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HomeMy WebLinkAboutRetirement Committee - Minutes - 10/13/2022 General Employees Retirement Committee 215 N. Mason 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6788 970.221.6782 - fax fcgov.com GENERAL EMPLOYEES’ RETIREMENT COMMITTEE ZOOM MEETING MINUTES OCTOBER 13, 2022 11 AM Committee Members Present: Clark Mapes, Chair Randy Bailey, Vice Chair Del Bernhardt Jackie Darner Ralph Zentz Others Present: Amber Fluke LeeAnna Vargas Blaine Dunn Joel Stewart Ryan Malarky (CAO) Carolyn Koontz ___________________________________________________________________ Meeting called to order at 11:04 am 1. Citizen Participation and Plan Member Comments - none noted 2. Consider Approving the Minutes from the Meeting of August 11, 2022. Ralph Zentz made a motion to approve the minutes as presented. Del Bernhardt seconded the motion. Approval confirmed via roll call; Ralph Zentz, Del Bernhardt, Jackie Darner, Randy Bailey, and Clark Mapes. 3. Consider a Motion to Nominate a Vice Chair (Clark Mapes) Clark Mapes made a motion to nominate Randy Bailey as Vice Chair for this committee. Ralph Zentz seconded the motion. Approval confirmed via roll call; Ralph Zentz, Del Bernhardt, Jackie Darner, Randy Bailey, and Clark Mapes. 4. Update on GERP Member Contact Information Confirmation Mailing (LeeAnn Vargas) Current member addresses are not on the annual spreadsheet we have. We reached out Milliman to see if they have the address and they do not have the current addresses. We then reached out to Amanda and Blaine and learned that DocuSign Envelope ID: 1341FB0B-DFFB-4325-AACC-B3C31ED37E02 2 they do not have a master list. We are working on locating those addresses to create a master spreadsheet. We have a contractor here in HR working on this. Blaine Dunn; the file we receive from Milliman has a unique identifier for each member, so we can easily add the addresses on this end. LeeAnna was able to locate the last two employees with potential missing payments who had not been able to locate; Thomas Fort and Thomas Chappell. They were found by BeenVerified, our new locator service. We are pleased with the cost and the results from them. They were found via family members. 5. Review Draft GERC 2023 Work Plan Blaine Dunn will be chatting with Innovest to schedule the Fiduciary Training Del Bernhardt made a motion to approve the 2023 Work Plan as present. Ralph Zentz seconded the motion. Approval confirmed via roll call; Ralph Zentz, Del Bernhardt, Jackie Darner, Randy Bailey and Clark Mapes. 6. Review Investment Report (Amanda Newton) DocuSign Envelope ID: 1341FB0B-DFFB-4325-AACC-B3C31ED37E02 3 DocuSign Envelope ID: 1341FB0B-DFFB-4325-AACC-B3C31ED37E02 4 7. Other Business; None Meeting adjourned at 11:37 am Clark Mapes, Chair Carolyn Koontz, Staff Liaison DocuSign Envelope ID: 1341FB0B-DFFB-4325-AACC-B3C31ED37E02 11/10/2022 11/10/2022