Board meetings, strategic plans, and buyer signals from Nate Carter’s organization
Sep 25, 2026·BoardMeeting
Board
Pers Board Board Meeting
The meeting included a Director's report covering PERS Expo updates and the performance of the internship program. The board reviewed the proposed 2027 meeting calendar and the August investment performance report. Significant time was dedicated to administrative rule-making, including amendments to employer reporting requirements, updates to accommodate biweekly pay systems for OSGP, and the establishment of formal protocols for side account administration, exhaustion, and reconciliation.
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The board received a director's report covering organizational milestones, including an 80th-anniversary celebration, progress on infrastructure migrations, and the establishment of a new internship program. The meeting included discussions on investment performance, current budget conditions, and upcoming funding requests. A benchmarking study was presented to compare the board's pension administration costs and service delivery against peer organizations. Additional business included the adoption of administrative rules, updates on modernization initiatives, and recommendations for the renewal of retiree health insurance plans and rate structures.
May 29, 2026·BoardMeeting
Board
PERS Board Board Meeting
The board discussed several items, including the director's report on agency performance and budget, and an update regarding new educational materials provided through the BoardSmart portal. The meeting featured a presentation on the quarterly board scorecard, analyzing performance metrics such as call wait times, appeal reversal rates, system uptime, and recruitment timelines. Additionally, the board reviewed governance best practices and discussed procedures for the upcoming governance survey.
Apr 3, 2026·BoardMeeting
Board
Oregon Public Employees Retirement System Board Meeting Minutes
The board discussed administrative and operational updates, including the Director's report on PERS Modernization, budget execution, and staff recognition. Financial reports covered the Oregon Public Employees Retirement Fund performance, earnings crediting, and actuarial projections. The board addressed administrative rulemaking regarding plan limits and receipt date rules. Additionally, the meeting featured an annual report on the Oregon Savings Growth Plan, discussions on upcoming legislative concepts for the 2027 session, and the appointment of a new member to the OSGP Advisory Committee.
Extracted from official board minutes, strategic plans, and video transcripts.
