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Thread: Popular Annual Financial Report

  1. #1
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    Popular Annual Financial Report

    We are gathering information for the “PAFR – Popular Annual Financial Report” for Montgomery County Employee Retirement Plans and would like to know what other plan sponsors with defined contribution and defined benefit plans prepare PAFRs and would also like to know about the data they include in their PAFRs.

    Thank you in advance,

    Priti N. Mehta | Compliance Analyst
    Montgomery County Employee Retirement Plans
    101 Monroe Street, 15th floor | Rockville, Maryland 20850
    240.777.8231 direct | 240.777.8220 main | 301.279.1424 fax
    priti.mehta@montgomerycountymd.gov

  2. #2
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    Hi Priti,

    We prepare a PAFR. We reviewed a lot of PAFRs two years ago when we thought it was time to refresh ours. We really liked CALSTERS and CALPERS PAFRs. The link to ours is below.

    https://www.azasrs.gov/content/annual-reports

    Jeremy Pond, CPA, CFE, CGFM
    Controller
    Arizona State Retirement System
    Direct: 602-240-2098
    Email: JeremyP@azasrs.gov

  3. #3
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    Hi Priti,

    Here is the link to the our website where you can view IMRF’s PAFR over the years.
    https://www.imrf.org/en/publications...ancial-reports

    Let me know if you have any questions

    Jim Splitt
    Financial Analyst
    Illinois Municipal Retirement Fund
    2211 York Rd, Suite 500
    Oak Brook, IL 60523-2337
    (630) 706-4260

  4. #4
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    https://www.calstrs.com/sites/main/f.../pafr_2017.pdf

    Here is a link to our PAFR. Thanks.

    Lucy Arbuckle
    CalSTRS

  5. #5
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    Priti,

    The Minnesota PERA created a PAFR for FY17. The link to the document is:

    https://www.mnpera.org/vertical/Site...04_Popular.pdf

    This was only the 2nd time that we created a PAFR and while I believe the process went well, we would have tried to make it a bit less cluttered. That said, our stakeholder groups have responded positively to the condensed format and we have had a number of requests for the report.

    Dave Andrews
    PERA of MN
    651.201.2648
    david.andrews@mnpera.org

  6. #6
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    Here is a link to Ohio PERS PAFR. Please let me know if you have any additional questions.

    https://www.opers.org/pubs-archive/f...016%20PAFR.pdf


    Cathy Blalock
    Assistant Director – Financial Reporting
    Ohio PERS
    614-227-0005
    cblalock@opers.org

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