• Plan Reporting Information

    General Info

    Plan Reporting Requirements

    Calendar For Reporting Due Dates

    Forms (Preferred Browser: Internet Explorer)

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    Compliance

    Pension System Registration (PRB-100)

    Benefits and Membership Report (PRB-200)

    Financial Statement Report (PRB-300)

    Actuarial Report (PRB-400)

    Investment Returns and Assumptions Report (PRB-1000) Instructions

    Investment Returns and Assumptions Report (PRB-1000)

    Minimum Education Training Program

    Minimum Education Training Registration Form (PRB-150)

    Minimum Education Training Program Form (PRB-2000)

    Previous Training Approval Form

    Sponsor Accreditation Application

    Individual Course Approval Application

    Certificate of Completion Template

    Certification Letter for Exemption of Certain System Administrators

    Memorandums

    IRS Proposed Rulemaking – Applicability of the Normal Retirement Age Rules to Governmental Plans (Apr. 2016)

    Implementation Deadline for the Funding Soundness Restoration Plan (Jan. 2016)

    PRB Administration and Reporting Requirements Changes (Aug. 2015)

    Minimum Educational Training Program Updates (Mar. 2015)

    Board and Committee Meeting Updates (May 2014)

    Educational Training Program, Form PRB-1000, and Committee and Board Meeting Updates (Mar. 2014)

    Board and Committee Meeting Updates (Feb. 2014)

    Form PRB-1000, PRB Model Ethics and Conflict-of-Interest Policy and Other Website Updates (Jan. 2014)

    Reporting Requirement Changes for Volunteer TLFFRA Systems (Sept. 2013)

    Reporting Requirements Changes for Defined Contribution Plans (Sept. 2013)

    Reporting Requirement Changes for Statewide Retirement Systems (Aug. 2013)

    Reporting Requirement Changes for Local DB Systems (Aug. 2013)

    Reporting Requirement Changes for Paid & Part-Paid TLFFRA Systems (Aug. 2013)