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HomeMy WebLinkAboutRetirement Committee - Minutes - 05/11/2023 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 MAY 11, 2023 11:00 AM Committee Members Present: Clark Mapes, Chair Randy Bailey, Vice Chair Jackie Darner Ralph Zentz Members Absent: Del Bernhardt Others Present: Amber Fluke Adam Halvorson LeeAnna Vargas Joel Stewart Jenny Lopez Filkins Carolyn Koontz ___________________________________________________________________ Meeting called to order at 11:02 am 1. Citizen Participation and Plan Member Comments – none noted. 2. Consider Approving the Minutes from the Meeting of March 9,2023 Randy Bailey made a motion to approve the minutes as presented. Ralph Zentz seconded the motion. Approval confirmed via roll call; Jackie Darner, Ralph Zentz, Randy Bailey, and Clark Mapes. 3. Plan Participant Updates (LeeAnna Vargas) 2 new annuity benefits began in April, and 1 begins this month (May), and 1 is set to begin in August. Received word of a deceased member –a partial payment will be made this month then the account will be closed. DocuSign Envelope ID: 2F94C71A-665A-47E7-AAFE-95E5025CFCB8 2 4. Review Investment Report (Blaine Dunn / Adam Halvorson) 12.5% percent return – back on the positive side Outperforming benchmarks by about 1% In compliance with our investment policy. DocuSign Envelope ID: 2F94C71A-665A-47E7-AAFE-95E5025CFCB8 3 5. Other Business – Committee members to review information sent out by Jenny on March 6th. If any committee members have questions, they can contact Jenny Lopez Filkins. Meeting adjourned at 11:30 am Clark Mapes, Chair Carolyn Koontz, Staff Liaison DocuSign Envelope ID: 2F94C71A-665A-47E7-AAFE-95E5025CFCB8