Member Report - Spring 2017

Learn about upcoming outreach tours, recent Board and staff changes, and more.

There is no doubt PERA exists in a competitive, ever-changing environment. Over the years, we have demonstrated the value of providing sustainable and secure retirements to our members in partnership with our employers, while strengthening the Colorado economy as well.
As this newsletter went to print, the following legislation affecting Colorado PERA had been introduced.
In late 2016, the Colorado PERA Board of Trustees made the following actuarial assumption changes.
As Colorado PERA prepares to embark on an outreach tour, the following are some frequently asked questions about the purpose of the tour.
Lawrence Mundy is Colorado PERA’s new Chief Financial Officer. He began his new responsibilities on February 1, 2017.
Colorado PERA named Amy McGarrity as its new Chief Investment Officer on March 6, 2017.
​The Colorado PERA Board of Trustees works to shape policies that directly affect your retirement. Members in the School Division should look for a ballot package in the mail in early May.
There are several recent changes to Colorado PERA's Board of Trustees.
Two long-time executives at Colorado PERA retired in early 2017: Karl Greve, Chief Financial Officer, and Jennifer Paquette, Chief Investment Officer.
Your Colorado PERA benefit is never reduced, regardless of what other retirement income you may have. That’s not necessarily the case with a benefit from Social Security.
​The Government Finance Officers Association of the United States and Canada (GFOA) awarded the Certificate of Achievement for Excellence in Financial Reporting to Colorado PERA for its Comprehensive Annual Financial Report (CAFR) for the year ending December 31, 2015.
If you’re thinking of retiring in the next several months, there’s still time to attend a Retirement Process Meeting.
Life insurance could be beneficial to nearly everyone to help surviving family members with things like funeral expenses. However, some groups should especially consider how life insurance would benefit their survivors.
Don’t be overwhelmed with the steps you need to take if you want to retire this summer.
If it’s been awhile since you named or reviewed your beneficiaries, take a few minutes to make sure the right people will receive benefits or payments after your death.
Take some time to learn more about Colorado PERA, including how your retirement benefit will be calculated.
What if you become severely ill? It’s difficult to talk about, but it’s important that your spouse, family, or other loved ones are aware of your wishes regarding what kind of health care you want if you cannot make your own decisions.
Even if you’re meticulous in planning financially, including arrangements for after your death, it can all be for naught if you don’t share your plans with your family. In fact, last year 60 Minutes reported on the billions of dollars in limbo because the beneficiaries never claimed the money.
After 33 years as a teacher, Colorado PERA retiree Missy Salter knew that helping children was still central to her life’s mission and began researching volunteer opportunities working with children.
We get it—retirement seems light years away. And hey, you’ve got bills to pay, and more importantly, a life to live today. That’s why Colorado PERA created The Dime.
A copy of this newsletter and other Colorado PERA-related information could arrive in your inbox instead of your mailbox. Signing up is easy and immediate.