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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

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) | Sample Funding Policy (PDF file)

Plan Reporting and Compliance​

  • Guidance
  • Forms and Templates
  • Reporting and Compliance F​A​Q​s
  • Reporting Calendar
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Texas America250

Texas Pension Review Board

  • Board and Agency
    • Board and Committee Meetings
    • Board Members
    • Board Policies
    • Open Government
    • Staff and Employment
    • Statute and Rules
  • Education (MET Program)
    • Accredited Training Providers and Courses
    • Info for Training Providers
    • MET Frequently Asked Questions
    • PRB Online Courses
  • Actuarial
    • Actuarial Best Practices and Resources
    • Actuarial Reports
    • Funding Policy
    • Funding Soundness Restoration Plan (FSRP)
    • Intensive Reviews
    • PRB Pension Funding Guidelines
  • Investments
    • Intensive Reviews
    • Investment Expense Reporting
    • Investment Practices and Performance Evaluation (IPPE)
    • Investment Policies
    • Investment Reports
  • Plan Reporting and Compliance
    • Guidance
    • Forms and Templates
    • Reporting and Compliance F​A​Q​s
    • Reporting Calendar
  • Texas Public Pension Data Center
  • Pension Online Reporting Tool
  • Local Firefighter (TLFFRA)
  • Legislative
  • Additional Resources
  • Contact Us
  • Texas Public Pension Data Center
  • Pension Online Reporting Tool
  • Local Firefighter (TLFFRA)
  • Legislative
  • Additional Resources
  • Contact Us
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