2025 Session Last amended: 1980 session

§ 11A.12 — Gains and Losses; Disposition

Plain-Language Summary

This section governs how investment gains and losses are allocated and recorded across the various public funds managed by the State Board of Investment. Gains are credited and losses are charged to the appropriate fund accounts based on their share of the investment pool. Accurate accounting ensures that each fund receives its fair share of investment returns.

Practical Notes
The allocation of gains and losses affects the funded status of each public pension fund. When the stock market performs well, retirement funds grow; when it declines, the funds shrink. These fluctuations affect how much the state and local governments must contribute to keep the pension funds healthy.