Board Policies

Board Policy Number	Board Policy Name	Effective Date	Last Reviewed
BOARD Gen 01	Public Information	08/11/2016	08/2016
BOARD Gen 02	Confidential Information	06/09/2016	06/2016
BOARD Proc 01	Board Governance Principles and Processes	08/13/2020	10/2023
BOARD Proc 02	Board Education	02/09/2017	02/2017
BOARD Proc 03	Board Communications	10/05/2023	10/2023
BOARD Admin 01	Funding and Benefit Policy	08/13/2020	08/2020
BOARD Admin 03	Interest Rates	01/13/2024	06/2024
BOARD Admin 04	Delinquent Payments and Interest Penalty	08/13/2020	08/2020
BOARD Admin 05	Treating Salary Deferrals Under a Cafeteria Plan as Compensation	12/09/2005	12/2005
BOARD Admin 06	General Education	05/11/2017	05/2017
BOARD Admin 07	Investment Education	05/11/2017	05/2017
BOARD Admin 09	Actuarial Valuation Assumptions and Methods	01/01/2022	06/2022
BOARD Admin 11	State of Montana Investment Policy Statement401(a) Defined Contribution Retirement Plan	04/2024	04/2024
BOARD Admin 12	State of Montana Investment Policy Statement457 Deferred Compensation Plan	04/2024	04/2024
BOARD Admin 13	PERS 401(a) Defined Contribution Retirement Plan Administrative Fund	06/10/2021	06/2021
BOARD Admin 14	457(b) Deferred Compensation Plan Administrative Fund	06/10/2021	06/2021
BOARD Op 01	Volunteer Firefighters Medical Expenses	01/14/2010	01/2010
BOARD Op 02	Handling Repeatedly Abusive Phone Calls	01/14/2010	01/2010
BOARD Op 03	FLO- Charge for Excessive Use of Staff Time	06/09/2016	06/2016
BOARD Op 05	Operations Analysis for Discrimination	04/08/2010	04/2010
BOARD Op 06	Volunteer Firefighters Compensation Act Administration	04/14/2016	04/2016
BOARD Op 07	Correction of Benefit Payment Errors	04/08/2021	04/2021
BOARD Prsnl 01	Executive Director Recruitment and Selection	02/14/2013	02/2013
BOARD Prsnl 02	Performance Appraisals	04/12/2018	04/2018
BOARD Prsnl 03	Reduction in Work Force	01/14/2010	12/2009
BOARD Prsnl 04	Non-Union Pay Plan	09/12/2013	08/2016
BOARD Prsnl 05	Employee Ethics, Conduct, and Conflicts of Interest Policy	04/12/2018	04/2018

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

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

The listed last reviewed date is the latest date the policy was reviewed, (regardless of whether or not changes were made).