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Actuarial/Financial Information
PERS provides all online publications in .pdf format. To view them, you must have the most recent version of Adobe Reader®. Click here to download Adobe Reader®.
 
PERS Fund/Investments
How is the PERS Fund Managed and Invested?
 
Current Earnings
PERS Fund Monthly Investment Returns
Tier One - monthly
Tier Two - monthly
IAP - monthly
Variable Earnings Distribution Factors - monthly
Annual Earnings Crediting
Distribution of Earnings (1947 - 2013)
 
Actuarial Valuations
2014
Previous Years
 
Actuarial Presentations and Reports
Actuarial Presentations and Reports

Actuarial Equivalency Factors  (Tier One/Tier Two)
Actuarial Equivalency Factors effective 1/1/14
Actuarial Equivalency Factors effective 1/1/12 
Actuarial Equivalency Factors effective 1/1/10 
Actuarial Equivalency Factors effective 1/1/07
2001 Actuarial Equivalency Factors Report 
2001 Actuarial Equivalency Factors effective 07/01/03 
Actuarial Equivalency Factors in effect prior to 07/01/03
Variable Annuity Adjustment
 
Actuarial Equivalency Factors  (OPSRP)
Actuarial Equivalency Factors effective 1/1/14
Actuarial Equivalency Factors effective 1/1/12
Actuarial Equivalency Factors effective 1/1/10
Actuarial Equivalency Factors effective 1/1/07
2004 Actuarial Equivalency Factors Report
Actuarial Equivalency Factors
HB2189 - New OPSRP Survivor Benefit Option Factors 

Comprehensive Annual Financial Report
2013
Previous Years
 
PERS Budgets
2011-2013 Legislatively Adopted Budget 
2009-2011 Legislatively Adopted Budget 
2007-2009 Legislatively Adopted Budget 
2005-2007 Legislatively Adopted Budget
 
These .pdf documents are large and may take a while to open depending on your Internet service.
 
Joint OIC/PERS Board Asset/Liability Presentations
SIS Asset/Liability Discussion: Phase Three - Assets/Liability Analysis (5/26/10)
SIS Asset/Liability Discussion: Phase Two - Assets Only Review (4/28/10)
SIS Asset/Liability Discussion (1/27/10)
Mercer Liability Primer for OIC (1/27/10)