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4 results for “retirement funding” · agenda

  • regular meeting agenda may 20 2025 redacted

    May 20, 2025

    ·Tampa, FL
    Agenda

    The City of Tampa General Employees' Retirement Fund Board of Trustees held a regular meeting on May 20, 2025, to address actuarial matters, investment performance, and administrative items including disability re-exam audits and retirement applications. The agenda included a first quarter 2025 investment report from Asset Consulting Group and approval of monthly and quarterly invoices totaling approximately $614,988.31 across various fund managers and service providers. The meeting also covered routine consent items such as longevity retirements, deferred retirements, DROP applications, survivor allowances, and estate payments.

    AI summary

    pension administrationinvestment performanceretirement benefitsemployee benefitsfund management
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  • REGULAR MEETING AGENDA TUESDAY – APRIL 15, 2025

    Apr 15, 2025

    ·Tampa, FL
    Agenda

    The Board of Trustees of the General Employees' Retirement Fund held a regular meeting on April 15, 2025, at the City of Tampa's Hanna City Center to review pension fund operations and investment performance. The agenda included presentations from three investment managers (Marathon International, Redwheel Emerging Markets, and WCM Focused Growth International), a market and performance review as of March 31, 2025 with liquidity recommendations from consultant Elizabeth Bowen, and administrative matters including retirement applications, disability procedures, and monthly invoices including a $42,500 payment to Asset Consulting Group.

    AI summary

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  • reg meeting agenda jan 21 2025

    Jan 21, 2025

    ·Tampa, FL
    Agenda

    The City of Tampa General Employees' Retirement Fund Board of Trustees held a regular meeting agenda scheduled for Tuesday, January 21, 2025 at 1:30 P.M. The meeting included investment consultant reports on market performance and portfolio review as of December 31, 2024, a legal report, and administrative matters including retirement applications and approvals of quarterly invoices totaling approximately $476,575 from various investment managers and consultants (ACG, Dodge & Cox, Leeward, Loomis, and Wellington). The agenda also encompassed approval of minutes from the November 19, 2024 meeting, public comments, and administrative consent items including longevity retirement, deferred retirement, and DROP (Deferred Retirement Option Plan) applications.

    AI summary

    employee retirementinvestment managementfund administrationpension applications
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  • Final Steps to Adopt the FY 2025-26 Budget on September ...

    Dallas, TX
    Agenda

    The City of Dallas is completing adoption of the FY 2025-26 budget on September 17, 2025, following initial presentation on August 12 and First Reading approval on September 3 that incorporated three council-approved amendments. The September 17 agenda includes a property tax rate public hearing (authorized August 27, advertised September 6), consideration of four additional budget amendments received by September 12, and final approval of the appropriation ordinance for the FY 2025-26 Operating, Capital, and Grant & Trust Budgets totaling $5,203,648,524, which rises to $5,510,422,946 when including Internal Service Funds and the Employee Retirement Fund. Items 5, 6, and 7 require record votes; the appropriation ordinance approval must precede tax rate approval per Local Government Code 102.009.

    AI summary

    budget adoptionproperty tax ratebudget amendments
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