HomeMy WebLinkAboutDocumentation_Pension_General_Tab 14_11/05/2018
Fiscal Year 2019
February 4, 2019 – 1:00 pm
• Presentations
o GRS Presentation - Review and approve the Actuarial Valuation Report and the Chapter
112.664 Compliance Report and distribute employee statements (annually)
o & Co Consulting (quarterly)
• Miscellaneous
o Review Annual Investment Rate of Return assumption, And Co Consulting sends letter to
D.M.S (annually)
May 6, 2019 – 8:30 am
• Presentations
o Dana Presentation (bi-annually)
o & Co Consulting (quarterly)
• FPPTA Upcoming Events
o Annual Conference: Orlando
• Miscellaneous
o Prepare FY2021 Budget, make final FY2020 Budget Adjustments (annually)
o Verify website has current reports – SB534/F.S. 112.664 requirements (annually)
o Reminder: Form 1 is due July 1 (annually)
August 5, 2019 – 1:00 pm
• Presentations
o Fiduciary Trust Presentation (annually)
o & Co Consulting (quarterly)
• FPPTA Upcoming Events
o Fall Trustee School: Bonita Springs
• Miscellaneous
o Develop calendar for upcoming year (annually)
November 5, 2018 – 8:30 am
• Presentations
o ASB Real Estate (annually)
o Dana Presentation (bi-annually)
o Bogdahn Consulting (quarterly)
o Gehring Group (as needed)
• FPPTA Upcoming Events
o Winter Trustee School: Orlando
• Miscellaneous
o Election of Officers (annually)
o Review Investment Policy Statement (annually)