Parochial Employees' Retirement System Board of Trustees, LA
Recent Parochial Employees' Retirement System Board of Trustees public meeting topics include budget & taxes, technology.
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We have no upcoming meetings on file for Parochial Employees' Retirement System Board of Trustees. The most recent record we hold is from Sun Sep 13, 2026. Newer meetings may not have been published to the official portal yet, or may not have been collected by us yet — this is a statement about our record, not about whether the board or council has met.
Recent meetings
Sun Sep 13, 2026
Parochial Employees' Retirement System Board of Trustees
PERS board to review investments, retirements, and proposed legislation
The Parochial Employees' Retirement System Board of Trustees is meeting to approve June 2026 minutes, review investment performance, and approve retirements and transfers for June through August 2026. The board will also hear reports on technology, the administrative director's update (including proposed legislation and a new disability physician), and set 2027 meeting dates. The agenda is largely routine, with no major policy decisions or public hearings listed.
- Approval of retirements for June, July, August 2026, including an Option 4 request
- Requests for transfer and/or reciprocal for June, July, August 2026
- Proposed PERS legislation: general changes and disability
- Q3 operating budget update
- Annual PERS Administrative Training, October 26, 2026, Renaissance Hotel, Baton Rouge
retirementinvestmentsbudgetlegislationboard-meeting
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
Board of Trustees Meeting – September 12, 2026, 8:30 AM, Roosevelt New Orleans
AGENDA
Board Members:
R. Bruce Kelly, Chair, Region 1
Kelly Fontenot, Region 2
Christine Buras-Dodd, 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 2026 Minutes
5.
Disclosure of Conflicts
6.
Investments
A.
Investment Summary and Performance Update
B.
Manager Presentation
C.
Other Business
1.
Investment Policy Statement
2.
Timeline
7.
Approval of Retirements, June, July, August 2026
A. Option 4 Request –
8.
Requests for Transfer and/or Reciprocal - June, July, August 2026
9.
Technology Update – Michele Perez
11.
Administrative Director’s Report
A. New Disability Physician – C. Chambliss Harrod, MD
B. Proposed PERS Legislation
1. General Changes
2. Disability
C. New Employer Requests
D. Q3 Operating Budget Update
E. Personnel Memo
F. Annual PERS Administrative Training, October 26, 2026, Renaissance Hotel, BR
G. LAPERS Retirement Seminar
12.
Proposed Meeting Dates for 2027
March 16; June 15; Sunday, September 12 (LAPERS), December 7 or December 14
13.
Other New Business
14.
Adjourn
The PERS Board of Trustees may enter into Executive Session to discuss any of these items
pursuant to R.S. 42:17A( …
Tue Jun 23, 2026
Parochial Employees' Retirement System Board of Trustees
Retirement board to review 2025 actuarial and audit reports
The Parochial Employees' Retirement System Board of Trustees is meeting to review the 2025 actuarial report and audit, approve minutes, and discuss retirements, investments, and administrative matters. The agenda includes a public comment period and several reports, but no major policy decisions are listed.
- 2025 Actuarial Report (1 hr. trustee education credit)
- 2025 Audit Report, Compliance Questionnaire, & Attestation Questionnaire
- Retirements, April, May, & June 2026
- Investment Summary and Performance Update
- Legislative Update — SB455
pensionsretirementactuarialauditinvestmentslegislation
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
Board of Trustees Meeting — June 23, 9:00 am
7905 Wrenwood Bivd., Baton Rouge, Louisiana 70809
AGENDA
Board Members:
R. Bruce Kelly, Chair, Region 1 M. Larry Richard, Designee, Police Jury Assn.
Kelly Fontenot, Vice Chair, Region 2 Senator Bob Owen, Vice Chair, Sen. Retirement
Christine Buras-Dodd, Region 3 Representative Josh Carlson
Bridgette Horton, Region 4
Meeting Called to Order by the Chair:
10.
11.
12.
13.
Invocation
Roll Call
Public Comment Period (must relate to agenda item)
Disclosure of Conflicts
Approval of March minutes
2025 Actuarial Report (1 hr. trustee education credit)
i. Fund Transfers - Plan B to Plan A and Plan A to Plan B
ii. GASB 67
2025 Audit Report, Compliance Questionnaire, & Attestation Questionnaire
Retirements, April, May, & June 2026
i. New Option 4 Requests
Reciprocals and Transfers of Creditable Service, April, May, & June 2026
Investments
i. Investment Summary and Performance Update
ii. Recommendations
Administrative Director’s Report
i. 9432 Jefferson Highway
ii. New Employer — Terrebonne Parish Economic Development
iii. Legislative Update — SB455
iv. Quarterly Report on Operating Budget
v. Technology Update
a. Member Portal Update
b. Budget Amendment
vi. Upcoming Conferences of Interest
a. NASRA — August 8 -12, 2026
Cc. LAPERS - September 13-15, 2026
d. 2026 PERS Administrative Training - October 26, 2026
Other New Business
Next Meeting September 13, 2026, 8:30 am, Roosevelt New Orlean …
Tue Mar 17, 2026
Parochial Employees' Retirement System Board of Trustees
Retirement board to review investments, retirements, and policy changes
The Parochial Employees' Retirement System Board of Trustees is meeting to discuss routine administrative matters, including investment performance, retirement approvals, and policy updates. The agenda includes a presentation on portable alpha, approval of retirements from December 2025 through February 2026, and a proposed Tier II disability policy. The board will also hear reports on technology, legislation, and the 2025 operating budget.
- Approval of retirements for December 2025–February 2026
- Portable Alpha educational presentation
- DROP annuity conversion interest rate discussion
- Tier II disability policy proposal
- Legislation preview including SB 'TBD' Orleans District Court, HB8, and SB16
retirementinvestmentspensionspolicylegislationbudget
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
Board of Trustees Meeting — March 17, 2026, 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
Christine Buras-Dodd, Region 3 Representative Josh Carlson
Bridgette Horton, Region 4
Meeting Called to Order by the Chair:
Invocation
Roll Call
Public Comment Period (must relate to agenda item)
Approval of the December 10, 2025, Minutes
Disclosure of Conflicts
Investments
QaRwn>
A. Investment Summary and Performance Update
B. Portable Alpha Educational Presentation
C. Other Business
1. Timeline
7. Approval of Retirements — December 2025 — February 2026
8. Option 4 Requests
9. Requests for Actuarial Transfer of Service - December 2025 — February 2026
10. DROP Annuity Conversion Interest Rate —- Greg Curran
11. — Tier Il Disability Policy
12. Technology Update
A. Electronic Onboarding
B. Member Portal
13. Administrative Director's Report
A. Legislation Preview
1. SB “TBD” Orleans District Court
2. HB8- Legislative Staff Attendance
3. SB16- Trustee Education
B. Jefferson Highway Lots
C. Quarterly Report on 2025 Operating Budget
1. Proposed Title Revision (no budgetary impact)
D. Pension & Investments 1000, 2026 Edition
E. Training and Education Opportunities for Trustees
1. NASRA, August 8-12, 2026
2. LAPERS, September 13-15, 2026
14. | Other New Business
15. Adjourn
Next Meeting — Ju …
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