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Trends in Maturity Metrics, Asset Allocations and Assumed Rates of Return for Large U.S. Public Pension Plans

Authors

Lisa Schilling, FSA, EA, FCA, MAAA
Patrick Wiese, ASA

Description

This report considers trends in public defined benefit plan maturity metrics, asset allocations and assumed rates of return among 139 state-based and large local defined benefit pension systems or plans in the United States from 2001 to 2018.

Report

Trends in Maturity Metrics, Asset Allocations and Assumed Rates of Return for Large U.S. Public Pension Plans

Acknowledgments

The authors’ deepest gratitude goes to those without whose efforts this project could not have come to fruition volunteers who generously shared their wisdom, insights, advice, guidance, and arm’s-length review of this study prior to publication. Any opinions expressed may not reflect their opinions nor those of their employers. Any errors belong to the authors alone. Paul Angelo, FSA, EA, FCA, MAAA William R. Hallmark, ASA, EA, FCA, MAAA Brian B. Murphy, FSA, EA, FCA, MAAA Todd Nathan Tauzer, FSA, CERA, FCA, MAAA Thomas G. Vicente, FSA, EA, FCA, MAAA

Questions or Comments?

If you have comments or questions, please send an email to research@soa.org.