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West Palm Beach General Employees' Pension Fund
 
               
    Trustees :
 
   

Craig Kahle, CPA, Chairman

Craig Kahle, CPA, Chairman                   Patrick Cooney, Trustee

Benny Rodgers, Secretary                      George Hurley, Trustee

Robert Burd, Trustee                              William Swisher, Trustee

Lee Anna Claridge, 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 Resource Centers are located at:

View the agenda for the next meeting of the Board:

   
               
    Plan Documents :
 
   

Glossary 9-20-06
Investment Policy Guidelines

Ordinance 1946
Summary Plan Description

   
               
    Minutes :
 
   

Minutes 08-25-09
Minutes 1-26-10
Minutes 10-27-09
Minutes 11-24-09 (Workshop)
Minutes 2-23-10

Minutes 3-3-10 (Special Meeting)
Minutes 4-27-10
Minutes 5-25-10
Minutes 6-22-10
Minutes 7-27-10

Archives

   
               
    Forms :
 
   

The Resource Centers are located at:

Access common forms for the plan:

2010 W-4P Tax Withholding
Address Change
Applicaiton for Disability
Application for Death Benefits
Application for Retirement
Beneficiary Designation
Credit Union Deduction
Credit Union STOP Deduction
Direct Deposit
GENERAL Retirees Insurance Premium Selection

Insurance authorization
Medical Release
Pension Authorizaion
Refund of Contributions
Retiree Enrollment
Retiree Life Ins. Enrollment Form
Retirement Checklist
Travel Expense Form
Travel Expense Form

   
               
    Online Calculators :
 
   

Pension Benefit Calculator

   
               
    Fund Performance :
 
   

1st Qtr 2008 Report
2nd Qtr 2008 Report

3rd Qtr 2008 Report
4th Qtr 2008 Report

Archives

   
               
    Service Providers :    
    Links to service providers for the plan:

Links to service providers for the plan:

 

Actuary

Gabriel, Roeder, Smith & Company
www.gabrielroeder.com


Attorney

Klausner & Kaufman, P.A.
www.robertdklausner.com


Custodian

Salem Trust Company
www.salemtrust.com

 

Investment Consultant
The Bogdahn Group  www.bogdahnconsulting.com

 

Investment Managers

 

Argent Capital Management www.argentcapital.com

Baring Asset Management  www.baring-asset.com

Dana Investment www.danainvestment.com

Voyageur Asset Management www.voyageur.net

 

 


   
    Please Note:

Please Note:


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