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HomeMy WebLinkAboutAgenda_Pension Public Safety_11/21/2025 VILLAGE OF TEQUESTA f REGULAR QUARTERLY MEETING PUBLIC SAFETY OFFICERS Friday, November21, 2025 PENSION TRUST FUND 11:00AM Chairman, Kristopher Cowles Board Member, Zachary Wichert Board Member, Peter Allen Board Member, David Hudson Board Member, Kurt Blanc LOCATION: Electronic Meeting Tequesta Public Safety Complex, Emergency Operations Center 347 Tequesta Drive Tequesta, FL 33469 Meeting Contact: (561)624-3277(Plan Administrator) TIME: Monday,November 21,2025,at 11:00 AM INSTRUCTIONS TO JOIN MEETING ELECTRONICALLY Meeting ID: 8501440 9563 Passcode: 605774 Resource Centers is inviting you to a scheduled Zoom meeting: For Video &Audio (Recommended If you are using a mobile device (Smart Phone or Tablet) use the"Zoom"App. Link to Join from Laptop, PC, Mac, Linux, iOS or Android: https://us06web.zoom.us/j/85014409563?pwd=hh[iCEZK[mVElbbog2xgjuojel 3hDU.1 For Voice Only Whone one-tap: US: +13052241968„85014409563#,,,,-605774#US +13126266799„85014409563#....*605774#US(Chicago) Telephone(for higher quality,dial a number based on your current location: Dial: +1 301 715 8592 US(Washington DC) +1 312 626 6799 US (Chicago) +1 646 558 8656 US(New York) +1 253 215 8782 US (Tacoma) +1 346 248 7799 US(Houston) +1 669 900 9128 US (San Jose) Public Comments: Public can submit comments by email during the Meeting to Tequesta(@ResourceCenters.com. All public comments will be read into the record in the Public Comment portion of the Meeting. PLEASE TAKE NOTICE AND BE ADVISED:If a person decides to appeal any decision made by this Board with respect to any matter considered at this meeting or hearing he/she will need a record of the proceedings,and that,for such purpose,he/she may need to ensure that a verbatim record of the proceedings is made,which record includes the testimony and evidence upon which the appeal is to be based. DISABILITY INFORMATION:In accordance with the Americans with Disabilities Act and F.F.S 286.26,persons with disabilities needing special accommodation to participate in this meeting should contact Lori McWilliams,Village Clerk, no later than seven days subsequent to the proceeding at 561.768.0700 for assistance. If hearing impaired,please call the Florida Relay Service Numbers at 800-955-8771(TDD)or 800-955-8770(VOICE)for assistance. Pagel of 3 VILLAGE OF TEQUESTA REGULAR QUARTERLY MEETING PUBLIC SAFETY OFFICERS' = Monday, November21, 2025 PENSION TRUST FUND 11:00AM Chairman, Kristopher Cowles Board Member, Zachary Wichert Board Member, Peter Allen Board Member, David Hudson Board Member, Kurt Blanc LOCATION: Physical Meeting Tequesta Village Hall, Village Council Chambers 345 Tequesta Drive Tequesta, FL 33469 Meeting Contact: (561) 624-3277 (Plan Administrator) TIME: Monday, November 21, 2025, at 11:00 AM CALL TO ORDER ROLL CALL EXTRAORDINARY CIRCUMSTANCES FOR TRUSTEES JOINTING ELECTRONICALLY APPROVAL OF AGENDA PUBLIC COMMENT Email Public Comments during the Meeting to: Teguesta(a-�ResourceCenters.com BOARD OF TRUSTEES ANNUAL CHAIR AND SECRETARY ELECTION APPROVAL OF MINUTES — [Tab 1] 1. Regular Quarterly Meeting Minutes Dated: August 4, 2025 2. Special Board Meeting Minutes Dated: October 27, 2025 PRESENTATIONS 3. Custodial Bank Selection 4. Mariner Investment Monitor—Jennifer Gainfort, Mariner CONSENT AGENDA—(Tab 4 All items listed under the Consent Agenda are considered routine and will be enacted by one motion. There will be no separate discussion of these items unless a Board Member so requests, in which event the item will be removed from the Consent Agenda and considered in its normal sequence on the agenda. 5. Ratification of invoices paid since the last quarterly meeting 6. Reporting of new applicants for participation in Pension Plan 7. Terminated Non-Vested employees who have not yet taken their contributions. 8. Benefit Approvals for Retirements: END OF CONSENT AGENDA NEW BUSINESS PLEASE TAKE NOTICE AND BE ADVISED:If a person decides to appeal any decision made by this Board with respect to any matter considered at this meeting or hearing he/she will need a record of the proceedings,and that,for such purpose,he/she may need to ensure that a verbatim record of the proceedings is made,which record includes the testimony and evidence upon which the appeal is to be based. DISABILITY INFORMATION: In accordance with the Americans with Disabilities Act and F.F.S 286.26, persons with disabilities needing special accommodation to participate in this meeting should contact Lori McWilliams,Village Clerk, no later than seven days subsequent to the proceeding at 561.768.0700 for assistance. If hearing impaired,please call the Florida Relay Service Numbers at 800-955-8771(TDD)or 800-955-8770(VOICE)for assistance. Page 2 of 3 VILLAGE OF TEQUESTA to K N REGULAR QUARTERLY MEETING PUBLIC SAFETY OFFICERS Monday, November21, 2025 PENSION TRUST FUND 11:00AM Chairman, Kristopher Cowles Board Member, Zachary Wichert Board Member, Peter Allen Board Member, David Hudson Board Member, Kurt Blanc 9. ATTORNEY REPORT—Attorney Bonni Jensen, Klausner, Kaufman, Jensen & Levinson[Tab 3] 10.ADMINISTRATIVE REPORT —A.C. Lovingood, Resource Centers(Tab 41 A. Fiduciary Liability Insurance Renewal Quote PUBLIC COMMENT Email Public Comments during the Meeting to: Teguesta(c-ResourceCenters.com ADJOURNMENT NEXT QUARTERLY MEETING DATE: Monday, February 2, 2026, at 8:30 AM REMINDER:FIDUCIARY TRUST FINANCIAL STATEMENTS ARE AVAILABLE ON THE VILLAGE'S IMAGING SYSTEM* PLEASE TAKE NOTICE AND BE ADVISED:If a person decides to appeal any decision made by this Board with respect to any matter considered at this meeting or hearing he/she will need a record of the proceedings,and that,for such purpose,he/she may need to ensure that a verbatim record of the proceedings is made,which record includes the testimony and evidence upon which the appeal is to be based. DISABILITY INFORMATION: In accordance with the Americans with Disabilities Act and F.F.S 286.26, persons with disabilities needing special accommodation to participate in this meeting should contact Lori McWilliams,Village Clerk,no later than seven days subsequent to the proceeding at 561.768.0700 for assistance. If hearing impaired,please call the Florida Relay Service Numbers at 800-955-8771(TDD)or 800-955-8770(VOICE)for assistance. Page 3 of 3