Manager, Pension Policy


Edmonton, Alberta

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Job Description

The Alberta Teachers' Retirement Fund Board (ATRF) is an organization that takes pride in our outstanding investment management and exceptional plan member services, resulting in more than $16 billion of assets under management on behalf of more than 80,000 plan members.

 As a growing and diverse organization, we're building for the future and require the skills and talents of people like you. Join our team in Edmonton, Alberta and be part of a high-performing, collaborative group that shares a purpose and a commitment to excellence.



We are currently seeking an enthusiastic Manager, Pension Policy with robust pension plan knowledge and experience who will develop and manage appropriate pension policies, interpretations and recommendations, covering all aspects of the plan administration, management and funding. Reporting to the Vice President, Pension Services, you will provide exceptional client services by resolving complex cases and providing plan rules interpretation for the efficient delivery of benefits under the Teachers' Pension Plans.



The Manager, Pension Policy will ensure the Pension Services team members have the necessary information, policies and interpretations to apply the plan rules and related legislation consistently and accurately when administering the benefits under the Teachers' Pension Plans. The Manager, Pension Policy will liaise with the regulators and maintain relationships with our plan sponsors, the Government of Alberta and the Alberta Teacher's Association. This role will partner with key individuals in various departments across the organization, as well as external consultants and peer organizations for sharing information as appropriate.



  • Identify, analyze, evaluate and develop appropriate pension policies, interpretations and recommendations, in compliance with applicable legislation and leveraging industry best practices.
  • Research, coordinate and review plan amendments.
  • Ensure the plan rules remain compliant with governing legislation, working closely with the legal department, and are supported by appropriate pension administration business processes.
  • Manage the plan funding and valuation cycle with the Plan Actuary; ensure the plan funding is well-managed and communicated, with appropriate reporting, tools and policies.
  • Analyze and resolve complex and unusual cases, some of which may require the provision and incorporation of legal guidance.
  • Review plan communication and administration materials to ensure accuracy, consistent interpretation and application, as well as compliance to pension policies, plan rules and governing legislation.
  • Manage the development and ensure the accuracy of pension policy documentation and reference material.
  • Prepare presentations and reports on pension matters to various key stakeholders.
  • Provide recommendation and support for implementation of plan changes and continuous improvement initiatives for the plan administration.
  • Monitor applicable pension legislation and regulations, including the Income Tax Act, and liaise with the regulators and plan stakeholders.
  • Consult with internal and external legal counsel, consultants and actuaries on pension matters.
  • Remain abreast of trends and developments in the pension industry and keep the organization informed on these matters. Establish professional relationships with representatives of other organizations, associations and government agencies.
  • Create a positive work environment and culture within the department, contribute to training and sharing of knowledge
  • Ensure the Pension Services team members have the necessary information, policies and interpretations to apply the plan rules and related legislation consistently and accurately when administering the benefits under the Teachers' Pension Plans.


  • University degree in Business Administration, Finance, Economics, Law or Mathematics or equivalent post-secondary studies with relevant training and experience.
  • A Certified Employee Benefits Specialist (CEBS), Pension Plan Administration Certificate (PPAC) or other equivalent certification. Actuarial designation (ASA or FSA/FCIA) would be an asset.
  • Minimum of seven years of work experience in pension or benefits consulting or administration, or in managing these programs in a Corporation.
  • Experience developing pension policies, programs and strategies.
  • Strong knowledge of pension management, administration and funding, as well as related legislation and regulatory compliance.
  • Proven ability to interpret and apply complex legislation.
  • Well-developed researching and analytical abilities.
  • Ability to motivate others, negotiate effectively and influence decisions.
  • Sound judgment and planning skills.
  • Proven abilities in problem analysis, complex cases resolution and change management.
  • Proficiency with MS Office, particularly Excel, Word and Power Point.
  • Strong customer service orientation.
  • Strong verbal and written communication and presentation skills.

As one of Alberta's Top 70 Employers (2017, 2018) we offer a competitive compensation package which includes:

  • 100% employer paid benefits, defined benefit pension plan, health & wellness spending accounts, paid volunteer time and much more.
  • Excellent opportunities for professional growth and career development.
  • Learning and development supported through ATRF's education reimbursement program.
  • An engaging, inclusive culture where you can be you!

At ATRF, diversity is one of our core strengths. We are an organization that takes pride in ensuring the people we hire and the culture we create reflects and celebrates diversity of thought, background, and experience.


Complete details are available on our website at To apply, submit resume and cover letter to Attention: Carrine Willocks, Recruitment Specialist.


Alberta Teachers' Retirement Fund

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