Parochial Employees' Retirement System Board of Trustees, LA
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Recent meetings
Tue Dec 9, 2025
Parochial Employees' Retirement System Board of Trustees
Board to review 2026 operating budget and investment performance
The Board of Trustees will discuss the proposed 2026 operating budget, including staff salaries and COLA. The meeting includes reviews of investment performance and the approval of retirements from October to December 2025.
- Proposed 2026 Operating Budget including digital imaging and AS400 enhancements
- 2026 contracts for outside counsel (Laura Gail Sullivan), Curran Actuarial, and DHHM
- 2025 DROP interest rate
- Proposed legislation regarding Trustee Education and Disability Clean-up
- Approval of retirements for October to December 2025
retirementbudgetinvestmentscontractslegislation
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PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
Board of Trustees Meeting – December 9, 2025, 9AM
7905 Wrenwood Blvd., Baton Rouge, Louisiana 70809
AGENDA
Board Members:
R. Bruce Kelly, Chair, Region 1 M. Larry Richard, Designee, Police Jury Assn.
Kelly Fontenot, Region 2 Senator Bob Owen
Christine Buras-Dodd, Region 3 Representative Josh Carlson
Bridgette Horton, Region 4
Meeting Called to Order by the Chair:
1) Invocation
2) Roll Call
3) Public Comment Period (must relate to agenda item)
4) Disclosure of Conflicts
5) Approval of Minutes – September 7, 2025
6) Investments – Chris Burke and Keith Reynolds
A. Performance Update
B. Recommendations of Investment Committee
C. Timeline
7) Approval of Retirements – October to December 2025
8) Requests for Actuarial Transfer of Service & Reciprocal Agreements - October to December 2025
9) Outside Counsel – Laura Gail Sullivan
A. 2026 Contract
B. Option 4 Memo
C. Pending Retirement Applications
10) 2026 Curran Actuarial Contract
11) 2026 DHHM Contracts (Audit, GASB 68, Statewide AUPs, Census)
12) PERS Personnel Manual
A. 2026 Holiday Schedule
13) State Agreed Upon Audit Procedures
14) Proposed Legislation
A. Trustee Education – “LAPERS” Bill
B. Disability Clean-up – Possible “LAPERS” Bill
15) 2025 DROP Interest Rate
16) Budget
A. 2025 Est. Actual Operating Budget
B. Proposed 2026 Operating Budget
1. Digital Imaging
2. AS400 Enhancements
3. Training
C. 2026 Staff COLA
D. 20 …
Sun Sep 7, 2025
Parochial Employees' Retirement System Board of Trustees
Board to vote on retirements, service credit transfers, and new employer requests
The PERS Board of Trustees will consider approving retirements for July through September 2025, including an Option 4 request from Joseph Thibodeaux, and multiple service credit transfers. They will also review new employer participation requests from Sabine Parish Water Works District 1 and Lafayette Housing Authority, along with investment updates, a technology report, and proposed 2026 meeting dates.
- Approval of retirements for July, August, and September 2025
- Option 4 Request – Joseph Thibodeaux
- Requests for Transfer of Service Credit – July, August, September 2025
- New Employer Requests: Sabine Parish Water Works District 1 (Plan B) and Lafayette Housing Authority (Plan B)
- Proposed 2026 meeting dates: March 17, June 9 or 23, September 13 (LAPERS), December 8
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PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
Board of Trustees Meeting – September 7, 2025, 8:30 AM, Westin Hotel, New Orleans
AGENDA
Board Members:
R. Bruce Kelly, Chair, Region 1
Kelly Fontenot, Region 2
Phillip Bourgoyne, Region 3
Bridgette Horton, Region 4
Meeting Called to Order by the Chair:
1. Invocation
2. Roll Call
3. Public Comment Period (must relate to agenda item)
4. Approval of the June 17, 2025, Minutes
5. Disclosure of Conflicts
6. Investments
A. Investment Summary and Performance Update
B. Public Equity Portfolio Update
C. Other Business
1. Timeline
7. Approval of Retirements, July, August, & September 2025
A. Option 4 Request – Joseph Thibodeaux
8. Requests for Transfer of Service Credit - July, August, & September 2025
9. Region 3 Election Results
10. Technology Update – Michele Perez
11. Administrative Director’s Report
A. PERS Personnel Manual
B. Monthly DROP Entry/Exit Dates Policy
C. Act 22 – Reemployment of Court Reporters
D. New Employer Requests
1. Sabine Parish Water Works District 1 (Plan B)
2. Lafayette Housing Authority (Plan B)
E. Q3 Operating Budget Update
F. Training
1. 2026 Enhanced Training & Education (See also SR 176)
2. PERS Administrative Training, October 28, 2025, Renaissance Hotel, BR
G. 2026 Regular Legislative Session, General Session, March 9 – June 1
H. LAPERS Retirement Seminar
12. Proposed Meeting Dates for 2026
March 17; June 9 or 23; Sunday, September …
Mon Jun 23, 2025
Parochial Employees' Retirement System Board of Trustees
Board to review 2024 audit, actuarial report, and investment custodian search results
The Parochial Employees' Retirement System Board of Trustees will consider routine items including approval of minutes, retirements, and transfers of creditable service. Key discussions include an investment summary and custodian search recommendations, the 2024 audit report, and the 2024 actuarial report. The board will also nominate candidates for Region 3 and receive a director's report on the operating budget and legislative updates.
