Presented by: Debbie Munoz Jesse Pittman Scott Willrich. February 15, 2018
|
|
|
- Marshall Thompson
- 5 years ago
- Views:
Transcription
1 Presented by: Debbie Munoz Jesse Pittman Scott Willrich February 15, 2018
2 Pension Administration System (PAS) Overview Components Technical Platform Challenges Summary & Next Steps 2
3 City Contribution System Used by internal staff to manage and process city and member contribution funds. Developed by TMRS staff. NextGen MBS Used by internal staff to manage city plan provisions, member account information, and retiree information. Developed by TMRS staff with assistance from software development firm. TMRSDirect Strategic initiative to implement customer service features and integrate via straight-throughprocessing with PAS. MyTMRS Member / Retiree Portal Used by members and retirees to access and update account information. Developed by TMRS staff. TMRS City Portal Used by city administrative staff to enroll new members, upload contribution data, and access member account information. Developed by TMRS staff. 3
4 TMRS Member Cities City Contribution System Annuitants (Retirement Payees) Members (Contributing and Non-contributing) TMRS City Portal City, Member & Retire Information NextGen MBS MyTMRS Member/ Retiree Portal Great Plains (General Ledger, AP) Accounts Payable Vendors Actuaries Former (Terminated) Members Perceptive Document Management System 4
5 Jan 2000 City Contribution System Feb 1997 Member Benefit System Aug 2005 NextGen Member & Retirement Oct 2010 TMRS City Portal May 2016 Withholding Updates Sep 2015 Address Changes Jul 2017 Beneficiary Updates Sep 2017 City Portal Form Upload TMRSDirect 1995 Apr New Member Enrollment Nov 2000 MyTMRS Jan 2002 NextGen City Plan Management Jun 2009 MyTMRS Retirement Estimate Jan 2011 Fund Restructuring Mar 2016 Communication Preferences Apr 2017 Identity & Access Management 5
6 City Contribution System MyTMRS Member / Retiree Portal NextGen MBS City Plan Management NextGen MBS Member / Retirement TMRS City Portal 6
7 Annual Processing $1.2 Billion received from members and employers 10,866 individual employer contribution (payroll) reports 6,332 received in electronic form (501 cities) 4,534 received in paper form (374 cities) 1.25 Million individual member deposits processed 3 Standard file formats (112 file formats submitted by cities) 7
8 Registered Users: 70,000 Active / 26,000 Retiree Ability to Update: Contact information Retiree withholding Beneficiary designations Communication preferences Access to: Account balance Payment information Annual statements Retirement estimates Tax documents Additional functionality coming soon Direct deposit changes (2018) Refund application (late 2018 / early 2019) Retirement application (2019) 8
9 Repository for plan benefit features Deposit rate Matching ratio Vesting provisions Retirement eligibility Updated Service Credit Annuity increases Buy-Back Restricted Prior Service Military Service Supplemental Death Benefit Contribution rate (current) Contribution rate history Plan change history Notes regarding interactions with cities 9
10 Member enrollment Beneficiary management Payment management Annuity Refund Partial Lump-sum Distributions Personal info management Address Updated Service Credit Special purchases Cost of Living Adjustments Pension estimates Retirement setup Death processing Divorce/QDRO processing Annual Statements Tax reporting HELPS Healthcare Enhancement for Local Public Safety Officers 10
11 746 registered cities Secure web-based portal User & role administration Report generation (census data, SOC-1, retirement eligibility, service credits, beneficiaries, vesting) New member enrollments View member accounts within city Generate retirement estimates for members Upload files (payroll, forms, etc.) 11
12 Developed using mainstream software* Web browser-based interface Written in Java Oracle database IBM WebSphere application server Oracle application server Viable to support current needs & TMRSDirect initiative * Except City Contribution System, which is built on 30+ year-old client server technology 12
