HomeMy WebLinkAboutMinutes_Workshop_11/05/2008MINUTES
VILLAGE COUNCIL
PENSION WORKSHOP
NOVEMBER 5, 2008
Call to Order and Roll Call
The meeting was called to order by Mayor Pat Watkins at 8:34 a.m. A roll call was
taken by Village Clerk Lori McWilliams. Present were: Mayor Pat Watkins, Vice Mayor
Calvin Turnquest, Council Member Vince Arena, and Council Member Tom Paterno.
Also in attendance were: Village Manager Michael R. Couzzo, Jr., and Village Clerk Lori
McWilliams. Council Member Jim Humpage was absent from the meeting.
1. Discussion and Explanation on Pension Board Administration
Manager Couzzo provided an overview of the current condition of the two defined
benefit pension plans for the Tequesta employees.
Manager Couzzo recommended obtaining an impact statement from the actuary to see
how a long-term recession would affect the pension plans, and explained how
contributions to the plans worked to determine the Village contribution.
Items discussed:
• Past contributions.
• To be proactive on economics and get input from the pension boards
• How costs to the program escalate and the financial impact on the Village.
• Fiduciary duties and responsibilities of different entities to the pension plan.
• Mortality tables not being current and how that affected the funds.
• Cost of impact statements.
• The need to change the assumption rate for this economic environment and how
to finance the difference.
• The possibility of setting aside some reserves as a hedge down the road if
needed, or actually putting a set percentage into the fund each year to smooth
out the need for money in less prosperous times.
• Mechanism to update procedures: Village Council to go to the Pension Boards to
ask for current mortality tables; look at doing the assumptions differently by
asking the actuary to calculate the assumption at 6%, 5%, etc., and provide an
analysis to the pension boards, who would then analyze it, come to a consensus
and give the Village Council a recommendation.
Public Safety Officers Pension Board Member Ken Nielson offered comments on the
Council's discussion and insight provided by the investment manager that since the
U.S. Treasury was out of money the bailouts would have to be financed by other
countries, and treasuries would carry a higher rate of interest. Discussion ensued. It
was very tough for the actuary to provide accurate assumptions because so many
things could change.
VILLAGE COUNCIL PENSION WORKSHOP
NOVEMBER 5, 2008
Page 2
Council Member Paterno requested a list of everything that should be considered.
Manager Couzzo advised an agenda item would be added for the November 13 Village
Council meeting to direct the Pension Boards what they wanted done. Fire Chief
Weinand advised actuarial reports were based on the prior year. The Village Manager
indicated the actuary could project based on the past. Council Member Paterno agreed
to work with the Village Manager in presenting this item at the Village Council meeting.
Police Chief McCollom expressed his opinion it was very important that employees be
able to depend on their retirement funds.
ADJOURNMENT
MOTION: Council Member Paterno moved to adjourn the meeting at 10:11a.m.;
seconded by Vice Mayor Turnquest, motion carried unanimously 4-0.
Respectfully submitted,
On.~ t"Yle C~`~~;c~,,,~~'~~'~SEAL`~ Nom,
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Lori McWilliams, CMC = ': INCORPORATED
Village Clerk -'--,;~~~;~ ,, ~g~~p~~
Note: These summary minutes are prepared in compliance with 286.011 F.S. and are
not verbatim transcripts of the meeting. A verbatim audio record is available from the Office of
the Village Clerk. All referenced attachments are on file in the Village Clerk's office.