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TEQUESTA GENERAL EMPLOYEES PENSION TRUST FUND
QUARTERLY BOARD OF TRUSTEES MEETING
February 1, 2010
I. Call To Order And Roll Call
The Tequesta General Employees Pension Trust Fund Board of Trustees held a
regular quarterly meeting at the Tequesta Village Hall, 345 Tequesta Drive,
Tequesta, Florida, on Monday, February 1, 2010. The meeting was called to order
at 1:02 p.m. A roll call was taken by Recording Secretary Betty Laur. Board
Members in attendance at the meeting were: Chair Michael Rhodes, Secretary Carl
Hansen, Board Member Michelle Gload, and Board Member John Terzakis. Board
Member Deanna Mayo was absent from the meeting. Also in attendance were
Attorney Bonni Jensen, Mike Dana with Dana Investment Advisors, Daniel Johnson
with Bogdahn Consulting LLC, Steve Palmquist with Gabriel Roeder Smith and
Company, Pension Coordinator Lori McWilliams, and Betty Laur, Recording
Secretary.
II. ANNUAL ELECTION OF OFFICERS
1. Chair
MOTION:
Board Member Carl Hansen nominated Michael Rhodes for re-election. Board
Member Michelle Gload seconded the motion, which carried by unanimous 4-0
vote.
2. Secretary
MOTION:
Board Member Michelle Gload nominated Carl Hansen for re-election. Board
Member John Terzakis seconded the motion, which carried by unanimous 4-0
vote.
III. APPROVAL OF AGENDA
Secretary Hansen asked for discussion of attending meetings by electronic
means, which Attorney Jensen advised would be included in her discussion of
the Sunshine Law.
MOTION:
Motion was made by Secretary Carl Hansen, seconded by Board Member
Gload, to approve the agenda as submitted. Motion carried by unanimous 4-0
vote.
Minutes of General Employees' Pension Trust Fund Board Meeting
e February 1, 2010 2
IV. APPROVAL OF MINUTES
3. Tequesta General Employees' Pension Trust Fund Board of
Trustees Regular Quarterly Meeting Minutes -November 2, 2009
MOTION:
Motion was made by Board Member Gload, seconded by Secretary Hansen to
approve the minutes of November 2, 2009 as submitted. Motion carried by
unanimous 4-0 vote.
V. PRESENTATIONS
4. Presentation by Investment Manager
Mike Dana, Dana Investment Advisors, distributed information regarding how they
did their calculations and called attention to the fact that contributions were not
added into performance. Mr. Dana announced there had been 14% return last year,
and things were beginning to look up. Bankers wanted to lend people money but
needed to make sure they were going to get paid back, and it would take time for the
banks to come around. The bond portfolio had lagged because treasuries were
overweighted and they had sold the financials. Consumers were 70% of the
economy, and they were now spending money, and there were other positive signs.
Mr. Dana reviewed the quarterly report, and indicated they had now corrected some
of the overweight in bonds. Lower priced stocks, which were usually most volatile,
had done best during the period. Chair Rhodes pointed out the report showed only
24% of peers did worse than this fund. Mr. Dana commented we had just been
through an unprecedented period where the whole banking system might have been
lost without the very good actions of government officials. They had come through
that period with 14% return, which was good. Mr. Dana pointed out the compliance
appraisal within the report booklet. He anticipated less volatility, more lending,
business gaining traction, and felt the bonds in the portfolio would be okay this year
and next. Mr. Dana commented there was no better way to create jobs than to
reduce capital gains, which the President had said would be done, and this was very
good news. He commented it was good to open the portfolio to be able to purchase
TIPS, but at this point they were too expensive. Mr. Dana answered questions from
the Board, explained they were sector neutral and did not deviate from their
philosophy. Their bond philosophy was to buy something you would get paid back
on, and try to buy some extra value in each sector, but not to take risk on the bond
side. Board Member Terzakis asked about investing in high yield bonds, to which
the response was those were prohibited within the portfolio. Mr. Dana expressed
his opinion that if interest rates went up the stock market would be doing very well,
because things were getting better. Mr. Johnson advised the new investment policy
guidelines would allow purchase of TIPS. Mr. Dana felt purchasing TIPS right now
were too expensive relative to other alternatives that were available, but he felt it
was a nice thing to have in the portfolio, and the bottom line was to buy those when
Minutes of General Employees' Pension Trust Fund Board Meeting
February 1, 2010 3
appropriate. Secretary Hansen commented pensions were disappearing more and
more, and asked about pensions in the public sector. Mr. Dana indicated he saw
very few corporations had defined benefit pensions any more, and the public-sector
had suffered during the past two years and would look for other types of plans, but
times would become good again and the pressure would then be off, but not so
much money would be there for pensions.
