Recent activity at Louisiana Assessors' Retirement Fund
Meetings, budgets, and plans from this organization.
Oct 27, 2026·Board meeting agenda
Retirement Board of Trustees of the Louisiana Assessors' Association Meeting Notice And Agenda
The meeting agenda includes a financial report, a staff report concerning refunds, transfers, reciprocals, retirees, and deaths, and a presentation on investment performance. Discussion topics involve the calculation of auto allowances in relation to retirement benefits, the scheduling of the upcoming year's quarterly meetings, and the nomination and election of district representatives for the board. Furthermore, the board will review expense reports and receive an update from the attorney regarding legal matters, which may involve an executive session to discuss active litigation.
Jul 28, 2026·Board meeting
Louisiana Assessors' Retirement Board of the Louisiana Assessors' Association Meeting Minutes
The Board reviewed and approved financial reports and a report on retirement system activities. Key investment decisions included committing $75 million to a JP Morgan co-mingled fund and withdrawing from a previous agreement with Deerpath. Actuarial items were addressed, including the approval of option factors, a reduction in the employer contribution rate, a contract renewal for the actuarial firm, and the authorization of a Cost-of-Living Adjustment for eligible retirees. Additionally, the Board approved the attorney's contract renewal, authorized engagement letters for upcoming fiscal audits, and adopted the 2026-2027 retirement fund budget.
Jul 28, 2026·Board meeting agenda
Retirement Board of Trustees of the Louisiana Assessors' Association Meeting Notice and Agenda
The meeting agenda includes a financial report and updates on various retirement fund administrative items such as refunds, transfers, and reciprocals. Key presentations are scheduled regarding investment performance, actuarial consulting, and legal updates, including 2026 retirement legislation and contract renewals. The board will review auditor engagement letters for the upcoming fiscal year, finalize the retirement fund budget, and address pending litigation in executive session.
Apr 21, 2026·Board meeting
Louisiana Assessors' Retirement Board Of The Louisiana Assessors' Association Meeting Minutes
The board reviewed financial reports, including balance sheets and income statements, and accepted the 1st Quarter 2026 reports for refunds, transfers, and retirements. The investment consultant provided a performance update and proposed adding new money managers in the fixed income sector. The board accepted annual audits, authorized the release of the 2025 GASB and Employer Pension reports, and approved the valuation report dated September 30, 2025. Legal counsel provided updates on pending legislation and a trial case status. Additionally, the board addressed retiree benefit corrections due to previous overpayments and received an update regarding a potential property purchase by the Building Search Committee.
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