West Palm Beach Firefighters' Pension Fund
Font Size:
 
               
    Trustees
 
   

David Merrell, Chair

Brian Walker, Secretary

Julian Cover, Trustee

Elizabeth Fugler, Trustee

Jeff Stefaniak, Trustee

 

Trustee Resources

   
               
    Administrator    
   

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

 

Resource Centers LLC

4360 Northlake Blvd. Suite 206

Palm Beach Gardens, FL 33410

 

Phone: 561.624.3277

Toll-Free: 800.206.0116

Fax: 561.624.3278

Email: ClientServices@ResourceCenters.com

 

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
 
   

2021 Annual Actuarial Valuation
2021 Audited Financial Statement
2021 Ch. 112.664 Compliance Report

2021 GASB 68 Report
2023 Audited Financial Statement

2014
2015
2016
2017
2018
2019
2020
2021

   
               
    Meeting Notice
 
   

The Board of Trustees meets monthly at 1:30 PM on the first Thursday of each month:

 

LOCATION:    Fire Station 5

                     First Floor Training Room

                     700 North Congress Avenue

                     West Palm Beach, FL 33401

 

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

West Palm Fire 2025 Meeting Dates

   
               
    Current Meeting (February 6, 2025)
 
   

Agenda & Notice 02-06-25 Regular Meeting

Meeting Documents

   
               
    Meeting Archives
 
   

Archives

   
               
    Plan Documents
 
   

2012 Special Act Restatement
2013 Special Act Implementation Policy
2015 Special Act Amendment
2022 Supplemental Distribution - Frequently Asked Questions

Pension Workshop Presentation 2018
Summary Plan Description - August 2021

   
               
    Other Board Policies
 
   

2011 Benefit Payment Policy
2011 Buyback Policy
2011 Policy Administration & Records Exhibit A
2011 Policy Administraton & Records
2018 Travel Policy (00124509xBC171)
2019 Policy - Trust as Beneficiary (00132263xBC171)

2020 BackDrop and Share Account Distribution Policy (00154315xBC171)
2021 Board Election Policy (00188585xBC171) Clean
2021 Policy Regarding Investment Manager Agreements (00176951xBC171)
2022 Actuarial Funding Policy (00211302xBC171)
Special Tax Notice (00204340xBC171)

   
               
    Forms
 
   

Access common forms for the plan:

2022 Earnings Election (No Notary)
2025 Form W-4P
2025 Form W-4R
Beneficiary Designation
Change of Address and Contact Information Form

Rollover into Plan
Special Tax Notice (00204340xBC171)
VEBA Applicaiton 08-2017

Buyback Packet
Death Benefit
Disability Retirement
DROP Distribution
DROP Loan Packet
Minimum Required Distributions
Refund of Contributions
Retirement Packet
Share Distribution

   
               
    Minutes
 
   

Minutes 01-02-25

Archive

   
               
    Online Calculators
 
   

Pension Benefit Calculator
Share and DROP Account Balances

   
               
    Fund Performance
 
   

Mariner 03-31-24 Quarterly Performance Report
Mariner 06-30-24 Quarterly Performance Report
Mariner 09-30-24 Quarterly Performance Report

Mariner 12-31-24 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

West Palm Beach Firefighters’

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.grsconsulting.com

Attorney
Klausner, Kaufman, Jensen & Levinson, P.A.

www.robertdklausner.com  

Custodian
Salem Trust Company
www.salemtrust.com

Investment Consultant
AndCo. Consulting

www.andcoconsulting.com

 

Investment Managers

Baron Capital, Inc. www.baronfunds.com

The Boston Company
www.thebostoncompany.com

Brown Advisory

www.brownadvisory.com

Franklin Templeton   www.franklintempleton.com

Garcia Hamilton & Associates

www.garciahamilton&associates.com

JPMorgan                www.jpmorgan.com

Thompson, Siegel & Walmsley www.tswinvest.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