- Approval of March and April 2025 minutes with correction to December 2024 minutes
- Investment summary, performance update, and custodian search recommendations
- 2024 audit report, compliance questionnaire, and attestation questionnaire
- 2024 actuarial report with fund transfers between Plan B and Plan A
- Nomination of candidates for Region 3 (Spears, Buras) and PERS election process
pensionsretirementauditinvestmentsactuarial
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PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
Board of Trustees Meeting – June 17, 9:00 am
7905 Wrenwood Blvd., Baton Rouge, Louisiana 70809
AGENDA
Board Members:
R. Bruce Kelly, Chair, Region 1 M. Larry Richard, Designee, Police Jury Assn.
Kelly Fontenot, Region 2 Senator Bob Owen, Vice Chair, Sen. Retirement
Phillip Bourgoyne, Region 3 Representative Josh Carlson
Bridgette Horton, Region 4
Meeting Called to Order by the Chair:
1. Invocation
2. Roll Call
3. Public Comment Period (must relate to agenda item)
4. Disclosure of Conflicts
5. Approval of March and April Minutes
i. Correction of Typo in December 2024 Minutes
6. Retirements, April, May, & June 2025
7. Reciprocals and Transfers of Creditable Service, April, May, & June 2025
8. Investments
i. Investment Summary and Performance Update
ii. Recommendations – Custodian Search Results
iii. Other Business
1. 2025 IPS Review
9. 2024 Audit Report, Compliance Questionnaire, & Attestation Questionnaire (approx. 10 am)
10. 2024 Actuarial Report (1 hr. trustee education credit)
i. Fund Transfers - Plan B to Plan A and Plan A to Plan B
ii. GASB 67
12. Region 3 Candidates
i. Nomination of Candidates for Ballot (Spears, Buras)
ii. PERS Election Process 2025
13. Director’s Report
i. Quarterly Report on Operating Budget
ii. Legislative Update – Act 22
ii. Technology Update – Michele Perez
iii. Personnel Manual Draft
iv. Upcoming Conferences of Interest
a. NASRA – August 9- …
Tue Mar 18, 2025
Parochial Employees' Retirement System Board of Trustees
Board to review investment strategies and custodial bank search
The Board of Trustees will discuss investment performance, including China exposure and the Goldentree Mandate. Members will review a custodial bank search and the approval of retirements from December 2024 through February 2025. The meeting includes a report on the 2025 operating budget and a settlement approval for FRS v. Greco, et al.
- Investment recommendations regarding China Exposure and Goldentree Mandate
- Custodial Bank Search and Segal contract revisions
- Approval of retirements for December 2024 – February 2025
- Settlement approval for FRS v. Greco, et al
- Quarterly report on 2025 operating budget
retirementinvestmentsbudgetpensionsgovernance
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PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
Board of Trustees Meeting – March 18, 2025, 9 AM
7905 Wrenwood Blvd., Baton Rouge, Louisiana 70809
AGENDA
Board Members:
R. Bruce Kelly, Chair, Region 1 M. Larry Richard, Designee, Police Jury Assn.
Kelly Fontenot, Region 2 Senator Bob Owen
Phillip Bourgoyne, Region 3 Representative Josh Carlson
Bridgette Horton, Region 4
Meeting Called to Order by the Chair:
1. Invocation
2. Roll Call
3. Public Comment Period (must relate to agenda item)
4. Approval of the December 10, 2024 Minutes
5. Disclosure of Conflicts
6. Investments
A. Investment Summary and Performance Update
B. Investment Recommendations
1. China Exposure
2. Goldentree Mandate
C. Manager Presentation – Conestoga Small Cap
D. Custodial Bank Search
1. Segal Contract Revisions
E. Operating Cash Management Changes
F. Other Investment Business
7. Approval of Retirements – December 2024 – February 2025
8. Requests for Actuarial Transfer of Service - December 2024 – February 2025
9. Region 3 Board Member Election, Nomination of Candidate(s)
10. Technology Update
A. Imaging Update
B. New AS400
11. Administrative Director’s Report
A. FRS v. Greco, et al Settlement Approval
B. Tax Qualification Review Update
C. New Member Employer Requests
D. Securities Litigation Firms
E. Quarterly Report on 2025 Operating Budget
F. Legislation Preview
1. SB 6 Court Reporters 2. SB 7 ESG & Proxy Voting
G. Training and Education Opportunities …
Tue Dec 10, 2024
Parochial Employees' Retirement System Board of Trustees
Board to review 2025 budget and investment performance
The Board of Trustees will discuss the 2025 budget, including staff salaries and the Curran Actuarial Contract. The meeting includes an investment performance update and a presentation from Doubleline Income. Members will also consider the approval of retirements for October through December 2024.
- Introduction of 2025 Budget, including staff COLA and executive salaries
- 2025 Curran Actuarial Contract
- Approval of retirements for October, November, and December 2024
- Region 3 Board Member Election and nomination of candidates
- IRS Tax Qualification Review regarding cost and refund policy
retirementbudgetinvestmentspensionsgovernance
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PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
Board of Trustees Meeting – December 10, 2024, 8:30 AM
7905 Wrenwood Blvd., Baton Rouge, Louisiana 70809
AGENDA
Board Members:
