General Info

Plan Reporting Requirements (Updated June 2017)

Calendar For Reporting Due Dates

Representative Paul’s Letter Regarding Implementation of the FSRP

Guidance

Informal Guidance for Investment Practices and Performance Evaluations

Informal Guidance for Systems Developing a Funding Policy

Sample Funding Policy:  Word document| PDF file

Forms (Preferred Browser: Internet Explorer)

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Compliance

Pension System Registration (PRB-100)

Benefits and Membership Report (PRB-200)

Financial Statement Report (PRB-300)

Actuarial Report (PRB-400)

Investment Returns and Assumptions Report (PRB-1000) Instructions

Investment Returns and Assumptions Report (PRB-1000)

Minimum Educational Training Program

Minimum Educational Training Registration Form (PRB-150)

Minimum Educational Training Program Form (PRB-2000)

Sponsor Accreditation Application

Individual Course Approval Application

Certificate of Completion Template

Certification Letter for Exemption of Certain System Administrators

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)