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Pension Board
Meetings
- 9:00 a.m. unless otherwise specified
- Second Wednesday in February, May, August, and November
- 205 Lawrence Street NE
4th Floor City Hall Conference Room
Marietta, GA 30060
Upcoming Meetings
- Regular Meeting: Wednesday, May 13, 2020
Agendas & Minutes
Agendas are available prior to the meetings. Minutes are available following approval.
View Most Recent Agendas and Minutes
Members
| Representative |
Position | Term Information |
|---|---|---|
| William F. Bruton, Jr. (City Manager) |
Post 1 |
Duration of Position |
| Joseph Goldstein (Council Member, Chairman of the Finance and Investments Committee) |
Post 2 |
January 1, 2022 |
| Cheryl Richardson (Council Member, Chairman of the Personnel and Insurance Committee) |
Post 3 |
January 1, 2022 |
| Rich Buss (General Employee Representative, Director of Parks, Recreation, and Facilities) |
Post 4 |
December 31, 2022 |
| Patina Brown (General Employee Representative, Board Vice Chairman, Calculation Committee Chairman, Deputy Director of Finance) |
Post 5 |
December 31, 2022 |
| Bruce Bishop (General Employee Representative, Deputy Director of IT) |
Post 6 |
December 31, 2021 |
| Vacant/Pending Council Appointment (General Employee Representative) |
Post 7 |
December 31, 2021 |
| Patrick Bonito, Jr. (Police Representative, Police Lieutenant) | Post 8 | December 31, 2022 |
| Bobby Moss (Fire Representative, Board Chairman, Calculation Committee Member, Fire Commander) |
Post 9 |
December 31, 2021 |
| Dan Flynn (Police Chief, Votes in absence of Police Representative) | Ex Officio | Duration of Position |
| Tim Milligan (Fire Chief, Votes in absence of Fire Representative) | Ex Officio | Duration of Position |
| Davy Godfrey (Secretary, Director of HR and Risk Management, Non-voting) | Ex Officio | Appointed yearly in February |
| Sam Lady (Treasurer, Director of Finance, Non-voting) | Ex Officio | Appointed yearly in February |
Pension Contacts
- Pension Board Attorneys: City Attorney Douglas Haynie from Haynie, Litchfield, Crane and White, P.C., P.K. Keesler, P.C. from Benefits Law Group, and the law firm of Elarbee, Thompson, Sapp, and Wilson, LLP (primary attorneys R. Read Gignilliat and Patrick Lail)
- General Pension Consultant: CBIZ
- General Pension Actuary: Cavanaugh Macdonald Consulting, LLC
- General Pension Auditors: Nichols, Cauley & Associates, LLC
- General Pension Trust Custodial Services: Truist
- General Pension Investment Managers: Eagle Capital Management, LLC, Orleans Capital Management Corporation, Sage Advisory Services, Ltd. Co., Seizert Capital Partners, LLC, Victory Capital Management Inc., Westfield Capital Management Company, L.P.
- Securities Monitoring: Kessler, Topaz, Meltzer, & Check, LLP
- Supplemental Pension Plan Trustee/Recordkeeper: ICMA Retirement Corporation (ICMA-RC)
- Supplemental Pension Consultant: AndCo Consulting
Pension Board Duties & Functions
- Handle distribution of all reports to participants
- Handle arbitration between the city and the participants in all matters regarding the plan
- Handle any notices of eligibility, benefits, available options, and any other notices required by the plan, contract, or rules and regulations
- Decide all questions and disputes on the interpretation and eligibility of persons for payment under any pension, retirement, and disability ordinance of the City of Marietta
Pension Board Powers
- Recommend to the council the awarding of contract(s) for actuarial and investment management and other administrative services as needed
- Adopt rules and regulations providing procedures for the granting of pension, retirement, and disability benefits and to approve payments for such persons entitled to payment
- Adopt investment programs and procedures for funds held by any investment manager
- Adopt all documents issued by the board
- Review and recommend changes in the pension, retirement, and disability program
- When requested by the city manager, to advise the city manager on all pension, retirement, or disability payment matters
- To do all other things necessary and proper to carry out the duties required of it is as the pension board of the City of Marietta