R. Bruce Kelly, Chair, Region 1 M. Larry Richard, Designee, Police Jury Ass n.
Kelly Fontenot, Region 2 Senator Bob Owen
Phillip Bourgoyne, Region 3 Representative Josh Carlson
Bridgette Horton, Region 4
Meeting Called to Order by the Chair:
1. Invocation
2. Roll Call
3. Public Comment Period (must relate to agenda item)
4. Minutes from September 17, 2024
5. Disclosure of Conflicts
6. Investments
A. Investment Summary and Performance Update
B. Manager Presentation (Doubleline Income )
C. Other Investment Business
1. Plan Exposure in China
2. Timeline Addition – Custodian Proposals
3. XTP Update
7. Approval of Retirements – October, November, and December 2024
8. Requests for Actuarial Transfer of Service
9. Region 3 Board Member Election, Nomination of Candidate(s)
10. Technology Presentation – Exigo Communication Services Presentation
11. Administrative Director’s Report
A. New Member-Employer Requests
B. Budget
1. Quarterly Report on 2024 Operating Budget
2. Introduction of 2025 Budget
i. 2025 Staff COLA and Executive Staff Salaries
ii. 2025 Curran Actuarial Contract
C. IRS Tax Qualification Review
1. Cost
2. Refund Policy Resolution
D. Member Issue – Carl Singletary
E. Option 4 Interpretation Issue – 1st Degree Relative
F. DROP Interest …
Tue Dec 12, 2023
Parochial Employees' Retirement System Board of Trustees
Board to review 2024 operating budget and actuarial services contract
The Board of Trustees will discuss investment performance and the 2024 estimated operating budget. The body is scheduled to review a contract for actuarial services with Curran Actuarial Consulting and determine 2024 DROP annuity conversion rates.
- 2024 Contract for Actuarial Services with Curran Actuarial Consulting
- Estimated Operating Budget for 2024
- DROP Annuity Conversion Rate for 2024
- Participating Employer Agreement for St. John the Baptist Public Defender
- Investment presentation by Harbourvest
retirement-systeminvestmentsbudgetactuarial-servicespensions
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A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., DECEMBER 12, 2023
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the September 19, 2023 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Investment Committee Recommendations
C. Manager Presentation - Harbourvest
D. Other Investment Business
1. Investment Timeline
2. Asset Allocation Study Introduction
6. Approval of Retirements to Date
7. Requests for Reciprocal Recognition of Service
8. Requests for Actuarial Transfer of Service
9. 2024 Contract for Actuarial Services with Curran Actuarial Consulting
10. Board Election Results
11. Cost of Living Adjustment – Retirement System Staff
12. Report on 2023 Operating Budget
13. Estimated Operating Budget for 2024
14. Board Policy for 2024 Holidays
15. Other Business
A. 2023 Interest Rate on DROP Deposits
B. DROP Annuity Conversion Rate for 2024
C. Information Technology Strategic Plan
D. Legislative Update
E. Participating Employer Agreement
1. St. John the Baptist Public Defender
16. Executive Session
A. Personnel Matters
17. Adjourn
Tue Sep 19, 2023
Parochial Employees' Retirement System Board of Trustees
Parochial Employees' Retirement System Board to review investments and budget
The Board of Trustees will review investment performance and receive a presentation from Loomis Sayles Fixed Income. The body will also consider retirement approvals, actuarial transfers of service, and the 2023 operating budget quarterly report.
- Investment performance update
- Manager presentation by Loomis Sayles Fixed Income
- Approval of retirements to date
- Quarterly report on 2023 operating budget
- Nomination of candidates for Board Member Election
retirementinvestmentsbudgetpensions
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A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., SEPTEMBER 19, 2023
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the June 20, 2023 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Manager Presentation (Loomis Sayles Fixed Income)
C. Other Investment Business
1. Investment Timeline
6. Approval of Retirements to Date
7. Requests for Actuarial Transfer of Service
8. Meeting Dates for 2024: March 12, June 18, September 17, December 10
9. Other Business
A. Announcement of Board Member Election, Nomination of Candidates
B. Quarterly Report on 2023 Operating Budget
10. Executive Session
A. Personnel Matters
11. Adjourn
Tue Jun 20, 2023
Parochial Employees' Retirement System Board of Trustees
Board of Trustees to review 2022 audit and actuarial reports
The Board of Trustees will discuss investment performance and review the 2022 audit and actuarial reports. The body is also considering policies for retiree COLAs and system holidays.
- 2022 Audit Report, Compliance Questionnaire & Attestation Questionnaire
- 2022 Actuarial Report
- Board Policy for Retiree COLA’s
- Board Policy for System Holidays
- Contract for Legal Services
retirementinvestmentsauditpensionsgovernance
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A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., JUNE 20, 2023
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the March 14, 2023 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Investment Committee Recommendations
C. Manager Presentation (Aksia)
D. Other Investment Business
1. IPS Review
2. Investment Timeline
6. Approval of Retirements to Date
7. Request for Reciprocal Recognition of Service
8. Requests for Actuarial Transfer of Service
9. Other Business
2022 Audit Report, Compliance Questionnaire & Attestation Questionnaire
B. 2022 Actuarial Report
C. Transfer from Plan B to Plan A
D. Contract for Legal Services
E. Quarterly Report on Operating Budget
F. Legislative Update
G. Board Policy for Retiree COLA’s
H. Board Policy for System Holidays
I. Retirement Resolution for Becky Fontenot
J. Annual Conference Schedule
1. National Association of State Retirement Administrators (NASRA) Annual Conference, Broomfield, CO, 8/5 - 8/9/23
2. LAPERS Seminar, New Orleans, Louisiana, 9/10– 9/12/23
10. Adjourn
TRUSTEE TRAINING – Notice is hereby given that agenda item 9 B involves discussion of actuarial science. The discussion of this agenda item may be applied as credit for trustee training pursuant to La. R.S. 11:185.
