Firefighters' Retirement Fund Board of Trustees
Ocala City Hall City Manager's Conference Room Second Floor 110 SE Watula Ave
Agenda — 18 items
- 1 Teams Meeting Link: https://bit.ly/3EWiwXL Meeting ID: 231 594 017 324 0 Passcode: dU7wD9pS ________________________________________ Dial in by phone +1 352-448-0342,,883764803# United States, Gainesville Find a local number Phone conference ID: 883 764 803#
- 1. Call To Order & Attendance
- 5 Others in attendance: Alicia Gaither, Dave West, Anthony Webber, Steve Hearing, Richard Grubbs, Alan Phelps, Donna Tucker, and Kerry Sipe, Lawrence Watts, and Taylor Clary attended through TEAMS.
- 2. Public Noticed & Public Comments
- 7 During public comment, a retiree, Ms. Donna Tucker, raised a significant tax issue stemming from a 2019 city reporting error that caused IRS penalties, leading to extensive discussion on potential resolutions and systemic impacts on other retirees.
- 3. Attorney Report
- 9 Request Motion, Appellee's Answer Brief, & Form 1 Filling
- 10 Summary Plan Description (DRAFT)
- 4. Actuary
- 13 DROP updates and considerations for DROP period impact statement Component B Incentive Pay impact statement (a short summary of the attached impact statement) Service purchase policy considerations COLA Fund interest policy reminder
- 5. Consultant Mariner Report
- 16 Ocala Fire Investment Performance March 31, 2025
- 6. Expenses & Minutes
- 19 Fire Board Expenses March - April 2025 & Minutes February 24, 2025
- 7. Other Items For Discussion
- 7a. DROP Approval
- 24 Adjournment
- 25 A motion to approve the minutes as printed on this _________ day of __________; _______ was made by ___________________, seconded by _____________________, votes for _________, votes against ______________. ___________________________ ____________________________ Chairman Secretary