Financial Resilience Report Metrics
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Funded Ratio The funded ratio for a defined benefit plan is a useful snapshot of financial health because it measures the percentage of assets that […]
Content Type: Resource
Executive Director’s Report | Survival Isn’t Success: The Persistent Fragility of Public Pension Systems
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The Fragility of Public Pension Systems In April 2025, financial markets experienced a sudden and sharp decline, triggered by the Trump administration’s aggressive tariff proposals. […]
How to Account for Pension Debt in School Funding Formulas
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Equable Institute’s recent issue brief on education funding cuts driven by growing teacher retirement costs identified several key problems states and school districts face as […]
Methodology: Comparing Standard and Normalized Replacement Rates
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Replacement rates compare the value of a retirement benefit to the value of pre-retirement income. Definition: Pre-Retirement Income There are various ways that pre-retirement income can be defined. […]
RSR Policy Score Methodology (2025)
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The Retirement Security Report Policy Scores (RSR Policy Scores) are an analysis of proposed legislation that would substantially change public sector retirement benefits, using the Retirement Security Report (RSR) methodology. All […]
FAQ: Understanding the Social Security Fairness Act
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On Jan. 5, 2025, President Biden signed the Social Security Fairness Act, that eliminated the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). This […]
Teacher Pension COLAs in 2023
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A key feature of teacher pension plans is that they offer guaranteed income for life. But unless the purchasing power of that pension income keeps […]
Instacart and Valuation Risk
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When the grocery-delivery service Instacart became a public company in September 2023 it meant the culmination of a decade-long investment for seven public pension funds. […]
Financial Literacy Resources for Public Employees
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Most state and local workers in the United States receive retirement benefits, usually in the form of a pension. However, the quality of those benefits […]
How Indiana Reversed its Hidden Education Funding Cuts
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