Everett School Employee Benefit Trust
Agenda
Monday, November 28, 2011
Administrative Center
Boardroom
4:00 p.m.
| 3.
| Approval of Minutes from the October 24, 2011 Meeting
|
| 4.
| Financials – Darla Vanduren
|
| ·
Monthly financials
|
| ·
Review of annual report & budget for the Office of Financial Management
|
| 5.
| Wellness Program Report – Gail Buquicchio
|
| 6.
| Consultant Report – Jayson Davidson
|
| ·
Investment summary review
|
| ·
Review performance of investment manager
|
| ·
Annual investment policy review and recommendations
|
| 7.
| Consultant Report – Sean White
|
| 8.
| HCA K-12 Health Benefits Update – Molly Ringo
|
| 9.
| Open Enrollment Update – Randi Seaberg
|
| 10.
| Trust Support – Molly Ringo
|
| 11.
| Review of Annual Calendar & Meeting Calendar
|
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Next Meeting
December 12, 2011
4:00 p.m.