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Teachers Retirement System reports $113 billion in assets, discusses lower assumed return and ADEC impact

2173737 · January 28, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

Officials from the Teachers Retirement System told the joint House and Senate retirement committee that TRS assets rose to about $113 billion and that the system lowered its assumed investment return to 6.9%, a change lawmakers said increases the actuarially determined employer contribution (ADEC) and could affect future benefit decisions.

Buster Evans, a representative of the Teachers Retirement System (TRS), told the joint House and Senate retirement committee that TRS had about $106 billion in assets as of June 30 and about $113 billion "as of this morning," and described a funding ratio of 78.2% under the system's current actuarial assumptions.

The presentation explained why TRS recently reduced its assumed rate of return from 7.25% to 6.9% and how that change affects the ADEC, the actuarially determined employer contribution used to pay annual pension liabilities. "We have an assumed rate of return of 6.9%. We've got that assumed rate of return down from 7.25 to 6.9 so that we'd would be more conservatively focused," Evans said.

The assumption change drew questions from members. Representative Chuck Martin and others said lowering the assumed return increases…

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