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PERSI reports 9% recent return, 87% funded ratio and seeks software‑upgrade funding

2305363 · January 30, 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

At JFAC, the Public Employee Retirement System of Idaho (PERSI) reported about a 9% investment return during recent recovery years, an 87% funded ratio, a 10.7‑year amortization period and a FY2026 request including another year of pension‑system software upgrade funding.

Legislative analysts and PERSI leadership briefed the Joint Finance‑Appropriations Committee on the retirement system’s finances, staffing and a multi‑year pension software upgrade the agency is continuing to fund.

Frances Lippitt, a budget and policy analyst with the Legislative Services Office, summarized PERSI’s organizational structure, noting the system administers a defined‑benefit plan and a defined‑contribution option and is governed by a five‑member retirement board appointed by the governor. Lippitt said PERSI has authorization for 81 full‑time positions across offices in Boise, Pocatello and Coeur d’Alene, an average personnel appropriation of about $6,200,000 and a continuously appropriated pension‑payment stream that totaled about…

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