13 Technical components updated routinely Database Management System Application servers On average, applications have been updated quarterly New features Bug fixes Security enhancements Supported & enhanced by a 10 member software development team and 4 network/system administrators 13
14 City Contribution System Unsupported software Non-intuitive functionality Lack of self-service features MyTMRS & TMRS City Portal Security Improving security Maintaining customer service Centralized Domain Knowledge Historically, comprehensive business rules were known by a few employees Addressing through: Knowledge transfer to business analysts Formal business process documentation effort 14
15 Viable solution to meet anticipated needs Built on mainstream, modern technology Provides the functionality needed by TMRS Member Services and other departments Enhanced self-service through TMRSDirect Next steps Develop options for challenges we re working to address Pension Administration System Assessment (Strategic Plan Goal 2a) Obtain Board feedback / guidance on options 15
16 16
XML Publisher Balance Sheet Vision Operations (USA) Feb-02
Page:1 Apr-01 May-01 Jun-01 Jul-01 ASSETS Current Assets Cash and Short Term Investments 15,862,304 51,998,607 9,198,226 Accounts Receivable - Net of Allowance 2,560,786
9/15/2017. RSA ESS vs Harris School Solutions ESS
RSA Reporting NextGen RSA ESS vs Harris School Solutions ESS RSA ESS Employer Self Service a portal that will be used by districts to submit RSA enrollment and contribution files as well as make online
2017 Proposed Operating & Capital Expenditures Budget. December 9, 2016
2017 Proposed Operating & Capital Expenditures Budget December 9, 2016 Objectives for Today Review proposed 2017 budget document Brief review of budget expenses for 2016 Board adoption of the 2017 budget
QUESTION 2. QUESTION 3 Which one of the following is most indicative of a flexible short-term financial policy?
QUESTION 1 Compute the cash cycle based on the following information: Average Collection Period = 47 Accounts Payable Period = 40 Average Age of Inventory = 55 QUESTION 2 Jan 41,700 July 39,182 Feb 18,921
Board of Directors October 2018 and YTD Financial Report
Board of Directors October 2018 and YTD Financial Report Consolidated Financial Results Operating Margin October ($30,262) $129,301 ($159,563) Year-to-date $292,283 $931,358 ($639,076) Excess of Revenue
Retirement Application Packet
Teachers' Retirement System of Alabama Retirement Application Packet Part I This packet includes the following documents: Form 10 - Application for Retirement PEEHIP Insurance Authorization Form Direct
Spheria Australian Smaller Companies Fund
29-Jun-18 $ 2.7686 $ 2.7603 $ 2.7520 28-Jun-18 $ 2.7764 $ 2.7681 $ 2.7598 27-Jun-18 $ 2.7804 $ 2.7721 $ 2.7638 26-Jun-18 $ 2.7857 $ 2.7774 $ 2.7690 25-Jun-18 $ 2.7931 $ 2.7848 $ 2.7764 22-Jun-18 $ 2.7771
WESTWOOD LUTHERAN CHURCH Summary Financial Statement YEAR TO DATE - February 28, Over(Under) Budget WECC Fund Actual Budget
WESTWOOD LUTHERAN CHURCH Summary Financial Statement YEAR TO DATE - February 28, 2018 General Fund Actual A B C D E F WECC Fund Actual Revenue Revenue - Faith Giving 1 $ 213 $ 234 $ (22) - Tuition $ 226
ACA Reporting E-File Errors, Penalties & Exchange Notices
ACA Reporting E-File Errors, Penalties & Exchange Notices Agenda 1). Who is ACA Reporting Service? (quickly) 2). Setting the ACA Reporting Stage 3). The Process Leading up to E-Filing 4). E-Filing through
Retirement Application Packet
Teachers' Retirement System of Alabama Retirement Application Packet Part I This packet includes the following documents: Form 10 - Application for Retirement PEEHIP Insurance Authorization Form Direct
HCSC Employees Pension Plan Cash Balance Participants
