Articles
PERS reform is overdue - July 2001
"The PERS Crisis: How the Crisis Occurred", Presented to the Oregon State University Faculty Senate - Oct. 2003 (from 5/26/2002 Oregonian)
PERS reform needed to fix budget woe guest editorial by Tony Corcoran - May 8, 2003
PERS Reform: By James Voytko - Sept. 2003
Taxing PERS Benefits - Dec. 31, 2003
League of OR Cities PERS Update - Jan. 26, 2004
PERS staff clarifies "bif" use from OPRI newsletter - Mar. 17,2005
Court Protects Employees' Retirement - Mar. 8, 2005
PERS Retirees' Case - Aug. 16, 2007
Facts about PERS PSU-AAUP - Sept. 2005
AFCME letter to Retirees - Feb. 21, 2007
Five Stages of Retirement - Oct. 8, 2007
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Audit Reports
PERS Annual Financial Report - 1996
PERS Annual Financial Report - 1997
PERS Annual Financial Report - 1999
Information Technology Application Control Review - June 2000
PERS Annual Financial Report - 2001
PERS Director Change Review - Nov. 23, 2001
Benefit Calculation Audit - Aug 2002
PERS Annual Financial Report - 2002
PERS Annual Financial Report - 2003
Management Letter 2003 - Jan. 22, 2004
PERS Director Change Review - May 11, 2004
PERS Annual Financial Report - 2004
PERS Annual Financial Report - 2005
PERS Management Report - Dec. 16, 2005
PERS Annual Financial Report - 2006
jClarety Application Controls Review - 2007
PERS Annual Financial Report - 2007
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Commentary
The Oregon PERS Information commentary has been donated by Dr. Marc Feldesman.
Blame Oregon Supreme Court - April 16, 2003
Oregon PERS Information Musings - Nov 2002 - Mar 2003
Oregon PERS Information Musings - April - Sept. 2003
Oregon PERS Information Musings - Sept. - Dec. 2003
Oregon PERS Information Musings - Jan. - Aug 2004
Oregon PERS Information Musings - Sept. 2004 - Mar. 2005
Supreme Court Undoes Some PERS Reforms - Mar. 11, 2005
PERS Oregon's Grand Delusion - June 4, 2006
Declaration for Oregon's Future - Sept. 2006
America is Insolvent - Feb 24, 2007
Hartman warns 'incorrect' PERS web posting - October 24, 2007
Pension troubles may not be over - Jan 2, 2008
Don't blame retirees - Jan 15, 2008
State Treasure's response to Bend Bulletin - Jan 20, 2005
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Legislation
(Note HB is an abbreviation for House Bill; IAP stands for Individual Account Program)
Oregon Supreme Court opinion for Vogle vs. State of Oregon - June 18, 1998
Senate Committee on General Government - Jan. 28, 1999
Legislative Brief re: History of Taxation of PERS Pensions - Jan. 2000
Taxation of Pension in Oregon: 2001 Update - Sept. 2001
AG Opinion Actuarial Equivalency Factor Rule - Sept 21, 2001
House Report on PERS Sustainability - Jan. 9, 2003
House Committee on PERS agenda - Jan. 23, 2003
HB 2004 Actuarial Equivalency Factor Tables - Jan 27, 2003
House Committee on PERS agenda - Jan. 28, 2003
House Committee on PERS agenda revised - Jan. 30, 2003
Hartman letter Yvette_Elledge - Jan. 9, 2003
Hartman letter Tim Knopp - Jan. 28, 2003
HB 2003 draft bill Gary - Jan. 31, 2003
HB 2003 side by side comparison Gary - Jan. 31, 2003
Gary letter Tim Knopp - Feb 6, 2003
House Committee on PERS agenda - Feb 11, 2003
House Committee on PERS agenda - Feb 13, 2003
House Committee on PERS agenda - Feb 18, 2003
House Committee on PERS agenda revised - Feb 18, 2003
House Committee on PERS agenda - Feb 20, 2003
House Committee on PERS agenda revised - Feb 20, 2003
