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Sunrise General Employees' Retirement Plan
 
               
    Trustees :
 
   

Linda Davidson (Chairperson)

Richard Salamon, Chairman
John Rizzo , Secretary
Rosalind Cervini, Trustee

Jack Lazarowitz, Trustee

 

Richard Smith, Trustee

Pauline Testagrose, Trustee
Laura Toebe, Trustee

Les Santiso, Alternate 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 :    
    Linda Davidson (Chairperson)

The Board meets on the fourth Wednesday of each month at 9:30 AM.

 

Meetings are held in the Village Civic Center located at:

 

6800 Sunset Strip Parkway

Sunrise, FL


   
    Plan Documents :
 
   

Ordinance

Summary Plan Description - General EE May-08

   
               
    Forms :
 
   

2010 W-4P Tax Withholding
Admin Rule - Buyback Mgmt and Sr Mgmt
Admin Rule - Distribution of DROP Account
Admin Rule - DROP Election of Benefit Option
Admin Rule - Normal Retirement
Admin Rule - Regarding Buyback for GE
Application for Benefits Package
Application for Pension or Disability
Beneficiary Form - DROP
Beneficiary Form
Buyback Application - GE

Buyback Application - Mgmt and Sr Mgmt
Change of Address Form
Confidentiality Request
DROP Account Distribution Form
Refund Contribution Waiver (Add'l for Vested)
Refund Contributions Non-vested and Vested
Salem Direct Deposit Form
Separation from Employement Checklist
Special Tax Notice
What to Expect Upon Retirement

   
               
    Fund Performance :
 
   

1Q 2009 Investment Performance
2Q 2008 Investment Performance
2Q 2009 Investment Performance
3Q 2008 Investment Performance

3Q 2009 Investment Performance
4Q 2008 Investment Performance
4Q 2009 Investment Performance