1. Agenda


 


Everett School Employee Benefit Trust

Agenda

Wednesday, June 14, 2017

Community Resource Center

Port Gardner Room B

4:00 p.m.


 


1.   Call to Order


 

 


2.   Adoption of Agenda


 

 


3.   Approval of Minutes from the May 17, 2017 Meeting


 

 


4.   Financials – Darla Vanduren

·   Monthly report



 

 


5.   Consultant Report – Melanie Curtice (conference call)

·   Trust policies—second reading and adoption


 

 


6.   Consultant Report – Sean White (conference call)

·   Approval of Consultant Engagement/Budget for upcoming fiscal year



 

 


7.   Wellness Report – Shelly Henderson

·   Approval of annual Wellness Program plan and budget

·   End-of-year Wellness Program report


 

 


8.   Rotation of Trust Officers


 

 


9.   Upcoming August Meeting Agenda Items

·   Consultant presents proposed plan renewals and rates for upcoming fiscal year (Sean)

·   Update Trust audit by independent auditor (Darla)



 

 


10.   Other


 

 


11.   Executive Session

·   Review Compensation for Trust financial and support services



 

 


12.   Adjournment

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Next Meeting

August 23, 2017 – 2:00-4:00 p.m.

CRC – Monte Cristo Room