General Info

Plan Reporting Requirements & 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)