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11/02/1987 r? t....'. " ., r-.. ~... ~.:h.~'t1!:'.."t.~_______---.:..._ _.~ TRUSTEES OF THE EMPLOYEES' PENSION FUND MEETING o November 2, 1987 The City Pension Fund, at 9:24 a.m., Commission, meeting as the Board of Trustees of the Employees met in regular session at the City Hall, Monday, November 2, 1987, with the following members present: Rita Garvey James Berfield Lee Regulski Don Winner William Nunamaker Mayor/Commissioner Vice-Mayor/Commissioner Commissioner Commissioner Commissioner Also Present were: Joseph R. McFate, II Milton A. Galbraith, Jr. Cynthia Goudeau Interim City Manager City Attorney City Clerk ITEM 02 - Minutes - Commissioner Winner moved to approve the minutes of the October 12, 1987, meeting. Motion was duly seconded and carried unanimously. ITEM 03 - Recommendation of the Pension Advisory Committee. CD a. Request for Acceptance into Membership The Interim City Manager presented the recommendation of the Advisory Committee to approve membership for 6 (six) employees listed below: Name Classification Department Hilliard Sanders Elaine Muldowney Thomas Glenn Jeffrey Rosenbaum Dale Brown Varhese Jolly Maintenance Worker II Clerk Typist I Container Maint. Wrkr Tradesworker I Maint Worker I WWTP Operator C Public Works/ Pub Ser Plan & Urban Dev Util/Sanitation Cent Ser/Bldg & Maint Traffic Engineering Pub Wks/WPC Commissioner Regulski moved to accept the recommendation of the Advisory Committee. MOtion was duly seconded and carried unanimously. b. Denial or Membership. The Interim City Manager presented the recommendation Committee to deny membership based on physician's findings listed below: of the Advisory for the employee Bame Classification Department James Betts, Jr. Gas Dist Pipefitter Helper Utilities/Gas (])"'''' '," . ."';. Commissioner Winner moved to accept the recommendation of the Advisory Book 2 115. 11/2/87 F' F r- ;- ~ j- ," .~. _~_:"'_'_~"'""""""-'_\>.'(."""'J"j".i':\".I..,,..!;"::">:.i~..:'i'?~~ ~~....,..$tl'rl;''''J''..t''~'''''''''''_-'''.~ .._ _P_""'-"'1!~"O.~';;,"""""__"_~,,,__._~:, ~"",,_<;,e!I'J,J';i.\W;'~'..~<l'~;:'lJ!iIf.;}~:tl-ntr',1I'."'>"""""_ ~ > 1 ! Committee to deny membership. unanimously. Motion was duly seconded and carried o ITEM fJ4 Other Business. 1 ) Request by Lois Maroon for reinstatement to Pension Plan. from 10/12/81. Continued Discussion ensued regarding the issues involved in this request, in particular, the age 45 limitation and the cost to the Pension Plan should Ms. Maroon be reinstated. It was requested that calculations be made to determine to what amount both the employee's and the City's contributions would have appreciated. As Ms. Maroon's attorney was not present, it was decided to continue this item. A question was raised regarding what impact the decline of the stock market had on the Pension Fund. It was stated the Fund had experienced an $8,000,000 paper loss on "Black Monday". It was also noted the Fund had recently cashed in some of its stock holdings and therefore did not suffer as great a loss as it might have. 2) Pension Rewrite The status of the Pension Rewrite was discussed. It was indicated a meeting between the City Commission and Rewrite Committee was needed as there are still some questions that need to be addressed. o The City Clerk reported that if the Commission wants to place the question on the County's March '88 ballot, they need to so direct. Also, the County has indicated the last day they can accept wording for those ballot questions is 1/19/68. Consensus was to set a meeting date Thursday night for as soon as possible in November. 3) Pension request - Chris Kingsley At its last meeting, the Trustees denied this request and sent it back to the Pension Advisory Committee to work out a way of keeping this employee in a productive job. The Pension Advisory Committee responded saying its original decision remained in effect. It was recommended the Trustees meet with the Pension Advisory Committee regarding this. It was the concensus of the Trustees to schedule this for the 11/16/87 meeting. ITEM /J 5 Meeting adjourned at 10:01 a.m. f.~ ~ ATTEST: ~\~ 2, !:'ki)~ ci1]i"Cle.rk ROOK 2 116. 11/2/87 "',.','" Q \;.:;iY @':j," j..~i": ',' @"", <!.';:J.:. ;......../; ~:~, . " . . '".;..~!M.~@r~~~~m~'f.!."\~~ti-:-_..~. , AGElIDA Board of Trustees or the Emp1oyees' Pension Fund November 2, 19B7 9:00 AM -~....-.........,..."',. -....* 1. Call to order. 9:24 a.m. 1 . 2. Approval of Minutes of October 12. 19B7 3. Recommendation of the Pension Advisory Committee A. Request for acceptance into membership: 1) Hilliard Sanders 2) Elaine Muldowney 3) Thomas Glenn 4) Jeffrey Rosenbaum 5) Dale Brown 6) Varhese Jolly B. Request for denial of membership: 1) James Betts. Jr. 4. Other Business. 2. Approved as submitted 3. A. Accepted 6 members B. Denied 1 member 4. 1) Request by Lois Maroon for reinstatement to Pension Plan. Continued from 10/12/87. 1) Continued to 11/16/87 2) Discussed Pension Rewrite, will set special meeting. 3) Scheduled discussion of Chris Kingsley disability for 11/16/87. 5. Adjournment. 5. 10:01 a.m. Book 2 114. 11/2/87