Parochial Employees' Retirement System Board of Trustees public meetings in 2020
5 substantive meetings from 2020, with official agendas or minutes and plain-English summaries.
Parochial Employees' Retirement System Board of Trustees
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
Parochial Employees' Retirement System Board of Trustees
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
Parochial Employees' Retirement System Board of Trustees
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
Parochial Employees' Retirement System Board of Trustees
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
Parochial Employees' Retirement System Board of Trustees
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