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Eustis Police Officers' Retirement System
 
               
    Trustees
 
   

Linda Davidson (Chairperson)

Ken Birkhofer, Chairman

Danielle Wiles, Secretary

Nicole Kerley

Sue Hooper

John Sommer

 

Trustee Resources

   
               
    Administrator    
    The Pension Resource Center administers the plan

The Resource Centers serves as the plan Administrator.  You can contact our office as follows:

 

Pension Resource Centers

Amanda Kish, Plan Administrator

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL 33410

 

Phone: 561.624.3277

Toll-Free: 800.206.0116

Fax: 561.624.3278

 

 

Important Notice: Under Florida law, e-mail addresses are public records. If you do not want your e-mail address release in response to a public records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing.

 


   
   
   
         
    Required Documents and Disclosures
 
   

Link to Actuarial Fact Sheet website per Section 112.665(1)(e), Florida Statutes

112.664 Compliance Report 2015
Actuarial Valuation Report October 1, 2015
Audited Financial Statements 9-30-2014

GASB 67 Dislosures 9-30-2014
Investment Reporting Disclosure 9-30-2014

Archive

   
               
    Agenda
 
   

The Board of Trustees normally meets quarterly on the fourth Monday of February, May, August, and November at 1:30 PM

The Board of Trustees meets quarterly on the second Wednesday of the second month at 3:30 PM in Council Chambers. The Board will meet on the following dates in 2017:

·          February 8, 2017

·          May 10, 2017

·          August 9, 2017

·          November 8, 2017

 

You can access the next meeting Agenda:

   
               
    Plan Documents
 
   

Chapter 112.664 Florida Statues Compliance Report 06-24-16
Operating Rules and Procedures
ORD 00-07
ORD 01-12
ORD 03-65
ORD 04-41

ORD 94-15
ORD 94-35
ORD 96-11
ORD 96-34
Ordinance
Summary Plan Description

   
               
    Forms
 
   

Linda Davidson (Chairperson)

Commonly used forms used by members of the plan: 

Application for Disability Benefits
Beneficiary Designation Form
Direct Deposit Form
Refund of Contributions

Retirement Application
Special Tax Notice 2015
W-4P Tax Withholding Form

   
               
    Minutes
 
   

Minutes 11-9-2016
Minutes 2-10-16
Minutes 2-11-15
Minutes 2-8-17

Minutes 5-13-15
Minutes 8-6-16
Minutes 9-9-16 (2)
Minutes 9-9-16

Minutes Archive

   
               
    Online Calculators
 
   

Please Note:

Pardon our dust during this transition in Plan Administration! Please check back soon for the online benefit calculator.

   
               
    Fund Performance
 
   

Linda Davidson (Chairperson)

We will soon add quarterly investment reports for the assets of the plan.

Performace Report 4Q16
Performance Report 1Q17

Performance Report 2Q16
Performance Report 3Q16

   
               
    Service Providers    
    Actuary

Actuary                                    

Gabriel Roeder Smith                

www.GabrielRoeder.com      

                                               

Attorney                                   

Stone and Gerken, P.A.

www.StoneandGerken.com

 

Custodian                                   

United Southern Bank    

www.UnitedSouthernBank.com   

                                               

Investment Consultant               

Wells Fargo Advisors

www.wfadvisors.com

Investment Managers

 

Capstone Asset Management

 

Highland Capital Management

 


   
    Please Note:

Please Note:


Our working Hours are from Monday to Friday
from 9:00 am to 5:00 pm

 

   
         

 
                   
 

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