5.13.26 General Pension Board Agenda Packet
General Pension Board of Trustees Meeting · 2026-05-13 · agenda_packet
The General Pension Board of Trustees meeting on May 13, 2026, will include approval of payments for management fees to several firms, including Advent Capital Management, LLC ($12,298.84), DePrince, Race and Zollo, Inc. ($8,415.90), Fiduciary Management, Inc. ($7,695.00), Frontier Capital Management ($11,033.67), Integrity Fixed Income, Inc. ($27,247.29), Polen Capital ($11,497.71), Sawgrass Asset Management ($11,565.79), SSI Investment Management ($11,770.00), and Vulcan Value Partners, LLC ($10,782.16). The board will also consider approval of invoices from Leuctman Law ($4,245.00) and Foster & Foster ($26,300.00), as well as a DROP Notice of Pension for Tommie M. Frye and a Widow's Notice of Pension for Barbara A. Martin. A memorandum regarding a General Pension Cost of Living Increase is also on the agenda.
Agenda items
- II. DETERMINATION OF A QUORUM
- II. DETERMINATION OF A QUORUM
- P. Cheryl Jackson, Trustee
- P. Cheryl Jackson, Trustee
- V. MONEY MANAGERS' REPORTS (review of quarterly performance for period ending March 31, 2026)
- V. MONEY MANAGERS' REPORTS (review of quarterly performance for period ending March 31, 2026)
- VI. MONEY MONITOR'S REPORT (review of quarterly performance for period ending March 31, 2026)
- VI. MONEY MONITOR'S REPORT (review of quarterly performance for period ending March 31, 2026)
- VII. ATTORNEY'S REPORT
- VII. ATTORNEY'S REPORT
- a. Approval of payment of invoices for management fees for the period ending March 31, 2026,
- a. Approval of payment of invoices for management fees for the period ending March 31, 2026,
- Financial Planning & Advisory
- Accounting & Tax
- Business Consulting
- a. April 8, 2026 meeting
- a. April 8, 2026 meeting
- a. Larry Cole, Burgess Chambers & Associates - Review of quarterly performance
- a. Larry Cole, Burgess Chambers & Associates - Review of quarterly performance
- a. Marty LaPrade, Sawgrass Asset Management
- a. Marty LaPrade, Sawgrass Asset Management
- a. Memorandum - General Pension Cost of Living Increase
- a. Memorandum - General Pension Cost of Living Increase
- a. Potential Benefit Changes
- a. Potential Benefit Changes
- b. Approval of payment of invoice from Leuctman Law in the amount of $4,245.00
- b. Approval of payment of invoice from Leuctman Law in the amount of $4,245.00
- b. Kurt Wood, DePrince, Race and Zollo, Inc.
- b. Kurt Wood, DePrince, Race and Zollo, Inc.
- b. Large Cap Value Manager Search
- b. Large Cap Value Manager Search
- c. Approval of payment of invoice from Foster & Foster in the amount of $26,300.00
- c. Approval of payment of invoice from Foster & Foster in the amount of $26,300.00
- d. Approval of DROP Notice of Pension for Tommie M. Frye
- d. Approval of DROP Notice of Pension for Tommie M. Frye
- e. Approval of Widow's Notice of Pension for Barbara A. Martin
- e. Approval of Widow's Notice of Pension for Barbara A. Martin
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