Plan Sponsor Workspace
Open Requests
Your task list for the current data collection cycle. Complete each assigned section and submit before the due date.
Document uploads
Uploading your ACFR and consultant/performance report can pre-fill much of this request and reduce manual entry. All extracted values remain editable and should be reviewed before submission.
OptionalAnnual Comprehensive Financial Report (ACFR)
FY2025_ACFR_StatewideRetirement.pdf
Jun 24, 2026·PDF·248 pages
Prefill readyHigh confidence
OptionalConsultant / Performance Report
Q2_2026_InvestmentPerformance_Meketa.pdf
Jun 25, 2026·PDF·62 pages
Needs reviewMedium confidence
Prefill summary
95 of 185 data points auto-filled
Auto-fill coverage: 51%
3 conflicts need resolution
From ACFR
53
From Consultant Report
0
From Both
42
Still Missing
83
You can review and override every auto-filled value before submission.
Requested byNCPERS·Current cycle2026 Public Retirement Systems Survey
Complete your assigned sections and submit by the due date. Responses are reviewed by the study team before being included in the benchmarking dataset.
Multiple people from your organization may be assigned different sections. Coordinate with colleagues to avoid duplicate work.
Sections
8
Assigned to you
Auto-filled
51%
95 of 185 fields
Reviewed
28%
52 fields confirmed
Still Missing
45%
83 fields
Conflicts
3
Need resolution
Due Soon
2
Within 14 days
Your Sections
8 sections · 2 due within 14 days
- Plan Profile & ContactsGeneral Info · Plan Details · 15 fieldsPrefilled from ACFRDueJul 31, 2026Progress100%15/15 fields · 73% auto-filled · 11 reviewedSubmitted
- MembershipActive, deferred, retiree & beneficiary counts · 5 fieldsPrefilled from ACFRDueAug 14, 2026Progress100%5/5 fields · 100% auto-filled · 3 reviewedSubmitted
- Funding, Assets & ContributionsAssets, liability & funded ratio · COLA & contributions · 16 fieldsPrefilled from ACFR1 conflictDueJul 10, 2026Progress63%10/16 fields · 69% auto-filled · 6 reviewedIn Progress
- InvestmentsAssumptions · Current allocation · Target allocation · Returns by asset class · 59 fieldsPrefilled from ACFRPrefilled from performance report2 conflictsDueJul 24, 2026Progress58%34/59 fields · 71% auto-filled · 12 reviewedIn Progress
- Plan ExpensesInvestment manager & administrative expenses · 3 fieldsPrefilled from ACFRDueAug 28, 2026Progress100%3/3 fields · 67% auto-filled · 2 reviewedSubmitted
- Benefits & Plan DesignESG · Retirement benefits · Recent changes · 15 fieldsPrefilled from ACFRDueJul 17, 2026Progress60%9/15 fields · 40% auto-filled · 4 reviewedClarification Requested
- Governance & OperationsPractices · Oversight · Awards · Trustee education · Insurance · 43 fieldsPrefilled from ACFRDueAug 07, 2026Progress60%26/43 fields · 42% auto-filled · 14 reviewedIn Progress
- Innovation & OutlookAI usage · Strategic priorities · Best practices · 29 fieldsDueSep 04, 2026Progress0%0/29 fields · 0% auto-filled · 0 reviewedNot Started