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Police and Fire Pension Board Meeting
Pension Board 5/11/06

 

Agenda
 
Pension Board Orientation Meeting
 
May 11, 2006
 
I.                   Board members & structure
 
II.                Meeting dates & packet distribution
 
III.             Fire & Police Public Pension Plans (Governed by Florida Statute – Chapters 175 & 185 respectively)
 
IV.             City Ordinance (Chapter 2, article IV, Division 4, Section 2-120 through 2-149)
 
V.                Investment Policy (09.04.03; amended 8.16.05)
 
VI.             Annual Plan Funding – State, Employer, Employee & Investment Return
 
VII.          Service Providers
 
a.       Benefits USA – Plan Administrator – Pete Prior
b.      Gabriel, Roeder, Smith & Company-Actuary- Steve Palmquest
c.       Sawgrass Asset Management-Bond Manager
d.      Ark Asset Management Co. Inc.- Large Cap Growth Equity Manager
e.       Brandywine Global Invest. Management- Large Cap Value Equity Manager
f.       The Boston Company –International Equity Manager
g.      Kalson & Associates Investment Consulting- Grant Kalson & Joe DeRosa
h.      Klausner & Kaufman, P.A. – Legal Advisor – Stu Kaufaman
i.        Salem Trust – Plan Custodian – Lynn Skinner
j.        Lynch Jones & Ryan – Equity Traders
 
VIII.       Annual State Report & Actuarial Valuation Report
 
IX.             State Contributions – applicable to 175 & 185 plans
 
X.                Training Policy



Archived Agendas and Minutes


 

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