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West Palm Beach Firefighters' Pension Fund
 
               
    Trustees :
 
   

Dorritt Miller, Chairperson

Dorritt Miller, Chairperson

Matt Young, Secretary

Brian Walker, Trustee

Randy Sherman, Trustee

Rick Dorey, 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.

 


   
   
   
         
    Agenda :
 
   

The Trustees meet on the second Thursday of each month at 1:30 PM in the third floor conference room of the Main Fire Station (Station 1):

The Trustees meet on the second Thursday of each month at 1:30 PM in the third floor conference room of the Main Fire Station (Station 1):

 

Fire Station 1

3rd Floor Conference Room

500 North Dixie Highway 

West Palm Beach, Florida 33402

 

An agenda for the next meeting is not yet available.

 

   
               
    Plan Documents :
 
   

Special Act - Revised 2010
Special Act Implementation Policy

Summary Plan Description - May 2010

   
               
    Other Board Policies :
 
   

Buyback Policy
DROP & Share Account Distribution Policy

Special Tax Notice RE Rollovers

   
               
    Minutes :
 
   

MINUTES 06-10-10
Minutes 01-14-10
MINUTES 03-11-10
MINUTES 04-08-10
MINUTES 05-13-10

Minutes 08-13-09
Minutes 09-10-09
Minutes 10-08-09
Minutes 11-12-09
Minutes 12-10-09

Archive

   
               
    Forms :
 
   

The Resource Centers are located at:

Access common forms for the plan:

2010 W-4P Tax Withholding
Address Change
Applicaiton for Distribution of Share Acct
Application for Distribution of DROP Acct
Application to Elect Earnings
BackDROP Election Form
Beneficiary Designation
BuyBack Agreement
Buyback Application
Credit Union Authorization
Direct Deposit Form

Disability Application
Insurance Deduction Authorization
Refund of Contributions
Retiree Life Ins. Enrollment Form
Retirement Application
Rollover into Plan
Standard Life Insurance (City)
Transfer-Rollover Auth
Travel Expense Form
VEBA Application

   
               
    Online Calculators :
 
   

Pension Benefit Calculator
Share and Drop Account Balances

   
               
    Fund Performance :
 
   

1st Qtr 2010 Report
4th Qtr 2009 Report

9-30-2009 Actuarial Valuation

Archives

   
               
    Service Providers :    
    Links to service providers for the plan:

Links to service providers for the plan:

 

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


Attorney
Hanson, Perry, & Jensen, P.A.

Custodian
Salem Trust Company
www.salemtrust.com

 

Investment Consultant
The Bogdahn Group  www.bogdahnconsulting.com

 

Investment Managers

 

Aletheia Research & Management www.aletheiaresearch.com

Baron Capital, Inc. www.baronfunds.com

The Boston Company Asset Management
www.melloninstitutional.com

Fayez Sarofim & Co.

www.sarofim.com

 

Franklin Templeton   www.franklintempleton.com

 

JPMorgan                www.jpmorgan.com

 

Merrill Lynch                     www.ml.com

 

Oppenheimer Capital    www.opcap.com

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

 

 


   
    Please Note:

 

 

Please Note:


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