HCSC Employees Pension Plan Cash Balance Participants Prudential s HCSC Pension Calculator will use this information to calculate your estimated pension benefit assuming your service continues uninterrupted
Factor Leave Accruals. Accruing Vacation and Sick Leave
Factor Leave Accruals Accruing Vacation and Sick Leave Factor Leave Accruals As part of the transition of non-exempt employees to biweekly pay, the UC Office of the President also requires standardization
Review of Registered Charites Compliance Rates with Annual Reporting Requirements 2016
Review of Registered Charites Compliance Rates with Annual Reporting Requirements 2016 October 2017 The Charities Regulator, in accordance with the provisions of section 14 of the Charities Act 2009, carried
HUD NSP-1 Reporting Apr 2010 Grantee Report - New Mexico State Program
HUD NSP-1 Reporting Apr 2010 Grantee Report - State Program State Program NSP-1 Grant Amount is $19,600,000 $9,355,381 (47.7%) has been committed $4,010,874 (20.5%) has been expended Grant Number HUD Region
-- VA limited payment of DIC to widows who do not remarry (effective 1 Nov 90)
This fact sheet provides information to help you understand the provisions of the Survivor Benefit Plan (SBP), but is not a contract document. The basic statutory provisions of the SBP law are in Chapter
May- 01. Jun- 01. Jul- 01. Aug- 01. System was established by the General Assembly in This system was designed specifically for law
11400 DJIA beginning September 21, 2000 Will history repeat? 11000 10600 10200 9800 9400 9000 8600 8200 Sep- 00 Oct- 00 Nov- 00 Dec- 00 Jan- Feb- Law Enforcement Officers Pension System The Law Enforcement
The Irish Association of Pension Funds. Trustee Network Funding Proposals
The Irish Association of Pension Funds Trustee Network Funding Proposals Funding Proposals Actuarial Perspective Gavin Howlin Willis INTRODUCTION The purpose of the presentation is to work through some
Texas Municipal Retirement System TMRSFACTS. A brief overview of your retirement plan
Texas Municipal Retirement System TMRSFACTS A brief overview of your retirement plan Table of Contents What Is TMRS? 1 How Does TMRS Work? 2 How Do I Keep Up with My Account? 4 How Do I Contact TMRS? 5
HIPIOWA - IOWA COMPREHENSIVE HEALTH ASSOCIATION Unaudited Balance Sheet As of July 31
Unaudited Balance Sheet As of July 31 Total Enrollment: 407 Assets: Cash $ 9,541,661 $ 1,237,950 Invested Cash 781,689 8,630,624 Premiums Receivable 16,445 299,134 Prepaid 32,930 34,403 Assessments Receivable
HIPIOWA - IOWA COMPREHENSIVE HEALTH ASSOCIATION Unaudited Balance Sheet As of January 31
Unaudited Balance Sheet As of January 31 Total Enrollment: 371 Assets: Cash $ 1,408,868 $ 1,375,117 Invested Cash 4,664,286 4,136,167 Premiums Receivable 94,152 91,261 Prepaid 32,270 33,421 Assessments
Business & Financial Services December 2017
Business & Financial Services December 217 Completed Procurement Transactions by Month 2 4 175 15 125 1 75 5 2 1 Business Days to Complete 25 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 217 Procurement
Questions to Consider When You Implement Oracle Assets
Questions to Consider When You Implement Oracle Assets Cindy Cline Cline Consulting and Training Solutions, LLC During the implementation of Oracle Assets, several issues will arise and numerous decisions
Employers Compliance with the Health Insurance Act ANNUAL REPORT. Bermuda. Health Council
Employers Compliance with the Health Insurance Act 1970 2016 ANNUAL REPORT Bermuda ea Health Council Employers Compliance with the Health Insurance Act 1970 2016 Annual Report Contact us: If you would
Financial & Business Highlights For the Year Ended June 30, 2017
Financial & Business Highlights For the Year Ended June, 17 17 16 15 14 13 12 Profit and Loss Account Operating Revenue 858 590 648 415 172 174 Investment gains net 5 162 909 825 322 516 Other 262 146
PL (9 Oct 80, but effective 1 Dec 80)
This fact sheet provides information to help you understand the provisions of the Survivor Benefit Plan (SBP), but is not a contract document. The basic statutory provisions of the SBP law are in Chapter
