Resources & Best Practice Guides for Pensions

NCPERS and its partners regularly produce documentation, best practice guides, and resources for public pension staff, trustees, and stakeholders. These tools are intended to help drive efficiency and improve performance, showcase solutions to common industry challenges, and serve as roadmaps in navigating the complexities of pension administration.

If you have any questions regarding these resources, please contact membership@ncpers.org.

Actuarial

• ASOP 4 Toolkit: Measuring Pension Obligations & LDROM

Advocacy

• Public Pension Defense Toolkit
• State-Level Pension Legislation Tracker

Corporate Governance & Proxy Voting

• Model Proxy Voting Guidelines
• Yearly Proxy Votes to Watch*

Governance

• Best Governance Practices for Public Retirement Systems

Healthcare

• Creating a Retiree Medical Trust: How Employers and Employees Can Use Pre-Tax Dollars to Fund Their Retiree Medical Expenses
• FAQ for Healthcare Enhancement for Local Public Safety Act (HELPS)

Legal Protections

• State Constitutional Protections for Public Sector Retirement Benefits
• State Legal Cases Addressing Public Sector Healthcare Benefits

Retirement/Tax Policy Implementation

• SECURE 2.0: A Desk Reference for Governmental Plans