7. REPORTS (ATTORNEY/CONSULTANTS)

Board of Trustees of the General Employees’ Pension Plan · 2026-05-14 · agenda_item

This item concerns reports and updates for the Board of Trustees of the General Employees’ Pension Plan of the City of Fernandina Beach. Doug Lozen, Plan Actuary from Foster & Foster, will present an experience study. John Thinnes, Investment Consultant from Mariner Institutional, will provide a quarterly report as of March 31, 2026. David Robinson, Plan Attorney from Sugarman, Susskind, Braswell & Herra, will present a financial disclosure form and a legislative update. This item is currently under review as part of ongoing pension plan management. The work involves actuarial studies, investment consulting, legal counsel, and financial reporting. Local businesses specializing in actuarial services, investment consulting, legal services, and financial reporting could find opportunities related to these ongoing reports. Engaging early allows for understanding the plan's needs before specific contracts or services are finalized.