CalPERS Funding Strategy

We’ve assisted many California agencies in developing a strategy to deal with CalPERS unfunded liabilities and rising required costs.  We analyze different strategies including additional CalPERS payments, soft fresh starts, use of a Supplemental Section 115 Pension Trust, and/or pension obligation bonds.  Our studies detail the impact of these options, and also discuss the pros and cons of each.  We’ll meet with you in person for a detailed review and can also make an easy-to-understand presentation to the Council or Board. For more information contact Mary Beth Redding at mbredding@bartel-associates.com or Doug Pryor at dpryor@bartel-associates.com.

GASB 75 OPEB Reporting

Bartel Associates provides GASB 75-compliant OPEB valuations for governmental agencies.  Our work complies with all actuarial standards of practice and includes journal entries.  Our clients and their auditors find our reports comprehensive and easy to use.  For a sample report or a fee quote, please contact Denise Brown at dbrown@bartel-associates.com.


GASB 68 for CalPERS Agencies

CalPERS is about to publish GASB 68 reports for 6/30/20 reporting by cost sharing (Risk Pool) employers.  Bartel Associates is available to assist -- we've prepared 100+ comprehensive reports including journal entries each year since 2016. For more information contact Kateryna Doroshenko at kdoroshenko@bartel-associates.com.


BARTEL ASSOCIATES, LLC

Bartel Associates, LLC specializes in providing states, counties, cities, and other public agencies with actuarial consulting services including retiree medical and pension GASB valuations, 2nd Tier design, actuarial audits, and CalPERS retirement consulting.  Our 300+ clients range from special districts, to small and large cities, to state governments.  
Since 2003, Bartel Associates has offered public sector clients high-quality actuarial services at reasonable fees, focusing on personal attention and clear results.

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NEWS

2020 PEPRA Compensation Limits are $126,291 and $151,549

The 2020 PEPRA Compensation limits are $126,291 and $151,549, based on a nonbinding calculation by the California Actuarial Advisory Panel (CAAP).

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2020 and Historical CalPERS Medical Premiums

CalPERS Board approves 2020 health plan premium rates

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PEMHCA Administration Fee Rate for 2019/20 Published by CalPERS - 6/26/19

The CalPERS Board of Administration set the PEMHCA administration fee, as a percentage of total premiums, to 0.27%

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100/90 Annuitant Contribution Rates for 2020 Approved by CalPERS - 6/19/19

At its June 2019 meeting, the CalPERS Board approved the 2020 PEMHCA 100/90 State Annuitant Rates

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Minimum 2020 Health Benefit Announced 05/10/19 by CalPERS (PEMHCA)

CalPERS Announces PEMHCA Minimum Contribution for 2020.

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