HomeMy WebLinkAboutPension General_Documentation_Tab 01_08/06/2007SYNPOSIS OF GENERAL EMPLOYEES' PENSION BOARD QUARTERLY MEETING
MINUTES OF 5.7.07
1. Approved minutes of 2.5.07 quarterly meeting as amended.
2. Approved giving negotiation leeway to Chair Harding to try to get Mr. Palmquist to
reduce his fee to make a presentation to the Village Council on paying interest on
employee contributions from $1,000 to $800; or if not to accept $1,000.
3. Discussed vacancy on board and proposed requesting a letter and resume from both
interested parties, Michael Rhodes and Betsy Evans.
4. Greg Dahlman of Dana Investment Advisors presented the investment manager's
quarterly report.
5. Joe Bogdahn presented the Monitor's report for the quarter ended March 31, 2007.
6. Approved the following items on the consent agenda:
Ratification of Invoices Paid Since Last Quarterly Meeting
• Scripps Treasure Coast Newspapers -
Ad for board members $ 107.49
• • Hanson, Perry & Jensen, P.A. $ 659.80
Payments To Be Reviewed And Approved
• Business Services Connection -
2/5/07 meeting and minutes $ 249.15
• Hanson, Perry & Jensen, P.A. $ -0-
• Bogdahn Consulting, LLC $ ] ,125.00
• Dana Investment Advisors $1,475.56
• Salem Trust Company fee advice for period
1/1/07 to 3/31/07 $ 515.48
• Federal Express $ 24.64
Approval of new applicants for participation in Pension Plan
None
Ratification of withdrawals made since the last meeting on 2 signature basis:
• Mark Haynes 3/1/07 Gross: $472.54; Net Payout $378.03
Russell White 3/27/07 Gross: $2,377.63; Net Payout $2,377.63
SYNPOSIS OF GENERAL EMPLOYEES' PENSION BOARD QUARTERLY MEETING
MINUTES OF 5.7.07
•
7. Reviewed the budget report and changed the following to the amounts shown:
Travel and per diem $1,000 for 2007; $1,000 for 2008- Books $500 for 2007; $500 for
2008-Seminars $1,500 for 2007; $3,000 for 2008-Actuarial $2,600 for 2007; and to re-
align the bottom to move pension distributions below the totals.
8. Approved account statements for period January through March 2007.
9. HR Director Merlene Reid provided an explanation of the pension status of Bob Garlo
and Russell White. The board approved setting up an employer contribution reserve in
the amount of $19,378.26.
10. HR Director Reid advised it would be the responsibility of the HR Department to assure
such a situation did not occur again as in the case of the employees who were not
properly terminated from FRS, by viligance and a checklist created by the HR
Department.
11. Approved having Steve Palmquist attend the next meeting to present pros and cons of
increasing the multiplier and to present calculations to increase the multiplier from 2% to
2-1 /2% in 1 /10 increments.
12. Pension Coordinator McWilliams asked seminar attendees to request their hotel check
ahead of time so the Pension fund did not have to pay sales tax.
13. Approved the Summary Plan Description as amended and distribution to employees.
14. Requested Attorney Jensen change the board's meeting place in the Administrative
Rules.
END OF SYNOPSIS
•
• TEQUESTA GENERAL EMPLOYEES' PENSION
TRUST FUND
MINUTES OF REGULAR QUARTERLY
BOARD OF TRUSTEES MEETING
MAY 7, 2007
I. CALL TO ORDER AND ROLL CALL
The Tequesta General Employees' Pension Trust Fund Board of Trustees held a regular
quarterly meeting in the Council Chambers of the Village Hall, 345 Tequesta Drive,
Tequesta, Florida, on May 7, 2007. The meeting was called to order at 10:35 a.m. by Chair
Catherine Harding. A roll call was taken by Betty Laur, Recording Secretary. Board. members
in attendance at the meeting were:. Chair Catherine Harding, Board member Merlene Reid,
and Board Member Carl Hansen. Also in attendance were Monitoring Consultant Joe
Bogdahn from Bogdahn Consulting, Attorney Bonni Jensen, Greg Dahlman with Dana
Investment Advisors, Inc., Pension Coordinator Lori McWilliams, and Accounting Clerk
Monica Rahim. Secretary Archie Mangum, Jr. was absent from the meeting.
