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Saturday, November 16, 2024

City of Wheaton Police Pension Fund Board of Trustees will meet May 16

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City of Wheaton City Hall. | Facebook / City of Wheaton Government

City of Wheaton City Hall. | Facebook / City of Wheaton Government

City of Wheaton Police Pension Fund Board of Trustees will meet May 16

Here is the agenda provided by the board:

1. Call to Order

2. Roll Call

3. Public Comment – Limit of 3 minutes per person

4. Approval of Meeting Minutes

a. February 15, 2024 Regular Meeting

5. Investment Reports – IPOPIF

a. Verus Advisory, Inc.

b. State Street Statements

6. Accountant’s Report – Lauterbach & Amen, LLP

a. Monthly Financial Report

b. Presentation and Approval of Bills

c. Additional Bills, if any

d. Discussion/Possible Action – Cash Management Policy

7. Communications and Reports

a. Affidavits of Continued Eligibility

b. Statements of Economic Interest

8. Applications for Membership/Withdrawals from Fund

a. Resignation of Officers – Corey Eldridge and Kamila Lucas

b. Contribution Refund – Kamila Lucas

9. Applications for Retirement/Disability Benefits

a. Approve Non-Duty Disability Benefits – Kamila Lucas

10. Trustee Training Updates

a. Approval of Trustee Training Registration Fees and Reimbursable Expenses

11. Old Business

a. Review Updated Letter of Credit

b. Portability Update – Dennis Smith

12. New Business

a. Portability Update – Corey Eldridge

b. Requests to Purchase Break in Service – Christopher Harpling, Christopher Kelly, Rommy Klamerus, Timothy Kolzow, Eric Sousanes, Jill Uhlir and Corey White

c. Military Service Purchases – Rommy Klamerus and Adam Welte

d. Transfer of Creditable Service from IMRF – Timothy Kolzow

13. Attorney’s Report – Reimer Dobrovolny & LaBardi PC

a. Legal Updates

b. QILDRO Update – Robert Krolikowski

14. Closed Session, if needed

15. Adjournment

https://www.wheaton.il.us/AgendaCenter/ViewFile/Agenda/_05162024-2541