Texas Municipal Retirement System TMRSFACTS. A brief overview of your retirement plan
Texas Municipal Retirement System TMRSFACTS A brief overview of your retirement plan Table of Contents What Is TMRS? 1 How Does TMRS Work? 2 How Do I Keep Up with My Account? 4 How Do I Contact TMRS? 5
Big Walnut Local School District
Big Walnut Local School District Monthly Financial Report for the month ended September 30, 2013 Prepared By: Felicia Drummey Treasurer BIG WALNUT LOCAL SCHOOL DISTRICT SUMMARY OF YEAR TO DATE FINANCIAL
Big Walnut Local School District
Big Walnut Local School District Monthly Financial Report for the month ended September 30, 2012 Prepared By: Felicia Drummey Treasurer BIG WALNUT LOCAL SCHOOL DISTRICT SUMMARY OF YEAR-TO-DATE FINANCIAL
Buad 195 Chapter 4 Example Solutions, Pre-Midterm Page 1 of 9
Buad 195 Chapter 4 Example Solutions, Pre-Midterm Page 1 of 9 Example 1 4-5 page 116 Ross Pro s Sports Equipment + Projected sales... 4,800 units + Desired ending inventory... 480 (10% 4,800) Beginning
TERMS OF REFERENCE FOR THE INVESTMENT COMMITTEE
I. PURPOSE The purpose of the Investment Committee (the Committee ) is to recommend to the Board the investment policy, including the asset mix policy and the appropriate benchmark for both ICBC and any
Isle Of Wight half year business confidence report
half year business confidence report half year report contents new company registrations closed companies (dissolved) net company growth uk company share director age director gender naming trends sic
Text. New gtld Auctions #ICANN49
Text Text New gtld Auctions Agenda Auction Summary Text Public Comment Recap Auction Logistics Looking Ahead Q &A Auctions Summary Auctions Method of Last Resort per Applicant Text Guidebook 4.3 o Ascending
Medicare Advantage: Early Views and Trend Spotting: What We Know From Analyzing Public Data Files
Medicare Advantage: Early Views and Trend Spotting: What We Know From Analyzing Public Data Files By Marsha Gold, Sc.D. Senior Fellow Mathematica Policy Research Presentation to the Alliance for Health
1.2 The purpose of the Finance Committee is to assist the Board in fulfilling its oversight responsibilities related to:
Category: BOARD PROCESS Title: Terms of Reference for the Finance Committee Reference Number: AB-331 Last Approved: February 22, 2018 Last Reviewed: February 22, 2018 1. PURPOSE 1.1 Primary responsibility
Algo Trading System RTM
Year Return 2016 15,17% 2015 29,57% 2014 18,57% 2013 15,64% 2012 13,97% 2011 55,41% 2010 50,98% 2009 48,29% Algo Trading System RTM 89000 79000 69000 59000 49000 39000 29000 19000 9000 2-Jan-09 2-Jan-10
Cost Estimation of a Manufacturing Company
Cost Estimation of a Manufacturing Company Name: Business: Date: Economics of One Unit: Manufacturing Company (Only complete if you are making a product, such as a bracelet or beauty product) Economics
Key IRS Interest Rates After PPA
Key IRS Rates - After PPA - thru 2011 Page 1 of 10 Key IRS Interest Rates After PPA (updated upon release of figures in IRS Notice usually by the end of the first full business week of the month) Below
City of Harlingen 401(a) Retirement Plan
City of Harlingen 401(a) Retirement Plan Administered by Investments Managed by Who We Are Operate primarily in public sector and non profit sectors Fee-Only Investing, Consulting and Third-Party Administrator
PHOENIX ENERGY MARKETING CONSULTANTS INC. HISTORICAL NATURAL GAS & CRUDE OIL PRICES UPDATED TO July, 2018
Jan-01 $12.9112 $10.4754 $9.7870 $1.5032 $29.2595 $275.39 $43.78 $159.32 $25.33 Feb-01 $10.4670 $7.8378 $6.9397 $1.5218 $29.6447 $279.78 $44.48 $165.68 $26.34 Mar-01 $7.6303 $7.3271 $5.0903 $1.5585 $27.2714
Using projections to manage your programs
Using projections to manage your programs To project total provider reimbursements To do what ifs based on caseloads or other metrics To project amounts of admin & support available for spending Based
