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TSERS/LGERS Board of Trustees Meetings Archive ​​ 

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TSERS/LGERS Board of Trustees Meeting Material​s Archive​​​
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collapse Year : 2017 ‎(63)
collapse Date : 12/04/2017 ‎(2)
Consideration of Proposed Rules on Contribution Based Benefit CapConsideration of Proposed Rules Related to Anti-Pension Spiking Contribution Based Benefit Cap
TSERS.LGERS.Agenda_12.4.2017_Special MeetingTSERS LGERS Agenda 12.4.2017 Special Meeting
collapse Date : 10/26/2017 ‎(16)
1_October26_2017TSERSAndLGERSBoardAgendaAgenda - October 26, 2017 TSERS and LGERS Board Meeting
11_PricipalResultsActuarialValuationsForNCNGPrincipal Results of Actuarial Valuations for NCNG
12_PrincipalResultsActuarialValuationsForDeathPlansPrincipal Results of Actuarial Valuations for Death Benefit Plans
14_PrincipalResultsActuarialValuationsForF_RPFPrincipal Results of Actuarial Valuations for Fire and Rescue Pension Fund
2_DraftMinutesFromJuly_20,_2017TSERSBoardMeetingDraft Meeting Minutes for July 20, 2017 TSERS Board Meeting
6_RequestForRetireeHealthBenefitFundStaffOffsetsRequests for Retiree Health Benefit Fund Staff Offsets Memo
5_DecennialRulesReviewInitialReportDecennial Rules Review Initial Report
13_PrincipalResultsActuarialValuationsForLGERSPrincipal Results of Actuarial Valuations for LGERS
15_PrincipalResultsActuarialValuationsForRODPFPrincipal Results of Actuarial Valuations for Register of Deeds Pension Fund
8_PrincipalResultsofActuarialValuationsForCJRSPrincipal Results of Actuarial Valuations for CJRS
4_OperationsUpdate10_26_2017Operations Update for Oct. 26, 2017 TSERS/LGERS Board meeting
10_PrincipalResultsActuarialValuationsForDIPNCPrincipal Results of Actuarial Valuations for DIPNC
16_LocalUnitsApplyingForParticipationInLGERSLocal Unit Applications to LGERS
3_DraftMinutesfromJuly_20_2017LGERSBoardMeetingDraft Meeting Minutes for July 20, 2017 LGERSBoard Meeting
9_PrincipalResultsActuarialValuationsForLRSPrincipal Results of Actuarial Valuations for LRS
7_PrincipalResultsofActuarialValuationsForTSERSPrincipal Results of Actuarial Valuations for TSERS
collapse Date : 07/20/2017 ‎(14)
1_July20_2017TSERS_LGERS_BOT_AgendaAgenda for TSERS LGERS Board of Trustees Meeting - July 20, 2017
2_BoardResolutionsResolutions for service to the Board for John Aneralla, Veronica Wright, Jack Brooks, and Jim Burgin
3_DraftMinutesApril20_2017TSERSDraft Minutes for April 20, 2017 TSERS Board of Trustees Meeting
4_DraftMinutesApril20_2017LGERSDraft Minutes for April 20, 2017 LGERS  Board of Trustees Meeting
5_OperationsUpdateOperations Update for July 20. 2017 TSERS/LGERS Board of Trustees Meeting
6_LegislativeUpdateLegislative Update for July 20, 2017 TSERS/LGERS Board of Trustees Meeting
7.2CJRS_PolicesCJRS Policies related to IRS Letters of Determination
7.1TSERS_PolicesTSERS Policies related to IRS Letters of Determination
7.3LRS_PolicesLegislative Retirement System Policies related to IRS Letters of Determination
7.4LGERS_PolicesLGERS Policies related to IRS Letters of Determination
8.1_ContibutoryDeathBenefitMemoContributory Death Benefit Assumption Change for TSERS
8.2_ContributoryDeathBenefitConduentPresentationContributory Death Benefit Plan - Conduent Presentation
9_F_R_AdvisoryPanelStatusAndNeedsReport2017Fire & Rescue Advisory Panel Status and Needs Report for July 20, 2017 TSERS/LGERS Board of Trustees Meeting
Appendix_PayrollMemo20172017 Payroll Memo for July 20, 2017 TSERS/LGERS Board of Trustees Meeting
collapse Date : 04/20/2017 ‎(11)
1_April20_2017TSERS_LGERS_BOTAgendaAgenda for TSERS and LGERS Board of Trustee Meeting - April 20, 2017
2_DraftMinutesJanuary26_2017TSERSBoardMeetingDraft Meeting Minutes of January 26, 2017 TSERS Board of Trustees Meeting
3_DraftMinutesJanuary26_2017LGERSBoardMeetingDraft Meeting Minutes of January 26, 2017 LGERS Board of Trustees Meeting
4_RSDOperationsUpdateRSD Operations Update for April 20, 2017 TSERS/LGERS Board of Trustees Meeting
5a_NASRAInvestmentReturnAssumptionBriefFebruary2017NASRA Investment Return Assumption Brief - February 2017
5_LegislativeUpdateLegislative Update for April 20, 2017 TSERS/LGERS Board of Trustees Meeting
6_ProposedReductionInvestmentReturnAssumptionforDecember31_2016ValuationsProposed Reduction in Investment Return Assumption for December31, 2016 Valuations
7_2018FiscalYearAlternativesForDeathBenefitPlans2018 Fiscal Year Alternatives for the Death Benefit Plans
8_LocalUnitApplicationsLGERSLocal Unit Applications to LGERS for April 20, 2017 LGERS Board of Trustees Meeting
SignedLGERSMinutesfrom4_20_2017MeetingNewFinal LGERS Board Meeting Minutes from April 20, 2017 Meeting
SignedTSERSMinutesfrom4_20_2017TSERSMeettingNewFinal TSERS Board Meeting Minutes from April 20, 2017 Meeting
collapse Date : 01/26/2017 ‎(20)
10LGERSActuariallyDeterminedEmployerContributionProjectionsLGERS Actuarially Determined Employer Contribution Projections
