Board meetings, strategic plans, and buyer signals from Dennis M. Smith’s organization
Jun 24, 2026·BoardMeeting
Board
Taunton Retirement Board Regular Meeting
The Board discussed investment performance updates and the real estate search process, placing the Vontobel manager on watch status. Representatives from a cybersecurity firm provided recommendations on AI protocols and internal security procedures. A hearing was held for a new supplementary regulation regarding electronic signatures, which was subsequently approved. The Board also reviewed accounting and legal reports, approved budget expenditures, addressed new member enrollments, acknowledged deaths, processed city appropriations, and discussed credit card issuance for staff along with upcoming investment firm presentations.
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The meeting included an investment performance update for the first quarter, noting portfolio diversification and performance relative to benchmarks. The Board discussed ongoing real estate manager searches, cybersecurity practices and potential enhancements, and the adoption of supplementary regulations regarding electronic signatures. Administrative actions included the appointment of election officers, approval of military service fund appropriations, and updates on actuarial valuations and auditing processes. The Board also reviewed staffing contracts, addressed involuntary disability retirement procedures, and planned future presentations on investment options.
Apr 29, 2026·BoardMeeting
Board
Taunton Retirement Board Regular Meeting
The board conducted an executive session to discuss OIG reports, legal services contracts, and staff contract renewals. In the open session, the board voted to reinstate legal services, finalized salary increases for retirement staff, and reviewed regular business including warrants and new member enrollment. Several retirement and survivorship applications were approved, and deaths were acknowledged with a discussion on potential overpayment recovery. The board also reviewed PERAC memos, accounting reports, and investment activity. Additionally, the board approved travel requests, discussed ongoing legal matters and the Executive Director's report, and voted to increase the expense budget to cover liability and equipment insurance premiums.
Apr 8, 2026·BoardMeeting
Board
Taunton Retirement Board Special Meeting
The board convened to conduct a review of office procedures and protocols. An executive session was held to discuss these matters with the retirement staff before reconvening in open session, where it was noted that no votes were taken during the executive session.
Extracted from official board minutes, strategic plans, and video transcripts.
