Retirement


The Center is collecting best practices, principles, and lessons learned from state and local pension plan changes that have been negotiated over the past 10 years.

  • Joshua Franzel participated on a panel at the Stable Value Investment Association’s 2014 Fall Forum. The panel discussed state and local defined benefit and defined contribution plan trends and developments.

    October 15, 2014
    Presentations
  • Presentation at the 2014 ICMA Annual Conference examines compensation trends, wage pressures, and health and retirement plan changes. Includes an overview of health care cost containment strategies. (9/16/14)

    September 23, 2014
    Presentations
  • Is Detroit’s bankruptcy contagious? This presentation to the 2014 Maryland Association of Counties Summer Conference lays out the facts about municipal bankruptcies, pension funding, and compensation trends. (8/14/14)

    September 4, 2014
    Presentations
  • This presentation at the 2014 National League of Cities Summer Policy Forum explains the difference in the pension calculations used for accounting purposes, for evaluating credit worthiness, and for budgeting. (7/25/14)

    September 4, 2014
    Presentations
  • This report analyzes data from a recent survey initiative that examined the employment and retirement planning and saving experiences of state and local government workers, as well as their confidence in their retirement income prospects. (8/14)

    August 19, 2014
    Research Studies
  • This issue brief examines the rationale for issuing Pension Obligation Bonds (POBs) and how they have performed since the financial crisis. (7/14)

    July 2, 2014
    Research Studies
  • Although automatic enrollment in private sector retirement savings plans is increasingly common, this study finds local governments are slow to adopt the feature. (6/14)

    June 30, 2014
    Research Studies
  • The Denver Employees Retirement Plan is a defined-benefit pension plan that has maintained long-term financial sustainability by making prudent adjustments to the plan’s design and benefits in the face of changing fiscal pressures. (6/14)

    June 26, 2014
    Case Studies
  • This 2014 report of state and local government pension funding finds that many plans are still recovering from the effects of the economic downturn. (6/14)

    June 5, 2014
    Research Studies
  • Center Vice President of Research Joshua Franzel participates in a panel at the Government Finance Officers Association conference examining the impact of baby boomer retirement http://www.gfoa.org/ripple-effects-baby-boomer-retirement on pensions, health care, and the workforce, including succession issues, retaining expertise, recruiting, and public perception. (5/18/14)

    May 18, 2014
    Presentations