Pension Compliance Reports
Annual Compliance Reports
The following are the Chapter 7-A of Act 44 of 2009 which mandates the annual disclosure of certain information by every entity with is a party to a professional services contract with one of the pension funds of the Borough of State College:
- Act 44 Annual Disclosure Conrad Siegel Investment Advisor (2025) (PDF)
- Act 44 Annual Disclosure Conrad Siegel Investment Advisor (2024) (PDF)
- Act 44 Annual Disclosure Conrad Siegel Investment Advisor (2023) (PDF)
- Act 44 Annual Disclosure Conrad Siegel Investment Adviser (2021) (PDF)-Investment Advisor
- Act 44 Annual Disclosure Conrad Siegel Investment Adviser (2021) (PDF)-Actuary
https://content.civicplus.com/api/assets/e90fa967-a6c9-4d37-a687-1229c707f315 - Act 44 Annual Disclosure Cornerstone Wealth Advisory and Insurance (2020) (PDF)
- Act 44 Annual Disclosure ICMA-RC (2020) (PDF)
- Act 44 Disclosure Form for Entities Providing Professional Services to the Borough of State College (PDF)
Compliance Audits
The Commonwealth of Pennsylvania Department of the Auditor General conducts compliance audits of local government pension plans to ensure that the plans are administered in compliance with applicable:
- Administrative Procedures
- Contracts
- Local Ordinances and Policies
- Regulations
- State Laws
View the following audits: