Schedule A
NCPERS has developed an objective process to determine whether foundations, think tanks, and other nonprofit entities engage in ideologically, politically, or donor driven activities to diminish public pension sustainability. In September NCPERS sends out a request to public plans seeking their input on Schedule A potential entities. The objective process includes evaluating these entities on the following criteria:
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Advocates or advances the claim that public defined benefits are unsustainable
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Advocates for a defined contribution plan to replace the public defined benefit plan
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Advocates for a poorly designed cash balance plan to replace the public defined benefit plan
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Advocates for a poorly designed combination plan to replace the public defined benefit plan
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Links school performance evaluation to whether it sponosrs a defined benefit plan to its teachers/ employees
- Miscellaneous activities to diminish public pension sustainability and retirement security
In October/November NCPERS staff reviews the submissions from public plans. We document the supporting examples and prepare the coming year’s proposed Schedule A for the NCPERS Executive Board. In December, the NCPERS Executive Board reviews the proposed Schedule A and votes to approve, reject, or modify the proposed Schedule A.
Based on the criteria above, NCPERS has determined the following foundations, think tanks, and other nonprofit entities engage in ideologically, politically, or donor driven activities to undermine public pensions:
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Alabama Policy Institute
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American Enterprise Institute
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American Legislative Exchange Council
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Bellweather Education Partners
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Bluegrass Institute for Public Policy Solutions*
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California Common Sense
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California Policy Center
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Equable Institute
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Florida TaxWatch
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Goldwater Institute
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Heartland Institute
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Heritage Foundation
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​Hoover Institution at Stanford University*
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Howard Jarvis Taxpayers Association
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Illinois Policy Institute
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Independent Institute
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Jessie Ball DuPoint Fund
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Laura and John Arnold Foundation
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MacIver Institute
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Mackinac Center for Public Policy
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Manahattan Institute for Public Policy
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Maryland Public Policy Institute
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Massachusetts Taxpayer Foundation
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Mercatus Center at George Mason University
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National Council on Teacher Quality
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National Right to Work Committee
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Nelson Rockefeller Institute of Government
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Platte Institute
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Pioneer Institute
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R Street Institute
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Reason Foundation
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Secure Illinois Retirements*
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Show Me Institute
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Stanford Institute for Economic Policy Research (SIEPR)
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Teacherspensions.org
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Texas Public Policy Foundation
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Yankee Institute for Public Policy
*NEW in 2024
Schedule A Chart (Updated March 18, 2024)