11FireAndRescuePFStateContributionRateStabilizationPolicyFirefighters' and Rescue Squad Workers' Pension Fund State Contribution Rate Stabilization Policy
122017LGERSFiscalYearAlternatives2017 LGERS Fiscal Year Alternatives
13LGERSCourtCostOffsetEmployerContributionRateForLEOsLGERS Court Cost Offset for LEOS
14LocalUnitApplicationForLGERSLocal Unit Applications for LGERS
16Appendix2_CharterSchoolFinancialReviewProcessOverviewAppendix 2 - Charter School Financial Review
15Appendix1_RetirementSystemsJune30_2016FinancialReportingUpdateAppendix 1 - RSD June 30, 2016 Financial Reporting Update
17Appendix3_AntiPensionSpikingCBBCTwoYearEvaluationAppendix 3 - Two-Year Evaluation of Anti-Pension Spiking Policy
1January26_2017TSERS_LGERSBoard AgendaAgenda for January 26, 2017 TSERS and LGERS Board of Trustees Meeting
2DraftMinutesFromOctober27_2016TSERSBoardMeetingDraft Meeting Minutes for Oct. 27, 2016 TSERS Board of Trustees Meeting
3DraftMinutesFromOctober27_2016LGERSBoardMeetingDraft Meeting Minutes for Oct. 27, 2016 LGERS Board of Trustees Meeting
4BoardMemberResolutionsForJan26_2017Board Member Resolutions for January 26, 2017 TSERS and LGERS Board of Trustees Meeting
5RSDOperationalUpdates1_26_2017RSD Operational Update for Jan. 26, 2017 TSERS LGERS Board of Trustees Meeting
6ReemploymentEarningsIncreaseBeforeSuspensionOfRetirementAllowanceRe-employment Earnings Increase Before Suspension of Retirement Allowance
7TSERSActuariallyDeterminedEmployerContributionProjectionsTSERS Employer Contribution Projections
7aNCTSERSSelfAssessmentResultsNorth Carolina TSERS Self Assesement Results
82017TSERSFiscalYearAlternativesTSERS Fiscal Year Alternatives
9CharterSchoolApplicationsForTSERSCharter School Applications for TSERS
SignedLGERSMinutesfrom01_26_2017meetingNewFinal LGERS Board Meeting Minutes from Jan. 26, 2017 Meeting
SignedTSERSMinutesfrom01_26_2017meetingNewFinal TSERS Board Meeting Minutes from Jan. 26, 2017 Meeting
collapse Year : 2016 ‎(79)
collapse Date : 10/27/2016 ‎(19)
AppsForLGERSMembership_October_27_2016MeetingApplications for LGERS Membership For October 27, 2016 BOT Meeting
BOTAgenda10_27_2016October 27, 2016 LGERS/TSERS Board of Trustees Agenda
CJRSActuarialValuationFor10272016MeetingCJRS Actuarial Valuation as of December 31, 2015 for Oct. 27, 2016 BOT Meeting
DIPNCActuarialValuationFor10272016MeetingDIPNC Actuarial Valuation as of December 31, 2015 for Oct. 27, 2016 BOT Meeting
DeathActuarialValuationFor10272016MeetingDeath Benefit Plans Actuarial Valuation as of December 31, 2015 for Oct. 27, 2016 BOT Meeting
FireAndRescueActuarialValuationFor10272016MeetingFire & Rescue Actuarial Valuation as of December 31, 2015 for Oct. 27, 2016 BOT Meeting
FireAndRescueStateContRateStabilPolicyFire & Rescue Pension Fund State Contribution Rate Stabilization Policy
InterceptAuthorityPolicyImplementationIntercept Authority Policy Implementation
LGERSActuarialValuationFor10272016MeetingLGRS Actuarial Valuation as of December 31, 2015 for Oct. 27, 2016 BOT Meeting
LGERSBOTDraftMeetingMinutesJuly_21_2016LGERS Board Meeting Draft Minutes - July 21, 2016
LRSActuarialValuationFor10272016MeetingLRS Actuarial Valuation as of December 31, 2015 for Oct. 27, 2016 BOT Meeting
NatlGuardActuarialValuationFor10272016MeetingNational Guard Actuarial Valuation as of December 31, 2015 for Oct. 27, 2016 BOT Meeting
Oct27_2016TSERSBoardMeetingMinutesFinalOctober 27, 2016 TSERS Board of Trustees Meeting Minutes - Signed
Oct27_2016LGERSBoardMeetingMinutesFinalOctober 27, 2016 LGERS Board of Trustees Meeting Minutes - Signed
PetitionForRulemakingJohnston, Wilkes, Union and Cabarrus Counties' Board of Education Petition for Rule Making
RODactuarialValuationaFor10272016MeetingRegister of Deeds Actuarial Valuation as of December 31, 2015 for Oct. 27, 2016 BOT Meeting
RSDOperationsUpdate10272016Retirement Systems Division Operations Update for Oct. 27, 2016 Meeting
TSERSActuarialValuationFor10272016MeetingTSERS Actuarial Valuation as of December 31, 2015 for Oct. 27, 2016 BOT Meeting
TSERSBOTDraftMeetingMinutesJuly_21_2016
collapse Date : 07/21/2016 ‎(18)
AppOfPolSubdivisionsToBecomePartEmployersWSystemsApplications of Political Subdivisions of the State to Become Participating Employers with the Systems
FireAndRescueDataAuditAndLapseAssumptionFire and Rescue Squad Pension Fund Data Audit Project and Revised Lapse Assumption
FiscalYear2016_17IncreaseForDIPNCRecipientsFiscal Year 2016-2017 Increase for DIPNC Recipients
ImplementationOfAgencyPartProceduresReport on Implementation of Agency Participation Procedures Act
July21_2016LGERSBoardMeetingMinutesFinalJuly 21, 2016 LGERS Board of Trustees Meeting Minutes - Signed
July21_2016TSERS_LGERSBOT_AgendaAgenda for July 21, 2016 TSERS and LGERS Board of Trustees Meeting
LetterToRetirementSystemsReFullActuarialCostFactorsLetter to Retirement Systems regarding Full Actuarial Cost Factors
LetterToRetirementSystemsRePaymentOptionFactorsLetter to Retirement Systems regarding Payment Option Factors
LGERSBOTDraftMeetingMinutesApril21_2016Draft Meeting Minutes for LGERS Board of Trustees Meeting April 21, 2016
