TEXPERS Studies and Research

Report on the Asset Allocation & Investment Performance of Texas Public Employee Retirement Systems
Every year, TEXPERs surveys members for information on their returns and their holdings. The result is the Asset Allocation and Investment Performance Report. Notably, the report provides ample evidence of the prudent management of public employee pensions. The reports are issued in the year following the results. For example, the 2014 report covers the 2013 results.

    2017 |  2016   2015   |   2014   |   2013   |   2012   |   2008   |   2006   |   2005   |   2004


Tried and Proven: City Employees, Sound Budget Management, and Defined Benefit Plans
This brochure provides a summary of reasons as to why defined benefit plans are the best option for the cities and taxpayers of Texas.

TEXPERS Perryman Study
The Perryman Group, an economic analysis firm, found that payments to Texas retirees from the state's largest public retirement systems and local pension systems creates $10 billion in annual economic stimulus for the Texas economy.

TEXPERS Special Report 1 --- "Fact and Fiction in the Laura and John Arnold Foundation's Solution Paper 'Creating a New Public Pension System"
In this fact-checking article, TEXPERS responds to various myths about defined benefit plans. The paper responds to assertions that are made the Laura and John Arnold Foundationís first policy paper on the need to change public employee pensions from defined benefit to defined contribution plans.

Pension Trustee Advisors Study --- "TEXPERS DBDC Analysis"
TEXPERS, with the support of the three public employee retirement systems in Austin, Houston and San Antonio, asked William B. Fornia and Pension Trustee Advisors, Inc. (PTA) to compare defined benefit pension plans to 401(k)-type defined contribution retirement savings plans using actual employee data for those systems. Pension Trustee Advisors found that for the profiles of Texas workers in three selected systems, the defined benefit plansí costs ranged from 39% to 44% less than the defined contribution costs to provide the same levels of retirement benefits.