Voya Indexed Universal Life-Protector
calculation examples Values as of 07/28/2018 Voya ed Universal Life-Protector Issued by Security Life of Denver Insurance Company Required training! VFA Registered Representatives must review the Required
Executive Summary. July 17, 2015
Executive Summary July 17, 2015 The Revenue Estimating Conference adopted interest rates for use in the state budgeting process. The adopted interest rates take into consideration current benchmark rates
Economic and Revenue Update
Economic and Revenue Update A Briefing for the Money Committees Aubrey L. Layne, Jr. Secretary of Finance Commonwealth of Virginia www.finance.virginia.gov January 2018 Topics for Discussion National and
Form 8885 Health Coverage Tax Credit March 1, 2012
Form 8885 Health Coverage Tax Credit March 1, 2012 (Updated 2012-03-01; changes are highlighted in red) It is that time of the year again time to file your federal income tax return. For those of you who
OTHER DEPOSITS FINANCIAL INSTITUTIONS DEPOSIT BARKAT SAVING ACCOUNT
WEIGHTAGES JAN FEB MAR APR MAY JUN JUL AUG SEPT OCT NOV DEC ANNOUNCEMENT DATE 19.Dez.14 27.Jän.15 24.Feb.15 26.Mär.15 27.Apr.15 26.Mai.15 25.Jun.15 28.Jul.15 26.Aug.15 23.Sep.15 27.Okt.15 25.Nov.15 MUDARIB
What s new in LDI Expanding the toolkit
Pensions Conference 2012 Steven Catchpole What s new in LDI Expanding the toolkit 1 June 2012 Introduction The LDI toolkit is expanding Several new tools are becoming more common: Swaptions Gilt total
Unrestricted Cash / Board Designated Cash & Investments December 2014
Unrestricted Cash / Board Designated Cash & Investments December 2014 25.0 20.0 21.0 20.8 18.9 19.9 15.0 10.0 11.5 12.8 11.6 9.1 10.4 9.8 11.1 10.2 9.8 17.0 16.8 15.4 14.7 14.2 14.1 13.6 13.0 12.0 10.2
CONNECT FOR HEALTH COLORADO
CONNECT FOR HEALTH COLORADO FISCAL YEAR 2017 BUDGET BOARD OF DIRECTORS PRESENTATION JUNE 13, 2016 1 Key Fiscal Year 2017 Budget Assumptions Carrier fee of 3.5% of exchange generated premiums for entire
Revenue SFY 2016 Budget * Beginning
Revenue SFY 2016 Budget * Beginning SFY 2016 Total SFY 2017 Total 201517 Total Revenue Source Balance Jul15 Aug15 Sep15 Oct15 Nov15 Dec15 Jan16 Feb16 Mar16 Apr16 May16 Jun16 State 17T 2,359,833 2,359,833
CONNECT FOR HEALTH COLORADO
CONNECT FOR HEALTH COLORADO FISCAL 2017 BUDGET FINANCE AND OPERATIONS COMMITTEE MAY 23, 2016 1 Key FY 2017 Budget Assumptions Carrier fee of 3.5% for entire period, Special Fee Assessment of $1.80 per
Performance Report October 2018
Structured Investments Indicative Report October 2018 This report illustrates the indicative performance of all Structured Investment Strategies from inception to 31 October 2018 Matured Investment Strategies
TMRS Board Meeting, Upcoming Training Opportunities, Web Resources, TMRSDirect Update
TMRS E bulletin for Cities Vol.11, October 11, 2016 View this bulletin online. TMRS Board Meeting, Upcoming Training Opportunities, Web Resources, TMRSDirect Update September TMRS Board Meeting Summary
SedonaOffice Users Conference. San Francisco, CA January 21 24, Deferred Income. Presented by: Bob Esquerra Debbie Stephens
SedonaOffice Users Conference San Francisco, CA January 21 24, 2018 Deferred Income Presented by: Bob Esquerra Debbie Stephens This Page Intentionally Left Blank Page 2 of 20 Table of Contents What is
Nonfarm Payroll Employment
PRESIDENT'S REPORT TO THE BOARD OF DIRECTORS, FEDERAL RESERVE BANK OF BOSTON Current Economic Developments - June 10, 2004 Data released since your last Directors' meeting show the economy continues to
PAYROLL STANDARDIZATION. Transitioning from Monthly to Biweekly Pay on January 1, 2019
PAYROLL STANDARDIZATION Transitioning from Monthly to Biweekly Pay on January 1, 2019 Why? There are several reason why the University decided to standardize their payroll processes: System Security Administrative
Investor Presentation For the Six Months Ended September 30, 2006
