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TEQUESTA GENERAL EMPLOYEES' PENSION
TRUST FUND
BOARD OF TRUSTEES MEETING
MAY 11, 2004
I. CALL TO ORDER AND ROLL CALL
The Tequesta General Employees' Pension Trust Fund Boaxd of Trustees held a regular
meeting at the Tequesta Recreation Center, 399 Seabrook Road, Tequesta, Florida, on
May 11, 2004. The meeting was called to order at 8:30 a.m. A roll call was taken by
Beriy Laur, Recording Secretary. Boardmembers in attendance at the meeting were:
Chair Jeff Newell, Boardmember Thomas Paterno, Boardmember Greg Corbitt, and
Boardmember Bob Garlo. Vice Chair Carl Hansen was absent from the meeting. Also in
attendance were Dan Gallagher and Attorney Bonni Jensen.
II. APPROVAL OF AGENDA
MO�
Boardmember Paterno made a motion to approve the agenda as submitted.
Boardmember Garlo seconded the motion, which carried by unanimous 4-0 vote.
III. APPROVAL OF MINUTES
MO_
Boardmember Garlo made a motion to approve the minutes of February 10, 2004 as
submitted. Boardmember Paterno seconded the motion, which carried by
unanimous 4-0 vote.
MOTION:
Boardmember Garlo made a motion to approve the minutes of February 19, 2004 as
submitted. Boardmember Corbitt seconded the motion, which carried by
unanimous 4-0 vote.
MO_ T�
SOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
MEETING MINUTES
May i1, 2004
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Boardmember Garlo made a motion to approve the minutes of the joint meeting
with Public Safety Officers' Pension Trust Fund Board on March 2, 2004 as
submitted. Boardmember Paterno seconded the motion, which carried by
unanimous 4-0 vote.
MOTION:
Boardmember Garlo made a motion to approve the minutes of the joint meeting
with Public Safety Officers' Pension Trust Fund Board on April 21, 2004 as
amended by changing would to could on page 5, second sentence in the second
paragraph. Boardmember Paterno seconded the motion, which carried by
unanimous 4-0 vote.
IV. UNFINISHED BUSINESS
A. ELECTION OF BOARD SECRETARY
Chair Newell explained that a Board Secretary would have signatory authority and
would chair meetings in the absence of the Chair and Vice-Chair.
MOTION
Boardmember Bob Garlo nominated Tom Paterno for Board Secretary.
Motion was seconded by Boardmember Corbitt and unanimously carried 4-0.
B. REPORT BY ATTORNEY JENSEN REGARDING THE LENGTH OF
AMORTIZATION USED BY ACTUARY
Attorney Bonni Jensen reported she l�ad contacted Steve Palmquist and that he had
used an aggregate cost method, amortizing over the remaining average work life of
the participants, which was more than 15 years. Mr. Palmquist was using a
blended rate for the investment rate of return, and separate tracking, as documented
on pages 11 and 16 of his actuarial evaluation, and he was not using asset
smoothing.
C. DISCUSSION OF ISSUING A DETERMINATION LETTER WITH THE
IRS
Attorney Bonni Jensen explained the cost would be the issue for this fund, as it
would cost over $1,000 to request the IRS review the plan to determine if it was a
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MEETING MINUTES �
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tax qualified plan. Attorney Jensen advised that the documents themselves �
anticipated it would take approximately 40 hours to complete the documentation. '
A determination letter was a response from the IRS indicating the plan was in
compliance with their provisions. Government plans had a less stringent standard
than private plans. Attorney Jensen advised she was not recommending this be
done at this time, since this plan had nothing different from most other
governmental plans in Florida, and everything in the plan had been approved by the
IRS. If unusual benefits were implemented, that could change. Another attorney
who did this work operated on the theory not to ask for trouble. As an example,
when DROP programs first came out, Attorney Jensen had filed for a
determination letter for a client. Chair Newell asked what if there was a change to
the plan which caused the IRS to determine the plan was not in compliance with
the law, to which Attorney Jensen responded if the plan was considered to be not
tax exempt and that could not be fixed, the fund could declare non-tax qualified so
all growth could be paid by each individual member. Boardmember Paterno
commented he agreed somewhat with not contacting the IRS but asked if by
getting a letter up to today that would place the plan in a better position. Attorney
Jensen advised that anything up to today would be blessed by the IRS and only
subsequent changes would require their blessing. If the plan were determined not
tax exempt, that would not necessarily affect the board, but growth and
contributions would be taxable.