MOTION:
Secretary Hansen made a motion to accept the quarterly report for the quarter
ended 12/31/09 from Dana Investment Advisors. Board Member Gload
seconded the motion, which carried by unanimous 4-0 vote.
5. Presentation of October 1, 2009 Actuarial Valuation Report
Steve Palmquist, Gabriel, Roeder, Smith and Company, reviewed the October 1,
2009 actuarial valuation report, which showed the minimum required contribution
was just under $185,000 for the next fiscal year starting October 1, 2010, or 9.4% of
payroll. That was an increase over the present year, and was due to higher non-
investment expenses and investments not doing as well as anticipated. Mr.
Palmquist explained how they had calculated the annual cost of the plan. The costs
for this plan compared to other General Employee plans was on the middle to low
side of costs for cities. This plan's funded ratio was very high compared to other
plans. Board Member Gload asked how Mr. Palmquist felt about the assumption
rate, noting the Village had contributed more than necessary, which she believed
had helped to keep the ratio high. Mr. Palmquist explained if payroll did not increase
as much as anticipated, the cost of the plan as a whole would go down the next
year. This Board had taken a step in the right direction the previous year when they
had lowered the assumed rate of return by'/2 point, and instead of having the Village
reduce its cost when we got to where there were substantial actuarial gains, he
recommended at that point to lower that assumption even further, to make it a higher
probability of meeting that rate in the future. If this plan had exactly the same
investments as FRS, the gross return would be the same; but it was the net return
they were concerned about. Mr. Palmquist explained how asset smoothing would
work over five years. Also, if the plan had to shut down, there would be enough
money to fund all the benefits earned so far, and that was not true of most
comparable Florida plans. 27 of the 34 plan participants had less than 5 years
service at this point.
Mr. Palmquist commented in the public sector, investment earnings had been poor
for the decade beginning in the year 2000, with both stocks and bonds only earning
1 %-2% during the whole decade and when a portfolio needed 7%-8% returns it was
not long until funding became a problem, which had made costs of plans go up
incredible amounts, putting tremendous pressure on municipalities, and they had
clients all over the country trying to figure out what to do about that. It was a lengthy
Minutes of General Employees' Pension Trust Fund Board Meeting
• February 1, 2010 4
process to make changes, but a year from now there would probably be many plans
that did not have as many benefits as they had today. It had already happened in
the private sector, and today only 20% of employees were covered by defined
benefit plans. Mr. Palmquist reported the Public Safety Board had voted to
recommend to the Village to leave the rate of return the same (8%) but ask that the
Village contribute as if it were 7-1/2% if they could afford it. Board Member Terzakis
and Chair Rhodes commented this must be looked at every year to stay on top of it.
Board Member Gload asked Mr. Palmquist why so many public plans no longer had
defined benefit plans. He responded benefits had been cut because they needed to
save money, and what could be earned in a 401 K was dwarfed by what could have
been earned in a defined benefit plan. Attorney Jensen added the required
contributions needed to be made, and some plans had not done that. Mr. Palmquist
advised that over the past ten years the cost of benefits had risen more than the
investment earnings. Chair Rhodes advised he had signed up for a web seminar
called "30 or more ways to reduce your city expenses", set for February 18. Mr.
Palmquist noted the figures for the decade beginning in 2000 were comparable to
those of the great depression, so the next ten years would be fantastic.
MOTION:
Board Member Terzakis made a motion to approve the actuarial valuation
dated 10/1/09 as presented by Mr. Palmquist. Secretary Hansen seconded the
motion, which carried by unanimous 4-0 vote.
6. Quarterly Presentation By Monitor
Dan Johnson, Bogdahn Consulting, LLC, explained preliminary information had
been sent in time to be included in the packets, however, the final report had been
distributed today because universe information and the attribution report were not
available until now. Mr. Johnson explained he liked to have a large number of peers
to compare against, because the more there were the more accurate the
comparisons were, and that meant waiting until the last minute-the current report
had been issued on Thursday of last week. It was a product of how fast other
managers across the country reported their figures. Chair Rhodes asked if the
report could be distributed by email as soon as it was finished, and stated he
preferred getting it by email a day or so before the meeting instead of getting a
preliminary report with no comparisons. Pension Coordinator McWilliams advised
standard procedure was to provide backup in the packets for each agenda item, but
it was up to the Board. Mr. Johnson advised that for the next meeting or two he
would provide the preliminary report and also the final report via a-mail, and the
Board could decide.
