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04/14/2008 TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING MINUTES CITY OF CLEARWATER April 14, 2008 Present: Frank Hibbard Chair John Doran Trustee George N. Cretekos Trustee Paul Gibson Trustee Absent: Carlen Petersen Trustee Also Present: William B. Horne, II City Manager Jill S. Silverboard Assistant City Manager Rod Irwin Assistant City Manager Pamela K. Akin City Attorney Cynthia E. Goudeau City Clerk Brenda Moses Board Reporter The Chair called the meeting to order at 2:25 p.m. at City Hall. To provide continuity for research, items are in agenda order although not necessarily discussed in that order. 2 - Approval of Minutes 2.1 - Approve the minutes of the March 17, 2008 Pension Trustees meeting as submitted in written summation by the City Clerk. Trustee Cretekos moved to approve the minutes of the Pension Trustees meeting of March 17, 2008, as recorded and submitted in written summation by the City Clerk to each Trustee. The motion was duly seconded and carried unanimously. 3 - Pension Trustee Items 3.1 - Approve the hiring of Wentworth, Hauser and Violich and Earnest partners LLC as active EAFE equity managers and authorize staff to sign the appropriate contracts. At the Pension Trustees meeting of August 13, 2007, the Trustees reaffirmed the Plan’s commitment to moving the ten percent EAFE allocation from a hybrid passive manager to active management as recommended in the Asset Allocation Study. The Trustees also authorized Dahab Associates to assist staff in this search. Dahab posted a RFQ on their website and contacted firms encouraging them to respond to our RFQ for active EAFE managers. Dahab received a total of 64 responses to the RFQ. The RFQ responses have previously been furnished to the Trustees via e-mail. Staff reviewed the 64 responses and working with the consultants narrowed the list to eight firms for finals presentations: Alliance Bernstein LP, Earnest Partners LLC, Templeton Pension Trustees 2008-04-14 1 Investment Counsel, LLC, Baring Asset Management, Inc., Marvin and Palmer Associates, Inc., Wentworth, Hauser and Violich, GlobeFlex Capital, LP, and Pictet Asset Management. As a result of the finals presentation the Pension Investment Committee is recommending that Wentworth, Hauser and Violich and Earnest Partners LLC be retained as active EAFE managers. The committee feels that theses two companies will have performance that complements each other. This will result in lower volatility to the pension plan. Wentworth uses top down, sector rotator approach when being in the right sector is the most important factor (growth). Earnest Partners is a bottom up relative value approach. Earnest Partners has beaten their benchmark for the last seven years, which is the history of this product. Wentworth has beaten their benchmark seven out of the last ten years. The products have the following average returns (gross of fees): MSCI EAFE Earnest Wentworth Benchmark Last 3 Years 33.29% 38.79% 23.75% Last 5 Years 31.09% 35.21% 24.05% Both managers offer a separate account with the following fee structure. Wentworth charges the following fees: 100bp on the first $10 million 80bp on the next $15 million 75bp on the next $25 million 60bp on the next $50 million Earnest partners charges the following fees: 75bp on the first $25 million 65bp on the next $25 million 55bp on the balance The funding for the two new managers will come for the passive EAFE fund and a rebalancing of the portfolio. Councilmember Doran moved to approve the hiring of Wentworth, Hauser and Violich and Earnest partners LLC as active EAFE equity managers and authorize staff to sign the appropriate contracts. The motion was duly seconded and carried unanimously. Pension Trustees 2008-04-14 2 3.2 - The employees listed below be accepted into membership in the City of Clearwater's Employees' Pension Plan as approved by the Pension Advisory Committee on March 13, 2008. Pension Eligible Name, Job Class, & Dept./Div. Hire Date Date Andrew Forte, Parking Enf. Spec./Engineering 2/4/08 2/4/08 Anthony Lenning, Recreation Spec./Parks & Rec. 2/4/08 2/4/08 Charlene Auclair, Accounting Clerk/Finance 2/4/08 2/4/08 Samantha Bright, Library Assistant/Library 7/12/04 2/4/08 Amy Bure, Police Cadet/Police 2/18/08 2/18/08 Travis Nuttall, Sr. Marine Lifeguard/Marine & Aviation 2/19/08 2/19/08 Samantha Bright was originally hired as part-time on July 12, 2004; status changed to full-time and pension eligible as of February 4, 2008. Trustee Cretekos moved to accept the listed employees into membership in the City of Clearwater's Employees' Pension Plan. The motionwas duly seconded and carried unanimously. 