Tue Mar 14, 2023
Parochial Employees' Retirement System Board of Trustees
Board to review investments, retirements, and legislative session
The Parochial Employees' Retirement System Board of Trustees will meet to discuss investment performance and portfolio cost analysis, approve retirements to date, and handle service purchase and transfer requests. Other business includes a 2022 operating budget report, actuarial and audit updates, a new participating employer agreement for Iberia Parish Convention & Visitors Bureau, and a legislative update for the 2023 Regular Legislative Session.
- Investment summary and performance update
- Approval of retirements to date
- Iberia Parish Convention & Visitors Bureau participating employer agreement
- 2023 Regular Legislative Session update
- 2022 operating budget report
pensionsinvestmentsretirementslegislative updatebudget
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A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., MARCH 14, 2023
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of December 13, 2022 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Investment Committee Recommendations
C. Manager Presentation (PE Global)
D. Other Investment Business
1. Update on Portfolio Cost Analysis Services
2. Investment Timeline
6. Approval of Retirements to Date
7. Purchase of Prior Service – Not Properly Enrolled
8. Requests for Reciprocal Recognition of Service
9. Requests for Actuarial Transfer of Service
10. Other Business
A. Report on 2022 Operating Budget
B. Update on 2022 Actuarial & Audit Reports
C. Financial Disclosure Forms for Board Members
D. Participating Employer Agreements
1. Iberia Parish Convention & Visitors Bureau
E. Legislative Update
1. 2023 Regular Legislative Session
F. Annual Conference Schedule
1. National Association of State Retirement Administrators (NASRA) Annual Conference, Broomfield, CO, 8/5 - 8/9/23
2. LAPERS Seminar, New Orleans, Louisiana, 9/10– 9/12/23
11. Adjourn
Tue Dec 13, 2022
Parochial Employees' Retirement System Board of Trustees
Board reviews 2023 budgets and investment updates
The Board of Trustees is meeting to review the 2022 operating budget report and consider the estimated 2023 operating budget. The agenda includes updates on investment performance, retirement approvals, and several contract-related items.
- 2023 Contract for Actuarial Services with G.S. Curran & Co., LTD
- Engagement Letters with Duplantier, Hrapmann, Hogan and Maher
- Investment performance update and TA Realty presentation
- Review of 2022 operating budget and 2023 estimated operating budget
- Cost of Living Adjustment for Retirement System Staff
retirementbudgetinvestmentscontractspersonnel
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A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., DECEMBER 13, 2022
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the June 21, 2022 and September 13, 2022 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Manager Presentation – TA Realty
B. Timeline Update
C. Other Investment Business
6. Approval of Retirements to Date
7. Requests for Reciprocal Recognition
8. Requests for Actuarial Transfer of Service
9. 2023 Contract for Actuarial Services with G.S. Curran & Co., LTD
10. Engagement Letters with Duplantier, Hrapmann, Hogan and Maher
11. Board Election Results
12. Cost of Living Adjustment – Retirement System Staff
13. Report on 2022 Operating Budget
14. Estimated Operating Budget for 2023
15. Board Policy for 2023 Holidays:
1. Mardi Gras 2/21 6. Columbus Day 10/09
2. Good Friday 4/07 7. Thanksgiving 11/23 & 11/24
3. Memorial Day 5/29 8. Christmas 12/22 & 12/25
4. Independence Day 7/04 9. New Year’s 12/29 & 1/01
5. Labor Day 9/04
16. Other Business
A. 2022 Interest Rate on DROP Deposits
B. DROP Annuity Conversion Rate for 2023
C. Legislative Update
D. Policy for Denial of Disability Applications
E. Resolution for Chief Investment Officer
F. Resolution for Terrie Rodrigue
17. Executive Session
A. Personnel Matters
18. Election of Officers
19. Adjourn
Tue Sep 13, 2022
Parochial Employees' Retirement System Board of Trustees
Board of Trustees meets to review investments and retirement approvals
The Board of Trustees will review investment performance and committee recommendations. The body will also consider retirement approvals, reciprocal recognition requests, and actuarial transfers of service.
- Investment summary and performance update
- Portfolio cost analysis project update with XTP
- Quarterly report on 2022 operating budget
- Participating Employer Agreements for Tangipahoa Parish Recreation District #3 and Allen Parish Coroner
- Board member election announcement and candidate nominations
retirementinvestmentsbudgetpensionsgovernance
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A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., SEPTEMBER 13, 2022
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the June 21, 2022 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Investment Committee Recommendations
C. Other Investment Business
1. Update on Portfolio Cost Analysis Project with XTP
2. Investment Timeline
6. Approval of Retirements to Date
7. Requests for Reciprocal Recognition
8. Requests for Actuarial Transfer of Service
9. Meeting Dates for 2023: March 14, June 20, September 19, December 12
10. Other Business
A. Announcement of Board Member Election, Nomination of Candidates
B. Quarterly Report on 2022 Operating Budget
C. Letter from Louisiana Attorney General
D. Participating Employer Agreement
1. Tangipahoa Parish Recreation District #3
2. Allen Parish Coroner
E. On Board Processing/Technology Enhancements
F. LAPERS Seminar, New Orleans, Louisiana, 9/18– 9/20/22
11. Adjourn
Tue Jun 21, 2022
Parochial Employees' Retirement System Board of Trustees
Parochial Employees' Retirement System Board meets on June 21, 2022
The Board of Trustees will review investment performance and consider an Investment Policy Statement. The meeting includes reviews of the 2021 Audit Report, the 2021 Actuarial Report, and a quarterly operating budget report.
