Responding to the Financial Crisis


Pension Fund Facts:

    • Standard & Poor's ranked North Carolina’s pension fund second best in the nation this year - for the third year in a row.
    • The pension fund has a conservative strategy and diversified asset allocation that protects members' benefits over the long haul.
    • Members' benefits continue to be secure. 
    • For the year ending December 31, 2008, the fund is down approximately 19.7 percent. Stock market losses were close to 40 percent.
    • Funding for the pension fund is a shared responsibility. It is composed of pension earnings, employee contributions, and employer contributions.
    • In light of lower investment returns, the employer contribution to the pension plan will go up. This affects both state and local government budgets. 
    • In the next two years, state and local government leaders will need to prepare for increased contributions to the public pension plan.
    • Contribution will increase to $29 million in 2009-2010 and $329 million in 2010-2011. 

Press Releases about the Pension Fund

Cowell Advises State Leaders to Plan for Significant Increased Contributions to the Public Pension Fund

Cowell Announces 20 Percent Drop in Pension Fund Value



For more information about the North Carolina Retirement Systems please click here.



The Impact on State Debt

The uncertainty in the credit market is affecting both state and local debt.  Interest rates have been up over the past several weeks, increasing the debt service payments on variable rate debt.  The State has about $855 million in variable rate debt, less than 12 percent of its total debt. Local governments have also been impacted, but the Local Government Commission (LGC) works to ensure that variable rate debt makes up only a small percentage of those governments’ debt load.  These rates have already come down significantly, and analysts hope that the progress of federal government intervention will further help to stabilize rates.  It is also important to know that debt service payments at the state level are budgeted at a rate of 4 percent. Prior to the economic downturn, variable rates were consistently lower than this for quite some time, banking savings for the State.

Local governments that are planning to issue publicly traded debt are also feeling the pinch of the current credit crisis. In addition to the rise in interest rates, credit in the marketplace continues to be tight across the board, making it difficult to sell debt regardless of the rating.  Analysts are hopeful that the work at the federal level will help ease rates and inject liquidity back into the market, helping these local units.


Learn more about State debt:

Current Conditions in the Debt Market - Memo from the Local Government Commission

State and Local Government Finance Division

2008 Debt Affordability Study



North Carolina Banking Operations

Due to the recent financial environment, there have been a lot of questions regarding the safety and soundness of the funds of public depositors. The Department of State Treasurer monitors these funds and the pledged collateral and stays in close contact with the banks. Most of the banks report quarterly on their collateral position, but we do require some to report monthly.

Frequently Asked Questions About the Funds of Public Depositers

Collaterization of Public Deposits Program

Current Issues in Deposits and Investments for North Carolina Local Governments - Memo from the Local Government Commission



Mortgage Protection

For most Americans, buying a home is the most important purchase they will ever make, both financially and emotionally. Recently, we have seen the devastating effects that can occur when people are not informed about the true costs of a mortgage.

If you are facing foreclosure, please call the HOPE hotline at 1-888-995-HOPE or visit www.ncforeclosurehelp.org

For information on mortgages, resets, foreclosures and other home loan topics you can go to:

North Carolina Housing Finance Agency

The Affordable Housing Group

Housing and Urban Development

Community Reinvestment Association of North Carolina

Center For Responsible Lending

Information on Refinancing from the Federal Reserve



News Center

Stay up-to-date on news about the financial crisis. Below are links to the most recent news stories about the economic impact and current events of the crisis.

Geithner Details New Bank Rescue Plan - The New York Times, February 10

Fed to Begin Buying Mortgage-Backed Securities - The Associated Press, January 5

Fed Weighs Debt Sales of Its Own - The Wall Street Journal, December 10

U.S. Steps Up Help for Homeowners - The Wall Street Journal, November 12



Financial Resource Center

The links below provide news and information to assist with understanding the economic crisis, managing your personal finances, and finding resources for financial assistance.

Understanding the Crisis Managing Your Finances Financial Help
CNBC's Education Center
Financial issues and terms
Annual Credit Report
Obtain a free credit report every year
Federal Trade Commission’s Consumer Facts
Choosing a counseling service
Federal Reserve Board
Economic surveys and studies
Smart About Money
Advice on managing your money
FDIC - Links for Consumers
Advice and alerts for consumers
Center For Responsible Lending
A resource for predatory lending opponents
Internal Revenue Service
Retirement tips for individuals
NC Foreclosure Help
Assistance for homeowners facing foreclosure
US Treasury website
Current information about Government's plans
Money 101
Step-by-step guide to managing finances
The Financial Literacy Institute
Information for individuals facing bankruptcy