HomeMy WebLinkAboutPension General_Documentation_Tab 07_11/28/2005Page 1 of 1
• Betty Laur
From: JoAnn Forsythe [jorsythe@tequesta.org]
Sent: Wednesday, November 16, 2005 2:01 PM
To: Betty Laur
Subject: General Employees Pension Plan actuarial report
FYI re
JoAnn R. Forsythe, CPA
Finance Director
Village of Tequesta
-----Original Message-----
From: Palmquist, Steve (Ftlaud) [mailto:steve.palmquist@gabrielroeder.com]
Sent: Wednesday, November 16, 2005 1:27 PM
To: jforsythe@tequesta.org
Subject: RE: General Employees Pension Plan
Yes, we have gotten behind in preparing our data requests. You should receive it early next week.
From: JoAnn Forsythe [mailto:jforsythe@tequesta.org]
Sent: Wednesday, November 16, 2005 1:19 PM
• To: Palmquist, Steve (Ftlaud)
Subject: RE: General Employees Pension Plan
Steve,
As of today, we have not received any request for information to complete the actuarial report. When can we
expect you to send it to us. Thanks, Jody
JoAnn R. Forsythe, CPA
Finance Director
Village of Tequesta
-----Original Message-----
From: Palmquist, Steve (Ftlaud) [mailto:steve.palmquist@gabrielroeder.com]
Sent: Tuesday, September 20, 2005 2:18 PM
To: jorsythe@tequesta.org
Subject: General Employees Pension Plan
Jody, you asked for an estimate of our fee to prepare an actuarial valuation report as of 10/1/05. The fee
will be between $4,000 and $4,500. In addition to the report, we will also prepare a benefit statement for
each participant. The report and benefit statements will be completed within 8 weeks after we receive
information that will be requested in the next 2 weeks. Please let us know if there are any questions.
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11/16/2005