Investor Presentation For the Six Months Ended September 30, 2006 November 15, 2006 Information Development Co., Ltd 1 Today s Presentation 1. Performance Overview 2. Industry Trends and ID s Operating
Financial Independence: Improve your retirement outcome
Financial Independence: Improve your retirement outcome Introduction of TCG Group Holdings, LP We deliver long-term investment and benefit solutions that provide peace of mind. ~TCG Mission Statement Fee-Only
Summary 5 Year Cash Flow Projections
Summary 5 Year Cash Flow Projections Yr 1 Yr 2 Yr 3 Yr4 Yr5 Totals Revenues and Costs Gross Revenue Cost of Goods Sold Gross Profit - 6,120,375 13,808,906 31,748,975 74,022,126 125,700,382-1,530,094 3,452,227
1 Long Term Debt $ 9,298,554 $ (250,000) $ 9,048, Preferred Stock 30,450 30, % 5 Common Equity 250, %
SUMMARY SCHEDULE ($000'S) Schedule 1 Page 1 of 1 Line Capitalization HISTORICAL YEAR ENDED 12/31/16 Hybrid Percent Equity Adjusted of Total Cost of Cost of Amount Adjustment Amount Capitalization Capital
Arkansas Works Overview. Work And Community Engagement Requirement
1 Arkansas Works Overview Work And Community Engagement Requirement Arkansas Works Populations & Work and Community Engagement Requirement 2 Arkansas Works enrollees will fall into three categories for
Common stock prices 1. New York Stock Exchange indexes (Dec. 31,1965=50)2. Transportation. Utility 3. Finance
Digitized for FRASER http://fraser.stlouisfed.org/ Federal Reserve Bank of St. Louis 000 97 98 99 I90 9 9 9 9 9 9 97 98 99 970 97 97 ""..".'..'.."... 97 97 97 97 977 978 979 980 98 98 98 98 98 98 987 988
Principal Civil Service Pension Scheme
Principal Civil Service Pension Scheme Consultation on proposed increases to employee contribution rates effective from April 2014: Background and further information October 2013 THE CIVIL SERVICE PENSION
Key IRS Interest Rates After PPA
Key IRS Interest After PPA (updated upon release of figures in IRS Notice usually by the end of the first full business week of the month) Below are Tables I, II, and III showing official interest rates
Your Health Benefits for 2018 Self-Insurance, Regionalization, Medicare, Next Steps
Your Health Benefits for 2018 Self-Insurance, Regionalization, Medicare, Next Steps Lisa Ellinger, Director Office of Strategic Health Policy Your Health Benefits for 2018 February 24, 2017 1 We want to
Trade Finance, Letters of Credit and Bank Guarantees
Trade Finance, Letters of Credit and Bank Guarantees Page 1 of 10 Why Attend Securing company s assets while transacting with local and international customers is critical for the success and sustainability
IMPROVING THE FINANCIAL HEALTH OF YOUR PRACTICE. D e b b i e R i c c i a n d D o n n a R u s s o
IMPROVING THE FINANCIAL HEALTH OF YOUR PRACTICE D e b b i e R i c c i a n d D o n n a R u s s o Please silence or turn off all electronic devices at this time. THANK YOU Agenda Key Performance Indicators
Sales Tax Collection Report. For The Month Ending 03/31/14. February 2014 Sales
Sales Tax Collection Report For The Month Ending 03/31/14 February 2014 Sales Report Prepared By The Sales Tax Department 1 Sales Tax Report Table of Contents Page 3 Sales Tax Recap of Gross Receipts Collected
Chapter Eleven: Retirement Benefits
Chapter Eleven: Retirement Benefits TRS provides two types of retirement benefits. A single-sum benefit is payable at age 65 to a member with fewer than five years of service. An annuity, a series of regular
LOAN MARKET DATA AND ANALYTICS BY THOMSON REUTERS LPC
LOAN MARKET DATA AND ANALYTICS BY THOMSON REUTERS LPC GLOBAL LOAN MARKET DATA AND ANALYTICS BY THOMSON REUTERS LPC Secondary Market Bid Levels: Europe Slide 2 European CLO New Issue Volume Monthly Slide
Financial Performance Management at Mensura. Lessons Learned. Business Meets IT 20/06/2013
Financial Performance Management at Mensura Lessons Learned Business Meets IT 20/06/2013 Mensura = 4 Activities Insurance Occupational accident insurance for employers (legal obligation) Additional cover
Foundations of Investing
