Public Plans Database Hits 200 Pension Plans + New Defined Contribution Content Coming
The Public Plans Data (PPD) contains detailed annual data on the largest state/local pension plans in the US. The sample spans fiscal years 2001 to 2019 and now includes 200 plans (118 state-run and 82 locally-run) which account for 95 percent of state/local pension assets and members in the US. The database is updated quarterly, as new CAFRs and AVs are released.

Among the data added as part of the most recent update are 10 additional plans for local government employees (e.g., for Pittsburgh, Houston, and Oklahoma). Also added are two new downloadable datasets: pension plan board size and composition and top equity and fixed income holdings. Users may download data directly, use interactive tools to explore further, or see graphs of key variables, either by fund, state, or the dataset as a whole.

SLGE is pleased to announce that in 2020-21, a new component to the PPD will be added to offer information on state-administered defined contribution retirement plans.

Webinar: K-12 Public School Employee Views on Jobs & Benefits

SLGE, in collaboration with experts from ICMA-RC, will host a webinar on Wednesday, August 26 at 1pm EDT to discuss results from the recent survey of K-12 employee views on their jobs and benefits – overall and in light of the ongoing pandemic’s impacts on their job satisfaction, financial condition, and personal/family well-being. Click here to register.

The research report can be viewed via this link:

SLGE/IPMA-HR/NASTF Financial Wellness Grant Program

The application period has closed for the employee financial wellness grant program that is being co-sponsored by SLGE, the International Public Management Association for Human Resources (IPMA-HR), and the National Association of State Treasurers’ Foundation (NASTF), with the sponsorship of the Wells Fargo Foundation. Recipients will be announced by September 14.

In the meantime, a new Quick Reference Guide on Financial Wellness Programs for State and Local Employees has been released and a series of fact sheets will soon be offered, which outline existing financial wellness programs in place across the US.

Workforce, Benefit and Retirement Content at the ICMA Conference
This year, the International City/County Management Association will host its annual conference virtually, with several sessions focusing on SLGE priorities:

  • Managing Expectations and Reducing Surprises: The Role of Local Managers in Statewide Retirement Plans
  • Promising Practices in Cross-Sector Collaboration to Improve Population Health (focusing on opioid misuse; safe, stable, affordable housing; and healthy community design)
  • Rethinking Benefits (a roundtable discussion on reexamining what benefits are most effective at attracting and retaining key staff)
  • Hiring, Onboarding, and Supervising Remote Staff
  • A Local Government Manager’s Guide to Financial Reporting (including a dialogue with GASB Chair Joel Black)
Discounted registration is available through August 26.

SLGE in the News
Research Director Rivka Liss-Levinson, PhD, was published in this month’s American Journal of Preventive Medicine regarding retention of younger public health staff.

Senior Fellow Elizabeth Kellar participated on a webinar panel with the Volcker Alliance on COVID-19 impacts on local government finances.

SLGE President and CEO Joshua Franzel, PhD, was cited in an article by the World Pensions Council on environmental, social and governance considerations in public pension investments.

Other presentations this month were made to the National Association of State Treasurers Treasury Management Training Symposium, Michigan Association of Counties, ASTHO Executive Leadership Forum, APPAM International Conference, and Route Fifty Town Hall.

SLGE’s K-12 employee polling was covered by District Administration and Human Resource Executive; the IBM Center for the Business of Government and StateTech cited the Center’s workforce survey findings on government telework; and the Workforce Institute covered the center’s research on state and local employees’ personal and employment concerns about COVID-19.