LetterToRetirementSystemsReAdditionalFactorsLetter to Retirement Systems regarding Additional Factors
July21_2016TSERSBoardMeetingMinutesFinalJuly 21, 2016 TSERS Board of Trustees Meeting Minutes - Signed
NCRSPensionAdminBenchmarkingResultsForFl2015NC Retirement System Pension Administration Benchmarking Results Fiscal Year 2015
ReportFromAdvisoryPanelForFRSWPFIOnStatusAndNeedReport from FRSWPF Advisory Panel on Status and Needs
RetirementReadiness2015ResultsRetirement Readiness 2015 Results
RSDOperationsUpdateFor7_21_16BOTmeetingRetirement Systems Division Operations Update for July 21, 2016 TSERS/LGERS Board Meeting
SummaryOf2016StateLegislativeActionsAffectingRSDSummary of State Legislative Actions Affecting the Retirement Systems Division
TSERSBOTDraftMeetingMinutesApril21_2016Draft Meeting Minutes for TSERS Board of Trustees Meeting April 21, 2016
TSERSLGERSOptionalFormFactors2017TSERS and LGERS Optional Form Factors - 2017
collapse Date : 04/21/2016 ‎(18)
2016FiscalYearAlternativesForDeathBenefitPlansFiscal Year Alternatives for Death Benefit Plans
2016FiscalAlternativesforRODPensionFund2016 Fiscal Year Alternatives for General Assembly for Register of Deeds Supplemental Pension Plan
2016FiscalYearAlternativesforDIPNC2016 Fiscal Year Alternatives for General Assembly for Disability Income Plan of NC
AdoptionOfProposedAssumptionsForRODAdoption of Proposed Assumptions for Register of Deeds Supplemental Pension Plan as Set Forth in December 31, 2014 Experience Reviews
AdoptionofProposedAssumptionsforDIPNCAdoption of Proposed Assumptions for Disability Income Plan of NC as Set Forth in December 31, 2014 Experience Reviews
AdoptionOfProposedAssumptionsforDeathBenefitAdoption of Proposed Assumptions for Death Benefit Plans as Set Forth in December 31, 2014 Experience Reviews
April21_2016BoardsofTrusteesAgendaApril 21, 2016 Boards of Trustees Agenda
COLAHistoryCOLA History
ConsidsUsedIRAssumptTSERSandLGERSBrief-Considerations Used in Setting the Investment Return Assumption in the N.C. State and Local Retirement Plans
DashboardofAssumptionsfor2017-2021Dashboard of Assumptions for 2017-2021
LGERSBOTMeetingMinutes4_21_2016LGERS Board of Trustees Meeting Minutes - April 21, 2016
Minutesfrom1_21_2016TSERSBOTMeetingTSERS Board of Trustees Meeting Minutes - January 21, 2016
Minutesfrom1_21_2016LGERSBOTMeetingLGERS Board of Trustees Meeting Minutes - January 21, 2016
PiercePresentationPresentation by Pierce Insurance - Supplemental Insurance Products
ResolutionsforMJacobsAHallAndKCashionResolutions for the Service of M Jacobs, A Hall and K Cashion
RetirementSystemLegislativeUpdatesRetirement Systems Legislative Update
RSDOperationsUpdateFor4_21_16Retirement Systems Division Operation Update
TSERSBOTMeetingMinutes4_21_2016TSERS Board of Trustees Meeting Minutes - April 21, 2016
collapse Date : 01/21/2016 ‎(23)
1_20_2016NCRSReturnExpectationMemoJanuary 20, 2016 Recap of January 8, 2016 Investment Advisory Committee Meeting re NCRS Return Expectation
2016_01_21TSERSboardminutesSigned Minutes from TSERS Board of Trustees Meeting - January 21, 2016
2016_01_21LGERSboardminutesSigned Minutes from LGERS Board of Trustees Meeting - January 21, 2016
2016FYPolicyAlternativesForTSERS2016 Fiscal Year Alternatives for the General Assembly for TSERS, LRS, CJRS and budget recommendations for NC National Guard
2016FYPolicyAlternativesForLGERSFiscal Year Alternatives presentation-LGERS and F&R
AdoptPropAssumpt_TSERS_CJRS_LEG_NGAdoption of Proposed Assumptions as set in December 31, 2014 Experience Reviews-TSERS, CJRS, LEG and NC National Guard
AgendaTSERSLGERSBdMtg1_21_2016TSERS and LGERS Board Meeting Agenda - January 21, 2016
AdoptOfProposedAssumptionsForLGERSAdoption of Proposed Assumptions as set in December 31, 2014 Experience Reviews-LGERS and F&R
AnnualReqContProjectionsforLGERSAnnual Required Contribution Projections for LGERS
AnnualReqContributionProjsForTSERSAnnual Required Contribution Projections for TSERS
AnalysisOfStabEmpContRatesForLGERSAnalysis of Stabilization of Employer Contribution Rates for LGERS
AnalysisofStabEmployerContRatesTSERSAnalysis of Stabilization of Employer Contribution Rates for TSERS
CAFRpresentationAndExcerpt2015 CAFR Presentation
CharterSchoolsEntryExitProceduresReportEntry and Exit Procedures for Charter Schools
CourtCostOffsetForLEOSFor1_21_16Court Cost Offset for LEOs
ERForDIPNC_ROD_DeathBenefitPlansResults of Experience Investigation and Recommending Revised Table for Adoption by Board for DIPNC, ROD and LGERS and TSERS Death Benefit Plans
IACMeetingMemoJanuary8_2016Projected NC Retirement System Investment Returns Under Current Asset Allocation Policy
IncreaseInEarnableAllowanceIncrease in Amount of Re-employment Earnings Before Suspension of Retirement Allowance
LGERSdraftBOTMinutesDecember7_2015LGERS Board Meeting Draft Minutes - December 7, 2015
LGERSdraftBOTMinutesOctober22_2015LGERS Board Meeting Draft Minutes - October 22, 2015
RSDOperationsUpdate1_21_2016RSD Operations Update for January 21, 2016 Board Meeting
