Pension Legislation 2003 - 2016


Name

Title

Date
Motion Number 20160845 (PDF)
City of Marietta/BLW Supplemental Pension 401 (a) Defined Contribution Plan Investment Policy Statement
September 14, 2016
Motion Number 20160747 (PDF)
Request from City Council to Pension Board regarding adding limited appeal rights of surviving spouse as to beneficiary benefits
August 10, 2016
Ordinance Number 7890 (PDF)
Amends the Consolidated Retirement Plan of the City of Marietta by stipulating a maximum retirement benefit for elected officials
June 8, 2016
Ordinance Number 7893 (PDF)
Amends the retirement plans of the City of Marietta by changing how the council representatives on the pension board are determined
June 8, 2016
Motion Number 20160484 (PDF)
Approves the law firm Elarbee, Thompson, Sapp and Wilson, LLP as an additional Pension Board Attorney for the current term of Council or otherwise designated
June 8, 2016
Ordinance Number 7871 (PDF)
Amends 4022 Plan by clarifying language regarding the definition of a physician used for disability benefits and recertification, and updating language regarding pension board election procedures
March 9, 2016
Ordinance Number 7872 (PDF)
Amends Consolidated Retirement Plan by clarifying language regarding the definition of a physician used for disability benefits and recertification, and updating language regarding pension board election procedures
March 9, 2016
Ordinance Number 7836 (PDF)
Amends Consolidated Retirement Plan to clarify language regarding refunds of participant contributions and allows for the first pension check to go out no later than the fifteenth day of the month
September 9, 2015
Motion Number 20150181 (PDF)
Approves P.K. Keesler, P.C. with Benefits Law Group as Pension Board Attorney for the current term of Council or otherwise designated
April 8, 2015
Ordinance Number 7766 (PDF)
Amends City Code to clarify the term "frozen at retirement" and stipulate that the City can seek changes to health insurance without reducing or negatively impacting such coverage
October 8, 2014
Ordinance Number 7752 (PDF)
Amends Consolidated Retirement Plan to bring plan language into compliance with IRS Notice 2014-19 regarding the definition of spouse in accordance with the overturning of the Defense of Marriage Act (DOMA)
September 10, 2014
Resolution Number 2014-1597 (PDF)
Amends Supplemental Pension Plan to bring plan language into compliance with IRS Notice 2014-19 regarding the definition of spouse in accordance with the overturning of the Defense of Marriage Act (DOMA)
September 10, 2014
Ordinance Number 7733 (PDF)
Amends Consolidated Retirement Plan to bring plan language into compliance with IRS requirements
June 11, 2014
Ordinance Number 7730 (PDF)
Modifies Consolidated Retirement Plan to clarify eligibility for a normal retirement benefit
May 14, 2014
Ordinance Number 7669 (PDF)
Clarifies disability retirement provisions in Consolidated Retirement Plan
July 10, 2013
Ordinance Number 7545 (PDF)
Amends personnel rules and regulations to clarify certain sections of the code
July 13, 2011
Motion Number 20110124 (PDF)
City of Marietta/BLW Defined Benefit Pension Plan Investment Policy Statement
March 9, 2011

Ordinance Number 7514 (PDF)

Amends Consolidated Retirement Plan to bring plan language into compliance with IRS requirements

