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HomeMy WebLinkAboutDocumentation_Pension General_Tab 02_08/03/2009SYNOPSIS OF GENERAL EMPLOYEES' PENSION BOARD SPECIAL MEETING HELD 06/17/09 Mr. Johnson ofi Bogdahn Consulting went through the investment policy statement document with the board and indicated he would send back changes so the policy could be re-circulated for the August quarterly meeting 2. Voted to direct Attomey Jensen to draft an updated ordinance with the changes discussed to send to the Village Council and to get a cost no impact statement from Gabriel, Roeder and Smith Company, and present that to the Village Council for approval. 3. Voted to approve Chair Michael Rhodes signing the notification letter to Salem Trust Company to separate the international equity assets into a separate account. 4. Discussed changing meeting times to have time to complete the agenda. This is to be placed on the quarterly meeting agenda for both pension boards. 5. Discussion was held regarding the meeting for employees that HR Director Merlene Reid was planning to hold following the August quarterly meetings to educate employees regarding the pension plans. Mr. Johnson reported Joe Bogdahn planned to attend. Attorney Jensen offered to make a presentation. 6. Board Member Gload asked for a copy of the proxy voting document used by Dana Investment Advisors. 7. Chair Rhodes commented nothing had been received from Mr. Palmquist regarding what the Village contribution would have been if asset smoothing had been in place the last 3-4 years; Pension Coordinator McWilliams indicated she would contact him with a reminder., but he might have planned that for the next regular meeting. END OF SYNOPSIS DRAFT TEQUESTA GENERAL EMPLOYEES PENSION TRUST FUND SPECIAL BOARD OF TRUSTEES MEETING June 17, 2009 I. Call To Order And Roll Call The Tequesta General Employees Pension Trust Fund Board of Trustees held a special meeting at the Tequesta Village Hall, 345 Tequesta Drive, Tequesta, Florida, on Wednesday, June 17, 2009. The meeting was called to order at 9:03 a.m. A roll call was taken by Betty Laur, Recording Secretary. Board Members in attendance at the meeting were: Chair Michael Rhodes, Secretary Carl Hansen, Board Member Michelle Gload, and Board Member Deanna Mayo. Also in attendance were Attorney Bonni Jensen, Daniel Johnson with Bogdahn Consulting LLC -Monitor, Pension Coordinator Lori McWilliams, Senior Accountant Monica Rahim, and Betty Laur, Recording Secretary. Board Member Archie Mangum, Jr. was absent from the meeting due to illness. Chair Rhodes commented the board wished Mr. Mangum a speedy recovery. II. APPROVAL OF AGENDA MOTION: Secretary Hansen moved approval of the agenda as submitted. Board Member Gload seconded the motion, which carried by unanimous 4-0 vote. III. UNFINISHED BUSINESS 1. Consideration of amending the Investment Policy -Dan Johnson, Bogdahn Consulting, LLC and Pension Attorney Bonni Jensen Mr. Johnson of Bogdahn Consulting went through the investment policy statement document with the board and indicated he would send back changes so the policy could be re-circulated for the August quarterly meeting. The ordinance would need to be changed before the revised investment policy could be adopted. The following changes were made to the draft investment policy statement: Page 1: • Under II Target Allocations:: First line -delete the word "several" Agenda -Special General Employees' Pension Trust Fund Board Meeting June 17, 2009 2 Add a line to the chart of targets and ranges with Asset Class TIPS, Target 0, Range 0 to 5%, Benchmark Barclays Intermediate U. S. Govt/Credit. At beginning of second paragraph add "with the assistance of the Investment Consultant and Monifor Firm" . • III. Investment Performance Objectives (3) Delete "at the time of this Investment Policy Publication" Page 3: • (D) Treasury Inflation Protection Securities (TIPS) Change description to read: "The overall objective of an investment in TIPS, if utilized, will be measured as a part of the overall Barclays Capital U. S. Treasury TIPS." • (E) Real Estate Performance -Strike. (REITS will still be allowed; it is Dana's decision whether to invest in them) • (F) Alternatives -Strike Page 4: • (3) • (1) • (2) • (3) Strike "Bonds issued by the State of