HomeMy WebLinkAbout2002 Employee's Retirement System Board MinutesOFFICIAL PROCEEDINGS OF THE BOARD OF TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting
Council Conference Room
loth Floor City Hall
Lansing, MI 48933
January 17, 2002
Thursday, 8:30 a.m.
The Board met in regular session and was called to order at 8:40 a.m.
Present: Trustees Adado,Antekeier,Bommarito,Brodie,Hollister, Piloske,
Rhode ,Rossi, Rubley - 9.
Others: Gary Gustafson, Bob Swanson, Finance: Jack Jordan Law
Department
It was moved by Trustee Piloske and supported by Trustee Brodie to
approve the minutes of the regular meeting of December 20, 2001.
Adopted by the following vote: Unanimously.
The Secretary reported: 2 new members (s), 0 reinstatement(s), 0
refund(s), 0 transfer(s), and 1 retired. Total active membership: 536.
Refunds made since the last regular meeting: $0. Retirement allowances
paid for the month of December 2001: $879,479.09. Total number of
ERS retirees 644. 3 deaths. Total retirement checks printed for all
systems: 1,206. Domestic relations orders received: 0. Domestic
relations orders pending: 0. Eligible domestic relations orders
certified: 0.
It was moved by Trustee Brodie and supported by Trustee Antekeier to
approve the request for Regular Age and Service Retirement for Deborah
A. Balan „ Comm. Ctrs. Supvr., Parks & Recs., 24 years 3 months service
credits, age 47, effective February 16, 2002.
Adopted Unanimously
It was moved by Trustee Rhode and supported by Trustee Hollister to
deny forwarding the "Remenar Opinion" to Council.
Adopted Unanimously
Mr. Rubley gave the investment report for December.
Employees' Retirement System
Minutes from Regular Meeting
January 17, 2002
page 2.
The mee adjouL2-
t 9:30 a.m.
(d-e4,
r
Robert W. Swanson, Secretary
Employees' Retirement System
Minutes approved on
Douglas Rubley, Chairperson
OFFICIAL PROCEEDINGS OF THE BOARD OF TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting
Council Conference Room
loth Floor City Hall
Lansing, MI 48933
March 21, 2002
Thursday, 8:30 a.m.
The Board met in regular session and was called to order at 8:36 a.m.
Present: Trustees Adado, Antekeier, Bommarito, Brodie, Piloske, Rhode,
- 6.
Absent: Hollister, Rossi, Rubley
Others: Gary Gustafson, Bob Swanson, Amy Magistro, Mark Colby,
Finance: Margaret Herp, Retiree
The Secretary reported: 0 new members (s), 0 reinstatement (s), 0
refund(s), 0 transfer(s), and 1 retired. Total active membership: 537.
Refunds made since the last regular meeting: $0. Retirement allowances
paid for the month of February 2002: $888,672.16. Total number of
ERS retirees 647. 1 death. Total retirement checks printed for all
systems: 1,207. Domestic relations orders received: 0. Domestic
relations orders pending: 0. Eligible domestic relations orders
certified: 0.
It was agreed to vote on the following Regular Age and Service
Retirements altogether:
Linda Rossman, District Court, 20 years 4 months service credits, age
50, effective March 1, 2002.
Douglas W. Winkel, 911 Operator, 18 years 9 months service credits, age
46, effective March 15, 2002.
Charles E. Braatz, Public Service Waste Water, 27 years 5 months
service credits, age 62, effective March 16, 2002.
Margaret H. Pollard, Office Manager, Public Service, 18 years 11 months
service credits, age 62, effective April 2, 2002.
William L. Christopher, Mechanic, Parks & Recreation, 28 years 4 months
service credits, age 50, effective April 16, 2002.
It was moved by Trustee Adado and supported by Trustee Antekeier to
Employees' Retirement System
Minutes from Regular Meeting
March 21, 2002
page 2.
approve the above requests for Regular Age & Service Retirements.
Adopted Unanimously
It was moved by Trustee Antekeier and supported by Trustee Adado to
excuse Trustees Hollister, Rossi and Rubley.
