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Hallandale Beach Police Officers' and Firefighters' Pension
 
               
    Trustees :
 
   

Alan B

Alan B. Miller, CPA, Chairman                 Kenneth L. Cowley, Police Trustee

Dorothy Ross, Secretary                         Jim Bunce, Firefighter Trustee

Mayor Joy F. Cooper, Trustee

 

 

Trustee Resources

   
               
    Administrator :    
    The Pension Resource Center administers the plan

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

 

Pension Resource Center LLC

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.

 


   
   
   
         
    Meeting Schedule :    
    Quarterly Business Meetings

Quarterly Business Meetings                    Quarterly Investment Meetings

Monday January 11, 2010 at 3 PM            Monday March 1, 2010 at 3PM

Monday April 12, 2010 at 3 PM                 Monday May 31, 2010 at 3 PM

Monday July 12, 2010 at 3 PM                  Monday August 23, 2010 at 3 PM

Monday October 11, 2010 at 3PM             Monday November 22, 2010 at 3 PM

 


   
    Agenda :
 
   

View the agenda for the next meeting of the Board:

View the agenda for the next meeting of the Board:

 

Agenda 8-23-10

   
               
    Plan Documents :
 
   

The Resource Centers are located at:

Access the current plan documents:

Fire Collective Bargaining Agreement
ORD 2008-29 ADOPTED
Ordiance (2004 Adoption)

Ordinance (2004 Restated)
Police Collective Bargaining Agreement
SPD 2009

   
               
    Minutes :
 
   

Minutes 01-11-10
Minutes 03-01-10
Minutes 04-12-10
Minutes 04-22-10 - Special Meeting
Minutes 05-24-10

Minutes 07-12-10
Minutes 08-24-09
Minutes 09-29-09
Minutes 10-19-09
Minutes 11-16-09

Archives

   
               
    Forms :
 
   

The Resource Centers are located at:

Access common forms for the plan:

2010 W-4P Tax Withholding
Address Change
Beneficiary Designation
Confidentiality Request
Direct Deposit
DROP Application Package (Fire)
DROP Application Package (Police)
DROP Distribution Application

DROP EXIT Package
Health Insurance Premium Withholding
Refund of Contributions Package
Retirement Application Package
Retirement Application
Special Tax Notice
Tax Withholding
Travel and Expense Report

   
               
    Online Calculators :
 
   

DROP Account Balances
Pension Benefit Calculator

   
               
    Fund Performance :
 
   

1st Qtr 2008 Return Summary
1st Qtr 2008 Value Summary
2nd Qtr 2008 Return Summary
2nd Qtr 2008 Value Summary

3rd Qtr 2008 Return Summary
3rd Qtr 2008 Value Summary
4th Qtr 2008 Return & Value Summary

Archives

   
               
    Service Providers :    
    Actuary

Actuary

Gabriel, Roeder, Smith & Company
www.gabrielroeder.com


Attorney

Klausner & Kaufman, P.A.
www.robertdklausner.com


Custodian

Salem Trust Company
www.salemtrust.com

 

 

 

Investment Managers

The Boston Company Asset Management
www.melloninstitutional.com

Principal Global Investors
www.principal.com

Sawgrass Asset Management
www.saw-grass.com

Taplin, Canida & Habacht www.tchinc.com

Thompson, Siegel & Walmsley www.tsw-ic.com

Thornburg Investment Management www.thornburg.com

Wells Capital Management www.wellscap.com

Investment Consultant
Citi Institutional Consulting www.institutionalconsulting.citi.com/baygroup

 


   
    Actuarial Valuation Reports :
 
   

2004 Actuarial Valuation
2005 Actuarial Valuation

2006 Actuarial Valuation
2007 Actuarial Valuation

   
               
    Please Note:

Please Note:


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