Fort Myers General Employees' Pension Fund
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    Trustees
 
   

Donna Lovejoy, Chair (Non-Union Appointed)

Aurelio Gongora, Vice Chair (Board Selected)

Jason Frank,  Secretary (Union President)

Beth Stark, Trustee (Board Selected)

Walter Ilczyszyn, Trustee (Union Appointed)

McKinley Williams, Trustee (Council Appointed)

John Lege III, Trustee (Asst. City Manager)

 

Trustee Resources

   
               
    Administrator    
   

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

 

Local Office: Fort Myers

Ms. Stacie Crout, Plan Administrator

4100 Center Pointe Drive, Suite 108

Fort Myers, FL 33916 

  

Local Office Contact:

Office: 239.573.4750

Fax: 239.573.4752

 

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.

 


   
   
   
         
    Required Documents and Disclosures
 
   

Link to Actuarial Fact Sheet website per Section 112.665(1)(e), Florida Statutes

112.664 Compliance 2023
2023 Actuarial Valuation

2023 Annual Comprehensive Financial Report

   
               
    Agenda
 
   

The Board of Trustees normally meets quarterly on the third Wednesday of each month in the 4th Floor Conference Room at City Hall, 2200 Second Street, Ft Myers. The meetings begin at 9:00 AM.

 

LOCATION:       4th Floor Conference Room

2200 Second Street

Fort Myers, FL 33901

 

February 19, 2025

March 19, 2025 (Quarterly Meeting)

May 21, 2025

June 18, 2025 (Quarterly Meeting)

August 20, 2025

September 17, 2025 (Quarterly Meeting)

November 19, 2025

December 17, 2025 (Quarterly Meeting)

 

The Board holds their quarterly business meetings at the scheduled March, June, September, and December meetings; the Board does not meet in January, April, July, or October.

 

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

Agenda Notice 02-19-2025 Monthly Meeting

Archive

   
               
    Plan Documents
 
   

2024 Actuarial Valuation
Board Resolution 24-01

Fort Myers, FL Code of Ordinances (2)
Summary Plan Description 06-01-24

   
               
    Forms
 
   

Access common forms for the plan:

Beneficiary Designation Form
Benefit Election Form
Buyback Application - Airtime
Buyback Application - Military
Buyback Application - Prior Government
Buyback Rollover Request Certification
Disability Retirement Application
DROP Change of Account Return Election

DROP Entry Application
DROP Pay-Out Options
Lump Sum Distribution Form
Refund of Contributions Waiver (Non-Vested)
Refund of Contributions Waiver (Vested)
Retirement Application
Special Tax Notice & Certification of Receipt 06-21-23

   
               
    Minutes
 
   

To open a file select the files from this year or to open previous years select "Archives":

11-20-24 Minutes

12-18-24 Minutes

Archive

   
               
    Online Calculators
 
   

NOTE:  Online Calculator estimates are based on payroll data received from the City of Fort Myers.  Please contact Amber McNeill in the Fort Myers office of the Pension Resource Center at 239-573-5147 if you have additional questions regarding your estimate.

 

Pension Benefit Calculator

   
               
    Fund Performance
 
   

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

Investment Consultant 03-31-24 Report
Investment Consultant 09-30-23 Report

Investment Consultant 12-31-23 Report

Archive

   
               
    Public Records    
   

ALL NOTICES AND REQUESTS UNDER THE PUBLIC RECORDS LAW, CH. 119, FLA. STAT., SHOULD BE DIRECTED TO THE CUSTODIAN OF PUBLIC RECORDS AS FOLLOWS.

 

BY MAIL:

 

Custodian of Public Records

Fort Myers General Employees’

Retirement System

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL  33410

 

BY EMAIL:

 

RecordsRequest@ResourceCenters.com

 

FOR INQUIRIES, Please Call 561-624-3277

 

 

 

 


   
    Service Providers    
   

Actuary                                                 Investment Managers

Foster & Foster, Inc.                                Galliard Capital Management

www.foster-foster.com                             www.Galliard.com

                                               

Custodian                                              Wells Capital Management

Salem Trust Company                              www.wellscap.com

www.salemtrust.com                                          

                                                            Eagle Capital Management, LLC

Investment Consultant                             www.eaglecap.com

Mariner Institutional

www.marinerwealthadvisors.com               Advisory Research                      

                                                            www.Advisoryresearch.com

Attorney                       

Klausner, Kaufman,

Jensen & Levinson                                   Morgan Stanley Prime Property Real Estate

                                                            www.MorganStanley.com

                                               

                                                            Polaris Capital Management

                                                            www.PolarisCapital.com

                       

                                                           

                                                           


   
         
Main Office

4360 Northlake Blvd, Suite 206,
Palm Beach Gardens, FL 33410

Phone: (561) 624-3277
Fax: (561) 624-3278

Fort Myers Office

4100 Center Pointe Dr, Suite 108,
Fort Myers, FL 33916

Phone: (239) 573-4750
Fax: (239) 573-4752

Orlando Office

231 East Colonial Dr. Suite 100,
Orlando, FL 32801

Phone (561) 855-2209