Mr. Johnson reviewed what had impacted the portfolio. Emerging markets had
outperformed at 8-1/2% for the quarter; developed markets were only up 2.2%. The
S&P 500 was up 6% for the quarter. In the bond market, fixed income managers
Minutes of General Employees' Pension Trust Fund Board Meeting
February 1, 2010 5
were looking for shorter durations in order to re-invest more quickly. Another way to
diversify would be corporate bonds. There had been great numbers for the year for
stocks, but bonds were down. Technology had been the top performing sector;
financials had been the only negative sector. It was interesting that the low-quality
companies had out performed. Junk bonds were discussed. Mr. Johnson noted he
and Mr. Dana had different opinions on the TIPS, since Mr. Johnson saw them as a
cost effective way to get some return, and to have a nice inflation component if that
happened.
Mr. Johnson discussed the assumed rate of return and commended the Village for
over-contributing. He gave an example of the type of riskier investments that would
be needed to achieve a long term 9% rate of return, and commented that if only 6%-
7% was the goal then the portfolio could be more conservative, and the asset mix
would be different. Chair Rhodes asked if the right asset -mix was in place to
achieve the Board's 7-1/2% assumed rate of return. Mr. Johnson's response was
yes. Mr. Johnson predicted inflation would become a serious concern, and
explained CPI. Although the return had been 14%, it could have been more if
stocks had been overweighted. The investment policy was now being changed so
that more risk could be added, to bring the portfolio more in line with the peer group.
The bond portfolio for the quarter had been disappointing, being significantly behind
the index and its peer group because they were higher quality bonds. Looking at the
fund over a longer term, the figures were much better. Board Member Terzakis
expressed his personal opinion that last year had been such an aberration that
returns on all portfolios had been a matter of luck more than experience, and one
could not really judge from last year. Mr. Johnson felt the markets were now starting
to normalize and the dedicated international component would allow Dana more
leeway. Chair Rhodes asked how Mr. Johnson communicated with Dana, since
Mike Dana had not been aware of the changes in the investment policy. Mr.
Johnson advised for policy changes he called and emailed, for their reports on what
they were doing there were conference calls and a quarterly meeting. Mr. Johnson
advised that Joe Veranth was our portfolio manager and he called him frequently,
and had sent him the new investment policy. Mr. Johnson explained the attribution
report, and noted the numbers were right but he had mistakenly shown Rockwood
as the investment manager. Board Member Gload asked if real estate had been
removed when the investment policy statement was revised. Mr. Johnson advised
the verbiage for real estate had been removed from the policy, but was in the
ordinance, so it could always be added back in.
Agenda item 9 was moved to this point in the agenda:
9. Discussion of TIPS
Attorney Jensen pointed out that both Mr. Johnson and Mr. Dana liked TIPS-Mr.
Dana just did not want to purchase them now, but he had stated he wanted them in
the portfolio so that he had the ability to use them and when he wanted to use them
Minutes of General Employees' Pension Trust Fund Board Meeting
February 1, 2010 6
he had to move fast. Mr. Johnson indicated he saw TIPS as an alternative to a
treasury bond, and felt TIPS were very cheap to get inflation protection into the
portfolio, but it did not need to be forced, and could be tabled to wait to see if Mr.
Dana used TIPS in the portfolio. Board Member Terzakis commented it was an
insurance policy, and ETFs could also be used. Mr. Johnson noted TIPS had been
added to the portfolio and the manager was aware they could be used, and if the
Board was comfortable this discussion could be ended and taken up later if needed.
Chair Rhodes agreed but asked Mr. Johnson to have a discussion with Mike Dana to
be sure he understood TIPS were now allowed and could be used instead of
treasuries. Chair Rhodes expressed his opinion that inflation protection was needed
and TIPS were a tool that could be used for that as opposed to treasuries. Mr.
Johnson explained that Dana had signed the new investment policy statement and
the staff in Wisconsin was fully aware of it; Mike Dana happened to live in Melbourne
so he attended the meetings, and his focus was different than the part of the firm in
Wisconsin where the investments were handled. Chair Rhodes asked that bullet 5
on the last page of the report, foreign equity, be removed since the investment policy
statement had been changed. Discussion ensued regarding suggesting 5% or 2%
high yield bonds, Mr. Johnson indicated that would have to be done by the Village
Council, and with changes to the investment policy statement, handcuffs had already
been removed giving the investment manager more flexibility. Mr. Johnson advised
at the next meeting he would review the bond portfolio in general.