HB 2003 Estimated impact Gary - Feb 3, 2003
Implementation of new mortality tables - Feb 5, 2003
Hartman letter re: legislation - Feb 6, 2003
HB 2004 Gary letter to Tim Knopp - Feb 6, 2003
HB 2003 Gary letter to Tim Knopp - Feb 12, 2003
HB 2003 background from Gary - Feb 10, 2003
HB 2004 Proposed amendment - Mar. 10, 2003
Legislative Council opinion on proposed HB2003 & HB2004 - Mar. 11, 2003
HB 2003 & HB 2004A Gary letter to Tony Corcoran - Mar. 26, 2003
HB 2005 PERS Board Membership - April 8, 2003
PERS Reform Proposals - Milliman - April 15, 2003
Kulongoski's Reform Package - April 17, 2003
Graph of Proposed Reform Package - April 17, 2003
HB 2003 Committee Minutes - April 17, 2003
HB 2020 A Staff Summary - April 17, 2003
HB 2003 & HB 2004A Hartman letter to Tony Corcoran - April 23, 2003
HB 2003 proposed amendment - April 24, 2003
HB 2003 more proposed amendments - April 24, 2003
HB 2004 Gary letter outdated mortality tables - date unknown
HB 2004B Testimony of Steve Delaney - April 24, 2003
HB 2003 COLA freeze mechanics - April 2003
HB 2003 Final - May 9, 2003
HB 2003 technical issues - May 21, 2003
Attorney General's Opinion on enrolled bills HB2003 & HB2004 - June 3, 2003
HB 3020 B Staff Summary - July 1, 2003
HB 3020 Final - July 28, 2003
2003 PERS Bills Passed into Law - Aug 2003
2003 House Bills Passed into Law - date unknown
HB 2020 Successor Pension System for Public Emp. - Aug 29, 2003
IAP Remediation & Related Policy Issues part 1 - June 13, 2005
IAP Remediation & Related Policy Issues part 2 - June 2005
Legislative Background Briefing - Nov. 2006
Annotations to ORS Vol 6 CH 238 2006 Edition - date unknown
HB 2184 Final - May 31, 2007
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Letters
PERS Termination Milliman report - Feb 18, 2003
Deficit account definition of "the call" Voytko letter - Mar. 6, 2003
Accounting for PERS Bonds - Oct. 31, 2003
Statutory Provisions on PERS Fund Reserves Rodeman - April 1, 2004
OPRI Interest on Overdue Accounts - Oct. 22, 2005
OPRI Comments on OAR 459-005-0610 - Nov. 14, 2005
OPRI joins PERS Coalition - Jan. 20, 2006
PERS Calculation Appeal - May 15, 2007
PERS Recalculation letter decrease - Oct. 1, 2007
PERS Recalculation letter increase - Oct. 3, 2007
Model Appeal Letter Window Retirees retiring before Feb 2004 - Nov 2007
Model Appeal Letter Window Retirees retiring after Feb 2004 - Nov 2007
PERS Appeal Interactive Form - Nov 2007
OEA Recalculation Letter Advice - Nov 2007
PERS Appeal Response - Nov. 20, 2007
Recalculation Appeal Denied - Dec. 27, 2007
PERS Appeal Response calculation details re: variable - Jan 16, 2008
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Oregon Administrative Rules
(Note BM is an abbreviation for Board Memorandum)
Oregon Administrative Rules Master Index - Secretary of State
OAR 459-005-0055 Timeline - Oct. 25, 2002
OAR 459-005-0055 draft 13 - Oct. 25, 2002
Hartman letter re: OAR amendments - Dec. 10, 2002
OAR 459-005-0055 draft 14 - Jan. 6, 2003
OAR Actuarial Equivalency Factors 2nd reading - Jan. 7, 2003
Hartman letter re: OAR amendments - Jan. 9, 2003
OAR 459-005-0055 memo re: board presentation - Jan. 8, 2003
OAR 459-005-0055 board presentation - Jan. 12, 2003
OPRI comments on proposed OAR 459-005-0610 - Nov. 14, 2005
BM OSGP Catch-Up Program - Jan. 12, 2007
OAR Catch-Up Program - Jan. 12, 2007
BM Earnings Credits for Lump Sum, Police, & Fire - Jan. 12, 2007
BM OSGP Deferred Compensation Committee - Jan. 12, 2007
OAR OSGP Deferred Compensation Committee - Jan. 12, 2007
