Public Employees Retirement System

Starting in 2018, each IAP participant is invested in an IAP Target-Date Fund based on a five-year range of birth years and an approximate retirement age of 65. To learn more about the change and review investment information, visit www.oregon.gov/IAP.

The following information is provided for those who retire, withdraw, or are receiving IAP installment payments this year, as monthly earnings are only credited when a payment is processed.

Oregon Public Employees Retirement System IAP Earnings Rates (Percent)
2019
Target-Date Fund   Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Final
Retirement Allocation Fund* Latest Year-to-Date  3.65  1.64  5.59 3.65            
  Monthly Change  3.65  -2.01 3.95  -1.94            
2020 Latest Year-to-Date  2.23 2.83 3.83  5.11        
2025 Latest Year-to-Date  3.14  4.08 5.04  6.64        
2030 Latest Year-to-Date  3.47  4.50 5.30  6.92              
2035 Latest Year-to-Date 3.26  4.19 4.87  6.37              
2040 Latest Year-to-Date  3.32  4.26 4.92  6.40            
2045 Latest Year-to-Date  4.19  5.50 6.24  8.08              
2050 Latest Year-to-Date  4.18  5.47 6.18  7.95            
2055 Latest Year-to-Date  4.14  5.35 5.97 7.53            
2060 Latest Year-to-Date  3.66  4.62 5.01  6.16          

 *Members receiving IAP installment payments are invested in the Retirement Allocation Fund. Installment payments are adjusted at each payment period to reflect investment gains or losses on the remaining balance.

  

Oregon Public Employees Retirement System IAP Earnings Rates (Percent)
2018
Target-Date Fund   Jan** Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Final
Retirement Allocation Fund* Latest Year-to-Date  1.66  -0.30  0.61  -0.70  1.28  -0.21  1.78 2.19  1.53  -1.22 2.32  -0.77  1.74
  Monthly Change  1.66  -1.96  0.91  -1.31  1.98  -1.49  1.99 0.41  -0.66  -2.75 3.54  -3.09  
2020 Latest Year-to-Date  1.66  0.38  0.29  0.22  1.08  0.87  1.70  2.84  2.60  0.37  1.18  0.20  0.16
2025 Latest Year-to-Date  1.66  0.04  -0.13  0.50  1.49  1.21  2.45  3.79  3.64  0.43  1.45  -0.69  -0.70
2030 Latest Year-to-Date  1.66  0.19  0.00  0.82  1.88  1.53  2.96  4.38  4.29  0.73  1.85  -0.78  -0.80
2035 Latest Year-to-Date 1.66  0.59  0.50  1.04  2.10  1.72  3.13  4.57  4.50  1.14  2.27  -0.22  -0.23
2040 Latest Year-to-Date  1.66  0.34  0.18  1.03  2.08  1.69  3.17  4.61  4.55  1.05  2.20  -0.41  -0.42
2045 Latest Year-to-Date  1.66  -0.40  -0.78  0.89  1.92  1.52  3.24  4.64  4.62  0.27  1.47  -2.02  -2.03
2050 Latest Year-to-Date  1.66  -0.41  -0.78  0.89  1.91 1.51  3.21  4.61  4.57  0.22  1.41  -2.06  -2.05
2055 Latest Year-to-Date  1.66  -0.42  -0.78  0.87  1.89 1.45  3.12  4.47  4.42  0.09  1.25  -2.16  -2.14
2060 Latest Year-to-Date  1.66  -0.47  -0.79  0.85  1.78  1.31  2.84  4.08  3.97  -0.18  0.90  -2.19  -2.12
*Members receiving IAP installment payments are invested in the Retirement Allocation Fund. Installment payments are adjusted at each payment period to reflect investment gains or losses on the remaining balance.
**One earnings rate was applied for all January 2018 payments due to the timing of data being available.
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Which IAP Target-Date Fund am I invested in?

Birth Year Target-Date Fund
In 1952 or before plus anyone receiving IAP installment payments Retirement Allocation Fund*
Between 1953 and 1957 IAP 2020 Target-Date Fund
Between 1958 and 1962 IAP 2025 Target-Date Fund
Between 1963 and 1967 IAP 2030 Target-Date Fund
Between 1968 and 1972 IAP 2035 Target-Date Fund
Between 1973 and 1977 IAP 2040 Target-Date Fund
Between 1978 and 1982 IAP 2045 Target-Date Fund
Between 1983 and 1987 IAP 2050 Target-Date Fund
Between 1988 and 1992 IAP 2055 Target-Date Fund
In 1993 or after IAP 2060 Target-Date Fund

*If you are currently receiving IAP installment payments, or choose to receive IAP installment payments at retirement, your IAP account balance is placed in the Retirement Allocation Fund regardless of your year of birth. Payments will be made on the periodic basis that you have selected.

Previous IAP earnings