MOTION:
Secretary Hansen made a motion to approve the quarterly report from
Bogdahn Consulting, LLC as presented. Board Member Terzakis seconded
the motion, which carried by unanimous 4-0 vote.
VI. UNFINISHED BUSINESS
7. Update on IRS Determination Letter
Attorney Bonni Jensen noted a copy of the correspondence with the IRS had been
included in the packet, and she believed that completed their package. It would now
be forwarded to Washington, D.C. for completion.
8. DROP Plan discussion
Attorney Bonni Jensen pointed out that a copy of the Public Safety Plan had been
included in the packet, which included the DROP plan, starting on page 23. The
DROP plan allowed people who were eligible for normal retirement to stop accruing
benefits in the pension plan and begin accumulating a fund balance. Their benefit
would be calculated and inside the plan we would set aside an accumulation of their
monthly benefit. Their monthly benefit would be invested with the dollars in the
pension plan, and they would earn a rate of return commensurate with what the
Minutes of General Employees' Pension Trust Fund Board Meeting
February 1, 2010 7
pension plan earned. Those dollars would stay in the plan. This plan could set their
own goals; they did not have to match the Public Safety Officers' rules. Even though
the employee remained still working they no longer contributed to the plan, and for
purposes of the plan they were considered a retiree. The Village no longer made a
contribution for them. If they became disabled, they would quit and start drawing
their retirement, and there would be no death benefit other than the amount they had
chosen when they entered into retirement. Being in the DROP plan offered the
employee the ability to create a lump sum benefit. Attorney Jensen advised Steve
Palmquist would need to be consulted to determine any cost to the plan. Board
Member Gload indicated she had noticed this was not in the plan, and she believed
any time something beneficial to the employees could be added with little or no cost
it should be done. Discussion ensued. Attorney Jensen indicated some time would
need to be spent advising the Village Council of the benefit if this were to be
recommended for adoption.
MOTION:
Board Member Gload made a motion to get a quote in implementing the DROP
program for the General Employees' Pension Plan unless it was expensive to
look into it. Board Member Terzakis seconded the motion, which carried by
unanimous 4-0 vote.
9. Discussion of TIPS
This item had been discussed during Mr. Johnson's presentation.
10. Explanation of the amount of payment to The Gehring Group for
the fiduciary liability police premium -ratified at the November 2,
2009 meeting
Pension Coordinator Lori McWilliams reported this had been discussed at the last
Board meeting and it had been found that Senior Accountant Rahim had the
explanation and not Human Resources. She had explained that the fiduciary liability
premium was allocated between the pension plans according to the assets in each
plan.
VII. CONSENT AGENDA
Attorney Jensen noted that Catherine Harding had submitted forms to retire and she
would work with Catherine at no cost to the Board, since this was the first retirement
in the plan. The normal procedure would be that when an individual left they would
get a retirement package and fill out the application, which would be processed by
the actuary. The actuary would need information from the Finance Department, and
would calculate the benefit. The individual would sign off on that. Then benefit
approval would take place and final paperwork would be filled out, such as direct
deposit, taxes taken out, etc. The Board would approve the individual's choices in
Minutes of General Employees' Pension Trust Fund Board Meeting
February 1, 2010 8
accordance with the pension plan. Chair Rhodes asked that a policy be written
containing steps to be taken, so a new person handling this would know exactly
what to do. Attorney Jensen advised she and Pension Coordinator McWilliams had
started working on that and would put together a package. Ms. Harding's age
allowed her to begin drawing benefits. Secretary Hansen asked if there would be a
policy that would allow Village employees to handle subsequent retirements.
Attorney Jensen reported they had begun that, and an attorney should not be
needed for future retirements; however, in this case an attorney was involved on the
other side so that is how she became involved.
Board Member Gload indicated she had noticed an increase in the rate from
Business Services Connection, Inc., that she believed had not been presented to the
Board. Discussion ensued. It was pointed out that the contract with Business
Services Connection stated the rate would change when the rate paid by the Village
changed. Board Member Gload indicated she had no problem with the rate or the
change, and it was perfectly in line with the contract, but she thought it should be
presented to the Board. Pension Coordinator McWilliams advised the budget
accounted for the fees and each invoice presented listed the rate and was copied
and placed into the packets as backup. Attorney Jensen advised this was not an
incremental cost to the pension plan since the Village reimbursed the pension plan
dollar for dollar for administrative costs. In the future a memo from the Village
Manager would be presented when the rate changed.
