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May 20, 2012

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Per today's Daily Post article, here's the recently issued Santa Clara County Grand Jury report on employee benefits & pensions. Findings & Recommendations start on page 26.

http://www.scscourt.org/court_divisions/civil/cgj/2012/pension.pdf

Joe

Here's a short update on one of the many state pension funds' returns. Not sure if it is also carrying around an assumption of 8% returns, but this isn't close:

CalSTRS earned a mere 1.8 percent profit on its investments in the just-ended fiscal year, prompting the pension fund to renew its request for financial help from the Legislature.
The return was well below CalSTRS' official forecast. It also was a fraction of the 23 percent CalSTRS earned the year before.

The 1.8 percent gain translated into a profit of $2.7 billion. The California State Teachers' Retirement System, the nation's second-largest public pension fund, ended the fiscal year June 30 with $150.6 billion in assets.
The weak results spotlight the problems facing public pension funds as lawmakers debate the cost of employee retirements in an era of tight budgets.

Gov. Jerry Brown has called for a 12-point plan to rein in pension costs, although he's been unable to craft a deal with his fellow Democrats who control the Legislature. Earlier this week, Brown scrapped plans to put his pension proposal on the November ballot.

Read more here: http://www.sacbee.com/2012/07/14/4630442/calstrs-earns-just-18-percent.html#storylink=cpy

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