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10/09/2008 PENSION ADVISORY COMMITTEE MEETING MINUTES CITY OF CLEARWATER October 9, 2008 Present: Tom Jensen Vice-Chair Carlen Petersen Committee Member/Councilmember John Doran Committee Member/Councilmember Paul Gibson Committee Member/Councilmember Absent: Nathan Hightower Chair John Schmalzbauer Committee Member Brian De Witt Committee Member Also Present: Joe Roseto Human Resources Director Patricia O. Sullivan Board Reporter The Vice-Chair called the meeting to order at 9:01 a.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 Member Petersen moved to approve the minutes of the regular Pension Advisory Committee meeting of September 11, 2008, as submitted in written summation to each board member. The motion was duly seconded and carried unanimously. 3 – Employees to be Heard – None. 4 – Action Items: a. Approval of New Hires as Plan Members: Member Doran moved to accept the following employees into membership in the Pension Plan: Pension Eligible Name, Job Class, & Dept./Div Hire Date Date Lauren Matzke, Planner II, Planning 09/08/08 09/08/08 Todd Ellson, Police Officer/Police 08/18/08 08/18/08 Jeffrey Hogan, Police Officer/Police 08/18/08 08/18/08 Paul Comini, Police Officer/Police 08/18/08 08/18/08 Kim Kilian, Police Officer/Police 08/18/08 08/18/08 Nicole Vitadamo, Police Communications Operator Trainee/Police 09/15/08 09/15/08 Yvette Martinez, Police Communications Operator Trainee/Police 09/15/08 09/15/08 Shannon Lang-Cirillo, Police Comm. Operator Trainee/Police 09/15/08 09/15/08 Patricia Morin, Lead Parking Attendant/Engineering 09/15/08 09/15/08 Blake Maxfield, Parks Service Technician I/Parks & Recreation 09/29/08 09/29/08 John Otte, Solid Waste Worker/Solid Waste 09/29/08 09/29/08 Pension Advisory 2008-10-09 1 The motion was duly seconded and carried unanimously. 5 - Pendinq/New Business - None. 6 - Director's Report - None. 7 - Committee Members to be Heard Member Jensen requested an update on last year's federal legislation that allowed, not mandated, a tax-deferral for the first $3,000 of a public safety retiree's health care insurance deductions. . Human Resources Director Joe Roseto said the issue was under discussion. The Pension Plan attorney needs to determine if implementation would require a Plan rewrite. The City, should it participate, would limit the benefit to public safety retirees who are City health insurance plan participants; few of approximately 185 public safety retirees participate. Finance Director Margie Simmons said administrative costs would result and staff was considering ways to simplify the process. The resulting tax savings was estimated at $450 annually. 8 - Adiourn The meeting adjourned at 9:07 a.m. ~cP~~ CX~~ Chair Pension Advisory Committee Pension Advisory 2008-10-09 2