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2014 Municipal Finance Conference

Source: The Bond Buyer & Brandeis International Business School, July 31-August 1, 2014 A conference for both academics and practitioners on recent developments in municipal credit markets and the...

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2014 Employee Healthcare and Other Benefits in Higher Education Survey

Source: College and University Professional Association for Human Resources, 2014 The Employee Healthcare and Other Benefits Survey collects data on the most representative healthcare and...

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Pensions: Making the Number Our Own

Source: Bob Scott, Government Finance Review, Vol. 30 no. 4, August 2014 (subscription required) With the implementation of Governmental Accounting Standards Board Statement No. 68, Accounting and...

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Understanding the Role of Pension Obligation Bonds: The California Experience

Source: John G. Kilgour, Compensation Benefits Review, Vol. 46 no. 2, March/April 2014 (subscription required) From the abstract: Taxable pension obligation bonds (POBs) emerged in 1993 and have been...

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2014 National Cash Balance Research Report

Source: Kravitz, 2014 Highlights: • The Cash Balance Plan market surged 22% versus a 1% increase in number of 401(k) plans: Despite a strengthening economy, the 401(k) market remained flat between 2011...

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Summary of the Quarterly Survey of Public Pensions for 2014: Q1

Source: U.S. Census Bureau, G14-QSPP2, September 2014 From the summary: For the 100 largest public-employee pension systems in the country, cash and security holdings totaled $3,365.4 billion in the...

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How Much Are Public School Teachers Willing to Pay for Their Retirement...

Source: Maria Donovan Fitzpatrick, National Bureau of Economic Research (NBER), NBER Working Paper No. 20582, October 2014 From the abstract: Public sector employees receive large fractions of their...

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CEO Pension Benefits: Bigger Than the Pay Advantage?

Source: Carol Hymowitz, Margaret Collins, Bloomberg Businessweek, January 8, 2015 For many new retirees, the biggest worry isn’t about how they’ll keep themselves busy after years of the 9-to-5 grind....

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The In-State Equity Bias of State Pension Plans

Source: Jeffrey R. Brown, Joshua Matthew Pollet, Scott J. Weisbenner, National Bureau of Economic Research (NBER), NBER Working Paper No. w21020, March 2015 (subscription required) From the abstract:...

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Assessing the Credit Quality of America’s Cities – Part Three: Long-Term...

Source: Richard A. Ciccarone, MuniNet Guide, April 7, 2015 Pensions aren’t the only big liability facing America’s cities. Add to the list bonded indebtedness, other post-employment benefits (OPEB),...

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How Will Longer Lifespans Affect State and Local Pension Funding?

Source: Alicia Munnell, John-Pierre Aubrey, and Mark Cafarelli, Center for State and Local Government Excellence, Issue Brief, April 2015 From the summary: Americans are living longer – and that...

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Underfunding Annual Pension Contributions: Examining the Factors Behind an...

Source: Michael Thom and Anthony Randazzo, State and Local Government Review, Vol. 47 no. 1, March 2015 (subscription required) From the abstract: Inadequate contributions are one factor behind the gap...

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A look at today’s pension equity plans

Source: William J. Wiatrowski, U.S. Bureau of Labor Statistics, Beyond the Numbers, Vol. 4 No. 7, April 2015 The decline in the share of workers covered by traditional pension plans over the past 35...

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The Time Has Come For Standardized Total Cost Disclosure For Private Equity

Source: Andrea Dang, David Dupont, Mike Heale, CEM Benchmarking, April 2015 Given the level of detail and timing of private equity manager reports, can pension funds disclose investment costs in a...

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State Personal Income Taxes on Pensions and Retirement Income | Tax Year 2014

Source: National Conference of State Legislatures, April 2015 From the summary: Most states that levy a personal income tax allow people who receive retirement income to exclude part of it from their...

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Some Union Pension Cuts Likely As New Federal Rules Take Shape

Source: Multiemployer Pension Reform Act of 2014 (MPRA), into law on December 16. Related: Central States Pension Fund Rescue Plan Source: Central States Pension Fund, 2015 This site is an...

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Public Plans Data

Source: Center for Retirement Research at Boston College, National Association of State Retirement Administrators, State and Local Government Excellence, 2015 The new PPD has more data… • over 150...

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Employee Benefits: Today, Tomorrow, and Yesterday

Source: Nevin Adams and Dallas Salisbury, Employee Benefit Research Institute, Issue Brief, no. 401, July 2014 From the summary: In 2013, the nonpartisan Employee Benefit Research Institute (EBRI)...

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Public Employees’ Pension Dilemma

Source: Charles Chieppo, Governing – Better, Faster, Cheaper blog, September 2, 2014 Today’s municipal workers have to cut the best deals they can, but nobody’s looking out for tomorrow’s workers.

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2014 Municipal Finance Conference

Source: The Bond Buyer & Brandeis International Business School, July 31-August 1, 2014 A conference for both academics and practitioners on recent developments in municipal credit markets and the...

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