Secretary Hansen commented the consent agenda as a whole was supposed to be
considered, and individual items should not be discussed. When the agenda was
approved if someone wanted to discuss an item they should state they wanted that
item pulled from the consent agenda for discussion.
MOTION:
Secretary Hansen made a motion to approve the entire consent agenda.
Board Member Gload seconded the motion, which carried by unanimous 4-0
vote. Therefore, the following items were approved:
11. Ratification Of Invoices Paid Since Last Quarterly Meeting:
• Business Services Connection, Inc. -
Office work-weeks ended 10/16/09 through
01 /01 /10 $1,605.60
• Business Services Connection, Inc. -
Attendance, recording and preparation of
minutes and synopsis for 11/2/09 Regular
Quarterly meeting 356.80
• Perry & Jensen, LLC.
Minutes of General Employees' Pension Trust Fund Board Meeting
February 1, 2010
Legal Fees through 11/15/09
• FPPTA
Dues for 2010
12. Payments To Be Reviewed And Approved:
• Perry & Jensen, LLC
Legal Fees through 12/15/09
• Bogdahn Consulting, LLC
Services through 12/31/09
• Dana Investment Advisors
Services through 12/31/09
• Gabriel Roeder Smith & Company
Services through 11/30/09
1,659.05
$ 600.00
257.75
$2,625.00
$1,839.12
$6,376.00
13. Approval of new applicants for participation in Pension Plan:
None
14. Approval of withdrawal of contributions:
None
9
15. Terminated Employees who have not taken their contributions
Catherine Harding
16. Revenue and Expenditure Report
END OF CONSENT AGENDA
VIII. BUDGET REPORT
Left employment 12/04/09
17. Quarterly Budget Report Expenditures
Senior Accountant Monica Rahim reported she had printed the report January 20 in
order to capture more expenses. Ms. Rahim reported the actuary's fee was over
budget. The investment manager's fee had not been budgeted. She confirmed that
item 15 was for the quarter, but item 16 included expenses to January 20. Board
Member Gload commented she intended to search for where it had been approved
Minutes of General Employees' Pension Trust Fund Board Meeting
. February 1, 2010 10
to pay attendance at the meeting, since there was no contract with them. It was
pointed out the budget was an estimation. Discussion ensued regarding the work
Mr. Palmquist had done, and that there would be more work regarding the DROP
program and Ms. Harding's retirement. Pension Coordinator McWilliams advised if
she had known ahead of time there were questions, she could have pulled the
information, but did not have it readily available. Board Member Gload indicated
she would look back for previous charges. Chair Rhodes asked her to provide the
information to everyone by email.
Senior Accountant Rahim had prepared information for review for next year's
budget, to be discussed at the next meeting, which was distributed. Chair Rhodes
confirmed the label of the first column in the worksheet that said "prior year actual"
was fiscal year 2009 and asked that 2008 also be included if possible. Secretary
Hansen commented he had requested the budget be considered in August so there
would be more information to work with. Chair Rhodes requested that in advance of
the August meeting that Ms. Rahim provide budget observations and worksheets,
and the Board would consider the budget at the August meeting. The fees for the
investment manager were documented and it should not be difficult to find those.
Ms. Rahim confirmed for Chair Rhodes that the fees that were over the budget were
an estimation issue.
MOTION:
Board Member Terzakis made a motion to approve the Budget Report.
Secretary Hansen seconded the motion, which carried by unanimous 4-0 vote.
IX. NEW BUSINESS
18. Review of Sunshine Law
Attorney Bonni Jensen reviewed the sunshine law as it affected the Board of
trustees, covering open meetings law, public records law, and financial disclosure.