D. REPORT BY DAN GALLAGHER ON COST TO UPDATE THE
ACTUARIAL STUDY AND PROVIDE STATEMENTS TO EACH
EMPLOYEE REGARDING THEIR CONTRIBUTIONS INTO THE PLAN
AND THEIR BENEFITS, AND DISCUSSION OF FREQUENCY OF
ACTUARIAL STUDIES AS REQUESTED BY CHAIR NEWELL AT THE
2/10/04 MEETING
Dan Gallagher reported he had spoken to Steve Palmquist and learned that in order
to provide the employees with an annual statement, the cost would be about
$1,500. A full-time actuarial study would cost $6,000; however, Mr. Palmquist
was researching splitting the plans for actuarial study. Now the $6,000 fee was
prorated on the amount of assets in each plan and a study had been done every two
years. Mr. Gallagher reported the board was looking at an annual actuarial study
this year. Attorney Jensen advised many other plans tried to provide annual
benefit statements to their employees. Boardmember Garlo commented there was
a personnel policy that said the statements would be done annually. Discussion
BOA.RD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
MEETING MINUTES
May 11, 2004
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ensued.
MOTION
Boardmember Garlo made a motion that pursuant to the personnel policy on
retirement plan, each employee shall be provided a statement of his benefits
annually on a fiscal year basis at the end of the fiscal year. Boardmember
Corbitt seconded the motion. During discussion of the motion, Attorney
Jensen advised the figures would be almost a year old when the statements
were received. After discussing timing, Mr. Gallagher indicated he would
confirm the timing with Mr. Palmquist and get a letter from him stating the
most beneficial timing. Chair Newell restated that the motion was to comply
with the personnel policy to issue an annual statement to participants in the
plan on a yearly basis. Boardmember Paterno seconded the motion, which
carried by unanimous 4-0 vote.
Mr. Gallagher advised that the statements were a by-product of an actuarial study,
and if the fee for the study was $6,000 that would include the statements; if no
actuarial study was done the cost for the statements would be $1,500.
Chair Newell asked how frequently the Board would like an actuarial study.
Boardmember Paterno responded he would like one yearly, otherwise the return
for the year was not known. Since the Village had to come up with dollars to
make up the difference between the required amount and the actual return, they
could get a surprise if the study was not done annually, because a deficit could be
compounded the next year. Therefore, Boardmember Paterno recommended an
annual actuarial study, and the Board would not have to worry about having
statements only, since those would be included witli the study.
MOTION
Boardmember Paterno made a motion that an actuarial study be done yearly
on a fiscal year basis. Boardmember Garlo seconded the motion, which
carried by unanimous 4-0 vote.
Boardmember Paterno clarified with Chair Newell and Mr. Gallagher that from
now on the actuarial study would be for this fund only and no longer included
with the Public Safety Officers' Pension Fund.
E. CONSIDERATION OF ADOPTION OF THE STATEMENT OF POLICY
BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
MEETING MINUTES
May ii, 2004
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FOR TRUSTEE EXPENSES DISTRIBUTED BY ATTORNEY JENSEN AT
THE 2/10/04 MEETING.
Attorney Jensen responded to Chair Newell's question on item 6, page 3, that if
one were gone a fraction of a day, less than 24 hours, they would be paid based on
the fraction. Chair Newell asked if he had one day in Tampa and left one day,
stayed overnight, and left at 1 p.m. the next day, if that would be per diem.
Attorney Jensen advised he could take the per diem but was not required to take it.
A good example of the per diem was if he stayed with his grandma and she was
feeding him breakfast and dinner, he would get $50 a day; the per diem included
lodging, food, and other expenses. The better path was to fill out a
reimbursement, which could be done in advance and an advance could be
requested. Under per diem he would get $50 a day and nothing else. Chair Newell
commented he did not know where one could get breakfast/lunch/dinner for $3, $6,
and $12. Discussion ensued about increasing these amounts.
