General Employees' Retirement Fund Board of Trustees

Ocala City Hall City Manager's Conference Room Second Floor 110 SE Watula Ave

Agenda — 26 items

1. 1 Teams Meeting: : https://bit.ly/3WaUixM Meeting ID: 289 268 683 358 Passcode: TL2un96A Dial in by phone +1 352-448-0342,,259277887# Find a local number: https://dialin.teams.microsoft.com/bed17a9a-7252-46bd-a089-e685594afc9f?id=259277887 Phone Conference ID: 259 277 887#
2. 1. Call To Order & Attendance
3. 3 Agenda & Public Notice 2026-1985
4. 2. Public Comment
5. 5 Email Public Comments during the Meeting to: Ocala@ResourceCenters.com
6. 3. Approval of Minutes
7. a. Minutes May 10, 2026 2026-1986
8. b. Minutes May 26, 2026 2026-1987
9. c. Minutes June 29, 2026 2026-1988
10. 4. Reports
11. a. Investment Advisors Q2 2026 Performance Report 2026-1989
12. b. Board Counsel (Bonni Jensen, Klausner Kaufman Jensen & Levinson)
13. 1. 2026 Summary Plan Description 2026-1991
14. 2. RMLO 2026-1992
15. 3. 2027 Meeting Dates 2026-1993
16. c. Administrator Report (Scott Baur, Resource Centers)
17. 1. Transition & Borad Updates 2026-1994
18. 2. Signature Authorization Updates 2026-1995
19. 3. Conferences & Educational Opportunities 2026-1996
20. 4. Resource Centers Service Team & Contacts 2026-1997
21. 5. Benefit Approvals
22. 6. Plan Financials
23. a. Interim Financial Statement 2026-1998
24. b. Approval Expenses 2026-1999
25. 7. Other Business
26. 8. Adjournment

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