BM OSGP Loan Program - Jan. 12, 2007
OAR Emergency Withdrawal - Jan. 12, 2007
BM Forfeiture & Service Rights - Jan. 12, 2007
OAR Forfeiture & Service Rights - Jan. 12, 2007
BM OSGP Trading Restrictions - Jan. 12, 2007
OAR OSGP Trading Restrictions - Jan. 12, 2007
BM Direct Rollover Rules - Feb 16, 2007
OAR Direct Rollover Definitions - Feb 16, 2007
OAR Direct Rollover Election Procedures - Feb 16, 2007
OAR Direct Rollover Limitations - Feb 16, 2007
OAR Direct Rollover Transfers - Feb 16, 2007
BM Power of Attorney Rules Modifications - Feb 16, 2007
OAR Power of Attorney Permissible Actions - Feb 16, 2007
OAR Power of Attorney Effective Date - Feb 16, 2007
OAR Power of Attorney Definitions - Feb 16, 2007
OAR Power of Attorney Fiduciary Documents - Feb 16, 2007
OAR Power of Attorney Document Rules - Feb 16, 2007
OAR Power of Attorney Termination - Feb 16, 2007
BM Disability Rules Minor Modifications - Mar. 30, 2007
OAR Disability Rules Application Required - Mar. 30, 2007
OAR Disability Rules Definitions - Mar. 30, 2007
OAR Disability Rules Worker Comp Reductions - Mar. 30, 2007
OAR Disability Rules Periodic Reviews - Mar. 30, 2007
OAR 459-001-0030 - Review of Staff Actions - June 2007
BM Adoption of Direct Rollover Rules - July 20, 2007
OAR Direct Rollover Rules Transfers - July 20, 2007
BM Judge Member Rules - July 20, 2007
OAR Judge Member Definitions - July 20, 2007
OAR Judge Member Administrative Rules - July 20, 2007
OAR Judges Death Before Retirement - July 20, 2007
OAR Judges Death After Retirement - July 20, 2007
OAR Judges Disability Retirement - July 20, 2007
OAR Judges Min. Death Distribution - July 20, 2007
OAR Judges Plan A Service Allowance - July 20, 2007
OAR Judges Plan B Service Allowance - July 20, 2007
OAR Judges Variable Annuity - July 20, 2007
BM OSGP Loan Program - July 20, 2007
OAR OSGP Loan Program - July 20, 2007
BM Receipt Date for Documents - July 20, 2007
OAR Receipt Date for Documents - July 20, 2007
OAR 459-001-000 Notice of Proposed Rule - Sept. 14, 2007
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Other Documents
PERS history - July 1997 (16MB
PERS Handbook 2000 - Nov. 1, 1999
Preliminary 1999 Earnings Distribution - March 6, 2000
Final 1999 Earnings Distribution - April 23, 2000
PERS Oregon Blue Book - 2001
Pension Liberation for Oregon - May 2001
School Pool UAL & Projected Payoff - Dec. 31, 2001
PERS Q & A Break in Service - Feb. 10, 2004
PERS history flowchart - June 5, 2002
Oregon Business Council Public Services Stable Funding - Jan. 31, 2003
Disability Retirement - Feb 2003
UAL Intergovernmental Agreement - Feb 13, 2003
2001 Employer Rates - Jun. 25, 2003
Oregon Cities Newsletter - Sept. 2003
Employers Lump-Sum Payment Considerations - Oct. 2003
Oregon Business Council PERS report - Oct. 10, 2003
Medical & Prescription rates - Jan. 1, 2004
PERS Handbook 2003-2005 - Feb 1, 2004
IAP Contributions - Mar. 12, 2004
School District Authorizing Resolution - Mar. 7, 2005
Est. Retirement Transactions Eugene Case - Apr. 7, 2005
Long Arm of the Law - short version Oct. 20, 2005
Long Arm of the Law - long version Oct. 20, 2005
PERS 2006 earning & crediting rates - date unknown
PERS by the numbers - Oct. 2005
Policy Alternatives for Financial Modeling - Oct. 21, 2005
PERS by the numbers - Nov. 2006
2006 Earnings Crediting Rates and Reserves Funding - 2006
PERS Health Insurance Program - Jan-Dec 2007
Actuarial Equivalency Factors - Jan. 1, 2007
Oregon Withholding Tax Tables - Jan 1, 2007