- Approval of Investment Policy Statement
- Review of 2021 Audit Report, Compliance Questionnaire & Attestation Questionnaire
- Review of 2021 Actuarial Report
- Quarterly Report on Operating Budget
- Transfer from Plan B to Plan A
retirementinvestmentsauditbudgetgovernment-finance
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A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., JUNE 21, 2022
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the March 8, 2022 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Approval of Investment Policy Statement
C. Other Investment Business
6. Approval of Retirements to Date
7. Requests for Reciprocal Recognition
8. Requests for Actuarial Transfer of Service
9. Other Business
2021 Audit Report, Compliance Questionnaire & Attestation Questionnaire
B. 2021 Actuarial Report
C. Transfer from Plan B to Plan A
D. Quarterly Report on Operating Budget (page 17)
E. Legislative Update (page 18)
F. Annual Conference Schedule
1. National Association of State Retirement Administrators (NASRA) Annual Conference, Long Beach, CA, 8/6 - 8/10/22
2. LAPERS Seminar, New Orleans, Louisiana, 9/18– 9/20/22
10. Adjourn
TRUSTEE TRAINING – Notice is hereby given that agenda item 9 B involves discussion of actuarial science. The discussion of this agenda item may be applied as credit for trustee training pursuant to La. R.S. 11:185.
Tue Mar 8, 2022
Parochial Employees' Retirement System Board of Trustees
Board of Trustees to review investments and retirement approvals
The Board of Trustees will review investment performance and a presentation from Mondrian International Small Cap. The body will also act on retirement approvals, prior service purchases, and actuarial transfers of service.
- Investment performance update and 2022 investment timeline
- Manager presentation by Mondrian International Small Cap
- Approval of retirements to date
- Report on 2021 Operating Budget
- Participating Employer Agreement for Tangipahoa Parish Coroner
retirementinvestmentsbudgetpensions
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A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., MARCH 8, 2022
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of December 15, 2021 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Manager Presentation
1. Mondrian International Small Cap
C. 2022 Investment Timeline
D. Other Investment Business
6. Approval of Retirements to Date
7. Purchase of Prior Service – Not Properly Enrolled
8. Requests for Actuarial Transfer of Service
9. Other Business
A. Report on 2021 Operating Budget
B. Update on 2021 Actuarial & Audit Reports
C. Financial Disclosure Forms for Board Members
D. Participating Employer Agreements
1. Tangipahoa Parish Coroner
E. Legislative Update
1. 2022 Regular Legislative Session
F. Annual Conference Schedule
1. National Association of State Retirement Administrators (NASRA) Annual Conference, Long Beach, CA, 8/6 - 8/10/22
2. LAPERS Seminar, New Orleans, Louisiana, 9/18– 9/20/22
10. Adjourn
Tue Sep 21, 2021
Parochial Employees' Retirement System Board of Trustees
Board of Trustees to review investments and retirement approvals
The Board of Trustees will meet to discuss investment performance and committee recommendations. The body will also review retirement approvals and requests for service transfers.
- Investment summary and performance update
- Approval of retirements to date
- Requests for reciprocal recognition and actuarial transfer of service
- Quarterly report on 2021 operating budget
- Participating employer agreement for St. Charles Public Defender
retirementinvestmentsbudgetpensions
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A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., SEPTEMBER 21, 2021
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the June 22, 2021 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Investment Committee Recommendations
C. Other Investment Business
1. Update on Portfolio Cost Analysis Services
2. Investment Timeline
6. Approval of Retirements to Date
7. Requests for Reciprocal Recognition
8. Requests for Actuarial Transfer of Service
9. Meeting Dates for 2022: March 8, June 21, September 13, December 13
10. Other Business
A. Announcement of Board Member Election, Nomination of Candidates
B. Quarterly Report on 2021 Operating Budget
C. Participating Employer Agreement
1. St. Charles Public Defender
D. LAPERS Virtual Seminar
11. Adjourn
Members of the public who wish to attend this meeting may do so at the retirement system office, 7905 Wrenwood Blvd., Baton Rouge, LA 70809. In order to provide proper social distancing, please confirm attendance by calling 225-928-1361 by 4:00 pm on 9/17/21.
Tue Jun 22, 2021
Parochial Employees' Retirement System Board of Trustees
Parochial Employees' Retirement Board to review investments, approve retirements
The Board of Trustees will discuss investment performance and policy, approve retirements, and consider actuarial reports, rate increases, and other administrative matters.
- Approval of Investment Policy Statement
- Approval of Proposed Rate Increase – Akers & Wisbar
- 2020 Audit Report, Compliance Questionnaire & Attestation Questionnaire
- 2020 Actuarial Report
- Executive Session: Collection of Retiree Overpayment – D. Williams; Investment Manager Contract Revision
pensionsretirementinvestmentsactuarialauditrate-increase
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Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., JUNE 22, 2021
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the March 9, 2021 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Approval of Investment Policy Statement
C. Other Investment Business
6. Approval of Retirements to Date
7. Purchase of Prior Service
8. Requests for Actuarial Transfer of Service
9. Other Business
2020 Audit Report, Compliance Questionnaire & Attestation Questionnaire
B. 2020 Actuarial Report
C. Transfer from Plan B to Plan A
D. 2021 Meeting Schedule
E. Approval of Proposed Rate Increase – Akers & Wisbar
F. Application Effective Date – Brian Romero, Iberville Parish
G. Retirement Calculation Question – Lori Franovich, Plaquemines Parish
H. Quarterly Report on Operating Budget
I. Legislative Update
J. Annual Conference Schedule
1. NASRA Annual Conference – 8/9 – 8/11/21, Virtual
2. LAPERS Annual Seminar – 9/12 – 9/14/21, New Orleans Marriott
K. Executive Session
1. Collection of Retiree Overpayment – D. Williams
2. Investment Manager Contract Revision
10. Adjourn
TRUSTEE TRAINING – Notice is hereby given that agenda item 9 B involves discussion of actuarial science. The discussion of this agenda item may be applied as credit for trustee training pursuant to La. R.S. 11:185.