TSERSdraftBOTMinutes12_7_2015TSERS Board Special Meeting Draft Minutes - December 7, 2015
TSERSdraftBOTMinutesOctober22_2015TSERS Board Meeting Draft Minutes - October 22, 2015
collapse Date :  ‎(1)
Apri 21_2016BoardsofTrusteesAgenda
collapse Year : 2015 ‎(84)
collapse Date : 12/07/2015 ‎(8)
2015_12_7TSERSboardminutesSigned Minutes from TSERS Board of Trustees Meeting - December 7, 2015
2015_12_7LGERSboardminutesSigned Minutes from LGERS Board of Trustees Meeting - December 7, 2015
DashboardOfProposedAssumptionsDashboard of Key Considerations for Setting Assumptions
ProposedExperienceStudyAssumptions_BuckPresentationProjections Based on Proposed Experience Study Assumptions
SelectPagesFromTSERSExperienceReview_October2015Excerpts from TSERS Experience Review - October 2015
SelectPagesFromLGERSExperienceReview_October2015Excerpts from LGERS Experience Review - October 2015
Section30_29Of2015SenateBudgetByDavidVanderweideDiscussion of Section 30.29 of Senate Budget
TSERSandLGERSSpecialBoardMeetingAgenda_12072015TSERS and LGERS Special Board Meeting Agenda - December 7, 2015
collapse Date : 10/22/2015 ‎(25)
10StatementOfTheResultsOfTheExperienceReviewAsOf12312014ForLRSPresentation - Legislative Retirement System Experience Review Results as of Dec. 31, 2014
11ResultsOfTheExperienceReviewAsOf12312014ForNCNGPFPresentation - NC National Guard Experience Review Results as of Dec. 31, 2014
12PresentationOnTheLGERSExperienceReviewAsOf12312014Presentation - LGERS Experience Review Results as of Dec. 31, 2014
14AdoptFactorsForAntipensionSpikingContributionbasedBenCapAdoption of Factors to be Used for Anti-Pension-Spiking-Contribution-Based Benefit Cap
15TSERSActuarialValuationAsOf12312014TSERS Actuarial Valuation as of December 31, 2014
13ExperienceReviewAsOf12312014ForTheFireAndRescuePFFirefighters' and Rescue Squad Workers Pension Fund Experience Review Results as of Dec. 31, 2014
1AgendaTSERSLGERSBoardOfTrusteesMeeting10222015Agenda for TSERS and LGERS Board of Trustees Meeting - October 22, 2014
17LRSActuarialValuationAsOf12312014Legislative Retirement System Actuarial Valuation as of December 31, 2014
18DisabilityIncomePlanOfNCActuarialValuationAsOf12312014Disability income Plan of North Carolina Actuarial Valuation as of December 31, 2014
16CJRSActuarialValuationAsOf12312014Consolidated Judicial Retirement System Actuarial Valuation as of December 31, 2014
2015_10_22TSERSboardminutesSigned Minutes from TSERS Board of Trustees Meeting - October 22, 2015
2015_10_22LGERSboardminutesSigned Minutes from LGERS Board of Trustees Meeting - October 22, 2015
21LGERSActuarialValuationAsOf12312014LGERS Actuarial Valuation as of December 31, 2014
19NCNGPFActuarialValuationAsOf12312014NC National Guard Pension Fund Actuarial Valuation as of December 31, 2014
20DeathBenefitPlanActuarialValuationAsOf12312014Death Benefit Plan Actuarial Valuation as of December 31, 2014
2TSERSBoardMeetingDraftMinutes07162015TSERS Board of Trustees Draft Meeting Minutes - July 16, 2015
3LGERSBoardMeetingDraftMinutes07162015LGERS Board of Trustees Draft Meeting Minutes - July 16, 2015
23FireAndRescuePFActuarialValuationAsOf12312014Firefighters' and Rescue Squad Workers Pension Fund Actuarial Valuation as of December 31, 2014
22RODPF_ActurialValuationAsOf12312014Register of Deeds Pension Fund Actuarial Valuation as of December 31, 2014
4RSDOperationsUpdateForBOTMeeting10222015RSD Operations Update for TSERS and LGERS Board of Trustees Meeting - 10/22/2015
5SummaryOfRetirementSystemsRelatedLegislation2015NCGASessionSummary of Retirement Systems-related Legislation during 2015 NC General Assembly session
6EntryAndExitProceduresForCharterSchoolsAndOtherEmployersEntry and Exit Procedures for Charter Schools and Other Employers
7NCRSAssetAllocationPolicyForBOTMeeting10222015NC Retirement Systems Asset Allocation Policy
8PresentationTSERSExperienceReviewAsOf12312014Presentation - TSERS Experience Review Results as of Dec. 31, 2014
9StatementOfTheResultsOfExperienceReviewAsOf12312014For CJRSPresentation - Consolidated Judicial Retirement System Experience Review Results as of Dec. 31, 2014
collapse Date : 07/16/2015 ‎(17)
10InterestRateAssumptionLetterForJuly16_2015BoardMeetingLetter from BOT related to Senate Budget Provision on Interest Rate Assumption for Funding Purposes
11FiscalYear2016PostDisabilityBenefitIncreaseForDisabilityRecipientsPost-disability Benefit Increase for recipients contingent on Granted Salary Increase for Most Active Employees
12StatusAndNeedsReportForJuly16_2015BoardMeetingFire and Rescue Panel Status and Needs Report for July 16, 2015 TSERS/LGERS Board Meeting
13ApplicationsForLGERSMembershipForJuly16_2015BoardMeetingApplications for LGERS Membership
2015_7_16TSERSboardminutesSigned Minutes from TSERS Board of Trustees Meeting - July 16, 2015
2015_7_16LGERSboardminutesSigned Minutes from LGERS Board of Trustees Meeting - July 16, 2015
2TSERSDraftBoardMeetingMinutesApril16_2015TSERS Board of Trustees Draft Meeting Minutes - April 16, 2015
