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Palm Beach Gardens Firefighters' Pension Fund
 
               
    Trustees :
 
   

Linda Davidson (Chairperson)

Ed Morejon, Chairperson
Thomas Murphy, Secretary

DeRoy Olliff, Trustee

Rick Rhodes, Trustee

Donna Wisneski, 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.

 


   
   
   
         
    Plan Documents :
 
   

Ordinance

Summary Plan Description

   
               
    Forms :
 
   

2010 W-4P Tax Withholding
Beneficiary Designation
Confidentiality Request
Direct Deposit

Divorcing Member-Spouse Info
Pension and Disability Application
Refund of Contributions
Special Tax Notice for Refund of Contributions and Lump Sum Payments

   
               
    Minutes :
 
   

Minutes 1-12-09
Minutes 1-13-10
Minutes 1-25-10
Minutes 11-16-09
Minutes 2-2-09
Minutes 3-15-10

Minutes 3-16-09
Minutes 5-10-10
Minutes 5-18-09
Minutes 6-18-10
Minutes 7-20-09
Minutes 9-21-09

Archive

   
               
    Online Calculators :
 
   

Pension Benefit Calculator

   
               
    Fund Performance :
 
   

1Q2009 Investment Summary
1Q2010 Investment Summary
2Q2009 Investment Summary

2Q2010 Investment Summary
3Q2009 Investment Summary
4Q2009 Investment Summary

Archive

   
               
    Service Providers :    
    Links to service providers for the plan:

 

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

Attorney
Sugarman & Susskind, P.A.

Custodian
Regions Bank

www.regions.com

 

Investment Consultant
Bogdahn Consulting, LLC
www.bogdahnconsulting.com

 

Investment Managers
Dana Investment Advisors, Inc
www.danainvestment.com

 

American Realty Advisors
www.americanreal.com

 

Voyageur Asset Management

www.voyageurassetmanagement.com

 

Agincourt Capital Management

 

 

Davis Hamilton Jackson & Associates

www.dhja.com