MOTION
Boardmember Paterno made a motion to change the rate from $3/$6/$12 to
$6/$12/$24 for breakfast, lunch, and dinner; or $42 for a whole day.
Boardmember Garlo seconded the motion, which carried by unanimous 4-0
vote.
F. CONSIDERATION OF ADOPTION OF THE PLAIN ENGLISH
SUMMARY PROVIDED BY ATTORNEY JENSEN AT THE 2/10/04
MEETING
Chair Newell questioned Attorney Bonni Jensen regarding option 5, page 5
regarding life annuity. Attorney Jensen explained that would be when a participant
took the annuity during his life, leaving nothing for a beneficiary. Under the
normal plan 120 payments were guaranteed, so if a participant died before
receiving all 120 payments the balance would be paid to their beneficiary. There
was an option to take less and leave more to the beneficiary. The participant could
choose to get 100%, or joint and 75%; or joint and 66-2/3%; or joint and 50%.
Option 5, the life annuity, would have no beneficiaries—it would terminate when
the participant terminated.
MOTION
Boardmember Paterno made a motion to accept the plain English summary.
BOARD OF TRUSTEES
TEQUESTA GENERAI, EMPLOYEES' PENSION TRUST FUND
MEETING MINUTES
May ii, 2004
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Boardmember Garlo seconded the motion, which carried by unanimous 4-0
vote.
G. CONSIDERATION OF SENDING MEMBER(S) TO ATTEND
CONFERENCE
It was announced that the next FPTTA conference would be held June 27-30 in
Naples. Boardmember Garlo commented he could not go to the last one, and
would be in Colorado for this one. Boaxdmember Corbitt commented he was not
interested in attending since this was a busy time of the year. Attorney Jensen
explained this was a conference and not as many classes would be held, this would
be mostly a showcase for the associate members. There would be speakers the first
couple of days, but not specifically on pension topics. Mr. Gallagher advised that
the next school would be in October in St. Petersburg. Boardmember Garlo
expressed his opinion that it could be a benefit for someone who had already
attended to go to the conference. Chair Newell announced at the August meeting
the October schedule would be considered and if no one else wanted to attend, he
would go.
V. CONSENT AGENDA
Boardmember Paterno questioned the Federal Express delivery to Michigan Benefit
Consulting. Mr. Gallagher explained that when the Board was seeking a monitor, he
had sent them information. Mr. Gallagher advised that the Baard now had their own
Federal Express number, so the Village no longer had to be involved.
MOTION �
Boadmember Garlo made a motion to approve the consent agenda as submitted.
Boardmember Corbitt seconded the motion, which carried by unanimous 4-0
vote. The following items were approved on the consent agenda:
a) Payments to be reviewed and approved
1) Business Services Connection:
Recording 2/10/04 Meeting - $208.87
Recording 4l21 /04 Meeting - $112.90
2) Hanson, Perry & Jensen, P.A. —$1,880.93
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BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
MEETING MINUTES
May ii, 2004
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3) Northstar Management, Inc. - $1,573.00
b) Approval of New Applicants for 2nd Quarter (January - March 2004)
Thomas Adams - Date of Hire 3/15/04
c) Approval of Beneficiary Changes for 2nd Quarter ((January - March 2004))
None
d) Request for Withdrawal of Contributions (Employees terminating
employment with Village of Tequesta) for 2nd Quarter ((January - March
2004))
None
e) Rati�cation of withdrawals made since the last meeting on two signature
basis (under $100)
1. Business Services Connection —$90.32 (Recording meeting of
2/19/04)
2. Business Services Connection -$42.34 (General Employees Fund portion of
recording joint meeting of 3/2/04)
3. Federal Express - $22.97
VI. FINANCIAL REPORTS
a) Statement of Accounts ((3anuary - March 2004)
b) Progress Report by Finance Department — Cash Flow Report for the First
Quarter (January - March 2004)
Dan Gallagher advised that items (a) and (b) covered the quarter, and since
Northstar would be covering the same information it would be redundant for him
to go through it. Boardmember Paterno asked what was the $8,000 unlisted gain
on investments, to which Mr. Gallagher responded it was the increase in value of
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BOARD OF TRUSTEES
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May ii, 2004 -
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the investments.
c) Northstar Capital Management Investment Manager's Report (As of
March 31, 2004)
Peter V. Van Beuren and Steve Mergler were present representing Northstar
Capital Management. Mr. Van Beuren introduced Mr. Mergler as a partner and
one of the four members of the voting team.
