Tequesta General Employees' Pension Fund
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    Trustees
 
   

Bernard Ward, Chairman

Michelle Gload, Trustee

Michael Rhodes, Trustee

Dennis Rick, Secretary

Kyle Stone, Trustee

 

Trustee Resources

   
               
    Board Meeting Notice and Agenda
 
   

Agenda & Notice 05-08-2025 Tequesta General Employees Pension Fund

Tequesta General Employees Pension Plan 2025 Meeting Schedule

   
               
    Administrator    
   

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

 

Pension Resource Centers

Albert Lovingood, 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.

 


   
   
   
         
    Workshop
 
   

The Board and the Plan Administrator held recent educational workshops for members of the Plan. You can access the complete set of workshop presentation slides:

Tequesta General 03-31-2022 Pension Presentation

Tequesta General 10-11-2024 Pension Presentation

   
               
    Required Documents and Disclosures
 
   

2024 Tequesta General Employees Trust Fund Actuarial Valuation Report
2024 Tequesta General Employees Trust Fund Chapter 112.664 Compliance Report
2024 Tequesta General Employees Trust Fund Five Year- Rate of Return and Asset Allocation
2024 Tequesta General Employees Trust Fund GASB 68

2024 Village of Tequesta Annual Comprehensive Financial Report
DMS Actuarial Summary Fact Sheet
Notice of Public Record Requests

Archive

   
               
    Plan Documents
 
   

Tequesta General Employees Trust Fund 02-06-2017 Ivestment Policy Statement
Tequesta General Employees Trust Fund 08-2019 Administrative Rules
Tequesta General Employees Trust Fund Pension Plan Ordinance_18-17_10_12_2017

Tequesta General Employees Trust Fund Travel Expense Policy
Tequesta General Employees Trust Fund Travel Expense Reimbursement Voucher
Tequesta General Employees' Pension Fund 2024 Summary Plan Description

   
               
    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.

2025 Form W-4P
2025 Form W-4R
HB 401-Important Information
Tequesta General - Designation of Beneficiary Form

Tequesta General - Retirement Checklist (Tequesta GE) Revised 11-10-23
Tequesta General - Special Tax Notice (2023)
Tequesta General Employees' Pension Fund 2024 Summary Plan Description
The 2012 Florida Statute Chapter 732

Refund of Contributions
Retirement Packet

   
               
    Minutes
 
   

Archive

   
               
    Online Calculators
 
   

Pension Benefit Calculator

   
               
    Fund Performance
 
   

Tequesta General 03-31-2024 Quarterly Performance Report

Tequesta General 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

Tequesta General EmployeesÂ’

Pension 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