Israel." Equities (a) Strike "with exception to foreign equities" (b) Change "stock" to "bonds" in line 2 Fixed Income (a) Change to read: "All fixed income investments shall have a minimum rating in one of the 4 highest classifications of investment grade or higher as determined by a major rating service. " Money Marke# (a) Add after STIF: Short Term Investment Fund (money market) Agenda -Special General Employees' Pension Trust Fund Board Meeting June 17, 2009 3 Page 5: • (4) Foreign Securities Change to read: "Limited to securities traded on nationally recognized exchange and fully and easily negotiable equity securities." • B. Trading Parameters Add second sentence: "The Investment Manager Agreement between the Plan and the Investment Managers will govern the responsibility of monitoring best price and execution of trades placed by each manager on behalf of the Plan." • C. Limitations 2. Change to read: "Foreign securities shalt not exceed twenty five percent (25%) of the fund assets at market." • D. Absolute Restrictions Add warding as proposed under 4, with one change: after "venture capital", insert "limited partnership" Page 6 - no changes Page 7: • Make the following changes in the second sentence of the first paragraph: Change "two" to "three" Change "Board's" to "Consultant's" Page 8: • Add signature lines for Dana Investment Advisors and for Bogdahn Consulting, LLC Attorney Jensen was requested to add comingled fund language to the ordinance; increase the international equity from 10% to 25% at market; change "at cost" to "market"; equity to be measured at market 70%, and strike "alternatives". Agenda -~Speciai General Employees' Pension firust Fund Board Meeting June 17, 2009 4 MOTION Secretary Hansen moved to direct Attorney Jensen to draft an updated ordinance with the changes discussed to send to the Village Council and to get a cost no impact statement from Gabriel, Roeder and Smith Company, and present that to the Village Council for approval. Board Member Deanna Mayo seconded the motion, which carried by unanimous 4-0 vote. 2. Response to Board's request to separate the international equity assets at Salem Trust - Dan Johnson, Bogdahn Consulting, LLC Mr. Johnson explained there would be no cost to separate the accounts and presented a letter of instruction for the Board's use in notifying Salem Trust Company of this change. MOTION Board Member Mayo moved approval of Chair Michael Rhodes signing the notification letter to Salem Trust Company to separate ~e iinternational equity assets into a separate account. Secretary Hansen seconded the motion, which carried by unanimous 4-0 vote. IV. NEW BUSINESS 3. Discussion regarding meeting time(s) -Lori McWilliams, Pension Coordinator Pension Coordinator McWilliams expressed concern that the meetings had become so lengthy there had not been time to handle all of the agenda items. Secretary Hansen suggested one board might meet at 8 a.m. and the other at 1 p.m. Both Attorney Jensen and Mr. Johnson of Bogdahn Consulting indicated tha# would be fine with them. Pension Coordinator McWilliams advised the meeting times would stay the same for the August quarterly meeting, and both boards could consider making a change at that time. V. ANY OTHER MATTERS Discussion was held regarding the meeting for employees th8t HR Director Merlene Reid was planning to hold following the August quarterly meetings to educate employees regarding the pension plans. Mr. Johnson reported Joe Bogdahn planned to attend. Attorney Jensen offered to make a presentation. Board Member Gload asked for a copy of the proxy voting document used by Dana Investment Advisors. Chair Rhodes commented nothing had been received #rom Mr. Palmquist regarding what the Village contribution would have been if asset smoothing had been in place Agenda -Special General Employees' Pension Trust Fund Board Meeting June 17, 2009 5 the last 3-4 years; Pension Coordinator McWilliams indicated she would contact him with a reminder., but he might have planned that for the next regular meeting. VI. COMMUNICATIONS FROM CITIZENS There were no communications from citizens. VII. ADJOURNMENT Secretary Hansen moved to adjourn the meeting; seconded by Board Member Mayo and unanimously carried 4-0. Respectfully submitted Betty taur Recording Secretary