Mr. Van Beuren noted their company had been helping the Village since 1997,
and through time, contributions and good investment performance had enhanced
the value for the participants. Mr. Mergler described the investment process.
Attention was directed to page 3-3 in the presentation booklet, showing their style
of investment was large cap quality growth and not as aggressive as many growth
styles. They look for solid blue chip investments, and formulated a model
portfolio for their clients, which currently had around 8,500 stocks exchange
traded. The screening process was described and the chart was reviewed, which
indicated they were looking for companies able to grow earnings faster than the
market. The portfolio average had grown over 35% over the past five years, while
S&P 500 had lost 1.37%. A return on equity higher than the S&P 500 was the
goal. Four members of Northstar got together looking for wealth creators,
companies number one in their sectors. Then they constructed a portfolio and
tried to diversify by sector and weight. This was a good style for being on the
conservative side. A mobius study was referred to. Mr. Van Beuren commented
this fund was very similar to Public Safety in equities. Page 3-2 showed this
fund's account as of 3/31/04, well within the 60/40 guidelines. Less than
$150,000 was in bonds—basically 5 bonds, spaced out to get reasonable returns
on those investments. A handout was provided to provide up-to-date information
since the presentation booklets had been requested early. The fund was above
S&P in equities and above Lehman Brothers in bonds. Investment had been done
immediately after the January 7, 2004 inception, which had turned out to be the
right choice, since there were two good months—January and February.
Investments were down in March and April but still well on the plus side. Mr.
Van Beuren explained fixed income would always be difficult with an account
this small, and it might slightly underperform an index. In bonds, call provisions
and maturities were laddered, hopefully to be rolled over into higher yielding
situations. Mr. Van Beuren commented economic recovery had been on track;
and they were cautiously optimistic on the equities market and had raised cash a
BOARD OF TRUSTEES
TEQUESTA GENERAL, EMPLOYEES' PENSION TRUST FUND
MEETING MINUTES
May ii, 2004
PAGE 9
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little to have sufficient assets when appropriate. Interest rate increases were
expected gradually.
Mr. Newell expressed concern regarding the concrete shortage. Discussion
ensued. Mr. Newell noted Northstar had a greater history with the Public Safety
Officers' Pension Fund. Mr. Mergler cammented investments in a plan like this
were for long-term gain; that they had underperformed the maxket last year but did
well over the past ten yeaxs. Chair Newell asked to discuss this after the first
report had been received, indicating there was a time constraint now. Mr. Van
Beuren requested any questions be reported to Mr. Gallagher.
VII. NEW BUSINESS
Consideration of approval of contract with Bogdahn Consulting LLC
Attorney Bonni Jensen indicated Mr. Bogdahn had already signed the contract,
documents for services he was to provide, he was accepting fiduciary responsibility
for his actions, and she reviewed that there would be no charge for this fund in the
first year, $2,000 for the second year, and in accordance with the regular fee schedule
for year three. Chair Newell commented he had not seen the contract, to which
Attorney Jensen indicated she would send it out. Attorney Jensen explained Mr.
Bogdahn had already started working, and yesterday had met with Northstar.
Boardmember Paterno favored signing, stating he had confidence in Attorney
Jensen's review and it was not costing the Board anything the first year.
MOTION
Boardmember Paterno made a motion to accept the contract with Bogdahn
Consulting LLC on legal counsel's advice that everything was in order as
discussed. Boardmember Corbitt seconded the motion, which carried by
unanimous 4-0 vote.
VIII. ANY OTHER MATTERS
Boardmember Paterno requested information on whether general employees in the
Florida Retirement System had disability benefits, to which Attorney Jensen
responded there was a provision for disability in that plan.