PERS Overview 2007 - April 3, 2007
PERS Overview at OSU - April 17, 2007
COLAs Paid 1998-2007 - June 2007
Getting Ready to Retire - date unknown
Pre-Retirement Guide - date unknown
Benefit Comparison - Oct. 2007
PERS by the numbers - Nov. 1, 2007
Distribution of Earnings - date unknown
PERS Comp. Annual Financial Report - Jan. 2, 2008
Growth in Health Care Costs CBO testimony - Jan. 31, 2008
PERS OSU Briefing - Mar. 4, 2008
Earnings Crediting for 2007 - April, 2008
PERS by the Numbers - July 2008
Strunk Attorney Fees FAQ - July 31, 2008
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Press Releases
Governor Kulongoski's PERS Reform Statement - Jan. 23, 2003
Gov. Ted Kulongoski Fixing PERS - Jan. 2003
Governor Announces PERB Board Appointments - Aug 13, 2003
Settlement Reached City of Eugene case - 1-26-2004
Lane Co. PERS News Briefing - Jan. 27, 2004
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Studies
Milliman Annuity Factors old tables - Jan. 1, 1996
PERS Mortality Table Change Implementation - Oct. 3, 2001
ECONorthwest Bonds to Offset PERS Unfunded Liability - Aug 7, 2002
Actuarial Equivalency Factor fact sheet - Nov. 2002
PERS Financial Simulation of PERS Plan - Nov. 21, 2002
PERS Actuarial Equivalency Options second reading - Jan. 2003
PERS New Mortality Table Implementation - Jan. 8, 2003
Milliman Actuarial Valuation 2001 - Jan. 14, 2003
Milliman Actuarial Equivalency Factor Tables for HB 2004 - Jan. 27, 2003
Actuarial Impact Statement - Feb. 18, 2003
Milliman Actuarial Equivalency Factor based on 2001 study - Feb 24, 2003
Milliman Annuity Factors new tables - Jan. 1999 - Mar. 1, 2003
Milliman Retirement Tables - Mar. 1, 2003
EcoNorthwest Oregon PERS Policy - April 10, 2003
Seattle NW PERS School Financing Update - Oct. 2003
PERS Refinancing Q & A - Oct. 22, 2003
Actuarial Equivalency Factors Option Matrix - Dec. 31, 2003
Milliman 2005 Employer Contribution Rates - Feb 18, 2005
Seattle NW PERS Financing Update - Feb 23, 2005
PERS Replacement ratio study 1990-2004 - Mar. 31, 2005
Mercer Managing Employer Rates - May 20, 2005
Mercer 2004 CPI study - Dec. 28, 2005
Mercer Benefit Changes & Future Employer Rates - April 15, 2005
Mercer Policy Alternatives for Financial Modeling - Oct. 21, 2005
Mercer Financial Modeling Results - Dec. 16, 2005
Mercer 2004 CPI study - Dec. 28, 2005
PERS Replacement ratio study - 2006
Mercer Projected Unit Credit Method / Rate Collaring - Mar. 31, 2006
Mercer 2004 Actuarial Valuation Results - April 27, 2006
Mercer 2005 Experience Study 2005 Valuations - June 16, 2006
PSU MBA Study Oregon Public Employee Compensation - July 2006
PSU MBA Study Oregon Public Employee Compensation Summary - July 2006
Mercer 2005 Actuarial Valuation Results - Sept. 15, 2006
Mercer 2007 Employer Rates - Nov. 17, 2006
Actuarial Equivalency Factors - Jan. 1, 2007
Mercer Tier 1 rate Guarantee Reserve - Mar. 30, 2007
Replacement Ratio Graph - June 2007
Mercer 2007 Purchasing Power Study - June 19, 2007
Mercer Experience Study 2006 Valuation - July 20, 2007
PERS Replacement ratio study - Aug. 3, 2007
Mercer 2006 Actuarial Valuation - Oct. 19, 2007
Pew Study State Retirement Funding full report - Dec. 18, 2007
Pew Study State Retirement Funding summary - Dec. 18, 2007
Pew Study Oregon Statistics - Dec. 18, 2007
Mercer 2004 Actuarial Valuation Report - Jan. 8, 2008
Consumer Price Index: Portland, Or - Feb 28, 2008
CPI Portland US Bureau of Labor Statistics - Feb 28, 2008
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