Retirement Plan Sub-Committee Regular Meeting - September 10, 2014

Submitted on September 8, 2014 - 11:06am
Revised on September 8, 2014 - 11:50am
Date: 
Wednesday, September 10, 2014 - 3:30am

 

Retirement Plan Sub-Committee

Regular Meeting

 

Wednesday, September 10, 2014 at 7:30 A.M.

Board of Education Conference Room

Simsbury Town Hall – 933 Hopmeadow Street

I.  Call to Order

II.  Acceptance of Minutes

    a.  Special Meeting, May 21, 2014

III.  Presentation by Fiduciary Investment Advisors

    a.  Defined Benefit Pension Plans Quarterly Investment Review, Q2, 2014

    b.  Defined Contribution Plans Executive Summary for Q2, 2014

        i. Practice and Policy Review

            a.     Regulatory Priorities of the SEC and DOL

            b.    Fiduciary Best Practices

            c.     Investment Review

            d.    IPS Review

            e.     Discussion on Current Suite of Target Date Funds

    c.  Simsbury OPEB – Quarterly Investment Review, Q2, 2014

IV.  Adjourn