Text Size: A+| A-| A   |   Text Only Site   |   Accessibility
PERS Logo
Financial Information
PERS provides all online publications in .pdf format. To view them, you must have the most recent version of Adobe Reader®. Click here to download Adobe Reader®.
 
PERS Fund Investments and Returns 
Important Information Related to Earnings Crediting and Investment Rates of Return 
 
Current Earnings
PERS Fund 
Tier One
Tier Two
Distribution of Earnings
Variable Earnings Distribution Factors
IAP
2008 Earnings Crediting/Reserves
Prior Year Earnings Crediting 
 
PERS Fund/Investments
How is the PERS Fund Managed and Invested?
 
Actuarial Valuations
2008 System Valuation Report (11/10/09) (.pdf)
2008 System Valuation Presentation (09/25/2009) (.pdf)
2007 System Valuation Report (10/14/08) (.pdf)
2006 System Valuation Report (1/08/2008) (.pdf)
2005 Tier One/Tier Two Acturial Valuation Report (12/29/06) (.pdf)
2005 OPSRP Acturial Valuation Report (02/06/07) (.pdf)
2004 System Valuation Presentation (4/27/06) (.pdf)
2004 System Valuation Presentation - Key Findings (2/24/06) (.pdf, 320 KB)
2003 (.pdf, 4.78 MB)
2002 (.pdf, 2.59 MB) 
2001 (.pdf, 1.10 MB)
 
Actuarial Equivalency Factors  (Tier One/Tier Two)
Actuarial Equivalency Factors effective 1/1/10 (.pdf)
Actuarial Equivalency Factors effective 1/1/07 (.pdf)
2001 Actuarial Equivalency Factors Report (.pdf)
2001 Actuarial Equivalency Factors effective 07/01/03 (.pdf)
Actuarial Equivalency Factors in effect prior to 07/01/03 (.pdf)
Variable Annuity Adjustment
 
Actuarial Equivalency Factors  (OPSRP)
Actuarial Equivalency Factors effective 1/1/10 (.pdf)
Actuarial Equivalency Factors effective 1/1/07 (.pdf)
2004 Actuarial Equivalency Factors Report (.pdf)
Actuarial Equivalency Factors (.pdf)
HB2189 - New OPSRP Survivor Benefit Option Factors (.pdf)

Mercer Actuary Presentations and Reports
Mercer (Actuary) Presentations and Reports

Comprehensive Annual Financial Report
2008 (.pdf)
2007 Updated 2/8 (.pdf)
2006 (.pdf)
2005 (.pdf)
2004 (.pdf)
2003 (.pdf)
2002 (.pdf)
2001 (.pdf)
 
PERS Budget
2005-2007 Legislatively Adopted Budget (.pdf)
2007-2009 Legislatively Adopted Budget (.pdf)
 
This document is 22 MB and may take a while to open depending on your Internet service.
 
Cost-of-Living Adjustments (COLAs)
1998-2008 (.pdf)
 
 

 
Page updated: November 20, 2009

Click here to go to the Oregon Dept. of Veterans' Affairs outreach contact form

Get Adobe Acrobat ReaderAdobe Reader is required to view PDF files. Click the "Get Adobe Reader" image to get a free download of the reader from Adobe.