Lake Worth Beach Firefighters' Pension Trust Fund
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    Trustees
 
   

Barry Ruf, Chairman

Richard Seamon, Secretary

Kevin Carson, Trustee

 

Valerie Hurley, Trustee

Vacant, Trustee

 

Trustee Resources

   
               
    Administrator    
   

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

 

Pension Resource Center LLC

Margie Adcock, 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.

 


   
   
   
         
    Required Documents and Disclosures
 
   

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

2024 Chapter 112.664 Compliance Report
Actuarial Valuation 10-1-2024

Audit 9-30-24

Archive

   
               
    Plan Documents
 
   

DROP FAQ
Ordinance (Division I)

Pension Information Disclosure as Requested by the State of Florida
Summary Plan Description - 2023

   
               
    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 W-4P Form (Federal Tax Withholding Form)
Beneficiary Designation
Confidentiality Request
Disability Application Package 2011
Distribution of DROP Account Form
DROP Application Package 2017

Interest Election 9-2024 (annual election DROP)
Refund of Contributions Form
Retirement Application
Retirement Checklist
Special Tax Notice (2023)

   
               
    Minutes
 
   

MINUTES 11-13-24
MINUTES 2-14-24

MINUTES 5-8-24
MINUTES 8-14-24

Archive

   
               
    Online Calculators
 
   

DROP Account Balances
Pension Benefit Calculator

   
               
    Fund Performance
 
   

2024-03-31 Lake Worth Beach Firefighters' Pension Trust (Quarterly Report)
2024-06-30 Lake Worth Beach Firefighters' Pension Trust (Quarterly Report)
2024-09-30 Lake Worth Beach Firefighters' Pension Trust (Quarterly Report)

2024-12-31 Lake Worth Beach Firefighters' Pension Trust (Quarterly Report) (002)
Performance Update as of 8-31-2024

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

Lake Worth Firefighters’ Pension

Trust Fund

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL  33410

 

BY EMAIL:

 

RecordsRequest@ResourceCenters.com

 

FOR INQUIRIES, Please Call 561-624-3277

 

 

 

 


   
         
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