR 366/93 s74;221/2007
AR 366/93 s75;66/2002
76(1) The Board may establish a higher rate of increase for the purposes of section 75(1) and (2), but only if the Plan meets the minimum funding and solvency requirements set by section 48(2) and (3), and the regulations made with reference to section 48(2), of the Employment Pension Plans Act (RSA 2000 cE 8), as that legislation was in force immediately before the commencement of section 160(3) of the Employment Pension Plans Act (SA 2012 cE 8.1).
AR 366/93 s76;66/2002;34/2007;154/2014
(a) the Plan meets the minimum funding and solvency requirements set by section 48(2) and (3), and the regulations made with reference to section 48(2), of the Employment Pension Plans Act (RSA 2000 cE‑8) , as that legislation was in force immediately before the commencement of section 160(3) of the Employment Pension Plans Act (SA 2012 cE‑8.1), and
AR 366/93 s78;66/2002;34/2007;154/2014
AR 366/93 s79;207/2003;34/2007;221/2007
80(1) Where a person is to receive a pension commencing on or after January 1, 2004 under section 36, 39, 39.1 or 69(d) before attaining the age of 65 years, he may choose to increase the pension by an amount equal to the actuarial equivalent of such amount as that person decides, which amount so decided is in this section referred to, as applicable, as the “decided amount” and is to be an amount not exceeding but decided by reference to the maximum Canada Pension Plan retirement pension or the Old Age Security benefit or both until he reaches the age of 65 years or dies before reaching that age.
(4) Where a person selected a pension that commenced before 2004 in the form specified in section 38(1)(c)(ii) or section 38(1)(d), as it related to section 38(1)(c)(ii), as those provisions read at the relevant time, the amount of the Canada Pension Plan retirement pension or the Old Age Security benefit or both to be received or recovered under those subsections remain subject to reduction in the same manner as the basic pension.
(10) The conditions set out in subsections (1) or (2) and (3), as they existed prior to their repeal by Part 1 of the Public Sector Pension Plans (Miscellaneous 2004) Amendment Regulation, continue to apply with respect to a choice made under that subsection (1) or (2) in respect of a pension commencing in or before 2003, but if the choice relates to a pension commencing on or after January 1, 2004, the choice is deemed to have been made under subsection (1) as it exists on January 1, 2004.
AR 366/93 s80;232/95;207/2003;301/2003
(2) Where a person becomes entitled to receive a pension under section 39, 39.1 or 41, the effective date of the commencement of the pension is the latest of
(c) the day after termination,
but in no case may that effective date, in the case of a pension under section 39.1, be later than 6 months after termination.
AR 366/93 s81;232/95;207/2003
AR 366/93 s83;100/2002
84 Repealed AR 221/2007 s22.
Saving of reciprocal agreements involving SFPP
84.1(1) Notwithstanding the repeal of section 84 by the Public Sector Pension Plans (Legislative Provisions and Plans Portability Arrangements, 2007) Amendment Regulation, reciprocal agreements entered into under that repealed section between the Plan and the Special Forces Pension Plan remain in force without any further amendment.
(2) Reciprocal agreements referred to in subsection (1) are to be administered and construed in accordance with the Public Sector Pension Plan legislation, principal and subordinate, that existed immediately before the repeal of section 84.
AR 221/2007 s23
AR 366/93 s86;100/2002
(a) section 38(1)(c)(ii) or section 38(1)(d), as it related to section 38(1)(c)(ii), as those enactments existed before July 7, 2003, in the case of a death that occurred before that date, or
AR 366/93 s87;207/2003
AR 366/93 s88;100/2002
AR 366/93 s89;324/2000
90 Repealed AR 324/2000 s5.
AR 366/93 s91;221/2007
93(1) Where a person is to receive a pension under section 47, 50, 50.1, 52, so far as it incorporates section 41(2), or section 72(d) before attaining the age of 65 years, section 80(1) applies.
