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HomeMy WebLinkAboutRetirement Committee - Minutes - 07/13/2023 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 JULY 13, 2023 11:00 AM Committee Members Present: Clark Mapes, Chair Randy Bailey, Vice Chair Del Bernhardt John Unger Ralph Zentz Blaine Dunn Members Absent: Jackie Darner Others Present: Amber Fluke Adam Halvorson LeeAnna Vargas Joel Stewart Ryan Malarky ___________________________________________________________________ Meeting called to order at 11 am 1. Welcome New Member - John Unger (introductions) 2. Citizen Participation and Plan Member Comments - none noted. 3. Consider Approving the Minutes from the Meeting of May 11,2023 Del Bernhardt made a motion to approve the minutes as presented. Randy Bailey seconded the motion. Approval confirmed via roll call; Randy Bailey, Del Bernhardt, Ralph Zentz, and Clark Mapes. 4. Plan Participant Updates (LeeAnna Vargas) The correction for previous calculations has been completed and all members affected have been notified. One member rolling over their funds in August. Also working with one member who will be eligible in August and another member who will be eligible in September. These members will be making a selection soon and one employee who separated employment and may be considering an early benefit option. DocuSign Envelope ID: 33F05B33-C73A-491F-9E31-D5ECF13CBDE8 2 5. Review Investment Report (Adam Halvorson) DocuSign Envelope ID: 33F05B33-C73A-491F-9E31-D5ECF13CBDE8 3 DocuSign Envelope ID: 33F05B33-C73A-491F-9E31-D5ECF13CBDE8 4 DocuSign Envelope ID: 33F05B33-C73A-491F-9E31-D5ECF13CBDE8 5 DocuSign Envelope ID: 33F05B33-C73A-491F-9E31-D5ECF13CBDE8 6 6. Other Business - none Meeting adjourned at 11:45 am Clark Mapes, Chair Carolyn Koontz, Staff Liaison DocuSign Envelope ID: 33F05B33-C73A-491F-9E31-D5ECF13CBDE8