Lake Worth Beach General Employees' Pension Fund
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    Trustees
 
   

Evanna Stephenson, Chair

Richard Collier, Trustee

Phillip Johnson, Trustee

Bruce Miller, Finance Director, Trustee

Mayor Betty Resch, Trustee

Trustee Resources

   
               
    Administrator    
   

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

 

Pension Resource Center LLC

Scott Baur and Albert Lovingood, Plan Administrators

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

2021 Lake Worth Beach General Employees Retirement System Actuarial Valuation Report
2022 Lake Worth Beach General Employees Retirement System AndCo GASB Real Return Disclosure
2022 Lake Worth Beach General Employees Retirement System Audited Financal Statement [FINAL]
2022 Lake Worth Beach General Employees Retirement System GASB 67 Disclosures

2022 Lake Worth Beach General Employees Retirement System IRR 60-T
2023 Lake Worth Beach General Employees Retirement System IRR 60-T
Lake Worth Beach General Employees Retirement System DMS Actuarial Summary Fact Sheet

Archive

   
               
    Meeting Notice
 
   

The Board of Trustees meets on the first Wednesday of the second and third months of each quarter at 11:30 AM in the Second Floor Conference Room at City Hall.

 

LOCATION:    Conference Room, City Hall

                      7 North Dixie Highway

                      Lake Worth, FL  33460

 

CONTACT:      (800) 206-0116 (Plan Administrator)

2024 Meeting Dates for Lake Worth Beach General and Lake Worth Beach Police Pension Funds

Agenda & Notice 02-06-2024 Joint Meeting - Lake Worth GE & PD

Arhives

   
               
    Meeting Archive
 
   

Archives

   
               
    5-5-5 Workshop
 
   

Workshop 08-30-18 General Full Page

Workshop 08-30-18 General

   
               
    Plan Documents
 
   

2021 Lake Worth Beach General Employees Pension Fund Summary Plan Description
Lake Worth Beach General Employees Pension Fund 04-01-22 Plan Changes for IBEW Effective 4-1-22

Lake Worth Beach General Employees Pension Fund 07-28-11 DROP Rules-Amendment to Sec 7
Lake Worth Beach General Ordinance Ammendment DROP Account Interest Rate 2024-01

Archive

   
               
    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.

 

2023 Form W-4P
Retirement Checklist (LW General)

Special Tax Notice

Cash Balance Distribution
Death Benefits
Disability
DROP Entry
DROP Exit
Refund of Contributions
Retirement

   
               
    Minutes
 
   

Lake Worth Beach General & Police 02-07-23 Joint Board Meeting Minutes - Final
Lake Worth Beach General & Police 05-02-23 Joint Board Meeting Minutes - Final - Signed (Pend PD Sig)

Lake Worth Beach General & Police 08-01-23 Joint Board Meeting Minutes - Signed
Lake Worth Beach General 09-05-23 Board Meeting Minutes - Signed

Archive

   
               
    Trustee Election
 
   

Application Board Membership

   
               
    Online Calculators
 
   

Pension Benefit Calculator
Share and Drop Account Balances

   
               
    Fund Performance
 
   

Lake Worth Beach General Employees Retirement System 03-31-2023 Quarterly Performance Report
Lake Worth Beach General Employees Retirement System 06-30-2023 Quarterly Performance Report

Lake Worth Beach General Employees Retirement System 09-30-2023 Quarterly Performance 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

Lake Worth General Employees’

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    
   

Links to service providers for the plan:

 

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

Administrator

Pension Resource Center LLC

www.ResourceCenters.com

 

Attorney
Sugarman & Susskind, P.A.

www.SugarmanSusskind.com

 

 

Investment Managers

 

Fred Alger Management

 

Heartland

 

Intercontinental

 

Manning & Napier

 

 

Custodian
Salem Trust

www.SalemTrust.com

 

Investment Consultant
Bogdahn Consulting
www.BogdahnConsulting.com

 

 

 

 

 

 

 

 

MD Sass Associates

 

Richmond Capital Management

 

Sawgrass

 

 

 


   
         
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