State Employee Pension Fund Financial Reports
Investment Performance Analysis
The Investment Performance Analysis provides a thorough analysis of the State Employee Pension Fund. The report covers the overall fund, as well as the individual portfolios that comprise the fund. The analysis looks at criteria such as: asset growth, asset allocation, performance, rates of return, market cycle performance comparision, risk, return vs. risk, turnover, diversification, and holdings.
Actuarial Valuation
Vermont Statutes Annotated, Title 3, Chapter 16, Section 471, Subsection (k) requires that an approved actuary make an annual valuation of the System's assets and liabilities. The purpose of the actuarial valuation is to determine the financial condition of the retirement fund and the required state contribution to the System. The System's consulting actuary also does other special studies related to new or proposed legislation.
2007 Actuarial Report
2006 Actuarial Report
2005 Actuarial Report
2004 Actuarial Report
2003 Actuarial Report
2002 Actuarial Report
2001 Actuarial Report
Other Reports
2007 Post Retirement Benefits Analysis
2006 Experience Study
2006 Post Retirement Benefits Analysis
2005 Post Retirement Benefits Analysis
2004 Post Retirement Benefits Analysis
2001 Experience Study
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