| BOARD OF TRUSTEES FOR GENERAL EMPLOYEES TRUST FUND |
This board meets quarterly at 10:00 a.m. in the Commission Chambers in City Hall.
The board consists of five (5) members: Two (2) employees, two (2) residents and 5th
member chosen by majority of the previous four (4) members. The members will serve
four (4) year terms.
The Board of Trustees of the City of Ocoee Municipal General Employees' Retirement Trust Fund has provided a
booklet that explains the terms and conditions of the General Employees' Pension Plan. Participants in the
Fund are included in a program of defined benefits to help meet their financial needs at retirement.
Further information on any of the topics in this booklet is available from any Member of the Board of Trustees.
GENERAL EMPLOYEES' RETIREMENT SUMMARY PLAN DESCRIPTION
The information in this booklet is only a summary of the pension plan ("Plan") as provided in the ordinances of the
City of Ocoee. If there are any conflicts between the information in this booklet and the ordinances of the City of Ocoee,
the ordinances shall govern. The provisions of this Summary Plan Description shall not constitute a contract between the
Member and the Board of Trustees. The Plan shall be administered in accordance with state and federal law, notwithstanding
any provisions in this booklet or ordinances to the contrary. A copy of the ordinance establishing the Plan can be obtained
from the City Clerk's office.
For review of the General Employees' Retirement Pension Plan Meeting Agendas or Minutes please refer to the Quick Links at the left and click on Board Agendas and Minutes. To review the draft minutes of the last General Employees' Pension Plan Meeting please
CLICK HERE.
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OBJECTIVES
General administration and responsibility for the operation of the Retirement Trust Fund for general employees.
MEMBERS, Terms Expire in September
Appointed
- Jean Grafton, 2013
- Pat Gleason, 2014
- Wendy West, 2014
Elected
- Russ Wagner, 2013
- David Wheeler, 2014
Attorney
H. Lee Dehner, Christiansen & Dehner
Actuary
Foster & Foster Inc.
Custodian
Kimberly Kutlenios, Fifth Third Bank
Monitor
Mike Welker, Bogdahn Consulting
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