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03-08-2021CITY OF EDGEWATER GENERAL EMPLOYEES' PENSION BOARD QUARTERLY MEETING MINUTES City Council Chambers Monday, March 8, 2021, at 10:30am TRUSTEES PRESENT: Brenda Dewees Bridgette Vaissiere Tyna Hilton Dilena Talley Tim Sopko TRUSTEES ABSENT: None OTHERS PRESENT: Bonni Jensen, Klausner, Kaufman, Jensen & Levinson (via phone) Frank Wan, Burgess, Chambers & Associates Chris Caputo, Integrity Fixed Income Management (via phone) Doug Lozen, Foster & Foster Michelle Rodriguez, Foster & Foster EDUCATION SESSION: Bonni Jensen and Chris Caputo provided two education sessions for the trustees. 1. 2. 3. 4. Call to Order Brenda DeWees called the meeting to order at 10:31am. Roll Call -As reflected above. Public Comments None. Approval of Minutes a. December 14, 2020 Quarterly Meeting Minutes The December 14. 2020. quarterly meeting minutes were approved, upon motion by Bridgette Vaissiere and second by Dilena Talley; motion carried 5-0. 5. New Business -None. 6. Old Business None. 7. Reports a. Foster & Foster, Doug Lozen, Plan Actuary i. October 1, 2020 Actuarial Valuation Report 1. Doug Lozen reviewed the role of the plan actuary and commented funding numbers for the plan would change each year based on the previous and future expected plan experience. Doug Lozen commented the City's required contribution decreased this year mainly because of a State mandated change on mortality tables and an investment return of 7.94% (actuarial asset basis) which exceeded the plan's 6.75% rate assumption. Doug commented they would need to start thinking about lowering the assumption rate in keeping a statewide trend. 2. Doug reviewed the history of the plan's funding status and commented it had remained steady since 2015. 3. Bridgette Vaissiere asked what the average rate of assumption was for other pension plans around the State and Frank Wan commented it was currently 7.4% but trending downward. 4. Bridgette asked if the rate of assumption affected closed plans differently and Doug commented the assumption rate was very important in closed 1 plans because they were cash flow negative and investment losses had a much bigger impact. The Board voted to approve the October 1. 2020 Actuarial Valuation Report. upon motion by Tyna Hilton and second by Bridgette Vaissiere; motion carried 5-0. 5. Frank Wan commented he agreed with the actuary's rate assumption recommendation of 6.75% The Board voted the Declaration of Returns for the Plan shall be 6.75% for the next year. the next serval years. and the long-term. thereafter net of investment related expenses. upon motion by Bridgette Vaissiere and second by Tim Sopko; motion carried 5-0. b. Burgess, Chambers & Associates, Frank Wan, Investment Consultant i. Quarterly Report as of December 31, 2020 1. Frank Wan reviewed factors that went into the decision to lower the plan's rate assumption and commented since the life of the plan was well over 30 years, a long-term investment projection should be assumed. 2. Frank commented the market environment over the last quarter was driven by big tech companies and the announcement of the vaccine rollout had pushed the airline and restaurant industries to the forefront. 3. The market value of the plan as of December 31, 2020, was $14,016,017. 4. The fund's total gross returns for the quarter were 9.9%, outperforming the policy benchmark of 7.6%. Trailing total fund gross returns for the 1, 3, and 5-year periods were 17.2%, 10.5% and 10.1 % respectively. Frank reviewed the individual asset allocation of the plan. 5. Frank reviewed the plan's individual asset allocations and commented American Core Realty was expected to collect 92% of all expected income. Frank commented their international equity fund had a 20.1 % return and even their fixed income category outperformed the market by far. 6. Brenda DeWees asked Frank to explain the FTSE Pension Discount Curve handout. Frank explained it reflects the discount rate that could be used to value liabilities and was simply used as a reference point. c. Klausner, Kaufman, Jensen, and Levinson, Bonni Jensen, Plan Attorney i. IRS 2021 Mileage Rate 1. Bonni Jensen advised the Board the IRS mileage rate for 2021 was $0.56 per mile. ii. Missing Participant Memo 1. Bonni reviewed the memo that outlined a list of best practices for finding missing participants that was put together by the Department of Labor. Michelle Rodriguez commented there were still a few participants she had not been able to contact. Brenda Dewees asked Michelle to send a list to the trustees to see if they knew any of the missing participants. iii. Registration and Use of E-Verify System 1. Bonni reviewed the new law which would require all public employers to register their employees with the federal E-Verify System and added it had been determined that public pension plans must comply. Michelle Rodriguez advised the Board Foster & Foster was working to register all the service providers they did business with and continue to maintain their status. Brenda DeWees asked Michelle to provide the Board with a progress report at their next meeting. iv. Policy re: Contractual Provisions for Investment Managers 1. Bonni commented this policy contained all the information she would want to be included in an investment contract and reviewed each provision for the Board. 2. Bridgette Vaissiere asked if they needed to amend existing contracts, Bonni stated this provision would only be applied prospectively. 2 The Board voted to approve the policy as presented, upon motion by Bridgette Vaissiere and second by Dilena Talley: motion carried 5-0. 8. Consent Agenda a. Ratification of Warrants i. Warrants #68 and #69 b. New invoices for payment approval i. None c. Fund Activity Report for December 8, 2020 through March 1, 2021 The Board approved the consent agenda as presented, upon motion by Tim Sopko and second by Bridgette Vaissiere; motion carried 5-0. 9. Staff Reports, Discussion, and Action -None. 10. Trustee Reports, Discussion. and Action a. Doug commented he would like to perform an actuarial study to determine the impact of lowering the assumption rate. Doug commented the cost of the study would not exceed $500. The Board voted to approve the study as proposed by the actuary. upon motion by Tim Sopko and second by Tyna Hilton. motion carried 5-0. 11. Adjournment -The meeting adjourned at 11 :52am. 12. Next Meeting -June 14, 2021, at 10:30am. Respectfully submitted by: ~ . Date Approved by the Pension Board: 3