II. APPROVAL OF AGENDA
• Recording Secretary Laur announced correction on the amount of item 6 for Hansen Perry &
Jensen to be changed from $806.50 to $659.80, and the amount for item 7 should be zero.
MOTION:
Board member Hansen made a motion to approve the agenda as amended. Board
member Reid seconded the motion, which carried by unanimous 3-0 vote.
III. APPROVAL OF MINUTES
1. Boardmember Reid advised that on page 9 the last line of the item regarding sending
a member to FPPTA conference indicated Boardmember Reid stated she had an HR
conference in October, and it should be June.
MOTION:
Boardmember Reid made a motion to approve the minutes of the February 5, 2007
regular quarterly meeting as amended. Boardmember Hansen seconded the motion,
which carried by unanimous vote.
IV. UNFINISHED BUSINESS
2. Consideration of approval for cost of presentation by Mr. Palmquist to the
Village Council regarding paying interest on employee contributions per
Gabriel, Roeder and Smith Company calculations proposal
• BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
REGULAR QUARTERLY MEETING MINUTES
May 7, 2007
PAGE 2
Pension Coordinator McWilliams explained that since Mr. Palmquist had
indicated the cost for him to attend a Village Council meeting to make the
presentation regarding paying interest on employee contributions would be
approximately $1,000 to $1,200, it was being brought before the board for their
approval.
Chair Harding advised she would like to go ahead with the presentation, but
would like the cost reduced. She offered to call Mr. Palmquist to see if he would
accept $800, and we would try to make sure he was on the agenda early so he
could leave. Mr. Hansen agreed with reducing the cost and would appreciate
Chair Harding making that call, and wanted to assure the fee covered both time
and travel. Ms. Reid indicated she would like a cost breakdown, which he had not
provided. Discussion ensued. Attorney Jensen asked if the board would like a
drafted amendment to the plan for that presentation which would include the
language regarding interest, or if they wanted to wait to see what the Village
Council said. Chair Harding advised she would like to wait, and asked the cost of
the amendment. Attorney Jensen estimated no more than one hour of her time
would be required. Chair Harding suggested go ahead with the presentation to
the Village Council and agree now that if they approved it Attorney Jensen would
be authorized to go ahead with an amendment to bring to the next Village Council
meeting. Board member Reid expressed her opinion that she did not want to be
locked in to $800, but it would be nice. Chair Harding recommended $800, and if
he had a problem with that the board could discuss it further. Pension
Coordinator McWilliams noted if he did not agree, it would be postponed to the
next quarterly meeting. Board member Reid indicated she would like to go ahead
with the presentation, and asked how to do that if he did not agree. Attorney
Jensen advised the only way to do it would be to agree if the hourly rate times the
number of hours was reasonable the board would agree to pay it, but that they
were looking to have the amount reduced. Board member Reid responded it
seemed a little high, but she did not know the factors involved without the
breakout. During ensuing discussion, it was noted that Mr. Palmquist would be
driving from Ft. Lauderdale. Board member Hansen suggested allowing leeway
for the Chair to negotiate so if Mr. Palmquist would not accept $800, then she
could go higher.
MOTION:
Board member Hansen made a motion to give leeway to the Chair to suggest $800
and if Mr. Palmquist objected to that, to accept what she could negotiate with him.
Board member Reid seconded the motion, which carried by unanimous 3-0 vote.
BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
REGULAR QUARTERLY MEETING MINUTES
May 7, 2007
PAGE 3
3. Discussion of vacancy on board - 5th member position open
Pension Coordinator Lori McWilliams reported Betsy Evans was willing to fill the
vacant position; however, she had indicated a neighbor of hers, Michael Rhodes, had
applied last August and submitted a resume and application; she would prefer him to
serve unless he was no longer interested. Ms. McWilliams reported staff had called
Mr. Rhodes but had not been able to reach him, and believed he was out of town.
Chair Harding commented she did not like outside people to make decisions that the
board should make-the board should have resumes from both parties and select the
most qualified person. Chair Harding suggested contacting both Mr. Rhodes and Ms.
Evans to ask them to submit their resumes. Boardmember Hansen explained that Mr.
