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Palm Tran - ATU Local 1577 Pension Plan
 
               
    Meeting Dates :
 
   

Linda Davidson (Chairperson)

February 25, 2010         

May 27, 2010    

 

All meetings start at 10:30 A.M.

August 26, 2010

December 2, 2010         



 
   
               
    Trustees :
 
   

Linda Davidson (Chairperson)

Dwight Mattingly, Chairperson
Frank Stanzione, Trustee

 

Liz Bloeser, Secretary

Nancy Bolton, 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 :
 
   

Plan Document
Summary Plan Description

Trust Agreement
   
               
    Benefit Eligibility :
 
   

The Resource Centers are located at:

Important

 

Simplified guide to benefit eligibility for members of the plan:

Benefit Eligibility

   
               
    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 Form

Insurance Deduction Authorization
Refund of Contributions Application
Retirement Application Package
Retirement Checklist
Special Tax Notice
   
               
    Minutes :
 
   

Minutes 2-25-10
Minutes 4-7-10

Minutes 5-27-10
Minutes 7-20-10

Archives

   
               
    Agenda :
 
   

The Resource Centers are located at:

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

Pension Benefit Calculator

   
               
    Fund Performance :
 
   

The Resource Centers are located at:

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

2Q2010 Investment Re

Quarterly Investment Report 3-31-10

Archives

   
               
    Service Providers :    
    Linda Davidson (Chairperson)

Links to service providers for the plan:

Actuary
Freiman Little Actuaries, LLC

www.flactuaries.com


Attorneys

Sugarman & Susskind, P.A.
Hanson, Perry, & Jensen, P.A.

Custodian
Salem Trust Company

 

Administrator

Pension Resource Center LLC

www.ResourceCenters.com

 

Investment Consultant
Burgess Chambers & Associates

Investment Managers


CS McKee

 

Fischer Investments

 

Gulliard Capital Management

 

Lotsoff Capital

 

RREEF (Deutsche Bank)

 


    
    Please Note:

Please Note:


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