Mon Mar 8, 2021
Parochial Employees' Retirement System Board of Trustees
Board to review investments, approve retirements, and discuss 2021 legislative session
The Board of Trustees will review investment performance and a committee recommendation, approve retirements, consider requests for service transfers, and discuss the 2021 legislative session and conference schedule.
- Investment summary and performance review
- Investment Committee recommendation on real estate and third-party expense review
- Approval of retirements to date
- Request from Sulphur Parks and Recreation regarding DROP effective date
- Plaquemines Parish Government retirement effective date
pensionsinvestmentsretirementbudgetlegislation
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., MARCH 9, 2021
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of December 8, 2020 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Review
B. Investment Committee Recommendation
1. Real Estate
2. Third Party Investment Expense Review
C. 2021 Investment Timeline
D. Other Business
6. Approval of Retirements to Date
7. Purchase of Prior Service – Not Properly Enrolled
8. Requests for Actuarial Transfer of Service
9. Other Business
A. Report on 2020 Operating Budget
B. Update on 2020 Actuarial & Audit Reports
C. Financial Disclosure Forms for Board Members
D. Recommendation – Benefits Administrator
E. Application Effective Date
1. Request from Sulphur Parks and Recreation – DROP Effective Date
2. Plaquemines Parish Government – Retirement Effective Date
F. Legislative Update
1. 2021 Regular Legislative Session
G. Annual Conference Schedule
1. National Association of State Retirement Administrators (NASRA) Annual Conference, Pittsburg, PA, 8/7 - 8/11/21
2. LAPERS Seminar, New Orleans, Louisiana, 9/12– 9/14/21
10. Adjourn
Tue Dec 8, 2020
Parochial Employees' Retirement System Board of Trustees
Board to consider 2021 contract for actuarial services with G.S. Curran & Co.
The Parochial Employees' Retirement System Board of Trustees is meeting to discuss and decide on routine administrative and financial matters. Key items include a proposed 2021 contract for actuarial services, approval of retirements, and setting the 2021 operating budget and board holiday policy.
- 2021 contract for actuarial services with G.S. Curran & Co., LTD
- Approval of retirements to date
- Estimated operating budget for 2021
- 2020 interest rate on DROP deposits
- DROP annuity conversion rate for 2021
pensionretirementbudgetactuarial-servicesboard-meeting
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., DECEMBER 8, 2020
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the September 21, 2020 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Review
B. Investment Committee Recommendation
C. Timeline Update
D. Presentation from Artisan Partners
E. Other Investment Business
6. Approval of Retirements to Date
7. Purchase of Prior Service- Not Properly Enrolled
8. Requests for Reciprocal Recognition
9. Requests for Actuarial Transfer of Service
10. 2021 Contract for Actuarial Services with G.S. Curran & Co., LTD
11. Cost of Living Adjustment – Retirement System Staff
12. Report on 2020 Operating Budget
13. Estimated Operating Budget for 2021
14. Board Policy for 2021 Holidays:
15. Other Business
A. 2020 Interest Rate on DROP Deposits
B. DROP Annuity Conversion Rate for 2021
C. Legislative Update
D. Late Penalties for 3rd Quarter 2020
16. Executive Session
A. Personnel Matters
17. Adjourn
Mon Sep 21, 2020
Parochial Employees' Retirement System Board of Trustees
Board to consider currency manager recommendation and retiree COLA
The Parochial Employees' Retirement System Board of Trustees will discuss investment updates, a currency manager recommendation, and an investment timeline. They will also consider a retiree cost-of-living adjustment (COLA) under R.S. 11:1937, approve retirements, and set 2021 meeting dates.
- Currency manager recommendation
- Retiree COLA; R.S. 11:1937
- Quarterly report on 2020 operating budget
- Late penalties for 2nd quarter of 2020
- Participating employer agreement for 3rd Judicial District Indigent Defender
retirementpensioninvestmentsbudgetpublic-employees
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Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., SEPTEMBER 21, 2020
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the March 10, June 25 and June 30, 2020 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Other Investment Business
1. Currency Manager Recommendation
2. Investment Timeline
6. Approval of Retirements to Date
7. Requests for Reciprocal Recognition
8. Requests for Actuarial Transfer of Service
9. Meeting Dates for 2021: March 9, June 22, September 14, December 14
10. Other Business
A. Retiree COLA; R.S. 11:1937
B. Quarterly Report on 2020 Operating Budget
C. Late Penalties for 2nd Quarter of 2020
D. Disability Income Statements
E. Participating Employer Agreement
1. 3rd Judicial District Indigent Defender
11. Adjourn
Members of the public who wish to attend this meeting may do so at the retirement system office, 7905 Wrenwood Blvd., Baton Rouge, LA 70809. In order to provide proper social distancing, please confirm attendance by calling 225-928-1361 by 4:00 pm on 9/18/20.
Tue Jun 30, 2020
Parochial Employees' Retirement System Board of Trustees
Board discusses investment restructuring and retirement payments
The Board of Trustees is meeting to review investment policy statements and a restructure of fixed income and equity. The agenda also includes the approval of retirements and various actuarial reports.
