West Palm Beach General Employees' Pension Fund
Font Size:
 
               
    Trustees
 
   

Leon Pinder, Chairman                      Sylvia Gregory, Secretary

Stephen Hunter, Trustee                    Bridget Souffrant, Trustee

Benny Rodgers, Trustee                    Amando Fana, Trustee

Terrance Rich, Trustee

 

Trustee Resources

   
               
    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.

 


   
   
   
         
    Required Documents and Disclosures
 
   

2022 West Palm Beach General Chapter 112.664 Compliance
2023 West Palm Beach General Actuarial Valuation Report
2023 West Palm Beach General Annual 60T Report
2023 West Palm Beach General Audited Financial Statement - Final
2023 West Palm Beach General Chapter 112.664 Compliance
2023 West Palm Beach General GASB 67

2023 West Palm Beach General GASB 68
2024 West Palm Beach General Actuarial Valuaiton Report
2024 West Palm Beach General GASB 67
2024 West Palm Beach General GASB 68

Archive

   
               
    Agenda
 
   

View the agenda for the next meeting of the Board:

West Palm Beach General 2025 Meeting Schedule

Archive

   
               
    Plan Documents
 
   

Investment Glossary 9-20-06
Restated Employees Retirement System Plan
West Palm Beach General 03-07-2011 Ordinance 4330-11 Cost of Living Adjustment
West Palm Beach General 03-12-1946 Ordinance 261
West Palm Beach General 03-27-2012 Election Policy - Administrative Rule

West Palm Beach General 08-23-2023 Investment Policy Statement
West Palm Beach General 09-03-2024 Ordinance 5108-24 One-time Joint Annuitant Change
West Palm Beach General 11-01-2021 Ordinance 4974-21
West Palm Beach General 12-30-2022 Travel Policy
West Palm Beach General 2017 Summary of 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

West Palm Beach General - Designation of Beneficiary Form
West Palm Beach General - Health Insurance Deduction Authorization Form

Disability Packet
Refund of Contributions Packet
Retirement Packet
Survivor Benefits Packet

   
               
    Minutes
 
   

West Palm Beach General 02-21-2024 Quarterly Board Meeting Minutes

West Palm Beach General 05-15-2024 Quarterly Board Meeting Minutes
West Palm Beach General 08-28-2024 Quarterly Board Meeting Minutes
West Palm Beach General 11-20-2024 Quarterly Board Meeting Minutes

Archive

   
               
    Online Calculators
 
   

Pension Benefit Calculator

   
               
    Fund Performance
 
   

West Palm Beach General 03-31-2024 Quarterly Performance Report
West Palm Beach General 06-30-2024 Quarterly Performance Report

West Palm Beach General 09-30-2024 Quarterly Performance Report
West Palm Beach General 12-31-2024 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

West Palm Beach 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    
   

Actuary

Gabriel Roeder Smith & Company

www.grsconsulting.com

Attorney

Nancy Urcheck, City of West Palm Beach

www.wpb.org

Custodian

KeyBank Institutional Advisors

www.key.com

Investment Consultant

Mariner Institutional

www.mariner.com

Investment Managers

Argent Capital Management

www.argentcapital.com

 

Dana Investment

www.danainvestment.com

 

Garcia Hamilton Associates

www.garciahamiltonassociates.com

 

American Realty Advisors

www.aracapital.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