Adopted Unanimously
Mr. Brodie handed out the investment report for February.
Minutes approved on 4c2--
Q�
Douglas Rubley, Chairperson
The me g jo adned at 9: 15e me15 a.m.
4)
Robert W. Swanson, Secretary
Employees' Retirement System
OFFICIAL PROCEEDINGS OF THE BOARD OF TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting February 21, 2002
Council Conference Room Thursday, 8:30 a.m.
loth Floor City Hall
Lansing, MI 48933
The Board met in regular session and was called to order at 8:35 a.m.
Present: Trustees Antekeier, Brodie, Hollister, Piloske, Rhode, Rubley
- 6.
Absent: Adado, Bommarito, Rossi
Others: Gary Gustafson, Amy Magistro, Finance: Jack Jordan Law
Department
It was moved by Trustee Hollister and supported by Trustee Brodie to
approve the minutes of the regular meeting of January 17, 2002.
Adopted by the following vote: Unanimously.
The Secretary reported: 3 new members (s), 0 reinstatement(s), 0
refund(s), 0 transfer(s), and 1 retired. Total active membership: 538.
Refunds made since the last regular meeting: $0. Retirement allowances
paid for the month of January 2002: $888,802.03. Total number of ERS
retirees 647. 2 deaths. Total retirement checks printed for all
systems: 1,206. Domestic relations orders received: 0. Domestic
relations orders pending: 0. Eligible domestic relations orders
certified: 0.
It was moved by Trustee Hollister and supported by Trustee Brodie to
approve the request for Regular Age and Service Retirement for Dorothy
M. Chesney, Office Manager, Planning and Development, 16 years 2 months
service credits, age 48, effective March 4, 2002.
Adopted Unanimously
It was moved by Trustee Brodie and supported by Trustee Antekeier to
approve the request for Regular Age and Service Retirement (from
Deferred) for Waland Worden, Civic Center Stage Manager, 9 years 5
months service credits, age 59, effective January 1, 2002.
Adopted Unanimously
It was moved by Trustee Hollister and supported by Trustee Antekeier to
excuse Trustees Adado, Bommarito, and Rossi.
Adopted Unanimously
Employees' Retirement System
Minutes from Regular Meeting
February 21, 2002
page 2.
It was moved by Trustee Brodie and supported by Trustee Piloske to send
up to two members to the NCPERS conference.
Adopted Unanimously
It was moved by Trustee Rhode and supported by Trustee Antekeier to
approve up to two people to attend a conference without board approval,
but approval would be needed for more than two.
Adopted Unanimously
Trustee Rubley discussed the Investment Firm of Lazard Freres not
performing up to expectations.
It was moved by Trustee Brodie and supported by Trustee Piloske to have
a separately published financial audit to be conducted by the auditor
selected by the City.
Adopted Unanimously
Amy Magistro stated that the board could probably use the same audit
firm the City uses and to pay for it from the ERS fund.
The board instructed the Retirement Analyst to put Equating on the
Application for Retirement Form and to take off Lump Sum.
A Sub -Committee was made up of Trustees: Antekeier, Brodie, Piloske,
and Rhode to over -see the operational audit.
Mr. Rubley gave the investment report for January.
The meeting adjo rned at 10:19 a.m.
/4
Robert W. Swanson, Secretary
Employees' Retirement System
Minutes approved on
Douglas Rubley, Chairperson
OFFICIAL PROCEEDINGS OF THE BOARD OF TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting
Council Conference Room
loth Floor City Hall
Lansing, MI 48933
April 18, 2002
Thursday, 8:30 a.m.
The Board met in regular session and was called to order at 8:55 a.m.
Present: Trustees Antekeier, Bommarito, Piloske, Rhode, Rossi, Rubley
- 6.
Absent: Brodie, Hollister
Others: Gary Gustafson, Bob Swanson, Finance: Jack Jordan, Law
Department
It was moved by Trustee Rhode and supported by Trustee Antekeier to
approve the minutes of the regular meeting of April 18, 2002.