Rhodes was going to tell the board whether he was interested, and if not, Ms. Evans
would submit her qualifications, and she did not want to submit if he had already
done so. Chair Harding stated she saw no harm in both sending a letter and resume,
• and if Ms. Evans wanted to drop out then she could. Pension Coordinator
McWilliams advised Ms. Evans would not want to do that; she specifically stated that
Mr. Rhodes was more qualified and he had applied first. Boardmember Hansen
reported he had contacted Ms. Evans, and he felt was qualified, but she did not want
to serve if Mr. Rhodes was still interested. Chair Harding asked Boardmember
Hansen to talk to Ms. Evans and ask her to submit a letter and resume. Ms.
McWilliams advised staff would continue to try to reach Mr. Rhodes.
V. PRESENTATIONS
4. Presentation by Investment Manager
Dana Investment Advisors Representative Greg Dahlman advised he was filling in
for Mike Dana and referred to their presentation booklet, reporting April had been the
best month for the stock market in a long time. The portfolio was up over 5% in the
month of April alone, and the balance as of May 4, 2007 was over $950,000. Stock
purchases were not short-term investments-Dana Investment Advisors looked at
stock purchases as buying a partial interest in a business. Mr. Dahlman reported that
bonds traded in reaction to interest rates; the equity side was more volatile, but long-
term outperformed bonds. Mr. Dahlman reviewed the yield curve, and explained his
firm was like a bank loaning money and expecting a return on their money as well as
• return of principal. General rule of thumb was the longer your money was locked up
the higher the return should be. Right now there was an inverse yield curve, with
short-term interest rates quite a bit higher than long-term interest rates, which only
happened about once every 4-5 years. This was positive for investors because they
• BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
REGULAR QUARTERLY MEETING MINUTES
May 7, 2007
PAGE 4
did not have to lock up their money for a long time to get a decent rate of return.
Dana did not agree with Wall Street that Federal Reserve would be lowering interest
rates soon. Mr. Dahlman commented it was unusual that the market was doing so
well with issues like the current housing slump.
Boardmember Hansen reported his own money manager had asked where he would
like his investments to be if extremely conservative investments were 0-10 and very
risky investments were 90-100; Mr. Hansen had indicated he would like to be at 60.
Boardmember Hansen asked where this portfolio was currently, using that scale. Mr.
Dahlman responded the fund was looking for an 8% return, and money market and
high quality bonds were the lowest risk, which would yield about 5%. Equities
yielding 9%-11 % were needed to get to 8%, and the present portfolio mix of 60% in
stocks and 40% in bonds was about right. Mr. Dahlman expressed his opinion
equities would outperform bonds over the long term, and described what big
corporations were doingborrowing at 3-1/2% to buy their own stock when it was
earning 5%. This caused an unprecedented amount of stock buy-backs, which had
lowered the amount of stocks for the public to buy, and it was the supply and demand
game-with less supply the price went up. The great news for equities wads that
Dana did not see that changing anytime soon. The bad news was Dana did not
believe the Federal Reserve would lower interest rates anytime soon, but generally
looking forward they believed equities would outperform bonds for at least the next
12-18 months. Mr. Dahlman expressed his opinion the portfolio was very well
diversified, explained they sector weighted to the S&P 500 and controlled risk in
other ways including equal weighting each position and re-balance it quarterly-if
any one of the companies had over 4% of the portfolio, they sold it to bring the
weighting back down; and they were very conservative. Small company stock prices
had risen to a level they were no longer as attractive as a year ago, so Dana was
changing the account to put more weight on larger companies, and the international
portion of the portfolio was up almost 25%. Discussion ensued regarding
international stocks. Mr. Dahlman explained currently 7% was invested in
international stocks-the investment policy allowed 10%. Boardmember Hansen
asked if the DOW was reaching a peak, to which Mr. Dahlman responded the DOW
was made up of 40 of the largest companies in the country and he discouraged people
from looking at just 40 companies. Mr. Dahlman summarized that corporate
earnings were great, and he expected them to earn 6%-10% for the year.
• 5. Presentation By Monitor
Joe Bogdahn, Bogdahn Consulting, LLC, advised that going forward they would only
show the Dana history. Mr. Bogdahn reviewed the most recent quarter, with indexes
• BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
REGULAR QUARTERLY MEETING MINUTES
May 7, 2007
PAGE 5
up 1% but our portfolio up 2-1/2%, a very good down capture, and now there was
additional good news for April. Not only had the portfolio out performed the index,
it also out performed 88% of its peers. One of the points brought out was to bring 1-
shares up from 7% to the 10% allowed. Whether proposed legislation to allow
international investments to be 20% had passed in the recent legislative session was
not known, but if it had, Mr. Bogdahn advised their recommendation would have
been to increase that 10% to l5%. Discussion ensued regarding international
investing, and whether there would be any value to adding international to the
benchmark. Mr. Bogdahn indicated the was fund too small at present, and was
fortunate that Dana was able to provide foreign investments for a fund of less than $1
million.
