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

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)