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This document is a survey form used by the U.S. Census Bureau to collect data from locally administered public-employee retirement systems, specifically for defined benefit plans. It includes instructions
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How to fill out 2009 Annual Survey of Locally Administered Public-Employee Retirement Systems

01
Gather necessary documents: Collect financial statements, member data, and benefit information.
02
Access the survey: Visit the official website or platform where the survey is hosted.
03
Fill out the general information section: Provide basic details about your retirement system, including name and address.
04
Input financial data: Enter total assets, liabilities, and other financial statistics as required in the survey.
05
Detail membership data: Fill in the number of active members, retirees, and beneficiaries.
06
Provide funding status: Include information on funding ratios and any changes in funding levels.
07
Review completed sections: Double-check for accuracy and completeness before submission.
08
Submit the survey: Follow the instructions provided to submit the survey electronically or via mail.

Who needs 2009 Annual Survey of Locally Administered Public-Employee Retirement Systems?

01
Local government agencies that administer public-employee retirement systems.
02
Retirement system administrators and actuaries for reporting and compliance purposes.
03
Researchers and analysts studying public pension plans and their impacts.
04
Policy makers and legislators who need data on retirement systems for decision-making.
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The 2009 Annual Survey of Locally Administered Public-Employee Retirement Systems is a comprehensive report that collects data from public retirement systems administered at the local level in the United States to assess their financial status and operational practices.
Public retirement systems that are locally administered, including city and county pension plans, are required to file the 2009 Annual Survey.
To fill out the survey, participants must accurately provide data regarding their pension fund's structure, investment performance, contribution rates, membership statistics, and any other financial information as outlined in the survey instructions.
The purpose of the survey is to gather key data that helps in understanding the financial health and management practices of local public-employee retirement systems, which assists policymakers and researchers in making informed decisions.
Required information includes total assets and liabilities, employer and employee contribution rates, the number of active and retired members, investment returns, and any changes in pension plan regulations.
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