Some highlights covered were that all meetings must be open to the public and
minutes taken. The only meetings that did not have to be open were shade
meetings, where attorney-client discussion for strategy or settlement for pending
litigation could be discussed, and a court reporter must be present to record the
proceedings. E-mail communication was public record, and the first report was
covered, but responses would need to go through administrative personnel. The
Board could always email Attorney Jensen, Village staff members and consultants,
but not each other. Meeting notices must allow time for those who wished to attend
to do so. For special meetings at least 24-hour notice was required. Inspections,
meetings at restaurants, facilities that discriminated or restricted access, and out-of-
town meetings were discussed. Meetings could be conduced by electronic media,
but a quorum must be physically present, except for a workshop meeting, but there
must be a point of public access. Everything was subject to the public record law
and could be copied, except some of the attorney's documents used in the
Minutes of General Employees' Pension Trust Fund Board Meeting
> February 1, 2010 11
background for work product, and some personal information of plan participants
that must be redacted. Medical records were exempted, unless a disability
application was under consideration-that discussion would be held in an open
meeting. Other exceptions included draft audits and trade secrets. Financial
disclosure must, be filed annually and there was a $1,500 fine for not filing.. Gifts
over $100 must be reported. Any gifts from a lobbyist that cost between $25-$100
must be reported and a form filed by the lobbyist. If an item brought before the
board inured to the personal gain of a trustee, that trustee must disclose that to the
Board before any discussion of the item, then abstain from voting on that item, then
file a form 8B. If present in the room, a trustee must vote unless they had a conflict.
Three votes were required of this Board in order to pass a motion. Fiduciary
standards were also reviewed, plus other laws that applied to pensions were
mentioned. The Florida legislature was not subject to the sunshine law. Attorney
Jensen answered questions from the Board.
19. IRS Mileage Rate
Attorney Bonni Jensen reported the IRS mileage rate was now 50¢, and the backup
material was self explanatory.
20. Discussion of 3'd Party Administrator
Pension Coordinator Lori McWilliams advised this item had been added to the
agenda on Friday at the Village Manager's request. He had tasked the Village
Clerk's office with numerous additional duties and asked that she bring forward to
the pension boards the subject of hiring a third party administrator. When she had
spoken with him after the Public Safety Officer's Board meeting earlier in the day, he
advised he would like to have a third party administrator in place by mid-year. He
did not want in-house personnel working on pension board duties. Ms. McWilliams
commented her office was not experts and did not have the education and
background. Attorney Jensen commented a third party administrator would do
everything that Pension Coordinator McWilliams did. They would be responsible to
coordinate service providers, send letters on the Board's behalf, and were like a
secretary who would do whatever the Board told them to do, plus they would be
knowledgeable about pension benefits and would be able to process retirements
and deal with refunds of contributions. They would have to work closely with the
Village in order to provide the benefits, and ultimately, third party administrators had
their own systems and so would be taking downloads from the payroll system and
keeping track of the salary and contributions. Chair Rhodes asked if this had been a
topic for awhile. Pension Coordinator McWilliams advised she had been thinking
about it, and the Village Manager had agreed in 2004 that the Village Clerk's office
would take on the duties for the time being. From going back and researching
minutes, she had found that a third party administrator had been discussed in the
past. Chair Rhodes advised it would be helpful to have a lists of tasks done by the
Clerk's office, and commented this flew in the face of what most municipalities were
Minutes of General Employees' Pension Trust Fund Board Meeting
February 1, 2010 12
trying to do at present, which was to reduce costs rather than adding something
new. Pension Coordinator McWilliams advised she would provide a list of the job
duties, and everyone had received the book which had a 3-page job description.
Secretary Hansen asked the difference in what Betty was doing and what the third
party administrator would do. Pension Coordinator McWilliams responded that was
a concern, and she hoped something could be worked out to where Betty could work
with them. The Village Manager wanted the next pension board meeting to be
Pension Coordinator McWilliams' last meeting. Board Member Gload expressed
concern whether that would allow enough time to interview and choose an
administrator. Chair Rhodes commented during the past two years he had not seen
any lack of professional product from Pension Coordinator McWilliams, and he
thought also that what she brought to the table being part of the Village team was
some knowledge that she was able to bring to the Board as opposed to what a third
party contractor would. Secretary Hansen asked if Betty would be a possible
candidate; she responded she would have to look into what would be involved. The
Village Manager had said he did not want anyone handling pension duties in-house.
Chair Rhodes asked for a list of duties, and Ms. McWilliams indicated she had been
asked to do that by the Public Safety Board, and would provide it to both Boards.
Chair Rhodes expressed concern regarding a proper transition, and said he would
be glad to relay that to the Village Manager.
X. ANY OTHER MATTERS
There were no other matters to come before the Board.
XI. COMMUNICATIONS FROM CITIZENS
There were no communications from citizens.
XII. ADJOURNMENT
There being no further business, the meeting was adjourned at 5:19 p.m.
Respectfully submitted,
Betty Laur
Recording Secretary