- Approval of Fixed Income and Equity Restructure
- Approval of Investment Policy Statement
- Option 4 payment for Allen Weber
- Review of 2019 Audit Report, Compliance Questionnaire & Attestation Questionnaire
- Review of 2019 Actuarial Report
retirementinvestmentsauditpensionfinance
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Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
10:00 A.M., JUNE 30, 2020
1. Meeting Called to Order
2. Invocation
3. Roll Call
4. Public Comment Period
5. Investments
A. Approval of Fixed Income and Equity Restructure
B. Approval of Investment Policy Statement
6. Approval of Retirements to Date
A. Option 4 payment – Allen Weber
7. Requests for Actuarial Transfer of Service
8. Other Business
2019 Audit Report, Compliance Questionnaire & Attestation Questionnaire
B. 2019 Actuarial Report
C. Transfer from Plan B to Plan A
D. Late Penalties for 1st Quarter 2020
9. Adjourn
Thu Jun 25, 2020
Parochial Employees' Retirement System Board of Trustees
Board reviews investment updates and retirement payments
The Board of Trustees is meeting to review investment performance, a restructure of fixed income and equity, and the approval of an Investment Policy Statement. The agenda also includes approving retirements and reviewing the 2019 audit report.
- Investment Summary and Performance Update
- Fixed Income and Equity Restructure
- Approval of Investment Policy Statement
- Option 4 payment for Allen Weber
- Review of 2019 Audit Report
investmentsretirementauditbudgetpension
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., JUNE 25, 2020
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the March 10, 2020 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Fixed Income and Equity Restructure
C. Approval of Investment Policy Statement
D. Other Investment Business
6. Approval of Retirements to Date
A. Option 4 payment – Allen Weber
7. Requests for Actuarial Transfer of Service
8. Other Business
2019 Audit Report, Compliance Questionnaire & Attestation Questionnaire
B. 2019 Actuarial Report
C. Transfer from Plan B to Plan A
D. Quarterly Report on Operating Budget
E. Late Penalties for 1st Quarter 2020
F. Legislative Update
G. Annual Conference Schedule
9. Adjourn
TRUSTEE TRAINING – Notice is hereby given that agenda item 8 B involves discussion of actuarial science. The discussion of this agenda item may be applied as credit for trustee training pursuant to La. R.S. 11:185.
Tue Mar 10, 2020
Parochial Employees' Retirement System Board of Trustees
Lapers Board reviews investment performance and retirement approvals
The Board of Trustees met to review investment summaries, asset/liability studies, and the 2020 investment timeline. The agenda also included approving retirements and reviewing 2019 operating budget reports.
- Review of Investment Summary and Performance
- Approval of Gerson Martin retirement (Option 4 Payment)
- Presentation of Asset/Liability Study
- Report on 2019 Operating Budget
- Update on 2019 Actuarial & Audit Reports
retirementinvestmentsbudgetauditgovernance
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Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., MARCH 10, 2020
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of December 10, 2019 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Review
B. Asset/Liability Study Presentation
C. 2020 Investment Timeline
6. Approval of Retirements to Date
A. Gerson Martin, Option 4 Payment
7. Requests for Actuarial Transfer of Service
8. Other Business
A. Report on 2019 Operating Budget
B. Update on 2019 Actuarial & Audit Reports
C. Financial Disclosure Forms for Board Members
D. Legislative Update
1. 2020 Regular Legislative Session
G. Annual Conference Schedule
1. National Association of State Retirement Administrators (NASRA) Annual Conference, Park City, Utah, 7/31 - 8/5/20
2. LAPERS Seminar, New Orleans, Louisiana, 9/20– 9/22/20
9. Adjourn
Tue Dec 10, 2019
Parochial Employees' Retirement System Board of Trustees
Board to review 2020 operating budget and actuarial contracts
The Board of Trustees will discuss investment performance and the estimated operating budget for 2020. The body is reviewing contracts for actuarial services and audit engagements. Other business includes retirement approvals and the 2020 holiday schedule.
- 2020 Contract for Actuarial Services with G.S. Curran & Co., LTD
- Audit Engagement Letter with Duplantier, Hrapmann, Hogan and Maher
- Estimated Operating Budget for 2020
- Cost of Living Adjustment for Retirement System Staff
- 2019 Interest Rate on DROP Deposits and 2020 DROP Annuity Conversion Rate
retirementbudgetinvestmentscontractspensions
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., DECEMBER 10, 2019
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the September 10, 2019 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Review
B. Fixed Income Structure Analysis
C. LSV Asset Management
D. Asset Liability Study Discussion
E. Other Investment Business
6. Approval of Retirements to Date
7. Purchase of Prior Service- Not Properly Enrolled
8. Requests for Reciprocal Recognition
9. Requests for Actuarial Transfer of Service
10. 2020 Contract for Actuarial Services with G.S. Curran & Co., LTD
11. Audit Engagement Letter with Duplantier, Hrapmann, Hogan and Maher
12. Cost of Living Adjustment – Retirement System Staff
13. Report on 2019 Operating Budget
14. Estimated Operating Budget for 2020
15. Board Policy for 2020 Holidays:
1. Mardi Gras 2/25 6. Columbus Day 10/12
2. Good Friday 4/10 7. Thanksgiving 11/26 & 11/27
3. Memorial Day 5/25 8. Christmas 12/24 & 12/25
4. Independence Day 7/03 9. New Year’s 12/31 & 1/01
5. Labor Day 9/07
16. Other Business
A. 2019 Interest Rate on DROP Deposits
B. DROP Annuity Conversion Rate for 2020
C. Legislative Update
17. Executive Session
A. Personnel Matters
18. Adjourn
Tue Sep 10, 2019
Parochial Employees' Retirement System Board of Trustees
Board to review investments, approve retirements, set 2020 meeting dates
The Parochial Employees' Retirement System Board of Trustees will meet to discuss investment performance, approve retirements, consider prior service purchase requests, and set meeting dates for 2020. The agenda also includes a quarterly budget report, approval of option factors, a policy on retiree health insurance, and proposed legislation for the 2020 regular session.
