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Assessors' Retirement System Board of Trustees, LA

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Tue Jul 28, 2026

Assessors' Retirement System Board of Trustees

Board to review retirement fund budget and actuarial rates

The Board of Trustees will discuss and approve the Retirement Fund Budget for the 2026-2027 fiscal year. The meeting includes decisions on employer contribution rates and actuarial assumptions effective October 1, 2026.

pensionsbudgetactuarialinvestmentslegal
Agenda (official) · cached copy
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Page 1 of 2 MEETING NOTICE AND AGENDA RETIREMENT BOARD OF TRUSTEES OF THE LOUISIANA ASSESSORS’ ASSOCIATION TUESDAY, JULY 28, 2026 1:30 P.M. LOUISIANA ASSESSORS’ ASSOCIATION 2111 QUAIL RUN DRIVE, BATON ROUGE LA 70808 1. Call meeting to order 2. Roll call 3. Prayer 4. Pledge of Allegiance 5. Public comment period 6. Approval of minutes of the April 21, 2026 meeting 7. Financial Report by Staff Accountant Anna Wessman 8. Report on refunds, transfers, reciprocals, retirees, and deaths, by Executive Director 9. Presentation by Foster Murphy, Stirling Properties - 2100 Quail Run Drive 10. Presentation of Investment Performance Report by written report from Jon Breth, Mariner Institutional * • Performance Review-2nd Quarter 2026 • Presentations by Dodge & Cox and JP Morgan 11. Presentation Curran Actuarial Consulting** ▪ Discussion and approval of Option Factors and Actuarial Equivalence Assumptions, effective October 1, 2026 ▪ Discussion and approval of Employer Contribution rate, effective October 1, 2026 ▪ Contract renewal 12. Review and update by Laura Gail Sullivan, Attorney *** • Update on 2026 Retirement Legislation • Memo on Deerpath Side Letter Agreement • Contract Renewal Page 2 of 2 The following items may be discussed in Executive Session pursuant to R. S. 42:17(A)(2) Litigation where an open meeting would have a detrimental effect on the bargaining or litigating position of LARF: ▪ Litiga …
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Tue Apr 21, 2026

Assessors' Retirement System Board of Trustees

Board to review annual audits and valuation reports for LARF

The Board of Trustees will review the 2026 first-quarter investment performance and the fiscal year 2025 financial audit and valuation reports. The board will also consider decisions regarding three retiree benefit corrections resulting from administrative errors.

retirementauditinvestmentspensionslegislation
✓ Decided: Board approves financial reports and schedules investment manager interviews

The Board approved the February 2026 financial reports and the September 2025 valuation and audit reports. Members voted to interview two potential fixed income money managers in July and approved a process to correct retiree benefit overpayments from October 2025.

Agenda (official) · cached copy · Minutes
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Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
Page 1 of 2 MEETING NOTICE AND AGENDA RETIREMENT BOARD OF TRUSTEES OF THE LOUISIANA ASSESSORS’ ASSOCIATION TUESDAY, APRIL 21, 2026 1:30 P.M. LOUISIANA ASSESSORS’ ASSOCIATION 2111 QUAIL RUN DRIVE, BATON ROUGE LA 70808 1. Call meeting to order 2. Roll call 3. Prayer 4. Pledge of Allegiance 5. Public comment period 6. Approval of minutes of the February 3, 2026 meeting 7. Financial report by Staff Accountant Anna Wessman 8. Report on refunds, transfers, reciprocals, retirees, and deaths, by Executive Director 9. Presentation of Investment Performance Report by written report from Jon Breth, Mariner Institutional * • Performance Review-1st Quarter 2026 • Core fixed Income Manager Review • Private Credit Commitment 10. Presentation and approval of the Annual Audits, by Hogan Taylor LLP ** • LARF Financial Audit as of Fiscal Year September 30, 2025 11. Presentation and approval of the Annual Valuation Reports, by Curran Actuarial Consulting** LARF September 30, 2025 Valuation Report 12. Review and update by Laura Gail Sullivan, Attorney *** • Update on 2026 Retirement Legislation The following items may be discussed in Executive Session pursuant to R. S. 42:17(A)(2) Litigation where an open meeting would have a detrimental effect on the bargaining or litigating position of LARF: ▪ Litigation of The Recreation and Park Commission for the Parish of East Baton Rouge v. Sid J. Gautreaux, III, in his capacity as Sherif …
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📄 From the minutes
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1 MEETING MINUTES LOUISIANA ASSESSORS’ RETIREMENT BOARD OF THE LOUISIANA ASSESSORS’ ASSOCIATION TUESDAY, APRIL 21, 2026 1:30 P.M. LOUISIANA ASSESSORS’ ASSOCIATION 2111 QUAIL RUN DRIVE, BATON ROUGE, LOUISIANA 70808 A meeting of the Louisiana Assessors’ Retirement Board was held Tuesday, April 21, 2026, at 1:30 p.m. at the Louisiana Assessors’ Association Office, located at 2111 Quail Run Drive, Baton Rouge LA 70808. The following members were present: President Stephanie Smith, Vice President James “Jimbo” Stevenson, Treasurer Tom Kendrick and Members Michael Bealer, Lee Brown, Jerry Clark, Irby Gamble, Louis Hebert, Elaine Henry, Glen Kirkland, Gabe Marceaux, Kevin Raiford, Ashlie Spiker, Glenn Waguespack and Erroll Williams. Absent were members Representative Stephanie Berault and Senator Ed Price. Following the Roll Call, Pray and Pledge of Allegiance, the Public Comment period was read and no members of the public wished to speak. The next item for discussion on the agenda was the approval of the minutes from the February 3, 2026 meeting. A motion was made by Gabe Marceaux and seconded by Irby Gamble, all approved, and the motion to approve the minutes passed. The February 28, 2026 Financial Reports were delivered by Staff Accountant, Anna Wessman. The Balance Sheet and Income Statement were provided. Following is a summary: As of February 28, 2026 Current Month this Year Year to Date this FY Total Assets $ 671,399,507.89 To …
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Tue Feb 3, 2026

