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Pension Board
Meetings
- 9 a.m.
- Second Wednesday in February, May, August, and November
- 205 Lawrence Street NE
4th Floor City Hall Conference Room
Marietta, GA 30060
Upcoming Meetings
- Regular Meeting: Wednesday, August 9, 2017
Agendas & Minutes
Agendas are available prior to the meetings. Minutes are available following approval.
View Most Recent Agendas and Minutes
Members
| Representative |
Position | Term Information |
|---|---|---|
| William F. Bruton, Jr. (City Manager) |
Post 1 |
Duration of Position |
| Stuart Fleming (Council Member, Chairman of the Finance and Investments Committee) |
Post 2 |
January 1, 2018 |
| Johnny M. Walker, Jr. (Council Member, Chairman of the Personnel and Insurance Committee) |
Post 3 |
January 1, 2018 |
| Rich Buss (General Employee Representative, Director of Parks, Recreation, and Facilities) |
Post 4 |
December 31, 2019 |
| Patina Brown (General Employee Representative, Utility Business Analysis Manager) |
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 |
| Freddy Morgan (General Employee Representative, Board Chairman, Calculation Committee Member, Superintendent, Operations and Maintenance-BLW) |
Post 7 |
December 31, 2018 |
| Steve Kish (Police Representative, Police Major) |
Post 8 |
December 31, 2019 |
| Bobby Moss (Fire Representative, Calculation Committee Member, Fire Lieutenant) |
Post 9 |
December 31, 2018 |
Staff
- Secretary: Davy Godfrey, Director of Human Resources and Risk Management
- Treasurer: Sam Lady, Finance Director
- Ex Officio: Dan Flynn, Police Chief
- Ex Officio: Jackie Gibbs, Fire Chief
- 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
- Supplemental Pension Trustee: Principal Financial Group
- Supplemental Pension Consultant: AndCo Consulting
- Pension Actuary: Cavanaugh Macdonald Consulting, LLC
- Trust Custodial Services: SunTrust
- Securities Monitoring: Kessler, Topaz, Meltzer, & Check, LLP
Pension Board Duties & Functions
- 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
Pension Board Powers
- 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