3.3 James McGee, Public Services Department; Gary DeYoung, Solid Waste/General Services Department; and James Battle, Parks & Recreation Department, be granted regular pensions under Section(s) 2.393 and 2.397 of the Employees’ Pension Plan as approved by the Pension Advisory Committee. James McGee, Public Services Technician II, Public Services Department, was employed by the City on August 18, 1975, and his pension service credit is effective on that date. His pension will be effective April 1, 2008. Based on an average salary of approximately $40,330 per year over the past five years, the formula for computing regular pensions, and Mr. McGee’s selection of the Joint & Survivor Annuity, this pension will approximate $36,177 annually. Gary DeYoung, Fleet Mechanic, Solid Waste/General Services Department, was employed by the City on February 23, 1987, and his pension service credit is effective on that date. His pension will be effective March 1, 2008. Based on an average salary of approximately $42,758 per year over the past five years, the formula for computing regular pensions, and Mr. DeYoung’s selection of the 100% Joint & Survivor Annuity, this pension will approximate $24,237 annually. James Battle, Parks Service Technician II, Parks & Recreation Department, was employed by the City on June 4, 1984, and his pension service credit is effective on that date. His pension will be effective March 1, 2008. Based on an average salary of approximately $31,937 per year over the past five years, the formula for computing regular pensions, and Mr. Battle’s selection of the 100% Joint & Survivor Annuity, this pension will approximate $20,505 annually. These pensions were approved by the Pension Advisory Committee on March 13, 2008. Section 2.393 provides for normal retirement eligibility when a participant has reached Pension Trustees 2008-04-14 3 age 55 and completed twenty years of credited service, has completed thirty years of credited service, or has reached age 65 and completed ten years of credited service. Mr. McGee qualifies under the 30 years of service criteria. Mr. DeYoung and Mr. Battle qualify under the age 55 and 20 years of service criteria. Trustee Gibson moved that James McGee, Public Services Technician II, Public Services Department, Gary DeYoung, Fleet Mechanic, Solid Waste/General Services Department, and James Battle, Parks Service Technician II, Parks & Recreation Department, be granted regular pensions under Section(s) 2.393 and 2.397 of the Employees’ Pension Plan as approved by the Pension Advisory Committee. The motionwas duly seconded and carried unanimously. 3.4 Barbara Borgan, Customer Service Department, be allowed to vest her pension under Section(s) 2.397 and 2.398 of the Employees’ Pension Plan as approved by the Pension Advisory Committee. , Barbara Borgan, Customer Service Representative, Customer Service Department was employed by the City on August 31, 1992, and began participating in the Pension Plan on that date. Ms. Borgan terminated from City employment on October 29, 2007. The Employees’ Pension Plan provides that should an employee cease to be an employee of the City of Clearwater or change status from full-time to part-time after completing ten or more years of creditable service (pension participation), such employee shall acquire a vested interest in the retirement benefits. Vested pension payments commence on the first of the month following the month in which the employee normally would have been eligible for retirement. Barbara Borgan, Customer Service Department, be allowed to vest their pensions under Section(s) 2.397 and 2.398 of the Employees’ Pension Plan as approved by the Pension Advisory Committee. Section 2.393 (p) provides for normal retirement eligibility when a participant has reached age 55 and completed twenty years of credited service, has completed 30 years of credited service, or has reached age 65 and completed ten years of credited service. Ms. Borgan would have completed at least 20 years of service and reached age 55 on August 31, 2012. Her pension will be effective September 1, 2012. This pension was approved by the Pension Advisory Committee on March 13, 2008. Trustee Doran moved to allow Barbara Borgan to vest her pension under Section(s) 2.397 and 2.398 of the Employees’ Pension Plan as approved by the Pension Advisory Committee. The motion was duly seconded and carried unanimously. Pension Trustees 2008-04-14 4 4 - Other Business - None. 5 - Adjourn The meeting adjourned at 2:30 p.m. =Le~~ Ctrair Employee's Pension Plan Trustees rest: ~ J~z. City lerk ~.~ , - Pension Trustees 2008-04-14 5