January 12, 2011
Motion Number 20101349 (approved on consent agenda) (PDF)
Restates Supplemental Pension Plan
November 15, 2010
Ordinance Number 7379 (PDF)
Modifies membership and operation of pension board to allow for three year terms
September 9, 2009
Motion Number 20090859 (PDF)
Approves the request by the Pension Board that the City of Marietta join the newly formed Georgia Association of Public Benefit Plans (GAPBP)
September 9, 2009
Ordinance Number 7301 (PDF)
Addresses service credit for rehired employees who received a refund of participant contributions and revises provisions regarding breaks in service subject to the Family and Medical Leave Act (FMLA)
March 11, 2009
Ordinance Number 7274 (PDF)
Modifies Consolidated Retirement Plan for employees hired on or after January 1, 2009, to change vesting from 7 to 10 years
December 10, 2008
Ordinance Number 7234 (PDF) Modifies Consolidated Retirement Plan for employees hired on or after January 1, 2009 (from three years to five on final average earnings and early retirement reduction factor from .25 to .417), implements 4% participant contributions for all participants
September 10, 2008
Motion Number 20081024 (PDF)
Approves a contract with Consulting Services Group, LLC for services to the City/BLW Defined Benefit Pension Plan as recommended by the City/BLW Pension Board
September 10, 2008
Motion Number 20081025 (PDF)
Approves the revised administrative services fees with Principal Financial Services for administrative services to the Supplemental Pension Plan to be effective October 1, 2008. Recommendation for approval requested by the Pension Board.
September 10, 2008
Motion Number 20081028 (PDF)
Amends the City/BLW's supplemental pension program by changing from ABN AMRO Investment Option Income Fund E to ABN AMRO Investment Option Income Fund D. Change recommended by Pension Board.
September 10, 2008
Motion Number 20081087 (PDF)
Modifies the investment options available under the City of Marietta Supplemental Pension Program to include additional investment opportunities known as LifeTime Portfolios effective October 1, 2008
September 10, 2008
Ordinance Number 7191 (PDF)
Amends city code to make administrative changes throughout
June 11, 2008
Ordinance Number 7142 (PDF)
Modifies Consolidated Retirement Plan for employees hired on or after March 18, 2008 (from 5-year to 7-year vesting and age 55 requirement for early or 80 point pension)
March 17, 2008
Motion Number 20080216 (PDF)
Modifies the investment options available under the City of Marietta Supplemental Pension Plan deleting Ariel Fund and adding Fidelity Advisor Leveraged Co. Stock T Fund effective June 1, 2008
March 17, 2008
Motion Number 20080075 (PDF)
Approves a Service Agreement with Principal Financial Group for services to the City's Supplemental Pension Plan
February 13, 2008
Ordinance Number 7103 (PDF)
Revises position titles in composition of pension board nominating committees
October 10, 2007
Motion Number 20070231 (PDF)
Approves Pension Board updates and revisions to General Pension Fund Investment Policy
March 15, 2007
Motion Number 20070232 (PDF)
Approves Pension Board updates and revisions to Supplemental Pension Fund Investment Policy
March 15, 2007
Motion Number 20061288 (PDF)
Approves the request of the Pension Board to amend the Supplemental Pension Plan Investment Policy to create a new (small cap) investment fund
December 13, 2006
Ordinance Number 6963 (PDF)
Amends health care coverage, life, and accidental death and dismemberment insurance benefit provided to new employees hired on or after November 1, 2006
September 13, 2006
Motion Number 20060380 (PDF)
Approves the request of the Pension Board to amend the Supplemental Pension Plan Investment Policy to replace ABN AMRO/Veredus Aggressive Growth fund with Fidelity Advisor Small Cap T funds
April 11, 2006
Motion Number 20051283 (PDF)
Approves the request of the Pension Board to amend the Supplemental Pension Plan Investment Policy to combine the two growth fund options into one and terminate the ABN AMRO growth fund option
November 30, 2005
Ordinance Number 6836 (PDF)
Updates and modifies city's Supplemental Pension Plan to comply with the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) and complies with distribution requirements for participants aged 70 1/2
July 13, 2005
Ordinance Number 6837 (PDF)
Removes mandatory lump sum cash-out/rollover provision in Consolidated Retirement Plan
July 13, 2005
Motion Number 20050190 (PDF)
Approves the request of the Pension Board to amend the Supplemental Pension Plan Investment Policy to add additional investment options and approve the fund managers
March 9, 2005
Ordinance Number 6659 (PDF)
Modifies Consolidated Retirement Plan to allow a Joint and Survivor Benefit with Pop-up Feature
May 12, 2004
Motion Number 20040388 (PDF)
Replaces the Supplemental Pension Fund Manager of the Montag and Caldwell balanced fund with Oakmark Growth and Income Fund, as recommended by the Pension Board
April 14, 2004
Resolution Number 2003-1347 (PDF)
Amends the City of Marietta/BLW Pension Board Investment Policy Statement
December 3, 2003
Resolution Number 2003-1348 (PDF)
Establishes Supplemental Pension Plan Investment Policy Statement
December 3, 2003
Ordinance Number 6509 (PDF)
Allows 4022 Plan participants to retire under the Consolidated Retirement Plan under 80 point pension rule, referred to as "Alternate Retirement Date"
May 14, 2003
Ordinance Number 6491 (PDF)
Adopts policies regarding Employee Health Insurance and Protected Health Information and Information Security
March 12, 2003
Ordinance Number 6490 (PDF)
Amends City Code to change the City/BLW contribution rate toward retiree health insurance for those employees hired on or after August 14, 1991
March 12, 2003
Ordinance Number 6483 (PDF)
Updates and modifies city's pension plans to comply with the Economic Growth and Tax Relief Reconciliation Act (EGTRRA)
February 12, 2003