AR 366/95 s93;232/95;207/2003;301/2003
94(1) Section 81(1) to (3) apply, with references to sections 36, 39, 39.1, 41 and 69(d) being taken as references to sections 47, 50, 50.1, 52 and 72(d) respectively.
AR 366/93 s94;232/95;324/2000
97 Repealed AR 221/2007 s24.
97.1 Section 84.1 applies with references to section 84 being treated as references to section 97.
AR 221/2007 s25
AR 221/2007 s26
AR 366/93 s100;207/2003
AR 366/93 s102;324/2000
103 Repealed AR 324/2000 s7.
(3) Where a provision of these plan rules provides for the charging of interest at the financing rate, interest shall be charged at the rate that is equal to the nominal interest rate per annum, compounded annually, used in the calculation of actuarial reserve amounts
AR 366/93 s105;253/98;34/2007;221/2007
AR 366/93 s106;266/2002;68/2008;31/2012
AR 366/93 s111;266/2002;68/2008;31/2012
AR 366/93 s112;266/2002;68/2008;31/2012
AR 20/2009 s13
112.1 Repealed AR 256/99 s6.
113 Repealed AR 253/2002 s4.
114, 115 Repealed AR 221/2007 s27.
AR 366/93 s116;324/2000
Transitional - Edmonton Telephones Corporation/Telus Group
116.1(1) WHEREAS the business of Edmonton Telephones Corporation (formerly listed in Part 1 of Schedule 2 and in this section referred to as “ETC”) was reorganized by the transfer of certain assets and liabilities of ETC to ED TEL Inc., a wholly owned subsidiary of ETC, and to 3 wholly-owned subsidiaries of ED TEL Inc. that are listed in subsection (4) (in this section the 4 last-mentioned corporations, including ED TEL Inc., being individually and collectively referred to as “ETI”),
AND WHEREAS ETI was subsequently acquired by TELUS Corporation by virtue of the latter’s acquisition of all of the share capital issued by ED TEL Inc., after which the corporations comprising ETI were renamed as described in subsection (4),
AND WHEREAS all the employees affected by this section are currently employed by either TELUS Edmonton Holdings Inc., TELUS Communications (Edmonton) Inc. or TELUS Advertising Services (Edmonton) Inc. (which corporations are in this section both individually and collectively referred to as “TELUS Edmonton”),
THEREFORE, until arrangements have been made under section 14.1 of the Act Schedule to effect withdrawal from the Plan and a transfer of assets and liabilities to another pension plan, then, with respect to the position in the Plan formerly occupied by ETC and currently deemed to be or treated as occupied by TELUS Edmonton
(a) repealed AR 196/97,
(b) TELUS Edmonton will be deemed to be a public body established under an Act of the Legislature,
(c) TELUS Edmonton will be deemed to be listed in Part 1 of Schedule 2,
(d) subject to clause (e), for the purposes of the Plan only, TELUS Edmonton will be treated as being the successor of ETC and employees who worked for ETC, who then continued to work for ETI and then TELUS Edmonton and who continue to work for TELUS Edmonton as employees on a continuous basis are to be treated as not having terminated,
(e) employees will continue to be or will be participants in the Plan only if and to the extent that they will be employed in Alberta, for which purpose section 1(4) of the Employment Pension Plans Act applies, and
(f) membership of TELUS Edmonton will not in itself make any person an employee, notwithstanding section 2(1)(p).
(2) Subsection (1) does not continue to apply if the whole or a substantial portion of the business, operations, assets or liabilities of TELUS Edmonton are purchased, taken over or assumed by a successor of TELUS Edmonton, whether on an amalgamation, merger, liquidation, dissolution or otherwise or by any other person under an asset sale and purchase agreement.
(3) Subsection (2) does not have the effect of discontinuing the application of subsection (1) merely as a result of transactions in shares issued by TELUS Edmonton.
