Studies and Surveys

Features of DB Plans, DC Plans, and Hybrid Plans

Protecting Retirees' Money, by Cynthia L. Moore (5th Edition, 2005) can be found under Resources/Publications

Resource Book: Preservation of Defined Benefit Plans , 3rd ed., 1998, updated in 2001. This details the success of defined benefit plans in providing retirement security for public school teachers and other public employees in the United States. It also includes attachments detailing the latest innovations made by several state legislatures to enhance the value of defined benefit plans to their participants.

Broadening Pension Portability for Public School Teachers through Interstate Reciprocity; Survey of Current Statutes and Model Legislation; Prepared by NCTR under a grant from the Education Commission of the States.

Update on NCTR's Activity on Portability and Results of Survey on Portability/Reciprocity between State and Local Teacher Retirement Systems in Several States, 2001

Survey of Air Time Practices

Other Public Pension Studies and Surveys

2008 Comparative Study of Major Public Employee Retirement Systems; Daniel Schmidt, Sr. Analyst, Wisconsin Legislative Council

2008 Wilshire Report on State Retirement Systems: Funding Levels and Asset Allocation

State and Local Government Retiree Benefits (GAO report to Committee on Finance, U.S. Senate; 9/07)

Healthy Minds and Bodies: The Impact of Health Care Benefits Paid by the Teacher Retirement System of Texas (TRS) on Business Activity in Texas, Its Regions, Metropolitan Areas, and Counties

Beyond the Classroom: The Impact of Pension Benefits Paid by the Teacher Retirement System of Texas (TRS) on Business Activity in Texas, Its Regions, Metropolitan Areas, and Counties

Teacher Retirement System of Texas - Benefits Programs

Colorado DC/DB Retirement Study 2001. The study was demanded by the Colorado Legislature and directed by the Colorado State Auditor. The purpose was to examine if a DC plan would provide better recruitment and retention than the current Colorado PERA plan does. The State Auditor contracted with Buck Consultants. The study concluded that Colorado PERA is better for almost any participant than any DC plan.

Alleviating Teacher Shortages Through Pension Plan Redesign, GFOA, 2001

Responses to survey on frequency of public retirement systems’ board meetings conducted by NCTR and NASRA in January 2003

National Association of State Retirement Administrators (NASRA) Survey on Board Travel Policies (Conducted December 2003)

The Public Pension Coordinating Council's (NCTR is a member) 2001 survey web site is now available. The site contains responses from 152 state and local retirement systems with 263 plans covering 9.3 million active members and holding $1.6 trillion in assets

NASRA Surveys and Topical Studies