- Investment performance review and fee analysis
- Approval of retirements and prior service purchase requests
- Quarterly report on 2019 operating budget
- Policy on health insurance coverage for retired employees
- Proposed legislation for 2020 Regular Session
pensionretirementinvestmentsbudgetlegislationhealth-insurance
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., SEPTEMBER 10, 2019
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the June 18, 2019 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Update
B. Other Investment Business
1. Equity Structure and Analysis
2. Fee Analysis
3. Approval of Investment Policy Statement
4. Asset Allocation Timetable
6. Approval of Retirements to Date
7. Request to Purchase Prior Service – Not Properly Enrolled
8. Requests for Reciprocal Recognition
9. Requests for Actuarial Transfer of Service
10. Meeting Dates for 2020: March 10, June 16, September 15, December 8
11. Other Business
A. Quarterly Report on 2019 Operating Budget
B. Approval of Option Factors
C. Policy on Health Insurance Coverage for Retired Employees of the System
D. Proposed Legislation for 2020 Regular Session
E. LAPERS Seminar, New Orleans, Roosevelt Hotel, 9/15 – 9/17, 2019
F. PERS Administrative Training, October 8, 2019, Baton Rouge Renaissance
12. Adjourn
Tue Jun 18, 2019
Parochial Employees' Retirement System Board of Trustees
Board of Trustees to elect leadership and review investment policy
The Board of Trustees will elect a Chairman and Vice Chairman and review the Investment Policy Statement. The body will also consider contracts for benefit calculation software and other professional services.
- Election of Chairman and Vice Chairman
- Approval of Investment Policy Statement
- Contract with G.S. Curran & Co for Benefit Calculation Software
- Contract with Akers & Wisbar
- Participating Employer Agreements for Jefferson Parish Finance Authority and Evangeline Parish Communications District
retirement-systeminvestmentscontractsgovernancepensions
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Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., JUNE 18, 2019
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of the March 12, 2019 Minutes
4. Public Comment Period
5. Election of Chairman and Vice Chairman
6. Investments
A. Investment Summary and Performance Update
B. Approval of Investment Policy Statement
C. Other Investment Business
7. Approval of Retirements to Date
8. Request to Purchase Prior Service – Not Properly Enrolled
9. Requests for Actuarial Transfer of Service
10. Other Business
2018 Audit Report, Compliance Questionnaire & Attestation Questionnaire
B. 2018 Actuarial Report
C. Transfer from Plan A to Plan B
D. Contract with G.S. Curran & Co – Benefit Calculation Software
E. Contract with Akers & Wisbar
F. Quarterly Report on Operating Budget (page 13)
G. Legislative Update (page 14)
H. Participating Employer Agreement
1. Jefferson Parish Finance Authority
2. Evangeline Parish Communications District
I. Retirement Resolution for Geraldine Ferguson
J. Health Insurance Coverage for Retired Employees of the System
K. Annual Conference Schedule
1. National Association of State Retirement Administrators (NASRA) Annual Conference, Williamsburg, Virginia, 8/2 - 8/7/19
2. LAPERS Seminar, New Orleans, Louisiana, 9/15 – 9/17/19
11. Adjourn
Tue Mar 12, 2019
Parochial Employees' Retirement System Board of Trustees
Board to review 2018 budget, actuarial report, and legislative session
The Parochial Employees' Retirement System Board of Trustees will meet to discuss routine business including investment performance, retirement approvals, and service credit requests. Notable items include a report on the 2018 operating budget, an update on actuarial and audit reports, and a legislative update for the 2019 regular session. The board will also consider a request for retroactive payment from a Jefferson Parish employee and a proposed policy for Option 4 payments.
- Report on 2018 Operating Budget
- Update on 2018 Actuarial & Audit Reports
- Request for Retroactive Payment – Arleeta Terrell, Jefferson Parish
- Proposed Policy for Option 4 Payments
- Legislative Update for 2019 Regular Session
pensionsretirementbudgetactuariallegislative-updatejefferson-parish
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
A G E N D A
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
MEETING OF THE BOARD OF TRUSTEES
BATON ROUGE, LOUISIANA
8:30 A.M., MARCH 12, 2019
1. Meeting Called to Order
2. Invocation
3. Roll Call and Approval of December 11, 2018 Minutes
4. Public Comment Period
5. Investments
A. Investment Summary and Performance Review
B. Other Investment Business
6. Approval of Retirements to Date
7. Purchase of Prior Service- Not Properly Enrolled
8. Requests for Reciprocal Recognition
9. Requests for Actuarial Transfer of Service
10. Other Business
A. Report on 2018 Operating Budget
B. Update on 2018 Actuarial & Audit Reports
C. Financial Disclosure Forms for Board Members
D. Request for Retroactive Payment – Arleeta Terrell, Jefferson Parish
E. Proposed Policy for Option 4 Payments
F. Legislative Update
1. 2019 Regular Legislative Session
G. Annual Conference Schedule
1. National Association of State Retirement Administrators (NASRA) Annual Conference, Williamsburg, Virginia, 8/2 - 8/7/19
2. LAPERS Seminar, New Orleans, Louisiana, 9/15– 9/17/19
11. Executive Session
A. Personnel Matters
12. Adjourn
Meeting archives
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