Assessors' Retirement System Board of Trustees

Board reviews 2025 investments, 2026 budget, and legislative priorities

The Louisiana Assessors’ Retirement Fund (LARF) board meets to receive a financial report, review a 2025 investment performance report, and consider updates to its 2026 amended budget. The board will also discuss proposed legislation on cost-of-living adjustments and administrative errors, and a potential demand for Orleans Parish ad valorem funds.

retirement-fundsinvestmentsbudgetlegislationlouisiana-assessors
✓ Decided: Board supports five retirement-related bills and approves amended 2026 budget

The Board approved the November 2025 financial reports and an amended 2026 budget. Members voted to support five pieces of legislation (HB15, HB47, HB8, SB15, and SB16) and authorized a demand for Orleans Ad Valorem Funds if not received by March 2026.

Agenda (official) · cached copy · Minutes
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Page 1 of 2 MEETING NOTICE AND AGENDA RETIREMENT BOARD OF TRUSTEES OF THE LOUISIANA ASSESSORS’ ASSOCIATION TUESDAY, FEBRUARY 3, 2026 1:30 P.M. LOUISIANA ASSESSORS’ ASSOCIATION 2111 QUAIL RUN DRIVE, BATON ROUGE LA 70808 1. Call meeting to order 2. Roll call 3. Prayer 4. Pledge of Allegiance 5. Public comment period 6. Approval of minutes of the January 6, 2026 meeting 7. Financial report by Staff Accountant Anna Wessman 8. Report on refunds, transfers, reciprocals, retirees, and deaths, by Executive Director 9. Presentation of Investment Performance Report by written report from Jon Breth, Mariner Institutional * • Performance Review as of 12/31/2025 10. Review and update by Laura Gail Sullivan, Attorney ** ▪ Present Resolution for Demand to State Treasurer’s Office for Orleans Ad Valorem funds, if not received by March 2026 ▪ Review language of proposed legislation to address LARF Cost of Living increases ▪ Review language of proposed legislation to address administrative errors ▪ Important dates relative to the 2026 Regular Session of the Legislature The following items may be discussed in Executive Session pursuant to R. S. 42:17(A)(2) Litigation where an open meeting would have a detrimental effect on the bargaining or litigating position of LARF: ▪ Litigation of The Recreation and Park Commission for the Parish of East Baton Rouge v. Sid J. Gautreaux, III, in his capacity as Sheriff of East Baton Rouge Pari …
Excerpt truncated on this listing page. Full text →
📄 From the minutes
Extracted text of the official minutes document (automated extraction — may contain OCR/formatting errors).
1 MEETING MINUTES LOUISIANA ASSESSORS’ RETIREMENT BOARD OF THE LOUISIANA ASSESSORS’ ASSOCIATION TUESDAY, FEBRAURY 3, 2026 1:30 P.M. LOUISIANA ASSESSORS’ ASSOCIATION 2111 QUAIL RUN DRIVE, BATON ROUGE, LOUISIANA 70808 A meeting of the Louisiana Assessors’ Retirement Board was held Tuesday, February 3, 2026, at 1:30 p.m. at the Louisiana Assessors’ Association Office, located at 2111 Quail Run Drive, Baton Rouge LA 70808. The following members were present: President Stephanie Smith, Vice President James “Jimbo” Stevenson, Treasurer Tom Kendrick and Members Michael Bealer, Jerry Clark, Irby Gamble, Louis Hebert, Elaine Henry, Glen Kirkland, Gabe Marceaux, Kevin Raiford, Ashlie Spiker, Glenn Waguespack and Erroll Williams. Absent were members Lee Brown, Representative Stephanie Berault and Senator Ed Price. Following the Roll Call, Pray and Pledge of Allegiance, the Public Comment period was read and no members of the public wished to speak. The next item for discussion on the agenda was the approval of the minutes from the January 6, 2026 meeting. A motion was made by Gabe Marceaux and seconded by Erroll Williams, all approved, and the motion to approve the minutes passed. The November 30, 2025 Financial Reports were delivered by Staff Accountant, Anna Wessman. The Balance Sheet and Income Statement were provided. Following is a summary: As of November 30, 2025 Current Month this Year Year to Date this FY Total Assets $ 643,977,609 …
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Tue Jan 6, 2026

