Quarterly Pension Meeting
City of Jacksonville Beach
Latest meetings
Agenda
The document is a regular meeting agenda for the City of Jacksonville Beach Pension Board, scheduled for Tuesday, August 25, 2026, at 3:00 PM in Council Chambers at 11 North Third Street, Jacksonville Beach, Florida. The agenda includes approval of minutes, old business, new business, items for discussion, courtesy of the floor to visitors, and adjournment. New business items include discussions and possible actions on consultant reports, presentations on private equity and private markets funds, possible actions on portfolio rebalancing, approval of an investment consultant's quarterly performance report, an informational pension plan administrator's report, approval of retirement applications for Deborah Dineen (Customer Accounts Manager, effective 10/01/2026, separation 09/30/2026, 22 years 8 months of service) and Jason Phitides (Director of Parks and Recreation, effective 11/01/2026, separation 10/15/2026, 13 years 6 months of service), approval of a recovery demand payment plan for Cynthia Selph, and an informational demand letter for Walter Webb. No public comment or stakeholder sentiment is stated in the document.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-08-25
- Type:
- Agenda
- Address:
- 11 North Third Street, Jacksonville Beach, Florida
Agenda Package
Quarterly Pension Meeting in City of Jacksonville Beach posted this record to its public file. The posted document carries a title and no readable project detail, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official document link above and watch for the fuller record the body posts later.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-08-25
- Type:
- Agenda_packet
Quarterly Pension Meeting
The City of Jacksonville Beach Pension Board met recently. The meeting covered pension matters for general employees, police officers, and firefighters. No specific local business opportunities were listed on this agenda.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-08-25
- Type:
- Meeting
1. Allocated to service rendered prior
Quarterly Pension Meeting listed this item on its agenda for 2026-05-26 in City of Jacksonville Beach. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
1. Approve Minutes of the Joint Quarterly Meeting held on November 18, 2025.
Quarterly Pension Meeting listed this item on its agenda for 2026-05-26 in City of Jacksonville Beach. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
1. Approve Summary Plan Description for Firefighters' Retirement System as provided
Quarterly Pension Meeting listed this item on its agenda for 2026-05-26 in City of Jacksonville Beach. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
1. Approve Summary Plan Description for General Employees' Retirement System as
This item concerns the General Employees' Retirement System for the City of Jacksonville Beach. The Summary Plan Description for this system has been approved. This approval is part of the ongoing management of the city's pension system. The next steps involve the continued administration and potential future updates to the plan. Local businesses in professional services, particularly legal and financial advisory, may find opportunities related to the ongoing management and compliance of such pension systems. Engaging early with city representatives or the plan administrators could provide insight into future needs or support services.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
1. Approve Summary Plan Description for Police Officers' Retirement System as provided
This item concerns the approval of a Summary Plan Description for the Police Officers' Retirement System. The plan was provided by the law firm Sugarman, Susskind, Braswell & Herrera. This is a procedural approval within a quarterly pension board meeting. The motion to approve the plan passed unanimously. This item does not describe a construction project, development, or service contract that would create opportunities for local contractors, trades, suppliers, or service providers. Therefore, there are no specific scopes of work or phases to describe for potential business engagement at this time.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
- Decision:
- Cohill
1. Base Amount Previous Plan Year $ 345,163
Quarterly Pension Meeting listed this item on its agenda for 2026-05-26 in City of Jacksonville Beach. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
1. Consultant’s Reports/Presentations
Quarterly Pension Meeting listed this item on its agenda for 2026-05-26 in City of Jacksonville Beach. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
1. Continuity of Service and Institutional Knowledge
This item concerns the City of Jacksonville Beach's Quarterly Pension Meeting, focusing on the continuity of service and institutional knowledge within the administration and legal guidance of its Retirement Systems. The discussion will highlight the extensive experience of Mr. Herrera, who has been involved for at least 10 years, and other attorneys at Sugarman, Susskind & Braswell, P.A., including David Robinson, who worked on significant projects like ordinance rewrites and IRS determination letters. This is a planned discussion item, indicating an early stage in the public process. The scope of work involves ongoing legal interpretation, administration, and guidance related to pension plans, including ordinance amendments, board actions, collective bargaining, actuarial matters, service purchases, and disability provisions. Local businesses in legal services, financial consulting, and administrative support could find opportunities by engaging with the city early, before specific contracts or service agreements are finalized. Understanding the long-term needs of these retirement systems may present future business prospects.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
1. For normal costs 6,269,497
Quarterly Pension Meeting listed this item on its agenda for 2026-05-26 in City of Jacksonville Beach. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
1. Interest and dividends 3,018,710 1,761,123
Quarterly Pension Meeting listed this item on its agenda for 2026-05-26 in City of Jacksonville Beach. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
1. Investment Risk – actual investment returns may differ from the expected returns;
Quarterly Pension Meeting listed this item on its agenda for 2026-05-26 in City of Jacksonville Beach. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
1. Investment Risk – actual investment returns may differ from the expected returns;
Quarterly Pension Meeting listed this item on its agenda for 2026-05-26 in City of Jacksonville Beach. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Quarterly Pension Meeting
- Date:
- 2026-05-26
- Type:
- Agenda_item
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