(4) The corporations individually and collectively referred to in subsection (1) as “ETI” are ED TEL Inc., which has been renamed as TELUS Edmonton Holdings Inc., and its wholly owned subsidiaries
(a) ED TEL Communications Inc., which has been renamed as TELUS Communications (Edmonton) Inc.,
(b) ED TEL Directory Inc., which has been renamed as TELUS Advertising Services (Edmonton) Inc., and
(c) ED TEL Mobility Inc., which amalgamated with AGT Mobility Inc. under the latter’s name, the amalgamated corporation subsequently being renamed TELUS Mobility Inc., and whose employees became, and currently are, employees of TELUS Edmonton Holdings Inc.
(5) This section ceases to have any force 2 years after
(a) the date of the expiration of the period of 2 months after the commencement of the regulations made under section 14.1 of Schedule 1 to the Act, if the validity of those regulations were not questioned before that expiration date in any proceedings then before a court of law, or
(b) if the validity of those regulations were so questioned in any such proceedings before that expiration date, the date when those proceedings, including all potential appeals based on those proceedings, ended or when any right to commence any such appeal expired without the appeal having been commenced.
AR 345/94 s2;196/97
Transitional - commuted value
116.2(1) The amendments dealing with commuted values on all service and employee contribution excesses and made by the Local Authorities Pension Plan Amendment Regulation (AR 143/2000) apply to, in addition to the persons to whom they would apply but for this section, persons who terminated before September 1, 2000 and who, as at the end of August 2000, remained entitled to a pension under section 69(d) as that clause was at the end of August 2000.
(2) To avoid doubt, the amendments contained in section 4 of the Public Sector Pension Plans (Miscellaneous 2004) Amendment Regulation apply, where applicable, to persons referred to in subsection (1).
AR 143/2000 s33;301/2003
117 Repealed AR 221/2007 s27.
117.1(1) to (6) Repealed AR 366/93 s117.1(7).
(7) Repealed AR 221/2007 s27.
(8) Repealed AR 240/97 s4.
117.2 Repealed AR 366/93 s117.2(8).
117.3 Repealed AR 366/93 s117.3(8).
117.5 Repealed AR 366/93 s117.5(8).
117.7 Repealed AR 366/93 s117.7(8).
119(1) Notwithstanding the repeal of sections 84 and 97 by the Public Sector Pension Plans (Legislative Provisions and Plans Portability Arrangements, 2007) Amendment Regulation but subject to sections 84.1 and 97.1, a reciprocal agreement falling within those sections remains in force for the purpose of enabling the giving of notice of termination of the agreement to other parties to the agreement and, subject to this section, until the effective date of that termination.
AR 221/2007 s28
120 Repealed AR 179/2009 s5.
Commencement — employment positions
121(1) The amendments to sections 2, 10 and 11 effectuated by the Local Authorities Pension Plan (Employment Positions, 2009) Amendment Regulation come into force
(a) on September 1, 2010 with respect to the employees of an employer that chooses to apply those amendments from that date, or
(b) on September 1, 2011 with respect to the employees of an employer that does not so choose.
AR 332/2009 s5
OF ALBERTA ) UNDER THE LOCAL
TO WIT ) AUTHORITIES PENSION PLAN
1. As of (Date of Pension Commencement) I am the “pension partner” (as described below) of (Name of Prospective Pensioner) (“the pensioner”), a retiring member of the Local Authorities Pension Plan (“the Plan”).
Form 2 Repealed AR 20/2009 s14.
I, (name) , am a “pension partner” (as described below) of (insert name of participant/former participant) (in this waiver referred to as “the member”) who, at the time of my signing this waiver, is alive. The member earned benefits under the Local Authorities Pension Plan. The money respecting those benefits remains in that pension plan.
I, (name) , am a “pension partner” of (insert name of participant/former participant) (in this waiver referred to as “the prospective pensioner”) who, at the time of my signing this waiver, is alive, has not commenced to receive a pension or received the benefit in question and has employee contributions credited to him/her under the Local Authorities Pension Plan. The money representing the benefits earned remains in the Plan.
