Agenda

NOTICE OF A SPECIAL MEETING OF THE
ST. CHARLES FIREFIGHTER'S PENSION FUND
BOARD OF TRUSTESS

The Board of Trustees will conduct a special meeting on Thursday, September 12, 2024 at 8:30 a.m. in the City Hall, Den A, located at 2 East Main Street, St. Charles, Illinois 60174, for the purposes set forth in the following agenda:

AGENDA

1. Call to Order

2. Roll Call

3. Public Comment

4. Approval of Meeting Minutes

a.) June 5, 2024 Regular Meeting

b.) Semi-Annual Review of Closed Session Meeting Minutes

5. City Treasurer’s Report

a.) Quarterly Financial Report

b.) Discussion/Possible Action – Cash Management Policy

6. Investment Reports

a.) FPIF – Marquette Associates

b.) FPIF – Statement of Results

7. Communications and Reports

8. Trustee Training Updates

a.) Approval of Trustee Training Registration Fees and Reimbursable Expenses

9. Applications for Membership/Withdrawals from Fund

a.) Application for Membership – Shaun Stapleton

10. Applications for Retirement/Disability Benefits

a.) Approve Regular Retirement Benefits – Brian Hansen and Scott Swanson

b.) QILDRO – Scott Swanson

11. Old Business

a.) Reciprocity Update – Ryan Thomas

b.) Status of FPIF Audit Examination

12. New Business

a.) Reciprocity Update – Shaun Stapleton

b.) Review/Approve – Actuarial Valuation and Tax Levy Request

c.) Review/Adopt – Municipal Compliance Report

d.) IDOI Annual Statement

e.) Discussion/Possible Action – RFPs for Legal Services

f.) Board Officer Elections – President and Secretary

g.) FOIA Officer and OMA Designee

13. Closed Session, if needed

14. Adjournment

ADA Compliance

Any individual with a disability requesting a reasonable accommodation in order to participate in a public meeting should contact the ADA Coordinator, Jennifer McMahon, at least 48 hours in advance of the scheduled meeting. The ADA Coordinator can be reached in person at 2 East Main Street, St. Charles, IL, via telephone at (630) 377 4446 or 800 526 0844 (TTY), or via e-mail at jmcmahon@stcharlesil.gov. Every effort will be made to allow for meeting participation. Notices of this meeting were posted consistent with the requirements of 5 ILCS 120/1 et seq. (Open Meetings Act).