VI. CONSENT AGENDA
MOTION:
• Boardmember Hansen moved approval of the consent agenda absent item 10, to be
pulled for discussion. Boardmember Reid seconded the motion, which carried by
unanimous 3-0 vote. Therefore, the following items were approved on the consent
agenda:
6. Ratification Of Invoices Paid Since Last Quarterly Meeting
• Scripps Treasure Coast Newspapers -
Ad for board members $ 107.49
• Hanson, Perry & Jensen, P.A. $ 659.80
7. Payments To Be Reviewed And Approved
• Business Services Connection -
2/5/07 meeting and minutes $ 249.15
• Hanson, Perry & Jensen, P.A. $ -0-
• Bogdahn Consulting, LLC $1,125.00
• • Dana Investment Advisors $1,475.56
• Salem Trust Company fee advice for period
1/1/07 to 3/31/07 $ 515.48
• BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
REGULAR QUARTERLY MEETING MINUTES
May 7, 2007
PAGE 6
• Federal Express $ 24.64
8. Approval of new applicants for participation in Pension Plan
None
9. Ratification of withdrawals made since the last meeting on 2 signature basis:
Mark Haynes 3/1/07 Gross: $472.54; Net Payout $378.03
Russell White 3/27/07 Gross: $2,377.63; Net Payout $2,377.63
Discussion of Item 10 -Pulled from the Consent Agenda:
10. Discussion and approval of Budget Report
Monica Rahim, Accounting Clerk, advised she had done a bud et estimate for 2007
g
and 2008. The board reviewed the proposed figures. Pension Coordinator
McWilliams noted $300 had been estimated for 2008 for seminars and training, but
there was no travel and per diem to go along with that. The actuarial figure and
training costs were discussed. It was requested the totals be moved above the
pension. distributions. Attorney Jensen advised this budget was only a management
tool, they were not limited to the amounts set. Boardmember Hansen favored the
members of the board attending seminars. The estimates were determined as
follows: actuarial for 2007 was $2,600; travel & per diem was $1,000 for 2007 and
$1,000 for 2008; seminar cost was $ I ,500 for 2007 and $3,000 for 2008; books $500
for 2007 and $500 for 2008. Attorney Jensen reminded the board they had an
expense policy for travel.
MOTION:
Boardmember Hansen made a motion to adopt the following budget figures:
Travel and per diem $1,000 for 2007; $1,000 for 2008- Books $500 for 2007;
$500 for 2008-Seminars $1,500 for 2007; $3,000 for 2008-Actuarial $2,600 for
2007; and to re-align the bottom to move pension distributions below the totals.
Boardmember Reid seconded the motion, which carried by unanimous 3-0 vote.
Pension Coordinator McWilliams suggested the budget be placed on the agenda
annually. Attorney Jensen noted the board used to receive an income and expense
report each quarter with comparison to the budget. Discussion ensued. Ms. Rahim
indicated she would provide the statement of activities each quarter as in the past.
• BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
REGULAR QUARTERLY MEETING MINUTES
May 7, 2007
PAGE 7
VII. FINANCIAL REPORTS
11. Account Statements (Jan-March 2007)
Account statements from Salem Trust for the quarter ended March 31, 2007 were
received and filed.
VIII. NEW BUSINESS
12. Report By HR Director Merlene Reid Regarding Pension Status of Bob Carlo
and Russell White
Boardmember Reid advised that both Mr. Carlo and Mr. White had terminated. They
had joined the Village of Tequesta's pension in error. They thought they had
• properly terminated from Florida Retirement System, but FRS determined they had
not properly terminated. Mr. Carlo terminated; Mr. White joined the DROP
program; both had been refunded their contributions. The board was now being
asked to consider offsetting to refund amounts paid by the Village of Tequesta.