Adopted by the following vote: Unanimously.
The Secretary reported: 0 new members(s), 0 reinstatement(s), 0
refund(s), 0 transfer(s), and 4 retired. Total active membership: 533.
Refunds made since the last regular meeting: $0. Retirement allowances
paid for the month of March 2002: $897,972.61. Total number of ERS
retirees 650. 3 deaths. Total retirement checks printed for all
systems: 1,217. Domestic relations orders received: 0. Domestic
relations orders pending: 0. Eligible domestic relations orders
certified: 0.
It was agreed to vote on the following Regular Age and Service
Retirements altogether:
Lewis Morin, Equipment Operator, Parks; 26 years 11 months service
credits, age 50, effective April 15, 2002.
Rolly Cole, Supervisor, Management Services; 17 years 6 months service
credits, age 57, effective April 22, 2002.
Garland Martell, Public Service, O&M; 28 years 3 months service
credits, age 50, effective April 17, 2002.
Gary A. Mead, Equipment Operator, Public Service; 27 years 3 months
service credits, age 60, effective April 15, 2002
Employees' Retirement System
Minutes from Regular Meeting
April 18, 2002
page 2.
It was moved by Trustee Rossi and supported by Trustee Antekeier to
approved the above requests for Regular Age & Service Retirements.
Adopted Unanimously
it was moved by Trustee Antekeier and supported by Trustee Piloske to
approve the Non Duty Disability Retirement for Kenney G. Amon in
conjunction with Dr. Chiodo's report.
Adopted Unanimously
It was moved by Trustee Bommarito and supported by Trustee Rossi to
excuse Trustees Brodie and Hollister.
Adopted Unanimously
It was moved by Trustee Antekeier and supported by Trustee Rossi to
accept Phase I of the proposed strategy for funding and re -balancing.
Adopted Unanimously
Trustee Rubley gave the Investment Report for March.
The mz
L
at 9:52 a.m.
Robert W. Swanson, Secretary
Employees' Retirement System
Minutes approved on
Douglas Rubley, Chairperson
OFFICIAL PROCEEDINGS OF THE BOARD OF TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting May 16, 2002
Council Conference Room Thursday, 8:30 a.m.
10th Floor City Hall
Lansing, MI 48933
The Board met in regular session and was called to order at 8:57 a.m.
Present: Trustees Antekeier, Brodie, Piloske, Rhode, Rubley -
6.
Absent: Bommarito, Hollister, Rossi
Others: Gary Gustafson, Finance: Jack Jordan, Law Department:
And Two Retirees
It was moved by Trustee Rhode and supported by Trustee Antekeier to
approve the minutes of the regular meeting of April 18, 2002.
Adopted by the following vote: Unanimously.
The Secretary reported: 1 new members (s), 0 reinstatement (s), 0
refund(s), 0 transfer(s), and 7 retired. Total active membership: 527.
Refunds made since the last regular meeting: $0. Retirement allowances
paid for the month of April 2002: $905,091.30. Total number of ERS
retirees 655. 2 deaths. Total retirement checks printed for all
systems: 1,223. Domestic relations orders received: 0. Domestic
relations orders pending: 0. Eligible domestic relations orders
certified: 0.
It was moved by Trustee Antekeier and supported by Trustee Brodie to
approve the request for Regular Age and Service Retirement for Albert
F. VanDouser Jr., Public Service O&M, 25 years 2 months service
credits, age 57, effective May 3, 2002.
Adopted Unanimously
It was moved by Trustee Rhode and supported by Trustee Antekeier to
reconsider the motion of February to have a separate financial audit.
Yeas: Rhode, Rubley
Nays: Antekeier, Brodie, Piloske
Not Adopted
It was moved by Trustee Brodie and supported by Trustee Antekeier to
approve the Investment Policy.
Adopted Unanimously
Employees' Retirement System
Minutes from Regular Meeting
May 16, 2002
page 2.
