Email & contact info

Anna Wessman

Staff Accountant at Louisiana Assessors' Retirement Fund

Work Email: Verified
Direct Phone: Verified
Organization: Louisiana Assessors' Retirement Fund · LA

Employing Organization

Louisiana Assessors' Retirement Fund

Team

Key Colleagues

Decision makers at Louisiana Assessors' Retirement Fund

Eula Shelmire
Administrative Assistant
Brian Eddington
General Counsel

Key decision makers in the same organization

Organization Signals

Public Activity & Signals

Board meetings, strategic plans, and buyer signals from Anna Wessman’s organization

Oct 17, 2023BoardMeeting

Board

Louisiana Assessors' Retirement Board Meeting Minutes

The board reviewed and approved the August 2023 financial report. A report on the third quarter retirement system activities, including refunds and transfers, was accepted. The investment consultant presented a preliminary portfolio performance review. The board approved the 2024 quarterly meeting schedule and accepted nominations for district representatives and other board positions. An update was provided on upcoming legislation regarding employer contribution amounts, and the board authorized legal counsel and actuary services to draft relevant bill language. Finally, the board selected a contractor for building renovations and approved an increase in the renovation budget.

Dec 14, 2011BoardMeeting

Board

Board Of Trustees Of The Louisiana Assessors' Retirement Fund Minutes Of Meeting

The Board held an executive session to discuss the pending litigation of the Louisiana Assessors' Retirement Fund against the City of New Orleans. Following the discussion, the Board authorized legal counsel to proceed with the lawsuit.

Jan 25, 2011BoardMeeting

Board

Board Of Trustees Of The Louisiana Assessors' Retirement Fund Minutes

The board discussed several key items, including a presentation by the attorney regarding necessary legislative amendments to maintain IRS qualified plan status. The board accepted a financial report and adopted the fourth quarter 2010 report covering deaths, refunds, and retirements. Additionally, the board received an investment consultant report, accepted the 2010 actuarial valuation, and authorized the renewal of the contract for actuarial services for 2011.

Oct 7, 2014BoardMeeting

Board

Retirement Board of Trustees of the Louisiana Assessors' Retirement Fund Special Meeting

The board received an update on portfolio investments with PIMCO, following the departure of a lead portfolio manager. A decision was made to liquidate all shares in the PIMCO Total Return Fund and reallocate the proceeds to Loomis Sayles and Orleans Capital. Additionally, the board received an update regarding the progress and implementation of Cost of Living Adjustment (COLA) calculations, granting authority to finalize agreements with the programmer to complete the necessary spreadsheets.

Extracted from official board minutes, strategic plans, and video transcripts.

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