3TSERSDraftBoardMeetingMinutesApril28_2015TSERS Board of Trustees Draft Special Meeting Minutes - April 28, 2015
4LGERSDraftBoardMeetingMinutesApril16_2015LGERS Board Meeting Draft Minutes - April 16, 2015
5LGERSDraftBoardMeetingMinutesApril28_2015LGERS Board Special Meeting Draft Minutes - April 28, 2015
6RSDOperationsUpdateForJuly16_2016BoardMeetingRSD Operations Update for July 16, 2015 TSERS/LGERS Board Meeting
7RSDLegislativeUpdatesForJuly16_2015BoardMeetingRSD Legislative Updates for July 16, 2015 TSERS/LGERS Board Meeting
8TotalRetirementPlansRebrandingPresentationTotal Retirement Plans Rebranding Presentation
9IntroductionExperienceReviewPresentationIntroduction to the Experience REview to be Presented at the October Board Meeting
LGERSBoardofTrusteesSignedMinutes07162015LGERS Board of Trustees Signed Meeting Minutes - July 16, 2015
TSERS_LGERSBoardMeetingAgendaJuly16_2015TSERS and LGERS Board of Trustees Meeting Agenda - July 16, 2015
TSERSBoardofTrusteesSignedMinutes07162015TSERS Board of Trustees Signed Meeting Minutes - July 16, 2015
collapse Date : 04/28/2015 ‎(3)
FinalLGERSBoardOfTrusteesMeetingMinutes04_28_15Signed LGERS Board of Trustees Meeting Minutes - April 28, 2015
FinalTSERSBoardofTrusteesMeetingMinutes04_28_15Signed TSERS Board of Trustees Meeting Minutes - April 28, 2015
SpecialLGERSandTSERSBoardOfTrusteesMeetingAgendaApril28_2015Special Meeting of the LGERS and TSERS Board of Trustees - April 28, 2015
collapse Date : 04/16/2015 ‎(12)
2015RSDLegislativeUpdates2015 RSD Legislative Updates
ApplicationsToParticipateInLGERSApplications to Participate in LGERS
FinalTSERSBoardOfTrusteesMeetingMinutes04_16_15Signed TSERS Board of Trustees Meeting Minutes - April 16, 2015
FinalLGERSBoardOfTrusteesMeetingMinutes04_16_15Signed LGERS Board of Trustees Meeting Minutes - April 16, 2015
LGERS_TSERSboardoftrusteesMeetingAgenda04162015LGERS and TSERS Board of Trustees Meeting Agenda - April 16, 2015
LGERSBoardDraftMeetingMinutes01152015LGERS Board of Trustees Draft Meeting Minutes - January 15, 2015
MemorandumAndLegalOpinionOnBudgetaryAllocationOfAdminCostsMemorandum and Legal Opinion on Budgetary Allocation of Certain Administrative Costs from the Retirement System to the Investment Portfolios
ResolutionForServicesLorisColcloughResolution of Appreciation for the service of Loris Colclough to the TSERS and LGERS Board of Trustees
ResolutionForServicesJerry AyscueResolution of Appreciation for the service of Jerry Ayscue to the TSERS and LGERS Board of Trustees
RSDandSRPoperationsUpdates04162015RSD Operations Update for April 16, 2015 Board Meeting
SupplementalRetireeInsuranceUpdateSupplemental Retiree Insurance Products Update for April 16, 2015 Board Meeting
TSERSBoardDraftMeetingMinutes01152015TSERS Board of Trustees Draft Meeting Minutes - January 15, 2015
collapse Date : 01/15/2015 ‎(19)
1_15_2015_LGERS_MinutesLGERS Signed Minutes from January 15, 2015 Board Meeting
1_15_2015_TSERS_MinutesSigned TSERS Minutes from TSERS Board Meeting - January 15, 2015
2015FiscalYearAlternativesForLGERSFiscal Year Alternatives for the General Assembly - LGERS, Fire and Rescue and Register of Deeds
2015FiscalYearAlternativesforGAforTSERS2015 Fiscal Year Alternatives for General Assembly for TSERS
2015FiscalYearAlternativesforGAforLGERS2015 Fiscal Year Alternatives for General Assembly for LGERS
AnalysisOfStabilizationEmployerContributionRatesForLGERSPresentation - Analysis of Stabilization of Employer Contribution Rates
ActuarialReviewofAccountingDisclosuresForNCRSPresentation - Acturial Review of Accounting Disclosures for North Carolina Retirement Systems
AnnualRequiredContributionProjectionsforLGERSAnnual Required Contribution Projections for LGERS
ARCprojectionsForTSERSPresentation - Annual Required Contribution Projections for TSERS
CAFRPresentation - Comprehensive Annual Financial Report with excerpt from CAFR
CourtCostOffsetForLEOSCourt Cost Offset for Law Enforcement Officers
IncreaseinReemploymentEarningsAmountforJanuary1_2015Increase in Reemployment Earnings Amount
LGERSBoardMeetingMinutesOctober23_2014LGERS Board Meeting Minutes - October 23, 2014
LocalUnitsApplicationsToParticipateInLGERSLocal Units' Applications to Participate in LGERS
ReliabilityofPensionPlanParticipantDataReliability of Pension Plan Participant Data
RSDandSRPOperationsUpdate01_15_2014RSD and SRP Operations Update
StatewideFinancialStatementAuditProceduresReportStatewide Financial Statement Audit Procedures
TSERSBoardMeetingMinutesOctober23_2014TSERS Board Meeting Minutes - October 23, 2014
TSERS_LGERSBoardMeetingJanuary15_2015AgendaTSERS and LGERS Board Meeting Agenda - January 15, 2015
collapse Year : 2014 ‎(83)
collapse Date : 10/23/2014 ‎(33)
2014LegislativeActionsAffectingRSDSummary of 2014 Legislation affecting the Retirement Systems
2014_10_23_LGERS_MinutesLGERS Board of Trustees Approved Minutes from October 23, 2014 Meeting
2014_10_23_TSERS_MinutesTSERS Board of Trustees Approved Minutes from October 23, 2014 Meeting
AntiPensionSpikingContributionBasedBenefitCapPresentations - Anti-Pension Spiking Contribution-Based Benefit Cap
