Montana State Legislature
Public Employee Pension Plans
Pension Reference Materials
- Green Sheet Summary Tables
- Legislator's Guide
- Pension Training - Legislative Fiscal Division
- MPERA Valuations Summary
- TRS Valuation Summary
- Where We've Been History
- Actuarial Basics
- Investments 101
- Board of Investments Annual Report 2018
- Bill History - Contributions & Benefits
- Bill History - Reforms
July 20, 2017 meeting
Agency overviews
September 14, 2017 meeting
- Pensions not an agenda item
January 18, 2018 meeting
- Staff PowerPoint - Actuarial Valuation Basics and Legislative History, Scurr, LSD
- Staff Paper - Montana's Public Pensions: Where We've Been, Scurr, LSD
- Staff PowerPoint - Montana's Pension Investments 101, Scurr, LSD - PowerPoint
- Staff Paper - Issues & Options for Requesting Information from Outside Experts on Pensions
- MPERA valuation summary, Schwinden, MPERA
- TRS valuation summary, Graham, TRS
- Snapshot of Unified Investment Program on 9-30-17, Montana Board of Investments
- Some reference materials for further reading
- Public Plans Data Info Graph, 2016 Snap Shot
- Public pensions: Feeding, and fixing, the sausage machine - Federal Reserve Bank of Minneapolis newsletter article
- Significant Reforms to State Retirement Systems
- How Do Public Pensions Invest? A Primer
- State Public Pension Funds Increase Use of Complex Investments - The PEW Charitable Trusts
- Pensions Driving State Liability Burderns - FitchRatings
- Actuarial Society Blue Ribbon Panel Report and Recommendations