www.edwardjones.com Member SIPC Foundations of Investing 1 5 HOW CAN I STAY ON TRACK? 4 HOW DO I GET THERE? 1 WHERE AM I TODAY? MY FINANCIAL NEEDS 3 CAN I GET THERE? 2 WHERE WOULD I LIKE TO BE? 2 Develop
11 May Report.xls Office of Budget & Fiscal Planning
Education and General Fund Actual Revenues and s by Month MTD YTD Change Revenue Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Per 14 Total over FY06 Enrollment Fees $ 8,211 $ 219 $ 41,952 ($ 818) $
Protected Loan Taxation Guide
Protected Loan Taxation Guide An Explanatory Note The taxation implications of your Protected Loan (PL) can depend on a number of factors. In order to assist you in identifying the implications of your
2016 Spring Conference And Training Seminar. Cash Planning and Forecasting
Cash Planning and Forecasting A different world! Cash forecasting starts with expectations about future flows Uses history to identify beginning balances.and to understand patterns of how things interact
Revenue Estimating Conference Tobacco Tax and Surcharge Executive Summary
Revenue Estimating Conference Tobacco Tax and Surcharge Executive Summary February 12, 2014 The Revenue Estimating Conference reviewed Tobacco Tax and Surcharge revenues on February 12, 2014. The forecasts
Financial Wellness: Your Goals, Your Savings
Financial Wellness: Your Goals, Your Savings Introduction of TCG Fee-Only Investment Advisory Firm Privately held Fiduciary Commitment to Clients Administration & Benefits Provider We deliver long-term
June 2018 Data Release
Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13
Algebraix Token Economics
An Algebraix Data Whitepaper Algebraix Token Economics October 2017, Version 1.0 Pg 1 (858) 381-4800 AlgebraixData.com 9601 Amberglen Blvd Austin, TX 78729 Algebraix Token Economics This document describes
Aon Hewitt. Facts & Figures. July 2017 Update. Risk. Reinsurance. Human Resources. Empower Results
Aon Hewitt Facts & Figures Risk. Reinsurance. Human Resources. Empower Results Facts & Figures Contents In this document... This button normally prints the whole document. If you want to print just the
Government Superannuation Fund
Government Superannuation Fund Frequently Asked Questions Questions and answers about matters of general interest with respect to the Government Superannuation Fund (GSF), and on ceasing Government service,
Development of Economy and Financial Markets of Kazakhstan
Development of Economy and Financial Markets of Kazakhstan National Bank of Kazakhstan Macroeconomic development GDP, real growth, % 116 112 18 14 1 113,5 11,7 216,7223,8226,5 19,8 19,8 19,3 19,619,7 199,
PRESS RELEASE. Securities issued by Hungarian residents and breakdown by holding sectors. January 2019
7 March 2019 PRESS RELEASE Securities issued by Hungarian residents and breakdown by holding sectors January 2019 According to securities statistics, the amount outstanding of equity securities and debt
IMPORTANT TAX INFORMATION
CITY OF ASHTABULA INCOME TAX DEPARTMENT (440) 992-7104 Fax (440) 992-7556 Hours Monday Friday 8:30 AM 4:00 PM www.cityofashtabula.com IMPORTANT TAX INFORMATION EMPLOYER MUNICIPAL INCOME TAX WITHHOLDING
Status of the Unemployment Trust Fund and Related Issues. Commission on Unemployment Compensation. Ellen Marie Hess, Commissioner.
Status of the Unemployment Trust Fund and Related Issues Commission on Unemployment Compensation August 8, 2018 Ellen Marie Hess, Commissioner 2 Trust Fund Data Standard Forecast (Millions of Dollars)
Washington State Health Insurance Pool Treasurer s Report February 2018 Financial Review
Washington State Health Insurance Pool Treasurer s Report February 2018 Financial Review 1. 2017 Interim III Assessment Required An assessment of $8.5 M was required to adequately fund the pool until the
HESS CORPORATION EMPLOYEES PENSION PLAN
HESS CORPORATION EMPLOYEES PENSION PLAN SUMMARY PLAN DESCRIPTION FOR HESS EMPLOYEES September 2017 Important Note: This SPD applies to participants hired by Hess Corporation on or after January 1, 2017.