It was moved by Trustee Brodie and supported by Trustee Piloske to
approve Phase II of the proposed strategy for funding and re -balancing.
Adopted Unanimously
It was moved by Trustee Brodie and supported by Trustee Antekeier to
excuse Trustees Bommarito, Hollister, and Rossi.
Adopted Unanimously
It was moved by Trustee Brodie and supported by Trustee Rhode to
transfer all but $50,000.00 of the Securities Lending money to the S&P
500 Mutual Index Fund. The $50,000.00 is to be used for expenses and
if the balance falls below $25,000.00, to replenish it back to
$50,000.00. The monthly earnings of the fund is to go to the Index
Fund.
Adopted Unanimously
Trustee Rubley gave the Investment Report for April.
The mee a jo ned at 9:46 a.m.
Robert W. Swanson, Secretary
Employees' Retirement System
Minutes approved on
Douglas Rubley, Chairp son
OFFICIAL PROCEEDINGS OF THE BOARD OF TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting
Council Conference Room
10th Floor City Hall
Lansing, MI 48933
June 20, 2002
Thursday, 8:30 a.m.
The Board met in regular session and was called to order at 8:35 a.m.
Present: Trustees Antekeier, Brodie, Piloske, Rhode,Rossi, Rubley
- 6.
Absent: Benavides,Bommarito, Hollister
Others: Gary Gustafson, Finance: Jim Smiertka Law Department:
It was moved by Trustee Rossi and supported by Trustee Antekeier to
approve the minutes of the regular meeting of May 16, 2002.
Adopted by the following vote: Unanimously.
The Secretary reported: 0 new members (s), 0 reinstatement (s), 0
refund(s), 0 transfer(s), and 1 retired. Total active membership: 526.
Refunds made since the last regular meeting: $0. Retirement allowances
paid for the month of May 2002: $913,779.22. Total number of ERS
retirees 656. 4 deaths. Total retirement checks printed for all
systems: 1,221. Domestic relations orders received: 0. Domestic
relations orders pending: 0. Eligible domestic relations orders
certified: 0.
It was moved by Trustee Rossi and supported by Trustee Brodie to excuse
Trustees Benavides,Bommarito, and Hollister.
Adopted Unanimously
Trustee Rubley gave the Investment Report for May.
�I^K)-Z-
Minutes approved on Irl
Douglas Rubley, Chairperson
The me ng dj rned at 9:17 a.m.
Robert W. Swanson, Secretary
Employees' Retirement System
OFFICIAL PROCEEDINGS OF THE BOARD OF
TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting July 18, 2002
Council Conference Room Thursday, 8:30 a.m.
10th Floor City Hall
Lansing, MI
The Board met in regular session and was called to order at 8:33.
Present: Antekeier, Brodie, Piloske, Rhode, Rossi, Rubley - 6
Absent: Benavides, Bommarito, Hollister - 3
Others: Gary Gustafson, Robert Swanson, Amy Magistro, and Robin Noe, Finance
Department.
It was moved by Trustee Antekeier, and supported by Trustee Piloske to approve the
minutes of the regular meeting of July 18, 2002.
Adopted by the following vote: Unanimously.
The Secretary reported: 1 new member(s), 0 reinstatements, 0 refund(s), 3 retired. Total
active membership: 524. Refunds made since the last regular meeting amounted to $0.
Retirement allowances paid for the month of June 2002 amounted to $918,317.12. 2
deaths. Total retirement checks printed for the ERS System: 654. Total retirement checks
printed for systems: 1,219. Domestic relations orders recieved : 2. Domestic relations
orders pending : 0. Eligible domestic relations orders certified: 0.
It was agreed by the board to vote on the following retirements together.
Request for Regular Age and Service Retirement Jacklyn Beard, Treasure's Office, 23
years 2 months service credits, age 48, effective July 27, 2002.
Request for Regular Age and Service Retirement Terry M. Buck, Public Service, 28 years
1 month service credits, age 48, effective July 20, 2002.
Request for Regular Age and Service Retirement Gary Garrick, Code Compliance, 15
years 1 months service credits, age 61, effective August 16, 2002.
