Board meetings, strategic plans, and buyer signals from John Bailey’s organization
Sep 17, 2026·BoardMeeting
Board
Retirement Board of the School Employees Retirement System Retirement Board Meeting Minutes
The board received quarterly and monthly investment performance updates, noting favorable risk-adjusted returns and a well-diversified portfolio. The board approved a 2.5% cost-of-living adjustment (COLA) for 2027 based on actuarial advice. Additionally, the board reviewed a healthcare risk report, decided to allocate 0% of employer contributions to the Healthcare Fund for fiscal year 2027, discussed administrative rule amendments related to healthcare and guardianship, and authorized special counsel to initiate legal action following an executive session. Updates were also provided regarding staff achievements, the annual charity campaign, and the status of legislative activity.
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School Employees Retirement System Of Ohio Board Meeting Highlights
The Board approved a 2.5% cost-of-living adjustment (COLA) for 2027 and reviewed U.S. economic conditions and investment performance for the April through June 2026 quarter. Administrative rule amendments regarding healthcare and guardianship were approved for filing. Additionally, the Investment Committee authorized new commitments to Sagard Credit Partners III and Primus Capital Fund X. The Board also elected not to allocate employer pension contributions to the Healthcare Fund and reviewed its risk assessment, alongside an analysis of active member job classifications and the approval of monthly retirement and survivor benefit transactions.
Jul 16, 2026·BoardMeeting
Board
School Employees Retirement System Special Compensation Committee Meeting Agenda
The meeting focused on the compensation study process, including a review of the compensation philosophy, peer group selection, and survey methodology. The committee discussed and reviewed a proposed amendment to the Compensation Committee Charter to clarify member terms. Furthermore, the committee engaged in an executive session to discuss the employment of a public employee and reviewed and approved the executive director's goals for fiscal year 2027.
Jul 16, 2026·BoardMeeting
Board
School Employees Retirement System Retirement Board Meeting Minutes
The board meeting covered several key operational and administrative topics. Items discussed included the approval of out-of-state travel for a board member, an investment report detailing economic performance and asset class data, and an executive director's update regarding organizational transition, the Emerging Leaders Program, and a new key performance indicator dashboard. Administrative expenses were reviewed, and an educational session on Ohio Sunshine Laws was conducted. The board also approved a resolution for the upcoming election of an employee board member and received reports from the Compensation and Technology committees, including an amendment to the Compensation Committee Charter. Additionally, the board requested future reports on active member profiles and sustainability practices.
Extracted from official board minutes, strategic plans, and video transcripts.
