Everett School Employee Benefit Trust
Agenda
Wednesday, January 20, 2016
Community Resource Center
| Port Gardner Room B
| | |
| 4:00 p.m.
| | |
| |
| 3.
| Approval of Minutes from the October 21, 2015 Meeting |
| |
| 4.
| Consultant Report – Jayson Davidson |
| a.
| Investment summary review |
| b.
| Annual investment policy review and recommendations |
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| Review performance of investment manager(s)
|
| |
| 5.
| Wellness Program Update – Rickie Lee Marker-Hoffman |
| ·
| Monthly reports
|
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| 6.
| Human Resources Update – Randi Seaberg |
| ·
| Open enrollment update
|
| ·
| Quarterly EAP report
|
| |
| 7.
| Upcoming February Agenda Items |
| ·
| Review Fiduciary Liability Insurance Renewal (Darla)
|
| |
| 8.
| Other |
| ·
| Mercer SOW Update – Jeff Moore
|
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Next Meeting
February 17, 2016 – 4:00 p.m.
CRC – Port Gardner Room B