Regular Meeting
Council Conference Room
10th Floor City Hall
Lansing, MI
July 18, 2002
Thursday, 8:30 a.m.
Request for Regular Age and Service Retirement Edward Eastridge, Parks, 25 years 4
months service credits, age 50, effective June 27, 2002.
Request for Regular Age and Service Retirement Oakley Lyons, Neighborhood /
Development, 26 years 5 months service credits, age 50, effective June 15, 2002.
Request for Regular Age and Service Retirement Patricia Mears, 911/Police, 22 years 1
month service credits, age 42, effective July 20, 2002.
Request for Regular Age and Service Retirement Jimmy L. Spangler, Public Service, 23
years service credits, age 51, effective June 01, 2002.
It was moved by Trustee Rhode and supported by Trustee Brodie to approve the above
Regular Age and Service Retirements.
Adopted by the following vote: Unanimously
The board did notvote on Mary Anne McNamara, until heryears of service was rechecked.
There was no action taken on the request for Duty Disability Retirement for James R
Rogers. It was referred to the Disabiltiy Committee.
Mr. Lemmon's request for Duty Disability was referred to Dr. Chiodo and the Disability
Committee.
It was moved by Trustee Rossi and supported by Trustee Brodie to excuse Trustees
Benavides, Bommarito, and Hollister.
It was Approved Unanimously.
It was moved by Trustee Rhode and supported by Trustee Brodie for Doug Rubley to
attend the Guns and Hoses seminar.
It was Approved Unanimously.
It was moved by Trustee Brodie and supported by Trustee Antekeier to accept the Fee
Structure from Gabriel, Roeder, Smith and Company.
It was Approved Unanimously.
Doug Rubley will respond to Jim Young's questions from his re-employment letter, and the
rest will be referred to the City Administrator.
Mr. John Brodie is to be sworn in by the next ERS Retirement board meeting on August
22, 2002.
Regular Meeting
Council Conference Room
10th Floor City Hall
Lansing, MI
July 18, 2002
Thursday, 8.30 a.m.
Duty Disability Release form was referred to the sub committee and the City Attorney.
Mr. John Brodie gave his Due Diligence inspection report.
It was moved by Trustee Brodie and supported by Trustee Antekeier to use the Northern
Trust fund to change from the Basic Collateral to Core USA Collateral.
It was Approved Unanimously.
Mr. Rubley gave the investment report for June.
Minutes approved on O ,'-
Douglas Rubley, Chairperso
The meetina adiourned at 10.32 a.m.
Robert Swanson, Secretary
Police & Fire Retirement System
OFFICIAL PROCEEDINGS OF THE BOARD OF
TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting August 22, 2002
Council Conference Room Thursday, 8:30 a.m.
10th Floor City Hall
Lansing, MI
The Board met in regular session and was called to order at 8:35.
Present: Benavides, Bommarito, Brodie, Piloske, Rhode, Rossi, Rubley - 7
Absent: Antekeier„ Hollister - 2
Others: Gary Gustafson, Robert Swanson, and Robin Noe, Finance Department, and Jack
Roberts, Jeff Spagnuolo.
It was moved by Trustee Rossi, and supported by Trustee Piloske to approve the minutes
of the regular meeting of August 22, 2002.
Adopted by the following vote: Unanimously.
Action was taken to put Mr. Jeff Spagnuolo's letter on the August 22, 2002 agenda . It
was moved by Trustee Benavides and supported by Trustee Rossi.
Adopted by the following vote: Unanimously.
The Secretary reported: 1 new member(s), 0 reinstatements, 0 refund(s), 4 retired. Total
active membership: 520. Refunds made since the last regular meeting amounted to $0.
Retirement allowances paid for the month of July 2002 amounted to $928,447.97. 2
deaths. Total retirement checks printed for the ERS System: 657. Total retirement checks
printed for systems: 1,229. Domestic relations orders recieved : 2. Domestic relations
orders pending : 0. Eligible domestic relations orders certified: 0.