Attorney Jensen advised there had been some contributions made into this pension
plan which were improper because two employees enrolled in the pension plan who
were ineligible to do so. Since these two employees had received refunds of their
contributions, there were no longer any improper employees in this pension plan.
Attorney Jensen advised that the Village was asking for a refund of employer
contributions; however, the pension plan could not make a refund of employer
contributions. There were two ways this could be done-the first was to just
recognize it in the pension plan itself so that as the actuarial evaluation was
calculated there would be more dollars in the fund than originally anticipated.
The second option was to set up a contribution reserve, recognizing that the employer
made a contribution in error in the amount of $19,378.26. There would be a line
item set up within the actuarial evaluation that said the Village had a contribution
reserve--that they had made these contributions and they had not been applied. The
Village could then use those contribution reserve funds to make up contributions in
the future. Attorney Jensen advised that the Village was asking that a reserve of
employee contributions in the amount of $19,378.26 be established against which to
• take offsets. Chair Harding asked if this had. been voted on by the Village Council;
Attorney Jensen advised it did not need the vote of the Council, it would take the
vote of the Pension Board. Village staff had requested the contribution reserve.
Attorney Jensen explained that the reason there would be a separate line item was to
• BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
REGULAR QUARTERLY MEETING MINUTES
May 7, 2007
PAGE 8
say $19,378.26 that was put into the pension plan during the last several years did not
count in those years and it was going to be put into a contribution reserve and used to
offset future Village contributions. The Attorney explained that there was not a way
for the pension plan to take those dollars out of the plan and give them to back to the
municipality, like they were given back to employees. Once dollars were placed in
the plan, they remained in the plan. Chair Harding asked if interest would accrue on
the funds in the contribution reserve. Attorney Jensen advised the money would still
be in the plan, it would still be invested; just for actuarial purposes the board would
be recognizing there was $19,378.26 that the Village had contributed in prior periods
that they could take an offset from for future contributions, so that when Steve
Palmquist did his calculations, when he balanced the account, he would know he
needed to look at that $19,378.26 to balance the account. Boardmember Hansen
commented the Village would then contribute less in future contributions. Attorney
Jensen confirmed that, and explained that future contributions plus the $19,378.26
would be needed to balance the account. The attorney expressed her opinion that this
. would not continue over a period of time, but would all be needed soon, and the plans
had benefited from having had this money in the plan. Discussion ensued. Chair
Harding asked if interest would be paid on that money; the attorney explained it was
already in the plan. There was one provision under the IRS code under which such
funds could be refunded, but this situation did not meet the requirements of that code,
so the best the board could do in this case was to recognize that the employer had
made a contribution of too much money and the employer could use that to offset
their future contributions. Chair Harding indicated she understood the situation.
Boardmember Hansen commented the board needed to make a choice whether they
wanted to go with option one or two.
MOTION:
Boardmember Hansen made a motion to go with Option 2, recommended by the
Village, to set up a reserve of employer contributions in the amount of
$19,378.26. Boardmember Reid seconded the motion, which carried by
unanimous 3-0 vote.
13. Discussion of procedures to consider new participant eligibility for the fund
HR Director Reid expressed her opinion everything possible must be done to assure
such a situation did not happen again, as in the case of the employees who were not
• properly terminated from. FRS, and it was the HR Department's responsibility. Ms.
Reid advised they would use vigilance and a checklist created by the HR Department
to assure it would not re-occur. It was clarified there was nothing the board could
do, and it would be totally the responsibility of the HR Department to assure
• BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
REGULAR QUARTERLY MEETING MINUTES
May 7, 2007
PAGE 9
employees were not in the Florida Retirement System. Attorney Jensen advised it
would be a very remote possibility that this could happen again, and there had been
proposed legislation the previous week which she did not know whether had passed
which would extend the period of time to a year that one must be terminated from a
previous employer. Ms. Reid reported the FRS termination procedure was very clear.
Chair Harding advised she had read in Attorney Jensen's memo of a case in which it
seemed it was not prohibited to tell the person they were going to come back as an
employee. Attorney Jensen advised the way she read that Attorney General's opinion
from the City of Live Oak, Florida, on the Florida Retirement System with the
DROP, was that they were indicating it should be more than a pretend termination
it needed to be a real termination and they had to go back through the hiring process
as a new hire. It had to be a true termination, and that opinion questioned whether
the termination was true if the continued employment of the terminated member was
assured through an informal agreement.
