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PENSION MATERIALS
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Pension Basics
Retirement Systems Overview for Legislators
(March 2024)
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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)
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