Pension Library - Montana Legislature

Pension Library - Montana Legislature

Pension Library

Pension Basics
Retirement Systems Overview for Legislators (March 2024)
Pension Acronyms & Definitions
Green Sheets FY23

REPORTS
- 2022 Legislator’s Guide to Montana’s Public Employee Retirement System (HJ 8 Final Report)
- Statutory & One-Time-Only Appropriations to the Defined Benefit Retirement Systems (FY 2002 – FY 2023)
- State Pension Practices & Considerations for Montana (SAVA, May 2024)
- State Pension Funding & Models for Success (SAVA & LFC, March 2024)
MONTANA CODE ANNOTATED 2023
- Article VIII. Revenue & Finance, Part VIII. Revenue & Finance, Section 13
  - Investment of Public Funds and Public Retirement System and State Compensation Insurance Fund Assets
- Article VIII. Revenue & Finance, Part VIII. Revenue & Finance, Section 15
  - Public Retirement System Assets

Montana’s Public Employee Retirement Systems Actuarial Valuation Dashboard
MPERA Actuarial Valuation & Experience Studies (Montana Public Employee Retirement Administration)
TRS Actuarial Valuation & Experience Studies (Teacher’s Retirement System)

Montana’s Pension Plan Fact Sheet (Pew, May 2024)
50-State Pension Plan Fiscal Sustainability Matrix (Pew, November 2023)
NARSA Montana State Information (National Association of State Retirement Administration)