• 14. Discussion of increasing the multiplier
Lori McWilliams, Pension Coordinator, reported at a staff meeting the Department
Heads and Village Manager Couzzo discussed increasing the multiplier, since the
Fire Department in the Public Safety Officers' pension fund had increased their
multiplier to 6.1%. Attorney Jensen explained that was actually their contribution
rate; their multiplier was made up of several multipliers at several different levels,
and the multiplier was actually the number by which you multiply your years of
service by your final average salary to get your percentage. Therefore if you have a
2% multiplier and you have 25 years of service, then your benefit is 50%. If you
increase the multiplier to 3% then your benefit is 75%. For certain years Public
Safety had a 2% multiplier; certain years 2-1/2%; certain years 3%, as high as 4%,
but their average came out to 75% for total years of service. Pension Coordinator
McWilliams asked if that had anything to do with their request that day to go back
down to 5%. Attorney Jensen advised that was just their contribution-when they
increased their contribution they also added a supplemental benefit, so it could be
something to consider in conjunction with the employee contribution rate, but it did
not have to be. Chair Harding recalled the conversation in the staff meeting and
expressed her opinion that the discussion had been about having the employees be
able to contribute more, and she had been confused by the term multiplier. Chair
Harding advised basically the question was could the employee increase his
contribution without the municipality having to increase theirs. Attorney Jensen
advised the employee could put more money in, but what would they be buying.
Currently the employees were contributing a sufficient amount to pay for the cost of
the benefits they were receiving and then annually the actuarial evaluation made a
• BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
REGULAR QUARTERLY MEETING MINUTES
May 7, 2007
PAGE 10
determination of how much the employer needed to put in. If the employees
increased their contribution, that would decrease the amount the employer would
need to contribute, so there would be no benefit improvement. An increase in the
multiplier would be a benefit improvement-the board could look at increasingtheir
multiplier, and Steve Palmquist could do it in tenths of a percent; in a quarter of a
percent. Chair Harding commented she had been thinking of an increase being atax-
free contribution with tax savings. Attorney Jensen asked if the Village had a 457
program, and advised if the employees were just looking to defer more income, that
would be an area for governmental employees to look to defer more income. That
was separate from the pension fund. The multiplier was currently 2% and could be
increased to 2.1%, 2.3%, etc.
MOTION:
Boardmember Reid made a motion to request Steve Palmquist to calculate the
cost of increasing the multiplier from 2% to 2-1/2% in 1/10 increments and
present it to the Board at the next meeting with the pros and cons, and he can
speak with Attorney Bonni Jensen regarding what the board is looking for.
Boardmember Hansen seconded the motion, which carried by unanimous 3-0
vote.
15. Discussion of municipality exemption from payment of taxes when sending a
member to FPPTA conference or seminar
Pension Coordinator Lori McWilliams requested when a member of the board was
going to a conference that they try to request their hotel check ahead of time so the
Pension did not have to pay sales tax.
16. Consideration of approval of Summary Plan Description
Attorney Bonni Jensen reported she had passed out the Summary Plan Description at
the last meeting, and there was one changeon page 2 she had added the words
"regular employee" to distinguish from seasonal employee.
MOTION:
Boardmember Hansen made a motion to approve the Summary Plan
Description with the change made and distribute it to the employees.
• Boardmember Reid seconded the motion, which carried by unanimous 3-0 vote.
IX. ANY OTHER MATTERS
BOARD OF TRUSTEES
TEQUESTA GENERAL EMPLOYEES' PENSION TRUST FUND
REGULAR QUARTERLY MEETING MINUTES
May 7, 2007
PAGE 11
Chair Harding advised that in part 4 regarding meetings in the Administrative Rules it
stated the meetings were held in the EOC and that needed to be changed. Attorney
Jensen commented she believed that had been done and had been sent via e-mail.
Boardmember Hansen requested that official information regarding upcoming
conferences be provided. Pension Coordinator McWilliams advised the dates for the
October conference were October 7 through l 0, and information would be provided.
X. COMMUNICATIONS FROM CITIZENS
There was no communication from citizens.
•
XI. ADJOURNMENT
Upon motion by Boardmember Hansen, seconded by Boardmember Reid and
unanimously carried, the meeting was adjourned at 12:45 p.m.
Respectfully submitted,
Betty Laur
Recording Secretary
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