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Texas Pension Review Board

Home Plan Reporting and ComplianceGuidance

Guidance

Guidance

The PRB has created guidance materials listed below to assist plans with statutory requirements.

General Info

2025 Funding Soundness Restoration Plan Flow Chart

Plan Reporting Requirements & Calendar for Reporting Due Dates

Representative Paul’s Letter Regarding Implementation of the FSRP

SB 322 Investment Expense Reporting Infographic

Guides and Guidance

2020 Asset Class Categorization Guide

Template for Reporting Investment Expenses in AFR

Guidance for Calculating and Administering Lump Sums

Guidance for Investment Practices and Performance Evaluations

Guidance for Systems Developing a Funding Policy

Sample Funding Policy:  Word document | PDF file

Memorandums

New Reporting Requirements in Chapter 802 — 86th Legislature (June 2019) 

Plan Reporting and Compliance​

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