ApplicationsToBecomeParticipatingLGERSEmployersApplicaitons of qualified political subdivisions of the State to become participating employers in the Local System
CJRSActuarialValuationDecember31_2013Consolidated Judicial Retirement System - Actuarial Valuation as of December 31, 2013
DIPNCActuarialValuationDecember31_2013Disability Income Plan of North Carolina Actuarial Valuation as of December 31, 2013
DeathBenefitsActuarialValuationDecember31_2013Death Benefits Actuarial Valuation as of December 31, 2013
FandRPensionFundActuarialValuationDecember31_2013Firefighters' and Rescue Squad Workers' Pension Fund Actuarial Valuation as of December 31, 2013
GASBPensionAccountingStandardsUpdateGASB Pension Accounting Standards Update
Implementationfor403(b)FromStateSystemQEBAImplementation of legislative budget to provide for 403(b) start-up cost from State System QEBA
July17_2014DraftTSERSMinutesDraft minutes of the July 17, 2014 TSERS Board of Trustees Meeting
July17_2014DraftLGERSMinutesDraft minutes of the July 17, 2014 LGERS Board of Trustees Meeting
LGERSActuarialValuationDecember31_2013Local Governmental Employees' Retirement System Actuarial Valuation as of December 31, 2013
LRSActuarialValuationDecember31_2013Legislative Retirement System Actuarial Valuation as of December 31, 2013
NorthCarolinaNationalGuardActuarialValuationDecember31_2013North Carolina National Guard Actuarial Valuation as of December 31, 2013
October23_2014_BOT_AgendaLGERS/TSERS Board of Trustees Agenda - October 23, 2014
OperationsUpdateForOct23MeetingRSD Operations Update for Oct. 23, 2014 LGERS/TSERS Board of Trustees Meeting
PresentationPrincipalResultsOfDeathBenefitPlansActuarialValuationPresentation - Buck - Death Benefit Plans Principal Results of Actuarial Valuation as of December 31, 2013
PresentationPrincipalResultsOfCJRSActuarialValuationPresentation - Buck - Consolidated Judicial Retirement System Principal Results of Actuarial Valuation as of December 31, 2013
PresentationFandRPensionFundDataAuditProjectPresentation - Buck - Firefighters’ and Rescue Squad Workers’ Pension Fund Valuation Data Audit – Phase 2 Full Data Audit Preliminary Findings
PresentationPrincipalResultsOfDIPNCActuarialValuationPresentation - Buck - Disability Income Plan Principal Results of Actuarial Valuation as of December 31, 2013
PresentationPrincipalResultsOfLRSActuarialValuationPresentation - Buck - Legislative Retirement System Principal Results of Actuarial Valuation as of December 31, 2013
PresentationPrincipalResultsOfRODActuarialValuationPresentation - Buck - Registers of Deeds’ Supplemental Pension Fund Principal Results of Actuarial Valuation as of December 31, 2013
PresentationPrincipalResultsOfLGERSActuarialValuationPresentation - Buck - Local Governmental Employees’ Retirement System Principal Results of Actuarial Valuation as of December 31, 2013
PresentationPrincipalResultsOfTSERSActuarialValuationPresentation - Buck - Teachers’ and State Employees’ Retirement System Principal Results of Actuarial Valuation as of December 31, 2013
PresentationPrincipalResultsOfFandRPensionFundActuarialValuationPresentation - Buck - Firefighters’ and Rescue Squad Workers’ Pension Fund Principal Results of Actuarial Valuation as of December 31, 2013
PresentationPrincipalResultsOfNationalGuardActuarialValuationPresentation - Buck - National Guard Pension Fund Principal Results of Actuarial Valuation as of December 31, 2013
ResolutionforChippBaileyResolution for the Service of Chipp Bailey
RegisterOfDeedsActuarialValuationDecember31_2013Register of Deeds Actuarial Valuation as of December 31, 2013
RSDBrandingConsumerSegmentationandImplementationRetirement Systems Division Branding, Consumer Segmentation, and Implementation
StabilizationOfLGERSEmployerContributionRatesStabilization of Employer Contribution Rates in the Local System
TSERSActuarialValuation_December31_2013Teachers’ and State Employees’ Retirement System Actuarial Valuation as of December 31, 2013
collapse Date : 07/17/2014 ‎(11)
AdministrativeMemoOnFundingPolicyCompilationAdministrative Memorandum 2014-001, Funding Policy Compilation
DRAFT_TSERSminutesAprril_17_2014Draft meeting minutes from TSERS Board of Trustees Meeting on April 17, 2014
DRAFT_LGERSminutesApril_17_2014Draft meeting minutes from LGERS Board of Trustees Meeting on April 17, 2014
July17_2014TSERSminutesJuly 17, 2014 TSERS Board of Directors Minutes
July17_2014LGERSminutesJuly 17, 2014 LGERS Board of Directors Meeting Minutes
LGERS_TSERSBoardOfTrusteesAgendaJuly_17_2014Agenda for LGERS and TSERS Board of Trustee Meeting on July 17, 2014
OperationsUpdateForJuly2014BoardMeetingDirector's Operations Update for July 17, 2015 TSERS/LGERS Board Meeting
PresentationOnCEMBenchmarkReportCEM Benchmarking Presentation on the Defined Benefit Administration Benchmarking Analysis
PostDisabilityBenefitIncreaseMemoMemo discussing Post-Disability Benefit Increased for Disability Recipients proposed in state budget
