Pension Funds

Lake Worth General Employees' Pension Fund

Trustees :

Trustees

Valerie Hurley, Chairperson

Robert Lepa, Vice-Chairperson

Mark Bates, Trustee

Jeff Clemens, Trustee

Robert Kahant, 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 :

The Board meets on the third Tuesday of each month at 2 PM

The Board meets on the third Tuesday of each month at 2 PM.

Location: Conference Room, City Hall

7 North Dixie Highway

Lake Worth, FL 33460

Agenda :

The Board meets on the third Tuesday of each month at 2 PM

View the Agenda for the next Board Meeting:

Agenda 01-19-2010 Joint Meeting
Agenda 02-16-2010 Joint Meeting
Agenda 03-16-2010 Joint Meeting
Agenda 04-20-2010 Joint Meeting.(Revised)
Agenda 05-18-10 Joint Meeting

Agenda 05-25-10 Special Police Meeting.
Agenda 06-15-10 Joint Meeting
Agenda 07-20-10 Joint Meeting
Agenda 08-17-10 Joint Meeting.(REVISED)

Plan Documents :

2007 Summary Plan Description
DROP Rules

Ordinance

Minutes :

Minutes 01-19-2010 Minutes 02-16-2010 Minutes 04-20-10 Revised	Minutes 3-16-10 Minutes 5-18-10.Revised Minutes 6-15-10
Archives

Forms :

The Resource Centers are located at:

Access common forms for the plan:

2010 W-4P Tax Withholding
Address Change
Application Board Membership
Application for Distribution of DROP
Beneficiary Designation Form
Direct Deposit Form
DROP Application

Duty disability forms
IRS Updates- Safe Harbor Rollover
Leaving DROP Form
Non-duty disability forms
Refund Contributions
Retirement Checklist
Retirement Form

Online Calculators :

Linda Davidson (Chairperson)

The new administrator hopes to provide real time online access to pension benefit calculations and DROP Account information following completion of the conversion of information from the City of Lake Worth. In the mean time, active members of the plan should contact the Human Resources Department to obtain estimates of pension benefits.

Pension Benefit Calculator
Share and Drop Account Balances