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Public Employees Retirement System
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Actuarial/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
2010 Earnings Crediting
PERS Monthly Investment Returns
Tier One
Tier Two
Distribution of Earnings
Variable Earnings Distribution Factors
IAP
Prior Year Earnings Crediting 
 
PERS Fund/Investments
How is the PERS Fund Managed and Invested?
 
Actuarial Valuations
2010 Actuarial Valuation Report (11/15/11)
2010 Actuarial Valuation Presentation (9/30/11)
2009 System Valuation Report (11/15/10)
2009 System Valuation Presentation (7/23/10)
2008 System Valuation Report (11/10/09)
2008 System Valuation Presentation (09/25/2009)
2007 System Valuation Report (10/14/08)
2006 System Valuation Report (1/08/2008)
2005 Tier One/Tier Two Actuarial Valuation Report (12/29/06)
2005 OPSRP Actuarial Valuation Report (02/06/07)
2004 System Valuation Presentation (4/27/06)
2004 System Valuation Presentation - Key Findings (2/24/06)
2003 
2002  
2001 
 
Actuarial Equivalency Factors  (Tier One/Tier Two)
Actuarial Equivalency Factors effective 1/1/12 
Actuarial Equivalency Factors effective 1/1/10 
Actuarial Equivalency Factors effective 1/1/07
2001 Actuarial Equivalency Factors Report 
2001 Actuarial Equivalency Factors effective 07/01/03 
Actuarial Equivalency Factors in effect prior to 07/01/03
Variable Annuity Adjustment
 
Actuarial Equivalency Factors  (OPSRP)
Actuarial Equivalency Factors effective 1/1/12
Actuarial Equivalency Factors effective 1/1/10
Actuarial Equivalency Factors effective 1/1/07
2004 Actuarial Equivalency Factors Report
Actuarial Equivalency Factors
HB2189 - New OPSRP Survivor Benefit Option Factors 

Actuarial Presentations and Reports
Actuarial Presentations and Reports

Comprehensive Annual Financial Report
2011 
2010 
2009 
2008 
2007 (Updated 2/8)
2006 
2005 
2004 
2003
2002
2001
 
PERS Budgets
2011-2013 Legislatively Adopted Budget 
2009-2011 Legislatively Adopted Budget 
2007-2009 Legislatively Adopted Budget 
2005-2007 Legislatively Adopted Budget
 
These .pdf documents are large and may take a while to open depending on your Internet service.
 
Joint OIC/PERS Board Asset/Liability Presentations
SIS Asset/Liability Discussion: Phase Three - Assets/Liability Analysis (5/26/10)
SIS Asset/Liability Discussion: Phase Two - Assets Only Review (4/28/10)
SIS Asset/Liability Discussion (1/27/10)
Mercer Liability Primer for OIC (1/27/10)

Page updated: April 03, 2012