Actuarial Valuations

The Board is responsible for monitoring the funding status of the Plan. As established in legislation, an external actuary performs an actuarial valuation for MEPP, at minimum, every three years. A valuation determines the current financial position of the Plan as well as future contribution rates needed to fund the Plan.

Latest Actuarial Valuation

2023 Valuation Report

Past Actuarial Valuations


Annual Reports and Financial Statements

Every year, the Management Employees Pension Plan (MEPP) publishes an Annual Report detailing the previous year's financial operations. MEPP's Annual Reports include financial statements, income statements, Plan funding, an auditor's report and a description of Plan operations.

Latest Annual Report

2024 MEPP Annual Report

Past Annual Reports


Investment and Funding Policies

The Management Employees Pension Board (MEPB) sets the Investment Policy for the MEPP Fund. Alberta Investment Management Corporation (AIMCo) invests the MEPP Fund within the parameters of the Policy. The Board has many tools to assess the investment needs and funding requirements of the Plan. Members can read these policies below.

MEPP Investment Policy MEPB Funding Policy