West Palm Beach General Employees' Pension Fund
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    Trustees
 
   

Leon Pinder, Chairman                      Sylvia Gregory, Secretary

Stephen Hunter, Trustee                    Bridget Souffrant, Trustee

Benny Rodgers, Trustee                    Amando Fana, 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 GASB 67
2023 West palm Beach General GASB 68

Archive

   
               
    Agenda
 
   

View the agenda for the next meeting of the Board:

Agenda & Notice 02-21-2024 West Palm Beach General Employees' Pension Fund

West Palm Beach General 2024 Meeting Schedule

Archive

   
               
    Plan Documents
 
   

COLA Provision
Investment Glossary 9-20-06
Investment Policy Guidelines-Addendums
Investment Policy Guidelines
Investment Policy Statement Rev 2-26-19

Ordinance 1946
Restated Employees Retirement System Plan
Summary of Plan Description 2017
Travel Policy

   
               
    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.

2024 Form W-4P
2024 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 02-22-2023 Quarterly Board Meeting Minutes
West Palm Beach General 05-17-2023 Quarterly Board Meeting Minutes
West Palm Beach General 08-23-2023 Quarterly Board Meeting Minutes

Archive

   
               
    Online Calculators
 
   

Pension Benefit Calculator

   
               
    Fund Performance
 
   

West Palm Beach General 12-31-2023 AndCo 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    
   

Links to service providers for the plan:

 

Actuary

Gabriel, Roeder, Smith & Company www.gabrielroeder.com


Attorney

Arlene Franconero
City of West Palm Beach


Custodian

KeyBank

www.keybank.com

 

Investment Consultant

AndCo

www.AndCoConsulting.com

 

 

 

 

Investment Managers

Argent Capital Management www.argentcapital.com

Dana Investment www.danainvestment.com

Garcia Hamilton Associates

www.garciahamiltonassociates.com

 

American Realty

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