HomeMy WebLinkAboutPension General_Documentation_Tab 14_02/04/2008Laur, Betty
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Subject:
Qetty,
FYi
Monica
Rahim, Monica
Tuesday, January 15, 2008 1:17 PM
Laur, Betty
McWilliams, Lori
FW: FW: Online Statements
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" <mr~~hin~ c~~c uesta.~rc~> 1/15/2008 8:52 AM »>
Good Qay Yvette,
slave 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) Vl~ould the statements for both pension funds be online?
~ank you.
Monica
From: Rahim, Monica
Sent: Wednesday, January 09, 2008 3:59 PM
To: Laur, Betty
McWilliams, Lori
bject: FW: Online Statements
Betts,
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
Deerfield Beach, FL. 33441
Phone: 954-426-5771
Fax: 954-725-4493
»> "Rahim, Monica" <s7ir~his~ esta.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
enior Accountant
ante Department
e Village of Tequesta
345 Tequesta Drive
Tequesta, FL 33469