Morningstar Reports on State Pension Plan Funding 12/14/12

12-14-2012 |

To get a better view of the present state of major pension plans, and the potential impact of their vulnerabilities on governments, taxpayers, and investors, Morningstar has analyzed current data for pension plans administered by each of the 50 states.

Morningstar reported this analysis in The State of State Pension Plans, A Deep Dive Into Shortfalls and Surpluses. Overall, they found the fiscal health of state pension plans varies drastically with some states having exceptionally strong plans while others are facing severe funding shortfalls. A summary of the report can be found here:  The full report includes state by state information on plan type, as well as funding information and per-capita unfunded liability for each year from 2007 through 2011.  To obtain a copy of the full report, contact the municipal research team at


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