April 2025 Retirement Board Meeting

This meeting of the Town of Plymouth Retirement Board will be held in person.

Section I: Regular Business:

Minutes:

Minutes of March 28, 2025                                        Regular Session

Minutes of March 28, 2025                                        COLA Vote   

Minutes of  March 28, 2025                                       Executive Session

Minutes of April 1, 2025                                            Special Meeting Regular Session

Minutes of April 1, 2025                                            Executive Session

Warrants:           

Warrant # 2 Dated  February 28, 2025                       $ 3,498,533.39            Final

Warrant # 3 Dated  March 31, 2025                           $ 3,004,742.11            Partial

Warrant # 4 Dated April 1, 2025                                $   335,252.28             Partial

Warrant #5 Dated May 1, 2025                                  $      7,164.26              Partial 

Trial Balance as of February 2025:                            $273,798,465.03                    

February 2025 Bank Statements:

Rockland Trust Checking & Money Market Acct Statements

February 2025 Accounting & Banking Reports Presented to Board for Review:

Rockland Trust Checking & Money Market Acct Statements

Rockland Trust Checking & Money Market Acct Treasurer’s Reconciliations

Trial Balance

Cash Receipts

Cash Disbursements

Adjustments

Public Comment:

New/Old Business:

PERAC Memos:

Memo #12/2025:         Recent Investment Fraud Attempts

Memo #13/2025:         Extension of Open Meeting Law Waivers

Memo #14/2025:         Mandatory Retirement Board Member Training-2nd Quarter 2025

Retirement Board Election Update:

The deadline for nomination papers was April 17, 2025.  Thomas Kelley and Dale Webber are the only candidates for the upcoming terms of July 1, 2025, through June 30, 2028.  The election scheduled for June 13, 2025, has been canceled.  Mr. Kelley and Mr. Webber are unopposed and will remain as the elected members of the Plymouth Contributory Retirement Board for this upcoming term.

Investments:

  • Performance Update and Review

2025 Form Annual Vendor Disclosure Forms:

  • Acadian
  • Aristotle Value Equity
  • Aristotle International Equity
  • Boston Trust
  • Lazard
  • Rhumbline
  • Wellington Management
  • Westfield
  • Wilmington Trust

Section II: Membership:

New Hires:

Town:

9%       Affsa, Lexi, Group 4, Police Officer

            Perm. Full-time: $1,280.66 weekly

            Start Date: April 7, 2025

 

9%       Anderson, Jesse, Group 1, Heavy Motor Equipment Operator

            Perm. Full-time: $1,063.58 weekly

            Start Date: April 22, 2025

 

9%       Correia, Grace, Group 1, Recreation Assistant

            Perm. Full-time: $1,052.82 weekly

            Start Date: April 15, 2025

9%       Gibbs, Callahan, Group 4, Police Officer

            Perm. Full-time: $1,280.66 weekly

            Start Date: April 7, 2025

 

9%       Kishbach, Hadi, Group 1, Animal Control Officer

            Perm. Full-time: $1,052.82 weekly

            Start Date: April 13, 2025

 

9%       Ritz, Stephen, Group 1, Motor Equipment Operator

            Perm. Full-time: $1,026.46 weekly

            Start Date: March 17, 2025

 

School:

 

9%       Clapp, Stephanie, Group 1, Paraprofessional

            Perm. Full-time: $782.76 bi-weekly

            Start Date: April 7, 2025

 

9%       DiCarlo, Derek, Group 1, Custodian

            Perm. Full-time: $1,988.40 bi-weekly

            Start Date: March 31, 2025

 

9%       Dickey, Jessica, Group 1 Nutritionist

            Perm. Full-time: $2,307.69 bi-weekly

            Start Date: April 28, 2025

 

9%       Gallagher, Donna, Group 1, Bus Driver

            Minimum 20 hours per week: pay varies

            Start Date: March 31, 2025

 

9%       Hoey, Sean, Group 1, Custodial Floater (Rehire)

            Perm. Full-time: $2,076.00 bi-weekly

            Start Date: April 22, 2025

 

9%       Veiga, Michael, Group 1, Custodian (Rehire)

            Perm. Full-time: $1,998.40 bi-weekly

            Start Date: April 14, 2025

 

Refunds:

Town:

Egerton, Teresa, Group 1, Administrative Secretary – Assessor’s Office

Five (5) Months Creditable Service (10/7/2024-3/26/2025)

Total Refund Amount Including FWT: $2,366.20

 

Hannon, Kevin, Group 4, Fireman

Five (5) Years of Call Fire Time

Total Refund, there is no FWT liability: $2,894.68

***This refund was issued the first time on 2/28/2020 (check # 36528) due to the SJC Decision in the Gomes Case. Mr. Hannon did not cash the check. A void and reissue was completed on 10/30/2020 (ck#36814). Mr. Hannon refused to accept the refund so that check was voided as well. Mr. Hannon requested on 4/9/2025 that the refund be issued for a third time.***

 

Transfers:

Town:

Balboni, Michael, Group 1, Custodian

Seven (7) Months Creditable Service (5/6/2024-12/20/2024)

Total Transfer to Plymouth County Retirement: $3,158.92

 

Foster, Kristine, Group 1, Office Manager/Program Coordinator

One (1) year, Eleven (11) Months Creditable Service (12/5/2022-12/2/2024)

Total Transfer to Barnstable County Retirement: $19,535.57

 

Buybacks:

 

Town:

Hoagland, Derek, Fire Dept., has requested to purchase two (2) years, eleven (11) months of Military Service.  Total Military Buyback amount is $12,112.00.

Milroy, Mark, Fire Dept., has requested to purchase four (4) years of Military Service. Total Military Buyback amount is $13,144.00.

Norton, Thomas, Fire Dept., has requested to purchase four (4) years of Military Service.

Total Military Buyback amount is $13,648.96.

Page, Sean, Fire Dept., has requested to purchase three (3) years, one (1) month of Military Service. Total Military Buyback amount is $10,538.71.

Pierce, Jason, Fire Dept., has requested to purchase four (4) years of Military Service. Total Military Buyback amount is $13,024.56.

Rotondo, Phillip, Firefighter, has requested to purchase two (2) years, nine (9) months of Military Service. Total Military Buyback amount is $12,082.23.

Smith, Eric, Group 4, Fire Dept., has requested to purchase four (4) years of Military Service.

Total Military Buyback amount is $13,649.38.

Telford, Amber, Group 4, Firefighter, has requested to purchase one (1) year, ten (10) months of Military Service. Total Military Buyback amount is $7,613.27.

Retirements:

Town:

Reimer, Dennis, Group 4, Lieutenant

Thirty-Two Years of Creditable Service

Superannuation Retirement: Opt.: C

Retirement Date: May 5, 2025

Rotondo, Philip, Group 4, Fire Fighter

Twenty (20) Years of Creditable Service

Superannuation Retirement: Opt.: B

Retirement Date: May 4, 2025

School:

Burgess, Sandra, Group 1, Paraeducator

Eleven (11) Years, Three (3) Months Creditable Service

Superannuation Retirement: Opt: B

Retirement Date: April 1, 2025

McGrath, Dorothy, Group 1, Cafeteria Worker

Twenty-Five (25) Years of Creditable Service

Superannuation Retirement: Opt. C

Retirement Date: May 9, 2025

Section III: Executive Session:

Pursuant to MGL Chapter 30A, Section 21 (a)(1), The Board will enter into Executive Session to review the Regional Medical Panel Certificates & Narratives and vote the Involuntary Accidental Disability Retirement application of former School Department Custodian, Brian