HomeMy WebLinkAboutDocumentation_Pension General_Tab 05_05/03/2010 Laur, Betty
From: McWilliams, Lori
Sent: Thursday, April 01, 2010 4:00 PM
To: Laur, Betty
Subject: FW: Village of Tequesta General Employee DROP Plan
For the GE Pension — May agenda. The Pension Board asked for a quote — it is $1800 - $2000 for Steve to prepare. Need
to know if the Board wants to pay this to move forward with a cost to implement the DROP program.
Thanks,
Lori
From: Steve.Palmquist @gabrielroeder.com [mailto: Steve. Palmquist@gabrielroeder.com]
Sent: Thursday, April 01, 2010 3:43 PM
To: McWilliams, Lori
Cc: Laur, Betty; Duane.Howison @gabrielroeder.cwm
Subject: RE: Village of Tequesta General Employee DROP Plan
We would be pleased to prepare an actuarial study of adding a DROP to the General Employees Plan. Our estimated fee
to prepare our report is $1,800 to $2,000.
Circular 230 Notice: Pursuant to regulations issued by the IRS, to the extent this communication (or any attachment)
concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax -
related penalties under the Internal Revenue Code or (ii) marketing or recommending to another party any tax- related
matter addressed within. Each taxpayer should seek advice based on the individual's circumstances from an independent
tax advisor.
J. Stephen Palmquist, ASA, MAAA, FCA, EA
Gabriel, Roeder, Smith & Company
One East Broward Blvd., Suite 505
Fort Lauderdale, FL 33301
Telephone: 954-527-1616 Fax: 954-525-0083
steve.palmquist( gabrielroeder.com
The above communication shall not be construed to provide tax advice, legal advice or investment advice.
Notice of Confidentiality
This transmission contains information that may be confidential and that may also be privileged. Unless you are the intended recipient of the message
(or authorized to receive it for the intended recipient), you may not copy, forward, or otherwise use it, or disclose its contents to anyone else. If you have
received this transmission in error, please notify the sender immediately and delete it from your system.
From: McWilliams, Lori [ mailto :lmcwilliams @tequesta.org]
Sent: Thursday, April 01, 2010 3:27 PM
To: Palmquist, Steve (FLPi)
Cc: Laur, Betty
Subject: Village of Tequesta General Employee DROP Plan
Steve,
1
During the last General Employee Pension Meeting, the Board asked for a quote on what it would cost to implement a
DROP Plan element to the General Employee Pension Plan.
Can you provide this for the May 3, 2010 General Employee Pension Meeting? I believe you have all the employee
information on file that you would need. If not, please let me know.
Thank you,
Lori
IMPORTANT. The contents of this email and any attachments are confidential. They are intended for the named
recipient(s) only.
If you have received this email in error, please notify the system manager or the sender immediately and do not disclose
the contents to anyone or make copies thereof.
* ** eSafe scanned this email for viruses, vandals, and malicious content. * **
2