California Public Employees Retirement System Case Study

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CalPERS The California Public Employees' Retirement System (CalPERS) was established in 1932 as State Employee's Retirement System (SERS), which was a friendlier alternative to keeping older workers on the payroll. The funding for CalPERS comes from: contributions from employers, contributions from employees, and money that the pension fund would gain by investing those contributions. CalPERS has come to be known as a monstrosity because of its poor investment choices. A recent controversial investment decision made by the fund was to invest in real estate. The organization currently serves over 1.7 million members who are provided with a variety of benefits. These benefits include: healthcare, disability, retirement, death, and deferred compensation. In 1968, the California state legislature added one of the most expensive of all retirement perks, annual cost-of-living adjustments, to CalPERS pensions. The decision to provide generous benefits, such as public pensions, …show more content…

Firstly, there is a mandatory assessment of the board’s performance every two years by an independent auditor. This is to ensure accountability. Additionally, there is now required online posting of board members’ and staffers’ travel expenses to lend to transparency. Finally, the reform limits the gifts to $50 that board members can receive from anyone doing business with the fund. A major reform, Assembly Bill 340, passed by Jerry Brown in 2012 ended in large-scale reforms. The new reform requires all new public employees to pay for at least 50 percent of their pensions. This takes the financial burden off of the taxpayer. Additionally, AB 340 increases the retirement age for new public workers and caps the salary amount that can go toward pensions. Finally, the reform bans abusive practices used to enhance pension payouts. However, the union system still exists within the public servant

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