Employee Benefits Trust Fund

Commission Chambers

Agenda — 25 items

1. 1 CALL TO ORDER
2. 2 ROLL CALL
3. 1) PUBLIC DISCUSSION
4. 2) DISCUSSION AND POSSIBLE ACTION
5. A. MOTION - APPROVAL OF UPDATED FEE FROM ANCHOR BENEFIT CONSULTING (ABC)
6. B. MOTION - APPROVE TRANSFER OF FUNDS TO ANCHOR BENEFIT CONSULTING (ABC) TO COVER THE 2024 BENEFIT PAYMENTS
7. 3) PRESENTATION
8. A. FINANCIAL STATEMENTS FROM KABAT, SCHERTZER, DE LA TORRE, TARABOULOS & CO. (KSDT)
9. B. MOTION - TO ACCEPT AUDITED FINANCIAL STATEMENTS FROM KSDT
10. C. INVESTMENT MANAGEMENT PERFORMANCE UPDATE FROM GRAYSTONE CONSULTING
11. 4) SCHEDULE NEXT MEETING
12. 5) INVOICES
13. A. INVOICES PROCESSED SINCE THE LAST EBTF MEETING ID 2024-024
14. 6) APPROVAL OF BENEFITS
15. A. MOTION - APPROVAL OF NEW APPLICANTS
16. B. MOTION - APPROVING DEATH BENEFIT(S)
17. 2) DISCUSSION AND POSSIBLE ACTION (CONTINUED)
18. C. REVIEW QUOTES FOR ACTUARIAL STUDY
19. D. MOTION - APPROVAL OF RENEWAL FOR BOOKING & ACCOUNTING SERVICES FROM PROFESSIONAL TAX & ACCOUNTING SOLUTIONS ID 2024-022
20. 7) REPORT FROM ATTORNEY
21. A. AMENDMENT TO PLAN DOCUMENTS
22. 8) REPORT FROM TRUSTEES
23. 9) OTHER BUSINESS
24. 24 ADJOURNMENT
25. 25 If a person decides to appeal any decision made by the Board with respect to any matter considered at this meeting, the person will need a record of the proceedings, and for such purpose may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based. Anyone desiring a verbatim transcript shall have the responsibility, at his/her own expense, to arrange for the transcript. Any person with a disability requiring auxiliary aids and services for this meeting may call the City Clerk's office at 954-972-6454 with their request at least two business days prior to the meeting date. One or more members of the City Commission or City of Margate Boards may be in attendance and may participate at the meeting.

Watch Margate

This is one agenda. Margate publishes another every few weeks, and the thing you care about is rarely on the one you happened to find. Name it and we will email you when it appears.

Watch this

Free for 14 days, no card — and nothing charges itself: at day 14 the emails simply stop unless you choose to subscribe ($19 a month). One email when something matches, and nothing else. Unsubscribe from any of them. Searching stays free — it is public record.