Lake Worth Beach Police Officers' Pension Fund
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    Trustees
 
   

Christopher Johnson, Chair

Charles Ferry, Secretary

Lonney Moral, 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 Centers

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 Police Officers Retirement System Actuarial Valuation Report
2021 Lake Worth Beach Police Officers Retirement System Chapter 112.664 Compliance Report
2022 Lake Worth Beach Police Officers Retirement System AndCo GASB Real Return Disclosure
2022 Lake Worth Beach Police Officers Retirement System Audited Financial Statement [FINAL]
2022 Lake Worth Beach Police Officers Retirement System GASB 67 Disclosures

2022 Lake Worth Beach Police Officers Retirement System IRR 60-T
2023 Lake Worth Beach Police Officers Retirment System Actuarial Valuation
2023 Lake Worth Beach Police Officers' Retirement System IRR 60-T
Lake Worth Beach Police Officers Retirement System DMS Actuarial Summary Fact Sheet

Archive

   
               
    Meeting Notice
 
   

The Board of Trustees meets on the first Wednesday of the second month 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 12-03-2024 Lake Worth Beach Police Special Board Meeting

Archives

   
               
    Plan Documents
 
   

2024 Lake Worth Police Summary Plan Description
Actuarial Valuation Report 10-1-18(PO)
Lake Worth Beach Police Officers Pension Fund Ordinance Division I and II (2004)

Ordinance Article IV Sudivision 1 Police Pension
Resolution Amending DROP April 2012

Archive

   
               
    Financial Information
 
   

Actuarial Valuation 2018

   
               
    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.

2010 - Distribution Form
2015 SPECIAL TAX NOTICE (Revised)
2018-74 Special Tax Notice (IRS Rollover for Public Safety) 3.12
2025 Form W-4P
2025 Form W-4R
Address Change

Application for Death Benefits
Application for Distribution of DROP
DROP Applicaton
IRS Updates- Safe Harbor Rollover
Refund of Contributions
Retirement Option Form

Death Benefit
Disability Retirement
DROP Entry
DROP Exit
Refund of Contributions
Retirement Packet
Share Distribution

   
               
    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

Archive

   
               
    Online Calculators
 
   

The new administrator hopes to provide real time online access to pension benefit calculations and DROP Account information following completion of the conversion of information from the City of Lake Worth. In the mean time, active members of the plan should contact the Human Resources Department to obtain estimates of pension benefits.

Pension Benefit Calculator
Share and Drop Account Balances

   
               
    Fund Performance
 
   

Lake Worth Beach Police 03-31-2024 Quarterly Performance Report

Lake Worth Beach Police 06-30-2024 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 Police OfficersÂ’

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

 

Brown Advisory

 

Heartland

 

Manning & Napier

 

MD Sass Associates

 

 

Custodian
Salem Trust

www.SalemTrust.com

 

Investment Consultant
Bogdahn Consulting
www.BogdahnConsulting.com

 

 

 

 

 

 

 

 

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