Board meetings, strategic plans, and buyer signals from Steven Berg’s organization
Sep 9, 2026·BoardMeeting
Board
Utah State Retirement Board Board Workshop Minutes
The Board reviewed and approved financial budgets for fiscal years 2026 through 2029, including capital expenses. Members participated in Fiduciary and Open & Public Meetings training. The meeting featured operational updates from the Public Employees Health Program and the Retirement department regarding current projects, initiatives like the AUREUS go-live, and the integration of artificial intelligence. Additionally, the Board held closed and executive sessions to address legal, cybersecurity, and fiduciary matters, conducted annual board elections, and approved stipulations for voluntary dismissal.
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Utah State Retirement Board Administrative Board Meeting
The board approved a 2026-2027 employee compensation package featuring a COLA and merit increase. They also authorized 26 new full-time employee positions and associated budget increases across various departments. Other actions included ratifying PEHP rate renewals for specific school entities, amending savings plan documents regarding successor beneficiaries, and accepting the annual actuarial valuation and experience study report. Additionally, the board adopted preliminary employer contribution rates for the 2027-2028 fiscal year based on a 6.95% investment return assumption, and conducted a closed session to discuss audit matters.
Jun 18, 2026·BoardMeeting
Board
Utah State Retirement Board Administrative Board Meeting
The board approved several new participating employers for the Public Employees' Retirement System and the Firefighters' Retirement System. Financial actions included the approval of a long-term disability rate reduction and a reserve refund, as well as a review of the annual comprehensive financial report. The meeting also included executive sessions to discuss audit results and confidential legal matters, and the board approved multiple adjudicative orders and dismissals.
May 21, 2026·BoardMeeting
Board
Utah State Retirement Board Administrative Board Meeting
The board reviewed and approved the 2026-2027 budget for URS/PEHP employee insurance premiums, including medical, dental, LTD, and group term life insurance. Additionally, the board reviewed the 2025 PEHP Financial Report, covering financial results, investment performance, and operational lines of business. The meeting also included closed and executive sessions to discuss cybersecurity, audit, and fiduciary matters.
Extracted from official board minutes, strategic plans, and video transcripts.
