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File #: ID#19-6020    Version: 1 Name: Annual Determination of Expected Rate of Return
Type: Action Item Status: Passed
File created: 4/1/2019 In control: Pension Trustees
On agenda: 4/15/2019 Final action: 4/15/2019
Title: Determine Trustees' expected rate of return for pension plan investments for current year, each of the next several years, and for the long term thereafter, in accordance with Florida Statutes 112.661(9).

SUBJECT/RECOMMENDATION:

Title

Determine Trustees’ expected rate of return for pension plan investments for current year, each of the next several years, and for the long term thereafter, in accordance with Florida Statutes 112.661(9).

 

Body

SUMMARY: 

Florida Statutes 112.661(9) requires an annual determination of expected rates of return be filed with the Florida Department of Management Services, with the plan’s sponsor, and with the consulting actuary.

 

Staff is recommending the current plan investment rate of return assumption of 6.75%, net of investment-related fees, as the expected annual rate of return for the current year; 6.65% for the next year; 6.55% for the year thereafter; and 6.50% for the long term.