Explore best practices for governing public pension systems effectively and transparently. Find out how to submit articles on this topic here.
Public pension plans can achieve meaningful modernization by addressing their most inefficient workflows first, then strengthening data governance, automation, and digital self-service. This approach enables continuous improvement while preserving operational stability and fiduciary focus. Continue Reading
How accurate participant data helps protect retirement security and ensure promised benefits are delivered. Participants move, change jobs, retire, and experience other life changes. Each change presents pension administrators with the same challenge: keeping participant records accurate. Continue Reading
The benefits public retirement systems provide are the foundation of retirement security, but preparation matters too. Effective education, planning tools and support resources can help members make informed decisions, set realistic goals and confidently prepare for the transition to retirement. Continue Reading
Even stable pension plans are continually evolving as participants relocate, retire, and experience life changes. While each event may seem minor, their cumulative impact can significantly affect data accuracy and plan governance. Continue Reading
The rapid advancement of AI creates new fiduciary, operational, and governance risks for pension systems. Developing a dynamic, principle-based AI governance is essential to protecting beneficiaries’ data, while safely streamlining efficiencies and enhancing returns. Continue Reading
Public pension plans can improve net returns and fiduciary outcomes by adopting a rigorous Total Cost of Ownership (TCO) framework that uncovers hidden fees, optimizes costs across the full investment value chain, and strengthens governance through data‑driven oversight and ongoing compliance. Continue Reading
Public pension systems face growing operational, cybersecurity, and reputational risks as legacy platforms lag behind rising member expectations, regulatory scrutiny, and workforce constraints, making modernization unavoidable. Continue Reading
This latest report from Ortec Finance focuses on the foundational element that determines the successful application of the Total Portfolio Approach (TPA) – the role of governance. Continue Reading
This article argues that the Total Portfolio Approach (TPA) is ill-suited for mid-market public pension plans because it weakens governance, is unlikely to improve performance and introduces additional costs. Continue Reading
This article highlights how public funds can evaluate the advantages and considerations of delegating manager selection to staff or an external party versus retaining the responsibility within the board or investment committee. Continue Reading
This article examines the recent push for less frequent SEC reporting and assesses the potential ramifications that a rule change would have on companies, investors, and the securities markets. Continue Reading
Subject matter experts (SMEs) are invaluable resources in organizations, known for their deep knowledge and experience in specific areas. Knowing what makes a great SME starts with knowing what they'll be tasked with. Continue Reading