Trustee Brodie was sworn in on August 22, 2002.
It was moved by Trustee Rhode and supported by Trustee Brodie to approve the following
Regular Age and Service Retirements:
Request for Regular Age and Service Retirement Kevin Harcus, Parks Department, 27
years 2 months service credits, age 49, effective September 15,2002. Mr. Harcus will be
age 50 upon retirement.
Regular Meeting
Council Conference Room
10th Floor City Hall
Lansing, MI
August 22, 2002
Thursday, 8:30 a.m.
Request for Regular Age and Service Retirement Sherman Nelson, Public Service, 17
years 7 month service credits, age 61, effective August 9, 2002.
Request for Regular Age and Service Retirement Mary Anne McNamara, Parks
Department, 25 years 1 months service credits, age 55, effective July 13, 2002.
Adopted by the following vote: Unanimously
It was moved by Trustee Brodie and supported by Trustee Rossi to approve the request
of James Rogers to go on Duty Disability effective August 23, 2002, 8:00 a.m..
It was Approved Unanimously.
It was moved by Trustee Benavides and supported by Trustee Brodie to release the
Refund of Accumulated Contribution to Debra Barber with the stipulation of signing the
release form.
It was Approved Unanimously.
It was moved by Trustee Rossi and supported by Trustee Rhode to excuse Trustees
Antekeier, and Hollister.
It was Approved Unanimously.
It was moved by Trustee Benavides and supported by Trustee Rossi to pay the $ 250.00
fee for the death check audit through The Berwyn Group.
It was Approved Unanimously.
It was moved by Trustee Benavides and supported by Trustee Brodie to let Mr. Jeff
Spagnuolo pay back his 7 year service credits at the systems assumed rate of return
interest, with the stipulation that it is paid in full by the time he retires.
It was moved by Trust Brodie and supported by Trustee Rossi to make the survivorship
table retroactive back to January 01, 1999.
It was Approved Unanimously.
It was moved by Trustee Rhode and supported by Trustee Brodie to place Phase III
implementation on the agenda for action.
It was Approved Unanimously.
It was moved by Trustee Benavides and supported by Trustee Brodie to complete Phase
III of the Board's investment plan.
Regular Meeting
Council Conference Room
10th Floor City Hall
Lansing, MI
August 22, 2002
Thursday, 8:30 a.m.
It was moved by Trustee Brodie and supported by Rhode to terminate Lazzard Freres and
to transfer funds to Index funds as of September 30, 2002.
It was Approved Unanimously.
It was supported by Trustee Rhode and supported by Trustee Brodie to put Loomis Sayles
& Co. on probation.
It was Approved Unanimously.
Mr. Rubley gave the investment report for July.
Minutes approved on 911
Douglas Rubley, Chairperson
The meeting adjourned at 9:58 a.m.
Robert Swanson, Secretary
Police & Fire Retirement System
OFFICIAL PROCEEDINGS OF THE BOARD OF
TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting September 19, 2002
Council Conference Room Thursday, 8:30 a.m.
10th Floor City Hall
Lansing, MI
The Board met in regular session and was called to order at 8:35.
Present: Antekeier, Benavides, Bommarito, Brodie, Hollister, Piloske, Rhode, Rubley - 8
Absent: Rossi- 1
Others: Gary Gustafson, Robert Swanson, Finance Department, and Jim Smiertka.
It was moved by Trustee Antekeier, and supported by Trustee Brodie to approve the
minutes of the regular meeting of September 19, 2002.
Adopted by the following vote: Unanimously.
The Secretary reported: 0 new member(s), 0 reinstatements, 1 refund(s), 3 retired. Total
active membership: 519. Refunds made since the last regular meeting amounted to
$475.85. Retirement allowances paid for the month of August 2002 amounted to
$935,830.72. 0 deaths. Total retirement checks printed for the ERS System: 662. Total
retirement checks printed for systems: 1,234. Domestic relations orders recieved : 0.
Domestic relations orders pending : 2. Eligible domestic relations orders certified: 0.
