Case Study: California County Retirement System Pension Plan achieves timely year-end reporting with MGO

California County Retirement System Pension Plan meets June 30 reporting deadlines with MGO

The California County Retirement System Pension Plan faced a critical staffing crisis when its fiscal manager and key accounting staff departed shortly after its fiscal year-end, leaving it unable to close its books or prepare its mandated annual financial report. The pension plan turned to MGO for tailored financial assistance to overcome these reporting delays and leadership turnover.

MGO quickly mobilized to reconcile investment statements, clean up financial records, and prepare a comprehensive 120-page annual report in compliance with GFOA standards. This support from MGO ensured the pension plan met its reporting deadline without compromising accuracy, providing operational continuity and equipping the organization with strategies for future succession planning.