August 2024 Retirement Board Meeting

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

Section I: Regular Business:

Minutes:

Minutes of July 26, 2024                                Regular Session\                     

Warrants:

Warrant #6 Dated June 30, 2024                                $ 2,647,066.78                        Final

Warrant #7 Dated July 31, 2024                                 $10,259,650.12                       Partial

Warrant #8 Dated August 31, 2024                            $  3,487,192.86                       Partial             

Warrant #9 Dated September 30, 2024                      $        6,955.59                        Partial 

Trial Balance as of June 2024:                                   $254,094,128.20

June 2024 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 #19/2024:         Reinstatement to Service under G.L. c. 32 sec 105

Memo #20/2024:         Cost of Living Increase for Supplemental Dependent Allowance Paid to Accidental Disability Retirees and Accidental Death Survivors

Memo #21/2024:         New Anti-Spiking Exemptions

Memo #22/2024:         New Standard for Calculating Public Sector Post-Retirement Work Limitations

Memo #23/2024:         Veteran’s Buyback Changes

Third Party Death Audit:

The Berwyn Group, a third-party death auditing company, has quoted $6,750.00 to audit the deaths of approx. 900 Town Retirees and 2,000 (benefit eligible but retired from MTRB) Town of Plymouth School Department retirees. Will the Board approve a prorated cost split of $2,900.00 payable by the Retirement Board and $3,850.00 payable by the Town of Plymouth.

Investments:

  • Performance Update and Review
  • Investment Policy Statement Review

Draft Audit Report for 12/31/2023:

Board to review and vote draft audit report for December 31, 2023, prepared by Powers & Sullivan.

Section II: Membership:

New Hires:

Town:

9%       Coleman, Emma, Group 1, Administrative Secretary – Treasurer/Collector

            Perm. Full-time: $949.53 weekly

            Start Date: August 19, 2024

 

9%       Kennedy, Casey, Group 1, Communications Coordinator

            Perm. Full-time: $1,729.65 weekly

            Start Date: August 5, 2024    

 

9%       McCormack, Sarah, Group 1, Natural Resources and Sustainability Specialist

            Perm. Full-time: $1,338.24 weekly

            Start Date: August 26, 2024

           

School:

 

9%       Bazzano, Margaret, Group 1, Paraprofessional

            Perm. Full-time: $1,037.61 bi-weekly

            Start Date: August 27, 2024

 

9%       Coe, Katherine, Group 1, Physical Therapist Assistant

            Perm. Full-time: $1,782.74 bi-weekly

            Start Date: August 27, 2024

 

9%       Dio, Bridget, Group 1, Paraprofessional

            Perm. Full-time: 1,178.24 bi-weekly

            Start Date: August 27, 2024

 

9%       Replogle, Brenda, Group 1, Paraprofessional

            Perm. Full-time: $1,158.10 bi-weekly

            Start Date: August 27, 2024

 

9%       Steedman, Kinsale, Group 1, Paraprofessional

            Perm. Full-time: $1,000.28 bi-weekly

            Start Date: August 27, 2024

Buybacks:

Town:

Helminiak, Marc, Group 4, Fire Lieutenant, has requested to purchase four (4) years of military service. Total military buyback amount is $12,742.00.

Malone, Brian, Group 4, Firefighter, has requested to purchase One (1) Year and Ten (10) Months of Military Service. Total Military Buyback is $5,204.29.

Retirements:

School:

Eno, Martha Jean, Group 1, Custodian

Twenty (20) Years of Creditable Service

Superannuation Retirement: opt B

Retirement Date: September 3, 2024

Plymouth Housing Authority:

Cushman, Toni Lynn, Group 1, Leased Housing Supervisor

Twenty-Seven (27) Years and Five (5) Months Creditable Service

Superannuation Retirement: Opt. B

Retirement Date: September 1, 2024

Executive Session:

Pursuant to MGL Chapter 30A, Section 21 (a)(3), the Board will enter into Executive Session to discuss ongoing litigation.

Pursuant to MGL Chapter 30A, Section 21 (a)(1), The Board will enter into Executive Session to review the Regional Medical Panel results for Fire Fighter, Dean DelTorto and vote his Accidental Disability Retirement Application.

Pursuant to MGL Chapter 30A, Section 21 (a)(1), The Board will enter into Executive Session to discuss the Accidental Disability Retirement Application of former Town of Plymouth Craftsman, Jospeh Dello Russo.