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1993-02-10 General Fund MeetingCITY OF OKEECH013EE GENERAL EMPLOYEES PENSION PLAN TRUSTEE MEETING MINUTES FEBRUARY 10, 1993 The joint quarterly meeting of the Police, Fire and General Employees Trustees was called to order at 6:40 P.M. Trustees present: L.C. Fortner, Jr., Charles Elders, Mike O'Connor and Lola Parker. Others present: Attorney Scott Christiansen and Bernice Elders. Motion by Charles Elders and second by Mike O'Connor to approve the minutes for December 10 and 31, 1992. Motion by Charles Elders and second by Lola Parker to approve expenses for July 1 through December 31, 1992. Motion by Charles Elders and second by Mike O'Connor to approve terminated employees for July 1 through December 31, 1992. Bernice Elders questioned Attorney Scott Christiansen if Yvonne Chapman should buy into.. the plan since her contributions started in 1983. At�torne'y Christiansen said the current ordinance did not have a buy plan and that in the proposed ordinance there would be no lump sum payment when vested that it would only be monthly benefits paid. Following discussion, Motion was made by Charles Elders and second by Mike O'Connor to approve payment of $2,655.16 (actuarial figure) as requested by Yvonne Chapman by letter. Attorney Christiansen lead in a discussion of changes in the proposed ordinance. 1. The benefit rate was changed from 1.6% to 1.75%. 2. Military time does not count as vesting, but employee has to buy into plan with no cost to the City. (This is not a change the attorney just expounded on it.) 3. Discussed changing vesting time from 5 years to 10 years but Attorney Christiansen said it wouldn't accomplish much. 4. Change interest on employee contributions from 5-1/4% to 3%. Motion by Charles Elders second by Mike O'Connor. 5. Changing verbiage in Section 2 Membership Part B concerning medical examinations. 6. Implementing new IRS laws effective January 1993 into `*ftw' ordinance concerning 20% withholding on payments. Payments not being less than 30 days and not more than 90 days. Direct transfer from Pension Fund to Employee's IRA account would exclude 20% withholding. `4W. As the discussion continued Attorney Christiansen said we should require the quarterly reports from the money managers and monitors and have them attend the quarterly meetings. Attorney Christiansen is to make changes to the proposed ordinance and send it to the City Administrator requesting to be on the agenda within 30 days. Attorney Christiansen is to write a letter of protest to the Department of Administration regarding Chapter 112 which would implement charging an administration fee. There being no further business the meeting adjourned.at 8:25 P.M. THESE MINUTES APPROVED AND ADOPTED: GENERAL FUND CHAIRMAN L.C. F.ORTNER, JR. GENERAL FUND SECRETARY 6 1'G'v ti LOLA PARKER