Public Employees' Retirement Board Policies


Board Policy Number Board Policy Name Effective Date Last Reviewed
BOARD Gen 01 Public Information 01/14/10 08/2016
BOARD Gen 02 Confidential Information 11/12/04 06/2016
BOARD Proc 01 Board Processes 05/08/14 05/2014
BOARD Proc 02 Board Education 01/14/10 10/2016
BOARD Proc 03 Board Committees 05/08/14 05/2014
BOARD Admin 01 Funding and Benefit Policy 12/11/14 12/2014
BOARD Admin 02 Request for Actuarial Information 12/13/12 12/2012
BOARD Admin 03 Interest Rates 01/01/17 06/2016
BOARD Admin 04 Delinquent Payments and Interest Penalty 12/13/12 12/2012
BOARD Admin 05 Treating Salary Deferrals Under a Cafeteria Plan as Compensation 12/09/05 12/2005
BOARD Admin 06 General Education 02/14/13 02/2013
BOARD Admin 07 Investment Education 02/14/13 02/2013
BOARD Admin 08 DC Plans Investment Option Overlap Policy 05/10/12 05/2012
BOARD Admin 09 Actuarial Valuation Assumptions and Methods 10/13/11 10/2011
BOARD Admin 10 Actuarial Equivalence Option Factor Determination 06/10/10 06/2010
BOARD Admin 11 State of Montana Investment Policy Statement
401(a) Defined Contribution Retirement Plan
06/11/15 06/2015
BOARD Admin 12 State of Montana Investment Policy Statement
457 Deferred Compensation Plan
06/11/15 06/2015
BOARD Admin 13 PERS 401(a) Defined Contribution Retirement Plan Administrative Fund 06/11/15 06/2015
BOARD Admin 14 457(b) Deferred Compensation Plan Administrative Fund 06/11/15 06/2015
BOARD Op 01 Volunteer Firefighters Medical Expenses 01/14/10 01/2010
BOARD Op 02 Handling Repeatedly Abusive Phone Calls 01/14/10 01/2010
BOARD Op 03 FLO - Charge for Excessive Use of Staff Time 01/14/10 06/2016
BOARD Op 05 Operations Analysis for Discrimination 04/08/10 04/2010
BOARD Op 06 Volunteer Firefighters Compensation Act Administration 04/14/2016 04/2016
BOARD Prsnl 01 Executive Director Recruitment and Selection 02/14/13 02/2013
BOARD Prsnl 02 Performance Appraisals 07/13/06 07/2006
BOARD Prsnl 03 Reduction in Work Force 01/14/10 12/2009
BOARD Prsnl 04 Non-Union Pay Plan 09/12/13 08/2016
  Governance Principles 02/10/11 02/2011

Topics Description
Gen - General General Information
Proc - Procedures Board's Internal Procedures
Admin - Administration Board's Plan-Related Determinations
Op - Operations Board's Instructions to Staff
Prsnl - Personnel Board's Personnel Determinations

Numbering System
The policies under each topic are numbered in chronological order so that the oldest policy is given the number "01". This permits you to determine how various policies impact each other.

Effective Date
The listed effective date is the date the Board last approved the policy, not the date the policy was originally adopted.

Last Reviewed is the latest date the policy was reviewed, (regardless of whether or not changes were made).

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