Assessors' Retirement System Board of Trustees

Board to consider proposed cost-of-living legislation

The Retirement Board of Trustees of the Louisiana Assessors’ Association will meet to discuss proposed cost-of-living legislation. The board will also receive an update from Attorney Laura Gail Sullivan on outstanding matters.

retirementlegislationcost-of-livinglegal-updates
✓ Decided: Board authorizes statutory changes for cost of living increases

The Board approved moving forward with proposed statutory changes regarding cost of living increases and fund financing. The Board also authorized a payment to a retiree to correct a benefit underpayment. Minutes from the October 21, 2025 meeting were approved.

Agenda (official) · cached copy · Minutes
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
Page 1 of 1 MEETING NOTICE AND AGENDA RETIREMENT BOARD OF TRUSTEES OF THE LOUISIANA ASSESSORS’ ASSOCIATION TUESDAY, JANUARY 6, 2026 10:00 A.M. LOUISIANA ASSESSORS’ ASSOCIATION 2111 QUAIL RUN, BATON ROUGE LA 70808 1. Call meeting to order 2. Roll call 3. Prayer 4. Pledge of Allegiance 5. Public comment period 6. Approval of minutes of the October 21, 2025 meeting 7. Consideration of proposed cost-of-living legislation 8. Update from Attorney Laura Gail Sullivan on any other outstanding matters 9. Any other business properly called to the attention of the Committee 10. Adjourn If you have a disability and require a reasonable accommodation to fully participate in this meeting, please contact the LARF Executive Director prior to the close of business on Friday, January 2, 2025, via email at [email protected] or by telephone at (225) 928-8886 to discuss your accessibility needs. *TRUSTEE TRAINING – Notice is hereby given that agenda item 7 involves discussion of Laws. The discussion of this agenda item may be applied as credit for Trustee Training pursuant to LA R. S. 11:185. *TRUSTEE TRAINING – Notice is hereby given that agenda item 8 involves discussion of Laws. The discussion of this agenda item may be applied as credit for Trustee Training pursuant to LA R. S. 11:185.
📄 From the minutes
Extracted text of the official minutes document (automated extraction — may contain OCR/formatting errors).
1 MEETING MINUTES LOUISIANA ASSESSORS’ RETIREMENT BOARD OF THE LOUISIANA ASSESSORS’ ASSOCIATION TUESDAY, JANUARY 6, 2026 10:00 A.M. LOUISIANA ASSESSORS’ ASSOCIATION 2111 QUAIL RUN DRIVE, BATON ROUGE, LOUISIANA 70808 A meeting of the Louisiana Assessors’ Retirement Board was held Tuesday, January 6, 2025, at 10:00 a.m. at the Louisiana Assessors’ Association Office, located at 2111 Quail Run Drive, Baton Rouge LA 70808. The following members were present: President Stephanie Smith, Vice President James “Jimbo” Stevenson, Treasurer Tom Kendrick and Members House Representative Stephanie Berault, Lee Brown, Jerry Clark, Irby Gamble, Louis Hebert, Elaine Henry, Glen Kirkland, Gabe Marceaux, Kevin Raiford, Ashlie Spiker, Glenn Waguespack and Erroll Williams. Absent were members Michael Bealer, Senator Ed Price Following the Roll Call, Pray and Pledge of Allegiance, the Public Comment period was read and no members of the public wished to speak. The next item for discussion on the agenda was the approval of the minutes from the October 21, 2025 meeting. A motion was made by Gabe Marceaux and seconded by Erroll Williams, all approved, and the motion to approve the minutes passed. The Board then heard from the Retirement System Attorney, Laura Gail Sullivan, on the proposed changes to the statutes, regarding the system’s Cost of Living increases. Ms. Sullivan provided drafted language to accomplish the following: Amend LARF R. S. 11:1461 Cost …
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