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Montana Public Employees' Retirement Board

Board Policies

Board Policy Name Board Policy Number Effective Date
Public Information BOARD Gen 01 3/25/04
Confidential Information BOARD Gen 02 11/12/04
Board Processes BOARD Proc 01 3/30/06
Training BOARD Proc 02 3/25/04
Board Committees BOARD Proc 03 1/26/06
Funding and Benefit Policy BOARD Admin 01 5/27/04
Request for Actuarial Information BOARD Admin 02 3/24/05
Interest Rates BOARD Admin 03 5/27/04
Delinquent Payments and Interest Penalty BOARD Admin 04 5/26/05
Treating Salary Deferrals Under a Cafeteria Plan as Compensation BOARD Admin 05 12/09/05
General Education BOARD Admin 06 3/30/06
Investment Education BOARD Admin 07 3/30/06
DC Plans Investment Option Overlap Policy BOARD Admin 08 8/10/06
Actuarial Valuation Assumptions and Methods BOARD Admin 09 2/14/08
Actuarial Equivalence Option Factor Determination BOARD Admin 10 2/14/08
Volunteer Firefighters Medical Expenses BOARD Op 01 5/27/04
Handling Abusive Phone Calls BOARD Op 02 11/12/04
FLO - Charge for Excessive Use of Staff Time BOARD Op 03 7/22/04
Disability Investigator BOARD Op 04 7/22/04
Executive Director Recruitment and Selection BOARD Prsnl 01 7/13/06
Performance Appraisals BOARD Prsnl 02 7/13/06
Reduction in Work Force BOARD Prsnl 03 3/25/04
Non-Union Pay Plan BOARD Prsnl 04 9/13/07
Governance Principles 7/12/07
457 Plan (Deferred Compenstion) Investment Policy 1/10/08
401 (a) Plan (Defined Contribution) Investment Policy 1/10/08

Topics Description
Gen - General General Information
Proc - Procedures Board's Internal Procedures
Admin - Administration Board's Plan-Related Determinations
Op - Operations Board's Instructions to Staff
Prsnl - Personnel Board's Personnel Determinations

Numbering System
The policies under each topic are numbered in chronological order so that the oldest policy is given the number "01". This permits you to determine how various policies impact each other.

Effective Date
The listed effective date is the date the Board last reviewed and approved the policy, not the date the policy was originally adopted.