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Saturday, November 2, 2024

Brookfield Police Pension Board reviews investment reports

Meeting 09

The village of Brookfield Police Pension Board met Jan. 25 to review investment reports.

Here is the meeting's agenda, as provided by the board:

Call to order

Roll call

Public comment

Approval of minutes

July 5, 2016 special meeting minutes

October 26, 2016 regular meeting minutes

Semi annual review of closed session meeting minutes

Accountant's reprot

Monthly financial report

Presentation and approval of bills

Additional bills if any

Lauterbach and amen, LLP invoices

Investment reports

Portfolio review - MB financial

Review/ update investment policy

Applications/ withdrawals from fund

Application for membership - Rolando Velasquez

Contribution refund - Morgan Scheer

Applications for retirement disability benefits

Disability application - Officer Kathleen Golden

Old business

Trustee training updates

New business

Approve 2017 cost of living adjustments (COLAs) for pensioners

Approve Lauterbach and amen engagement letter

Review/ possible action of benefit discrepancies

Taxability of pension benefits

Discussion/ possible action application for survivor dependent benefits - Jordan Mitera

IDOI annual statement

Review trustees term expiration and election procedures

Communications or reports

Statements of economic interest

Attorney's report

Legal updates

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