Fort Pierce Police Officers' Pension Fund
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    Trustees
 
   

Brian MacNaught, Chairman
Daniel Flaherty, Secretary

Robie Troutman, Trustee
Carlos Villanueva, Trustee
Frank Amandro, Trustee

 

Trustee Resources

   
               
    Administrator    
   

The Pension Resource Center administers the plan.  You can contact our office at:

 

Pension Resource Centers

Kyle Tintle, Plan Administrator

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 Dates
 
   

The Board will meet on the following dates in 2025 at 9:30 AM:

·         Thursday, March 20, 2025

·         Thursday, June 26, 2025

·         Thursday, September 18, 2025

·         Thursday, December 18, 2025

 

 

DRAFT Agenda Notice 12-21-23 Quarterly Meeting

Meeting Documents

   
               
    Required Documents and Disclosures
 
   

2021 Fort Pierce CAFR
2022 Chapter 112.664 Compliance Report
2023 Actuarial Valuation Report
2023-24 Administrative Budget

60T Disclosure 2021
GASB 67 Disclosures 09-30-2024
GASB 68 Disclosures 09-30-2024

   
               
    Plan Documents
 
   

Investment Policy Statement 09-24
Ordinance

Policy Regarding Contractual Provisions for Investment Managers
Summary Plan Description December 2020

   
               
    Forms
 
   

Access common forms for the plan:

To change or update your Address or Direct Deposit Information, please contact our office at 561-624-3277 or 1-800-206-0116.

2024 Form W-4P Tax Withholding
Confidentiality Request
Designation of Beneficiary
Disability (Package)
DROP Application (Package)
DROP Distribution Form
Earnings Method Election

HIPAA Form
Interrogatories
Memo regarding 2024 online Form 1 Filing
Pension Benefit Application
Refund of Contributions Application
Special Tax Notice 2022
Travel Expense

   
               
    Minutes
 
   

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

Minutes 03-31-2024
Minutes 07-18-2024

Minutes 09-21-2023
Minutes 12-21-2023

Archives

   
               
    Online Calculators
 
   

DROP Account Balances

   
               
    Fund Performance
 
   

Fund Performance 03-31-2024
Fund Performance 06-30-2024

Fund Performance 09-30-2024
Fund Performance 12-31-2023

   
               
    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 Pierce Police Officers

Pension Fund

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

Gabriel Roeder Smith & Company

www.grsconsulting.com

 

Auditor

No Audit

City CAFR

https://www.cityoffortpierce.com/DocumentCenter/View/19887/2021-Annual-Comprehensive-Financial-Report

Attorney

Bonni S. Jensen

http://www.klausnerkaufman.com

 

Custodian

Sun Trust Private Wealth Management

www.suntrust.com/wealth-management

 

Investment Consultant

Burgess Chambers

www.BurgessChambers.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