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Teachers Retirement System posts actuarial gain; funded status at 74.26%

2125326 · January 13, 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

Shawn Graham, executive director of the Montana Teachers Retirement System, told the Senate committee TRS earned an 8.89% return in FY24, improving funded status to 74.26% with an amortization period of 21 years; the TRS board is carrying two bills including a housekeeping bill and a university supplemental contribution measure.

Shawn Graham, executive director of the Montana Teachers Retirement System, told the Senate State Administration Committee on Jan. 14 that TRS’s consolidated assets stood at about $5.3 billion and that the system’s funded status improved to 74.26% as of the July 1, 2024, valuation.

Graham said TRS earned a market return of 8.89% for fiscal year 2024, above the plan’s assumed rate of 7.3%, which produced an actuarial gain that raised the funded ratio and shortened the amortization period from 24 years to 21 years. The board adopted the valuation results in October 2024; TRS is conducting an actuarial audit that Graham…

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