It was moved by Trustee Antekeier and supported by Trustee Brodie to approve the
following Regular Age and Service Retirements:
Request for Regular Age and Service Retirement William Childs, Public Service
Department, 27 years 2 months service credits, age 50, effective October 13, 2002
(revised from September 15, 2002).
Adopted by the following vote: Unanimously
Gary Gustafson has a release form now for members to sign when they request to
withdraw their funds when they leave the City of Lansing. Debra Barber did come in to
sign the release form for her refund of $475.85.
Regular Meeting
Council Conference Room
10th Floor City Hall
Lansing, MI
September 19, 2002
Thursday, 8.30 a.m.
Trustee Rubley explained Mr. Spagnuolo's new letter requesting the board to waive the
interest charges to buy back his service credits. It was moved by Trustee Benavides and
supported by Trustee Antekeier to reject Mr. Spagnuolo's request; to change the interest
buy back rate to 3%, and to amend action of August 22, 2002 per ordinance section
292.35.
It was Approved Unanimously.
It was moved by Trustee Benavides and supported by Trustee Rhode to excuse Trustees
Rossi.
It was Approved Unanimously.
Chairperson Doug Rubley has waived the $2,500.00 limit for a conference in November
for Trustee Antekeier and Trustee Brodie.
Doug Rubley updated the Board on the termination of Lazaard, and the authorization of
the cross trade with Northern Trust. The effective date of this is to take place on October
1, 2002. The real estate is in place as of September 27, 2002.
Doug Rubley described the Finance Department's effort to establish a more professional
environment for the retirement office, including Robin Noe's area. The two offices will be
side by side, and they will be the first two offices by the reception area. The cost for this,
which includes new office furniture, will be a total of $3,000 per office. Mr. Rubley asked
the Police and Fire Retirement Board to contribute $3,000 and they have accepted to pay
for one of the offices. It was moved by Trustee Benavides and supported by Trustee
Antekeier to contribute the $3,000 for the refurnishing of the second retirement office.
It was Approved Unanimously.
Mr. Rubley gave the investment report for August.
The meeting adjourned at 9.28 a.m.
Minutes approved on �%� l/Z� -�,a Robert Swanson, Secretary
Employees' Retirement System
Douglas Rubley, Chairperson
OFFICIAL PROCEEDINGS OF THE BOARD OF
TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting November21, 2002
Council Conference Room Thursday, 8:30 a.m.
10th Floor City Hall
Lansing, MI
The Board met in regular session and was called to order at 8:40.
Present: Antekeier, Benavides, Bommarito, Brodie, Piloske, Rhode, Rubley - 7
Absent: Hollister, Rossi- 2
Others: Gary Gustafson, Robert Swanson and Robin Noe, Finance Department, Jim
Smiertka and Jack Roberts, Law Department.
It was moved by Trustee Brodie, and supported by Trustee Antekeier to approve the
minutes of the regular meeting of October 17, 2002 with the corrections.
Adopted by the following vote: Unanimously.
The Secretary reported: 0 new member(s) 0 reinstatement(s), 0 refund(s), 0 transfers, 1
retired. Total active membership: 519. Refunds made since the last regular meeting
amounted to 0. Retirement allowances paid for the month of October 2002 amounted
$939,907.15. Plus, $39,359.85 in retro pay on the new rates for the suriovorship tables.
0 death. Total retirement checks printed for the ERS System: 660. Domestic relations
order received: 0. Domestic relations orders pending: 2. Eligible domestic relations orders
certified: 0.
It was moved by Trustee Brodie and supported by Trustee Antekeier to approve the
following Regular Age and Service Retirements:
Request for Regular Age and Service Retirement
Jeff Spagnuolo, Public Service Department, 28 years 2 month service credits, age
50 years, effective November 04, 2002.
Terri Atkinson, Parks / Zoo Department, 21 years 5 month service credits, age
47 years, effective November 23, 2002.
Regular Meeting
Council Conference Room
10th Floor City Hall
Lansing, MI
November 21, 2002
Thursday, 8:30 a.m.
