HomeMy WebLinkAboutRetirement Committee - Minutes - 02/12/2015General 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
MINUTES
FEBRUARY 12, 2015
1:15 TO 2:32 P.M.
215 N. MASON—ROOM 2A
COMMITTEE MEMBERS PRESENT: Angelina Sanchez-Sprague, Chair
John Voss, Vice Chair
John Lindsay
Rodney Albers
David Cox
COMMITTEE MEMBERS ABSENT: Bill Switzer (excused)
OTHERS PRESENT: Janie Appleton
Harold Hall
Chris Donegon
Joel Stewart, Milliman
Katie Antoline, Milliman
Claire Turney
Meeting called to order at 1:15 p.m.
Citizen Participation and Plan member Comments
David Cox said that an employee at the Wastewater Plant is decreasing to part-time and
wondering how that would affect their plan. Response: the plan will be adjusted by decreasing
the credits to match actual hours worked. Janie Appleton said that the employee can call her
with any questions.
Approval of Minutes from January 8, 2015
John Lindsay moved to approve the minutes. John Voss seconded. Minutes approved
unanimously.
Election of Officers
Rodney Albers moved to keep Angelina Sanchez-Sprague as Chair and John Voss as Vice
Chair.
Angelina asked for any additional nominations, no suggestions were made. So, Angelina asked
that the motion by Rodney be voted on. John Voss seconded the motion. The motion carried
unanimously.
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Angelina Sanchez-Sprague stated that this would be the last year due to her approaching her
term limit. She said she is willing to serve another year, but that someone else should step
forward in 2016 to serve as Chair.
Review Actuarial Assumptions for January 1, 2015 Valuation (Joel Stewart)
Joel Stewart presented the Actuarial Assumptions for January 1, 2015. Addressing the
Demographic Assumptions: He noted that the plan has been using RP-2000 tables with a static
projection to 2021. There was a new table released in 2014, but it excluded all public plan data.
So, Joel stated this table may not accurately reflect the mortality rates that the plan actually
experiences. In addition, since the plan is closed, the new table is not very effective since it
predicts mortality for the addition of new younger members. Joel recommended continuing to
use the RP-2000 tables, but to add a “generational table” which builds in the projection scale on
a participant by participant basis. The estimated increase to liability is approximately 0.5% to
2.0%. The Committee decided to agree with Joel’s suggestion, but would wait to vote on all of
the assumptions at once at the end of the presentation.
Addressing the Withdrawal (Termination) Assumptions: in the past 5 years, this assumption has
been reasonably accurate. He recommends no change. The Board took no action to change
either the Withdrawal (Termination) Assumption.
Addressing the Retirement Assumptions: Joel recommended no change to the Retirement
Assumptions which were updated in 2012 and have been reasonably accurate since. The
Board took no action to change the Retirement Assumption.
Addressing the Form of Payment (Lump Sum Election): Joel said that we currently assume 30%
of retirees will elect a lump sum, an assumption that is supported by the last 5 years’ average.
Joel recommended no change. The Committee decided to make no change at this time.
Addressing the Disability: Joel said that the plan experiences significantly fewer disablements
versus retirement and withdrawal, so he recommended no change. The Board took no action to
change the Disability assumption.
Addressing the Inflation Assumption: the plan has a current assumption of 2.5%. In the 2014
Trustees Report, the Social Security Administration stated a 2.7% increase and the most recent
Milliman CMO has a long-term inflation assumption of 2.3% beginning in 2019. So, Joel
recommended no change to the assumption. The Board took no action to change the Inflation
assumption.
Addressing the Investment Return Assumption: the assumption is currently at 6.5% per annum.
Joel recommended no change to the assumption since it is in between the Target fixed income
allocation at 6.42% and the Current fixed income allocation at 6.61%. The Board took no action
to change the Investment Return assumption.
Addressing the Salary Increase Assumption: Since the plan is closed, the majority of the
participants are age 55 or older, with expected merit increases less than 0.5%. Joel
recommended no change to the assumption. The Board took no action to change the Salary
Increase assumption.