Board meetings, strategic plans, and buyer signals from Lauren Durham’s organization
Aug 23, 2016·BoardMeeting
Board
Plymouth County Retirement Board Meeting
The board meeting addressed various administrative and financial matters, including the review and approval of numerous membership applications, retirement requests, and service buybacks or transfers. The board reviewed and authorized various financial disbursements and expense payments, alongside updates on capital calls for investment partners. New business agenda items included discussions on a disability case, scheduled 91A hearings, a specific legal decision regarding an individual, a request for a medical panel for an accidental disability, updates on the Mayflower Municipal Health Group and Advisory Board activities, website hosting arrangements, and a portfolio update presentation.
Jul 26, 2017·BoardMeeting
Board
Plymouth County Retirement Board Meeting
The board meeting addressed several administrative items, including applications for membership across various local units, a list of recent retirements, and processing of makeups, redeposits, and transfers. The meeting covered financial details involving various expenses, payroll, pension payments, and refunds. Additionally, capital calls for investment funds were reviewed. The new business agenda included executive session items, specifically addressing accidental disability retirement approvals, termination retirement benefits, attorney access, staff issues, and portfolio and investment updates.
Apr 12, 2016·BoardMeeting
Board
Plymouth County Retirement Board Board Meeting
The board meeting agenda included the review and processing of various applications for membership, updates to retiree records, and personnel actions regarding makeups, redeposits, and transfers. Financial items were reviewed, specifically expense authorizations, pension payrolls, refunds, and capital calls. Additionally, the new business section addressed disability applications, portfolio updates, and investment report reviews.
Jan 31, 2018·BoardMeeting
Board
Plymouth County Retirement Board Regular Meeting
The board approved new memberships, retirements, and transfer requests, and reviewed financial expenses and capital calls. Following an executive session to discuss personnel and medical matters, the board approved medical panel requests and an involuntary ordinary disability retirement. Administrative actions included the approval of the 2018 IRS mileage rate, travel authorizations for the year, and an agreement for an excess earnings repayment. Key discussions involved potential office real estate options, a proposed increase to the COLA base, and portfolio monitoring contracts. Additionally, the board received investment performance updates and selected finalists from the Core Real Estate RFP for future presentations.
Extracted from official board minutes, strategic plans, and video transcripts.
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