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REQUEST FOR PROPOSALS FOR PENSION FUNDING STRATEGY FOR EMPLOYEE RETIREMENT
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<br />Below, we highlight key points from four recent pension projects and we include sample materials in the
<br />appendices. We would like to call out the fact that none of these sample materials matches the City’s
<br />requested scope perfectly, though all the various components that will be needed (and more) are surfaced
<br />in each of these examples.
<br />CalPERS Education /
<br />Budget Workshops
<br />NHA Pension Report (8-
<br />Page Report Distilling
<br />Historical Actuarial
<br />Report Trends)
<br />Cost Management Strategy
<br />Evaluation Process /
<br />Workshops (Section 115
<br />Trust, ADPs)
<br />POB Workshops /
<br />Evaluation Process
<br />(Pros/Cons, Options and
<br />Risks)POB (UAL Restructuring)
<br />Alameda, City of
<br />Arcata, City of
<br />Auburn, City
<br />Calaveras Cnty. Water Dist.
<br />Carmel-by-the-Sea, City of
<br />Chico, City of
<br />Chula Vista, City of
<br />Corcoran, City of
<br />Corte Madera, Town of
<br />El Cerrito, City of
<br />El Monte, City of
<br />Farmersville, City of
<br />Fort Bragg, City of
<br />Gilroy, City of
<br />Grass Valley, City of
<br />Grover Beach, City of
<br />Hanford, City of
<br />Hayward, City of
<br />Lakeport, City of
<br />Lancaster, City of
<br />Lincoln, City of
<br />Lompoc, City of
<br />Martinez, City of
<br />Monterey, City of
<br />Morro Bay, City of
<br />National City, City of
<br />Newark, City of
<br />North County Fire Prot. Dist.
<br />Novato Sanitary District
<br />Oroville, City of
<br />Oxnard, City of
<br />Palos Verdes Library District
<br />Paso Robles, City of
<br />Pinole, City of
<br />Pittsburg, City of
<br />Rialto, City of
<br />Richmond, City of
<br />Riverbank, City of
<br />Riverside, City of
<br />Salinas, City of
<br />Sausalito, City of
<br />San Carlos, City of
<br />San Miguel Fire
<br />Santa Rosa, City of
<br />Scotts Valley, City of
<br />Sebastopol, City of
<br />Selma, City of
<br />Stanislaus Consolidated FPD
<br />Torrance, City of
<br />Tulare, City of
<br />Ukiah, City of
<br />Walnut Creek, City of
<br />West Covina, City of
<br />Winters, City of
<br />Yuba City, City of
<br />NHA Pension Group Experience
<br />Docusign Envelope ID: BB80A86F-2853-4F40-B02D-18F5B9DD615F
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