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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

SB322 Investment Expense Reporting Infographic

Guides and Guidance

2020 Asset Class Categorization Guide

Template for Reporting Investment Expenses in AFR

Informal Guidance for Investment Practices and Performance Evaluations

Informal 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) 

IRS Proposed Rulemaking – Applicability of the Normal Retirement Age Rules to Governmental Plans (Apr. 2016)

Implementation Deadline for the Funding Soundness Restoration Plan (Jan. 2016)

Plan Reporting and Compliance​

  • Guidance
  • Forms and Templates
  • Reporting and Compliance FAQs
  • Reporting Calendar
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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 Sponsors and Courses
    • Info for Sponsors
    • 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
    • Rule of 80 Estimator
  • 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 FAQs
    • Reporting Calendar
  • Texas Public Pension Data Center
  • Local Firefighter (TLFFRA)
  • Legislative
  • Ethics and Governance
  • Additional Resources
  • Contact Us
  • Texas Public Pension Data Center
  • Local Firefighter (TLFFRA)
  • Legislative
  • Ethics and Governance
  • Additional Resources
  • Contact Us
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