Montana State Legislature
SJ 4
SJ 4: Interim Study of Montana's Public Employee Retirement Systems and Teachers' Retirement System
Legislative Council assigned the Senate Joint Resolution No. 4 study to the State Administration & Veterans' Affairs Interim Committee. The study ranked second among the polled studies.
Legislative Fiscal Committee Members:
Senator Tom McGillvray
Representative Terry Moore
Representative Eric Matthews
Representative Jim Hamilton
Background Materials and Resources
May 23, 2024
- SJ 4 Study Plan- Updated March 2024
March 14-15, 2024
- Revised SJ 4 Study Plan- Updated January 2024
- SJ 4 Study Resolution
- FY23 Green Sheets
- NASRA Infographic
- Research Request - Appropriations History FY02-FY23
- Research Request - Contribution Rates in Other States
- Cheiron Retirement System Overview for Legislators
- Pew Presentation: State Pension Funding and Models for Success - Updated March 12, 2024
- Pew Infographic: Montana Pension Sustainability Fact Sheet (Draft)
January 25, 2024
- SJ 4 Study Resolution
- Fiscal Year 2023 Green Sheets
- PERS and TRS Data 2000-2023
- PERS Data Spreadsheet
- TRS Data Spreadsheet
- Brief History of Montana Pension Plans
- Senate Bill 29 (2023)
- PERS and TRS Contribution History
- NASRA Brief - State and Local Government Spending
- NASRA Brief - Employee Contributions
- NASRA Public Fund Survey
- NASRA - Appendix A
- NASRA - Appendix B
- SJ 4 Committee Feedback Summary
- Updated SJ 4 Study Plan
- BOI Presentation: Historical Look at PERS and TRS Assumed Rate of Return & Actual Performance
- MPERA HB 454 Summary
- TRS Handout
November 8-9, 2023
- Draft SJ 4 Study Plan
- SJ 4 Study Resolution
- FY23 Green Sheets
- Dashboard of Pension Systems Data (FY17-23)
2022
