Montana Public Employee Retirement Administration

Public Information

Effective Date: 08/11/2016

Last Reviewed: 08/2016

Confidential Information

Effective Date: 06/09/2016

Last Reviewed: 06/2016

Board Governance Principles and Processes

Effective Date: 08/13/2020

Last Reviewed: 10/2023

Board Education

Effective Date: 02/09/2017

Last Reviewed: 02/2017

Board Communications

Effective Date: 10/05/2023

Last Reviewed: 10/2023

Funding and Benefit Policy

Effective Date: 12/12/2024

Last Reviewed: 12/2024

Interest Rates

Effective Date: 12/12/2024

Last Reviewed: 12/2024

Delinquent Payments and Interest Penalty 

Effective Date: 08/13/2020

Last Reviewed: 08/2020

Treating Salary Deferrals Under a Cafeteria Plan as Compensation

Effective Date: 12/09/2005

Last Reviewed: 12/2005

General Education

Effective Date: 05/11/2017

Last Reviewed: 05/2017

Investment Education

Effective Date: 05/11/2017

Last Reviewed: 05/2017

Actuarial Valuation Assumptions and Methods

Effective Date: 07/01/2022

Last Reviewed: 06/2022

PERS 401(a) Defined Contribution Retirement Plan Administrative Fund

Effective Date: 06/10/2021

Last Reviewed: 06/2021

457(b) Deferred Compensation Plan Administration Fund

Effective Date: 06/10/2021

Last Reviewed: 06/2021

Volunteer Firefighters' Medical Expenses

Effective Date: 01/14/2010

Last Reviewed: 01/2010

Handling Repeatedly Abusive Phone Calls

Effective Date: 01/14/2010

Last Reviewed: 01/2010

FLO-Charge for Excessive use of Staff Time

Effective Date: 06/09/2016

Last Reviewed: 06/2016

Operations Analysis for Discrimination

Effective Date: 04/08/2010

Last Reviewed: 04/2010

Volunteer Firefighters' Compensation Act

Effective Date: 04/14/2016

Last Reviewed: 04/2016

Correction of Benefit Payment Errors

Effective Date: 04/14/2022

Last Reviewed: 04/2022

Executive Director Recruitment and Selection

Effective Date: 12/10/2014

Last Reviewed: 12/2014

Performance Appraisals

Effective Date: 04/12/2018

Last Reviewed: 04/2018

Reduction in Work Force

Effective Date: 01/14/2010

Last Reviewed: 01/2010

Non-Union Pay Plan

Effective Date: 09/12/2013

Last Reviewed: 08/2016

Employee Ethics, Conduct, and Conflicts of Interest Policy

Effective Date: 04/12/2018

Last Reviewed: 04/2018

Table of Topic Abbreviation Descriptions

Topics:

Description:
  • Gen - General
  • General Information
  • Proc - Procedures
  • Board's Internal Procedures
  • Admin - Administration
  • Board's Plan-Related Determinations
  • Op - Operations
  • Board's Instructions to Staff
  • Prsnl - Personnel
  • Board's Personnel Determinations

 

Effective Date:

The listed effective date is the date that the Board last approved the policy; not the date that the policy was originally adopted.

Last Reviewed:

The listed last reviewed date is the latest date that the policy was reviewed; regardless of whether or not changes were made.

 

Public Employee Retirement Administration
100 N Park Avenue Suite 200
PO Box 200131
Helena, MT 59620-0131

FAX: (406) 444-5428
Email: mpera@mt.gov

Member Call Center Numbers:
Toll Free: 1-877-275-7372 or in Helena: (406) 444-3154

Employer Call Center Numbers:
Toll Free: 1-844-304-5452 or in Helena: (406) 444-3994

©2023 Montana Public Employee Retirement Administration