Pension Board

Meetings

Agendas are available prior to the meetings. Minutes are available following approval.
View Most Recent Agendas and Minutes

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, 2019
Patina Brown (General Employee Representative, Calculation Committee Member, Deputy Director of Finance)	Post 5	December 31, 2019
Rick Steffes (General Employee Representative, Board Vice Chairman, Calculation Committee Chairman, Senior Programmer Analyst-IT)	Post 6	December 31, 2018
Yvonne Williams (General Employee Representative, Deputy City Clerk)	Post 7	December 31, 2018
Steve Kish (Police Representative, Police Major)	Post 8	December 31, 2019
Bobby Moss (Fire Representative, Board Chairman, Calculation Committee Member, Fire Commander)	Post 9	December 31, 2018
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 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
General Pension Consultant: Gavion, LLC
General Pension Actuary: Cavanaugh Macdonald Consulting, LLC
General Pension Auditors: Nichols, Cauley & Associates, LLC
General Pension Trust Custodial Services: SunTrust
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

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

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

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