AR 366/93 Sched.1;232/95;100/2002;301/2003;20/2009
Public Boards, Commissions and Other Public Bodies
(Section 2(1)(p))
NOTE: The inclusion of any given body in this Schedule does not mean, necessarily, that it is not included in section 2(1)(p) by virtue of its being a local authority.
Alberta College of Art
Alberta First.com Ltd.
Alberta School Employees Benefit Plan
Aqualta Inc.
Athabasca/Boyle Family and Community Support Services
Badlands Ambulance Services Society
Calling Lake Family and Community Support Services
Barons ‑ Eureka ‑ Warner Family and Community Support Services
Beaver Foundation Management Agency
Brazeau Foundation
Brooks and District Ambulance Association
Capital Region Housing Authority
Camrose and District Senior Centre
Camrose & District Support Services Board
Capital Region Sewage Commission
Children’s Health Foundation of Northern Alberta
Children’s Services Centre, An Alberta Society
Claresholm Family and Community Support Services
Cold Lake Ambulance Society
Coronation and District Health Care Complex
Crowsnest Pass Senior Housing
Dr. Cooke Extended Care Centre
Drumheller & District Solid Waste Management Association
Edson Public Library Board
Edmonton Power Inc.
Eltec Inc.
Flagstaff Family and Community Service Board
Flagstaff Regional Solid Waste Management Association
Fort McMurray Regional Airport Commission
Fort Saskatchewan Municipal Library
Forty Mile Foundation
General Hospital (Grey Nuns) of Edmonton Hospital Foundation
The Greater Edmonton Foundation
Kneehill Ambulance Service
Kneehill Foundation
County of Lac Ste. Anne #28 Regional Recreation Council
To the extent that and while the Board is a corporation as a result of section 47 of Schedule 1 to the Regulations, that corporation
Lakewood Family and Community Support Services
Lamont ‑ Two Hills Business Development Corporation
Leduc Municipal Library
Marquis Foundation (Peter Dawson Lodge)
M.D. of St. Paul Foundation
Medicine Hat Historical and Museum Foundation
Newell Regional Services Corporation
North Peace Regional Landfill Commission
Our Lady of the Lake Nursing Home
Porcupine Hills Family and Community Support Services
Provost Foundation
Red Deer Child Care Society
Red Deer Library Board
St. Mary’s River Irrigation District
St. Paul & District Ambulance Service Society
Slave Lake Air/Ground Ambulance Society
Smoky Lake Nursing Home
Stettler District Ambulance Association
County of Stettler Housing Authority
Stettler Waste Management Authority
Sylvan Lake Municipal Library Board
Board of Administrators of the Teachers’ Retirement Fund
Tri‑Municipal Leisure Facility Corporation
Vermilion River Area Family and Community Support Services
Vulcan and District Emergency Services Society
Vulcan and District Recreation Board
Wainwright & District Family & Community Services
Wheatland and Adjacent Districts Emergency Medical Services Association
NOTE: Repealed AR 112/2001 s2.
Occupational Groups of Employees Withdrawn
or Excepted from Plan
(Section 11(h))
1. All occupational groups within the meaning of the former Act withdrawn from participation in the Plan between November 1, 1985 and January 1, 1994, any such withdrawals being subject to any conditions attached to the original order creating the withdrawals.
2. The administrative group of the Consort Municipal Hospital.
3. The accounting and clerical, administrative, inspection, police, supervisory and technical groups of the Municipal District of Brazeau No. 77.
4. The administrative group of the Town of Bruderheim.
Employers Withdrawn From the Plan
(Section 11(i))
Medley School District No. 5029
Southeast Alberta Regional Planning Commission
AR 366/93 Sched.2;394/94;232/95;294/95;129/96;181/96;222/96;
230/96;9/97;196/97;247/97;173/98;97/99;156/99;235/99;257/99;
133/2000;112/2001;28/2002;41/2003;300/2003;208/2004;99/2005;
197/2005;281/2006;34/2007;123/2007;155/2007;181/2007;221/2007;
73/2008;20/2009;316/2009;148/2010;30/2012;43/2015