Montana State Legislature
Pensions
PENSIONS
Staff reports
- Green Sheets FY2020 - Summary Tables of Actuarial and Investment Data
- Legislator's Guide - Dec. 2020 update
- Session Pension Overview Slides - Jan 5, 2021
- Where We've Been - Nov. 2018 update
- Bill Histories by Session (Topic Primers) - as of 2018
- Additional staff reports available below under other materials for Legislative Week
Special Risk Analysis Reports - 2020
SAVA - October 29, 2020, materials
Pension Oversight Duties and Background
- Summary Slides - Roles and Responsibilities
- Public Pension Overview slides
- Legislator's Guide to Montana's Public Employee Retirement Systems - 2020
- Green Sheet Summary Tables - 2020
MPERA materials
- Summary slides
- PERS actuarial valuation - June 30, 2020
- PER Board benefit and funding policy
- Legislative proposals
TRS materials
- Summary slides
- TRS actuarial valuation - June 30, 2020
- TRS benefit and funding policy
- Required report on 19-20-732 retiree reemployment
- Legislative proposals
Pension Fund Investments
- Summary slides
- Board of Investments Annual Report
- MBOI Retirement Plan Investment Policy - PROPOSED DRAFT
- CEM Benchmarking Analysis - Aug. 18, 2020
- RVK Extract of Quarterly Performance Report - Aug. 18, 2020
Stress test studies and LFC subcommittee activities
- Summary slides
- PERS stress test study by CM
- TRS stress test study by CM
- PEW analysis of stress test studies
- LFC subcommittee proposes recommendations
- Cheiron (actuarial firm), info. on actuarial services for legislature
- SAVA's Decision points
Agency websites
- Montana's Public Employee Retirement Administration website
- Teachers' Retirement System website
- Montana Board of Investments website
Other materials
- HJ 39 - resolution requesting a legislative audit on combining MPERA and TRS administration
- Legislative Finance Committee - scroll down to follow the Pensions & Local Government Budget Subcommittee
- Legislative Week - Pension Breakout Session materials - also see
audio/video archive for Jan. 15, 2020
- Pension Overview - preflight briefing - Sheri Scurr, LSD Researcher
- PERS Funding History Numbers Table - Sheri Scurr, LSD Researcher
- Funding Policy and Montana's Public Pensions - Joint LFD/LSD staff paper
- Elizabeth Wiley Actuarial Risks Presentation - PPT
- Greg Mennis, PEW, Evaluating Pension Risk - PPT
- Additional materials made available by the Legislative Fiscal Analyst, Amy Carlson
- S & P Global Ratings Report - article
- Brookings Public Finance Report - article
- Hidden Debt, Hidden Deficits - article
- January 15, 2020 - Joint LFC and SAVA meeting on Pensions- - Minutes Log -