James Crosby, Parks & Rec Department, 28 years 10month service credits, age
60 years, effective November 05, 2002.
Toni Glasscoe, O & M, Public Service Department, 18 years 3 month service credits
age 49 years, effective November 06, 2002.
William Edwards, O & M, Public Service Department, 26 years 1 month service
credits, age 50 years, effective December 14, 2002.
Adopted by the following vote: Unanimously
It was moved by Trustee Rhode and supported by Trustee Piloske to table Mr. Rubleys
request for retirement.
Adopted by the following vote: Unanimously
It was moved by Trustee Brodie and supported by Trustee Bommarito to excuse Trustee
Hollister and Rossi.
It was Approved Unanimously.
Trustee Bommarito gave a update on the ADHOC Special Project Committee.
It was moved by Trustee Benavides and supported by Trustee Brodie to pay half of the
expense for the printing of the retirement open enrollment packet.
It was moved by Trustee Rhode and supported by Truste Antekeier to adopt the minutes
from the special meeting on October 29, 2002.
It was Approved Unanimously.
Trustee Rubley gave the investment report for September, 2002.
The meeting adjourned at 9:50 a
Minutes approved on
Robert Swanson, Secretary
Employees' Retirement System
Douglas Rubley, Chairperson
OFFICIAL PROCEEDINGS OF THE BOARD OF
TRUSTEES
CITY OF LANSING
EMPLOYEES' RETIREMENT SYSTEM
Regular Meeting December 19, 2002
Council Conference Room Thursday, 8:30 a.m.
10th Floor City Hall
Lansing, MI
The Board met in regular session and was called to order at 8:42.
Present: Antekeier, Benavides, Brodie, Piloske, Rhode, Rubley - 6
Absent: Bommarito, Hollister, Rossi- 3
Others: Gary Gustafson, and Robert Swanson, Finance Department, Jack Roberts, Law
Department.
It was moved by Trustee Antekeier, and supported by Trustee Rhode to approve the
minutes of the regular meeting of November 21, 2002.
Adopted by the following vote: Unanimously.
The Secretary reported: 0 new member(s) 0 reinstatement(s), 0 refund(s), 0 transfers, 5
retired. Total active membership: 514. Refunds made since the last regular meeting
amounted to 0. Retirement allowances paid for the month of November 2002 amounted
$950,324.32. 0 death. Total retirement checks printed for the ERS System: 666.
Domestic relations order received: 0. Domestic relations orders pending: 2. Eligible
domestic relations orders certified: 0.
It was moved by Trustee Benavides and supported by Trustee Antekeier to approve the
following Regular Age and Service Retirements:
Luisa Diaz, District Court, 12 years 7 month service credits, age 65 years, effective
December 03, 2002.
Ann Boyer, Public Service Department, 19 years 5 month service credits, age 52
years, effective January 06, 2003.
Jeffrey Smith, Public Department, 28 years 10month service credits, age 50 years,
effective January 03, 2003.
Regular Meeting
Council Conference Room
10th Floor City Hall
Lansing, MI
December 19, 2002
Thursday, 8:30 a.m.
Terry Lee Michitsch , Police Technician, Police Department, 31 years service
credits, age 55 years, effective January 06, 2003.
Adopted by the following vote: Unanimously
It was moved by Trustee Rhode and supported by Trustee Brode to excuse Trustee
Bommarito, Hollister and Rossi.
It was Approved Unanimously.
It was moved byTrustee Brodie and supported by Trustee Benavides to have Doug Rubley
remain as Chairperson.
Adopted by the following vote: Unanimously.
It was supported by Trustee Rhode and supported by Trustee Antekeier to have John
Broidie remain as Vice Chairperson.
Adopted by the following vote: Unanimously.
Trustee Rubley gave the investment report for November, 2002.
Minutes approved on
Douglas Rubley, Chairperson
The meeting adjourned at 9:29 a.m.
& I 1-
Robert Swanson, Secretary
Employees' Retirement System