Your Investment Fund – Exceptional 2016 Returns

Investment returns are an important source of funding for your Pension Plan – along with Employee and Employer contributions.  SPTRFA continued its track record of good stewardship with returns that led its peers for both the 2016 fiscal and calendar year.  For the fiscal year ending June 30, 2016, your Fund generated a return of 0.34% (after all fees) compared with many peers who experienced negative returns during that same period.  For the calendar year ending December 31, 2016, your Fund generated a return of 9.56% (after all fees), significantly outpacing its peers.

The 2023 1099-R tax statements were mailed on January 12, 2024

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