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HomeMy WebLinkAbout11-01-2023 AgendaCITY OF OCOEE MUNICIPAL GENERAL EMPLOYEES' PENSION BOARD OF TRUSTEES QUARTERLY MEETING CITY HALL, COMMISSION CHAMBERS 1 N. BLUFORD AVENUE, OCOEE, FL 34761 AGENDA Wednesday, November 1, 2023 - 10:OOAM Pursuant to Chapter 286, F.S., if an individual decades to appeal any decision made with respect to any matter considered at a meeting or hearing, that individual will need a record of the proceedings and will need to ensure a verbatim record of the proceedings is made. In accordance with the Americans with Disabilities Act persons needing assistance to participate in any of these proceedings should contact the City Clerk at 407-905-3100, prior to the meeting. I. CALL TO ORDER/ROLL CALL/DETERMINATION OF A QUORUM II. PUBLIC COMMENTS III. OLD BUSINESS 1. Further discussion of retiree overpayment IV. APPROVAL OF MINUTES 1. August 2, 2023, quarterly meeting V. CONSENT AGENDA 1. Payment ratification a. Warrants #107 and #108 2. New invoices for payment approval a. None 3. Fund activity report for July 27, 2023 -October 25, 2023 VI. REPORTS (ATTORNEY/CONSULTANTS) 1. AndCo Consulting, Brad Hess, Investment Consultant a. Quarterly report as of September 30, 2023 2. Sugarman & Susskind, Pedro Herrera, Board Attorney a. Summary Plan Description VII. NEW BUSINESS 1. Discussion of air time provision/eligibility to purchase prior service 2. Legal services agreement 3. Discussion of travel policy VIII. STAFF REPORTS, DISCUSSION, AND ACTION 1. Foster & Foster, Chrissy Stoker, Plan Administrator a. FPPTA Board membership renewal b. Educational opportunity i. FPPTA Winter Trustee School, Jan. 28-31, 2024, Rosen Centre, Orlando IX. TRUSTEES' REPORTS, DISCUSSION, AND ACTION X. CHAIRPERSON'S REPORT XI. ADJOURNMENT Next Regular Meeting Date: February 7, 2024, at 10:OOAM, Quarterly Meeting