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12-13-1994 I -- ....., ,. Edgewater Firefighters' Pension Fund Minutes Regular Meeting, December 13, 1994 Fire Administration Office, 1605 S. Ridgewood A venue 6:38 p.m. Call to Order: Acting Chairman Michael Hayes called the December 13, 1994 Regular Meeting of the Edgewater Firefighters' Pension Fund to Order at 6:38 p.m. in the Fire Administration Office. Roll Call: Members present were Mr. William Vola, Mr. Fred Munoz, Ms. Patricia Richards, and Acting Chairman Michael Hayes. Also present was Recording Secretary Lisa R. Miller. ADproval of Minutes: The minutes of the Regular Meeting of October 18, 1994 were submitted for approval. Mr. Vola moved to accept the minutes as submitted. Ms. Richards seconded. Motion CARRIED 4-0. Chairman's Report: There was discussion regarding the actuarial study from Foster and Foster. Acting Chairman Hayes stated the Board agreed to have the study done but the Board never contacted them. He added from now on when the Board is contracting to have services done it needs to come from the Board and not through the City. Mr. Vola stated what was approved was the actuarial impact study and the summary plan, but did not have any knowledge of a third report from Foster and Foster. Acting Chairman Hayes stated there was an actuarial study approved by the Board at the last meeting to set aside $1,000 and a Summary Plan for $450. There was discussion regarding City Staff making contractuarial obligations for the Board. Mr. Vola suggested the Acting Chairman write a letter to Ms. Rickelman thanking her for her services, but in the future not to act on the Board's behalf. Old Business: There was discussion regarding the actuarial impact study that was submitted by Foster and Foster. Mr. Vola stated the Board was supposed to accept this report, sign it and that it is supposed to accompany any changes and to be included in the Annual Report for next year. The report was discussed. There was concern that everything was figured as of 1991. There was concern that another impact study would have to be done to meet the three year requirement by the State. Mr. Vola moved to table this until the next meeting awaiting a response from Foster and Foster to explain the date of 10/01191 and if there is no good reason for using that date that they use the 1994 date. Ms. Richards seconded. Motion CARRIED 4-0. There was discussion regarding Ordinance 94-0-28 that revised Ordinance 94-0-11. It was noted that the City Attorney's Office should be contacted to pull the Ordinances from any agenda until information could be obtained from Foster and Foster as to the validity of the study. Acting Chairman Hayes stated Attorney Sugarman's bill was from the last Chairman discussing Ordinance 94-0-11 with him. Acting Chairman Hayes stated he had asked the secretary to send an explanation for the bill. Mr. Munoz moved to pay Mr. Sugarman's bill in the amount of $37.50. Ms. Richards seconded. Motion CARRIED 4-0. There was discussion regarding a new bill in the amount of $75.00. It was decided to wait to see what this bill was for. The next item for discussion was the Summary Report. The Board had approved $450 for that item. Mr. Vola stated it would be better to wait on this until we receive something from them before we think about paying their bill. There was discussion regarding the fifth member of the Board. The Board members were to come back to this meeting with recommendations for the fifth member. Mr. Vola stated he came up with Nancy Williams who is the branch manager of the First Union National Bank in Edgewater. Mr. Munoz asked about the residency requirement. Mr. Vola stated that as an elected member by the Council she would have to live in the City, but as the Board's appointment as the fifth member there is no residency requirement. Mr. Vola stated he asked the City Attorney and she confirmed it. Acting Chairman Hayes stated he had spoken to John Riley about it and that he was interested also. Mr. Vola stated he should also fill out an application. It was decided to postpone this until the next meeting. It was noted that they should try to get a resume from the people for the next meeting. " 'w' """'" Edgewater Firefighters' Pension Fund 12/13/94 Minutes Page 2 New Business: There was discussion regarding an estimate for an actuarial study for the entire plan from Foster and Foster in the amount of $1,500 that would be current through 1994. It was decided this was not to be done until the actuarial impact study was cleared up first as any changes to the Ordinances would make the second study invalid. Again, it was noted that until something was received in writing from the Board, no action should be taken to engage the services of anyone. Acting Chairman Hayes stated the latest statement from Smith Barney shows the fund at $162,574.24. The amount of money available is $10,80 1 so there should be more to invest by t he next meeting. There was discussion regarding the next meeting. The next meeting would be the third Tuesday in January (January 17, 1995) at 6:30 p.m. There was discussion regarding a school put on by the FPPT A. It was noted that the dues for the FPPT A would need to be paid in January. The dues are $100 per year. It was decided to discuss this at the next meeting. Adiournment: There being no more business to come before the Board at this time, Mr. Munoz moved to adjourn. Mr. Vola seconded. Meeting adjourned at 7:50 p.m. Minutes Respectfully Submitted By: Lisa R. Miller, Recording Secretary 2