HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 14_02/04/2008From: Rahim, Monica
Sent: Wednesday, January 09, 2008 3:59 PM
To: Laur, Betty
McWilliams, Lori
bject: FW: Online Statements
Betty,
See the under-mentioned.
Monica
-----Original Message-----
From: Yvette Pierre [mailto:Yvette.Pierre@salemtrust.com]
Sent: Wednesday, January 09, 2008 1:27 PM
To: Rahim, Monica
Subject: Re: Online Statements
Happy New Year!
Monica,
I had not forgotten you...What is needed is two authorized signors for the plan to send a signed memo requesting they
change the receipt of there statement from hard copy to Internet access. They should also give the names of all the
people they want to have access. The people currently receiving statements will be changed to Internet access and they
need to include any additional people. The five signors on Tequesta Public Safety are Giblin, Nielson, Sabin, Pittman
~d Cooper.
Please let me know if you have any questions.
Thank you,
Yvette
Yvette E. Pierre
Salem Trust Company
455 Fairway Drive, Suite 103
Deefield Beach, FL. 33441
Phone: 954-426-5771
Fax: 954-725-4493
»> "Rahim, Monica" <mrahim@tequesta.orc~> 1/9/2008 1:15 PM »>
Hi Yvette,
Happy New Year
You spoke with me before the Christmas Vacation re accessing statements online.
Could you tell me what is the latest on this?
Thank you.
Monica Rahim
Senior Accountant
~ance Department
e Village of Tequesta
345 Tequesta Drive
Tequesta, FL 33469
Laur, Betty
rom: Laur, Betty
nt: Friday, January 11, 2008 11:04 AM
o: Rahim, Monica
Cc: Lori McWilliams (Imcwilliams@tequesta.org); JoAnn Forsythe (jorsythe@tequesta.org)
Subject: RE: Online Statements
Monica,
Would Salem Trust notify us when the statements are posted online? UVould this be the statements for both pension
funds?
At their last meeting the Public Safety Pension board elected not to have the statements put into their meeting packets
since they are on file in my office and they can come in to review them at any time. I will place this on the February 4
agenda to see if they would like online access, and if so, they can authorize preparation of the memo to change to
online access.
As for the General Employees Pension Board, they requested receipt of the statements monthly instead of having them
in their quarterly meeting packets, so I have been scanning in the copy they send to Lori and e-mailing it to each of
them. If online statements are available for this fund, would Salem Trust send each board member an email notice
that the statement had been posted each month? I can place this on their February 4 agenda to see if they prefer the
online statement.
From: Rahim, Monica
~nt: Wednesday, January 09, 2008 3:59 PM
o: Laur, Betty
Cc: McWilliams, Lori
Subject: FW: Online Statements
Betty,
See the under-mentioned.
Monica
-----Original Message-----
From: Yvette Pierre [mailto:Yvette.Pierre@salemtrust.com]
Sent: Wednesday, January 09, 2008 1:27 PM
To: Rahim, Monica
Subject: Re: Online Statements
Happy New Year!
Monica,
I had not forgotten you...What is needed is two authorized signors for the plan to send a signed memo requesting they
change the receipt of there statement from hard copy to internet access. They should also give the names of all the
~ople they want to have access. The people currently receiving statements will be changed to internet access and they
wed to include any additional people. The five signors on Tequesta Public Safety are Giblin, Nielson, Sabin, Pittman
and Cooper.
Laur, Betty
om: Rahim, Monica
~nt: Tuesday, January 15, 2008 1:17 PM
Laur, Betty
Cc: McWilliams, Lori
Subject: FW: FW: Online Statements
Betty,
FYI
Monica
From: Yvette Pierre [mailto:Yvette.Pierre@salemtrust.com]
Sent: Tuesday, January 15, 2008 12:53 PM
To: Rahim, Monica
Subject: Re: FW: Online Statements
Monica,
The members would not be notified when the statements are posted because the statements are posted at the same
time every month. They will receive the statements online earlier than if they were waiting for the hard copy.
~th pension funds can be available to be viewed online if that is what they want, it simply has to be requested.
Hope this answers your questions.
Yvette
Yvette E. Pierre
Salem Trust Company
455 Fairway Drive, Suite 103
Deerfield Beach, FL. 33441
Phone: 954-426-5771
Fax: 954-725-4493
»> "Rahim, Monica" <mrahimCc~tequesta.ob•g> 1/15/2008 8:52 AM »>
Good Day Yvette,
I have a few questions from the Board Members re online statements.
(1) Would Salem Trust notify each board member when the statements are posted online?
(2) Would the statements for both pension funds be online?
hank you.
Monica