RSDMissionVisionTopMetricResultsFor2013Retiement Systems Mission, Vision and Top-Level Metrics Results for 2013
StatusAndNeedsReportFromFRSWPFReport from the Firefighters' and Rescue Squad Workers' Pension Fund Advisory Panel on the Status and Needs fo the Plan
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Fire RescueFiscalAlternativesFiscal Alternatives for the Firefighters' and Rescue Squad Workers' Pension Fund
LGERSBoardOfTrusteesDraftMinutes01_16_2014LGERS Board of Trustees Draft Meeting Minutes - January 16, 2014
NCTR2014UpdateFederalIssuesAffectingRetirementNational Council on Teacher Retirement Federal and Regulatory 2014 Update
PensionSpikingPreventionActDraftBillSummaryPension Spiking Prevention Act of 2014 Draft Bill
RetirementAdministrativeChangesActOf2014DraftBillSummaryRetirement Administrative Changes Act of 2014 Draft Bill
RSD2014StrategicGoalsRetirement Systems Strategic Goals
RetirementTechnicalChangesActOf2014DraftBillSummaryRetirement Technical Changes Act of 2014 Draft Bill
RSDOperationsUpdateRetirement Systems Operations Update
Signed_TSERS_BOT_Minutes4_17_2014Signed TSERS Board of Trustee Minutes for April 17, 2014 Meeting
Signed_LGERS_BOT_Minutes4_17_2014Signed LGERS Board of Trustees Minutes for April 17, 2014 Board Meeting
SignedLGERSMinutes_January16_2014Signed LGERS Minutes from Jan. 16, 2014 Board of Trustees Meeting
SignedTSERSMinutes_January16_2014Signed TSERS Minutes from Jan. 16, 2014 Board of Trustees Meeting
TSERS_LGERSBoardOfTrusteesAgenda04_17_2014TSERS and LGERS Board of Trustees Agenda - April 17, 2014
TSERSBoardOfTrusteesDraftMinutes01_16_2014TSERS Board of Trustees Draft Meeting Minutes - January 16, 2014
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1-17-2014AgendaJanuary 17, 2014 TSERS/LGERS Board of Trustees Meeting Agenda
2013CAFReport2013 Comprehensive Annual Financial Report (CAFR)
2013CAFRPresentation2013 Comprehensive Annual Financial Report (CAFR) Presentation
2012LegislativeRetirementSystemsResultsPresentationLegislative Retirement System Principal Results of Actuarial Valuation as of December 31, 2012
2012LegislativeRetirementSystemValuationReportLegislative Retirement System of NC Report on the Actuarial Valuation Prepared as of Dec. 31, 2012
COLA_HistoryCOLA History
CourtCostOffset_LEOsLEO Court Cost Offset
DirectorsReportJanuary2014Director's Report - January 2014
EmployersApplyingParticipateLocalSystemEmployers Applying to Participate in LGERS
FireandRescueAdvisoryPanelRecommendationsFirefighters' and Rescue Squad Workers' Pension Fund Advisory Panel Recommendations
GASB_QandAGASB Q&A
GASBpresentationGASB Presentation
InflationEffectOnRealPensionBenefitsValueEffect of Inflation on Real Value of Pension Benefits
LGERS10_17_2013DRAFTMinutesDraft Minutes from LGERS Oct. 17, 2013 Board of Trustees Meeting
LGERSDecisionsOptionsForConsiderationLGERS Decisions and Options for Consideration
LGERS_ARCprojectionsLGERS Actuarial Required Contribution Projections
PensionSpikingPreventionActOf2014_1-8-2014DRAFTPension Spiking Prevention Act of 2014
PlacementAgentPoliticalContributionAndConnectionDisclosurePolicyPlacement Agent, Political Contribution, and Connection Disclosure Policy
ReemploymentIncreaseBeforeSuspensionRetirementAllowanceIncrease in Reemployment Earnings Before Suspension of Retirement Allowance
RetirementAdministrativeChangesActOf2014_1-8-2014DRAFTRetirement Administrative Changes Act of 2014
RetirementTechnicalChangesActOf2014_1-8-2014DRAFTRetirement Technical Changes Act of 2014
SeparateInsuranceBenefitsPlanMemoSeparate Insurance Benefits Plan Memo
TSERS10_17_2013DRAFTMinutesDraft Minutes from Oct. 17, 2014 TSERS Board of Trustee Meeting
TSERSDecisionsOptionsForConsiderationDecisions and Options for TSERS
TSERS_ARCprojectionsTSERS Actuarial Required Contribution Projections
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2012 Disabilty ValuationDIPNC 2012 Valuation
2012 DB Valuation2012 DB Valuation
2012 ROD ValuationRegister of Deeds 2012 Valuation
2012 TSERS ValuationTSERS 2012 Valuation
2012 National Guard ValuationNational Guard 2012 Valuation
2012 LGERS ValuationLGERS 2012 Valuation
2012 CJRS ValuationCJRS 2012 Valuation
Alston ResolutionResolution of Appreciation for Service of Perla Alston
Barefoot ResolutionResolution of Appreciation for Service of Sam Barefoot
Director's Report 10_2013Director's Report
Elliott ResolutionResolution of Appreciation for Service of Joyce Elliott
Foster ResolutionResolution of Appreciation for Service of Mark Foster
FraudWasteAndAbuseReportFraud, Waste and Abuse Review and Evaluation by Buck Consultants
H327v6Firefighters' and Rescue Squad Workers Advisory Panel - HB 327
Harris ResolutionResolution of Appreciation for Service of Shirley Harris
Keen ResolutionResolution of Appreciation for Service of Harold Keen
Letter from PBA on SIBTLetter from Police Benevolence Association
LGERSboard10_17_2013MinutesLGERS Board of Trustees Meeting Minutes - October 17, 2013
Martin ResolutionResolution of Appreciation for Service of Harold Martin
Memo to Board from Sam Watts on SIBTMemo to the LGERS/TSERS Board from Sam Watts
