GFOA of the US & Canada

Pensions and Benefits Sample Documents, Policies and Checklists

Sample Documents 

• RFP for Investment Consultant, Public Employees' Retirement System of Mississippi
• RFP for Investment Consultant, City of Ann Arbor Employees' Retirement System
• Contract Compliance Form, City of Ann Arbor Employees Retirement System

Policies 

• Investment Policy, State of Maine Defined Benefit Retirement Plans
• Investment Policy, Missouri State Employees' Retirement System

Checklists 

• RFP Checklist for OPEB Actuarial Valuation
• Investment Policy Checklist for Assets in a Deferred Compensation Plan
• Investment Policy Checklist for Pension Fund Assets