The Financial Reporting Checklists Every Firm should be Doing
The Financial Reporting Checklists Every Firm should be Doing Presented by Rebecca Kelley, CPA Maggie Kennedy, CPA FM34 4/5/2017 3:00 PM - 4:15 PM The handouts and presentations attached are copyright
Washington State Health Insurance Pool Treasurer s Report January 2018 Financial Review
Washington State Health Insurance Pool Treasurer s Report January 2018 Financial Review 1. 2017 Interim III Assessment Required An assessment of $8.5 M was required to adequately fund the pool until the
HOUSING AUTHORITY REPORT
HOUSING AUTHORITY REPORT DATE ISSUED: January 20, 2012 REPORT NO: HAR12-013 ATTENTION: SUBJECT: Chair and Members of the Housing Authority of the City of San Diego For the Agenda of February 28, 2012 COUNCIL
Washington State Health Insurance Pool Treasurer s Report March 2018 Financial Review
Washington State Health Insurance Pool Treasurer s Report March 2018 Financial Review 1. 2017 Interim III Assessment Required An assessment of $8.5 M was required to adequately fund the pool until the
Washington State Health Insurance Pool Treasurer s Report September 2018 Financial Review
Washington State Health Insurance Pool Treasurer s Report September 2018 Financial Review 1. 2018 Interim III Assessment Required An assessment of $8.5 M was required to adequately fund the pool until
Washington State Health Insurance Pool Treasurer s Report April 2018 Financial Review
Washington State Health Insurance Pool Treasurer s Report April 2018 Financial Review 1. 2018 Interim I Assessment Required An assessment of $7.0 M is required to adequately fund the pool until the next
Pension Investment Strategy and Pension Risk Transfer. Adapted for Mid-Atlantic Actuarial Club Annual Meeting September 11, 2014
Pension Investment Strategy and Pension Risk Transfer Adapted for Mid-Atlantic Actuarial Club Annual Meeting September 11, 2014 Derisking costs Cost as % of ongoing liability* ACTIVE VESTED RETIREE TYPICALPLAN
NHS Pensions Re-Procurement Programme
NHS Pensions Re-Procurement Programme Pensioner Payroll Supplier Boot Camp 7 th October 2015 Introduction to NHS Business Services Authority Steven Pink Director of Change and Commercial Delivery Project
Economic Activity Index ( GDB-EAI ) For the month of May 2013 G O V E R N M E N T D E V E L O P M E N T B A N K F O R P U E R T O R I C O
Economic Activity Index ( GDB-EAI ) For the month of May 2013 General Commentary May 2013 GDB-EAI for the month of May registered a 3.4% year-over-year ( YOY ) reduction May 2013 EAI was 126.7, a 3.4%
HOPE NOW. Snapshot Industry Extrapolations and HAMP Metrics
Snapshot Industry Extrapolations and HAMP Metrics Three Month Q2-215 Q3-215 Q4-215 Q1-216 Q2-216 Jun-16 Jul-16 Aug-16 Total Completed Modifications 119,658 97,773 84,798 86,167 1,198 41,872 34,815 36,6
Constructing a Cash Flow Forecast
Constructing a Cash Flow Forecast Method and Worked Example A cash flow forecast shows the estimates of the timing and amounts of cash inflows and outflows over a period of time. The sections of a cash
Washington State Health Insurance Pool Treasurer s Report January 2017 Financial Review
Washington State Health Insurance Pool Treasurer s Report January 2017 Financial Review 1. 2016 Interim III Assessment Required An assessment of $8.5 M is required to adequately fund the pool until the
File Interface Layout and Specifications
Interface Name: Direction: Frequency: Vendor/Agency: BNO_015 Supplemental Enrollment file Outbound Monthly 1 Document Control: 1.1 Layout and Specifications 1.1.1 File Format Name Description Header Record
FPSBI/M-VI/06-01/09/WN-14
Solutions - Rahul 1) C) Present age of Aditi = 43 years Age of Aditi when Rahul Retires = 57 years Life expectancy of Aditi = 77 years Annuity needed = 77-57 = 20 years 2) B) Current Market Value of House