NCRS_Highlight_2013_FinalNCRS Highlight on Retiree Benefits
October 17 2013 BOT AgendaOct. 17, 2013 LGERS/TSERS Board of Trustees Agenda
Pierce Insurance HandoutPierce Insurance Handout for Oct. 17, 2013 LGERS/TSERS Board of Trustee Meeting
Primus ResolutionResolution of Appreciation for Service of Sterling Primus
QEBAMemorandum on Qualified Excess Benefit Arrangement
Results Presentation 2012 CJRSCJRS 2012 Valuation Presentation
Results Presentation 2012 DeathDeath Benefit Plans 2012 Valuation Presentation
Results Presentation 2012 FRSWPFFRSWPF 2012 Valuation Presentation
Results Presentation 2012 TSERSTSERS 2012 Valuation Presentation
Results Presentation 2012 RODRegister of Deeds 2012 Valuation Presentation
Results Presentation 2012 National GuardNational Guard 2012 Valuation Presentation
Results Presentation 2012 DisabilityDIPNC 2012 Valuation Presentation
Results Presentation 2012 LGERSLGERS 2012 Valuation Presentation
Sales ResolutionResolution of Appreciation for Service of Randy Sales
State Treasurer letter to Dollar and Brunstetter 6.12.13 on SIBTLetter from State Treasurer to Legislators
Town of Archer LodgeLocal Units applying to participate in LGERS
TSERSboard10_17_2013MinutesTSERS Board of Trustee Meeting Minutes - October 17, 2013
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ActuarialValuationNorthCarolinaFireandRescuePensionFundActuarial Valuation of the North Carolina Firefighters' and Rescue Squad Workers' Pension Fund
DirectorsReport_April18_2013Director's Report - April 18, 2013
FireAndRescueRetirementRevisionsof2013BillSummaryFire and Rescue Retirement Revisions of 2013 Bill Summary
LGERSBoardMinutes_April18_2013MeetingLGERS Board of Trustees Meeting Minutes from April 18, 2013
LocalUnitsApplyingtoParticipateInLocalSystemLocal Units Applying to Participate In Local Governmental Employees’ Retirement System
ResolutionDennisDuckerResolution of Appreciation for Dennis Ducker's Service to the Board
ResolutionPaschalSwannResolution of Appreciation for Paschal Swann's Service to the Board
RetirementAdministrativeChangesActof2013BillSummaryRetirement Administrative Changes Act of 2013 Bill Summary
RetirementGovernanceChangesActof2013BillSummaryRetirement Governance Changes Act of 2013 Bill Summary
TSERS_LGERS_BoardofTrusteesAgendaforJuly18_2013meetingAgenda for TSERS/LGERS Board of Trustees July 18, 2013 Meeting
TechnicalCorrectionsof2013BillSummaryTechnical Corrections of 2013 Bill Summary
TSERSBoardMinutesApril18_2013MeetingTSERS Board Meeting Minutes from the April 18, 2013 Meeting
UnderstandingNewPublicPensionFundingGuidelinesandCalculationsFunding Policy Discussion - Understanding New Public Pension Funding Guidelines and Calculations
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LocalUnitsApplyingToJoinLocalSystemLocal Units Applying to Join Local System
NCTRFederalAndRegulatory2013UpdateNational Council of Teachers Retirement - Federal and Regulatory Update 2013
RetirementGovernanceChangesActOf2013Retirement Governance Changes Act of 2013
BoardAgendaApril182013Agenda
2013RetirementAdministrativeChangesActof2013Supporting Document - Retirement Administrative Changes Act of 2013
Signed_LGERS_minutes_4_18_2013LGERS Minutes from April 18, 2013 Board Meeting
DirectorsReportforAprilBoardMeetingSupporting Document - Director's Report
Signed_TSERS_minutes_4_18_2013TSERS Minutes from April 18, 2013 Board Meeting
FireAndRescueRevisionsAct2013Supporting Document - Fire and Rescue Retirement Revisions of 2013
FiscalIntegrityActSupporting Document - Retirement Fiscal Integrity Act of 2013
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SpecialMeetingMinutesForStateBoardFebruary5_2013Meeting Minutes for Feb. 5, 2013 Special State Board of Trustees Meeting
TSERSboardFeb5MeetingSupporting Document - Memorandum announcing Special Board Meeting on February 5
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LGERS_1_17_2013MinutesMinutes from the January 17, 2013 LGERS Board of Trustees Meeting
TSERS_1_17_2013MinutesMinutes from the January 17, 2013 TSERS Board of Trustees Meeting
Boards-of-Trustees-Agenda-Jan-17-13Agenda - January 17, 2013
Directors-Report-1-17-13Supporting Document - Directors Report - January 17, 2013
LS1-1-17-13Supporting Document - LS1 - Decisions on Local Governmental Employees’ Retirement System (LGERS)
LS2-1-17-13Supporting Document - LS2 - Memorandum to Local Governmental Employees’ Retirement System from Diane Whaley
SL1-1-17-13Supporting Document - SL1 - Memo to TSERS, LGERS and Consolidated Judicial Systems from Steve Toole
SL3-1-17-13Supporting Document - SL3 - NC Comprehensive Annual Financial Report
SS1-1-17-13Supporting Document - SS1 - Decisions on Teachers’ and State Employees’ Retirement System (TSERS)
Retirement-Administrative-Changes-Act-of-2013Supporting Document - Retirement Administrative Changes Act of 2013
Retriement-Technical-Correction-Act-of-2013Supporting Document - Retirement Technical Corrections of 2013
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