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Boynton Beach General Employees' Pension Fund
 
               
    Trustees :
 
   

Mayor Rene Varela, Chairperson

Mayor Rene Varela, Chairperson             Cathy McDeavitt, Trustee (Appointed)

Kurt Bressner, Trustee (City Manager)     Michael Low, Trustee (Non-Bargaining Unit)

Laurie Fasolo, Trustee (Bargaining Unit)   Virginia Shea, Trustee (At Large)

Lisa Jensen, Trustee (Appointed)

Trustee Resources

   
               
    Administrator :    
    The Pension Resource Center administers the plan

Pension Resource Centers administers the plan.  You can contact our office at:

 

Pension Resource Centers

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.

 

 

 


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

 

LOCATION:                   Commission Chambers, City Hall

100 E. Boynton Beach Blvd.

Boynton Beach, FL 33435

 

You can view the agenda for the next meeting of the Board:

 

02-23-2010
05-19-2010

08-23-2010

08
09

   
               
    Plan Documents :
 
   

2008 Summary Plan Description
Elective Benefis Pamphlet - Last Time to enroll 01-01-10 to 02-15-10

Ordinance

   
               
    Minutes :
 
   

Minutes 02-23-10

Minutes 05-19-10

08
09

   
               
    Forms :
 
   

The Resource Centers are located at:

Access common forms for the plan:

2010 Special Tax Notice
2010 W-4P Tax Withholding
Address Change
Application for Retirement Benefits
Authorization for Pension Check Deductions(Health Insurance Deductions)
Designation of Revocable Beneficiaries

Direct Deposit Form
Drop- Earning Election
Leaving DROP- Application for Retirement Benefits
Refund of Contributions
Retirement Checklist

   
               
    Online Calculators :
 
   

Drop Account Balances
Pension Benefit Calculator

   
               
    Fund Performance :
 
   

Linda Davidson (Chairperson)

You can view the latest quarterly investment report for the assets of the plan:

Investment Report 03-31-10

Investment Report 06-30-10

08
09

   
               
    Service Providers :    
    Linda Davidson (Chairperson)

Links to service providers for the plan:

 

Actuary
Gabriel, Roeder, Smith & Company
www.grsnet.com

Administrator

Pension Resource Centers

www.ResourceCenters.com

 

Attorney
Bonni Jensen, Esq.

 

Investment Managers

 

Davis Hamilton Jackson

 

Alliance Bernstein

 

 

Custodian
Wachovia Retirement Services

www.Wachovia.com 

 

Investment Consultant
Southeastern  Advisory Services
www.seadvisory.com 

 

 

 

 

 

 

JP Morgan (Real Estate)

 

 

 


   
    Please Note:

Please Note:


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