From: White, Sean

    Sent: Mon Oct 16 09:13:07 2017

    To: Newcomb, Kellee J.

    Subject: RE: October Trust meeting

    Importance: Normal

    Attachments: image002.png; image003.png; image004.png; image005.jpg

     
    That sounds like a good plan – I can be reached on my cell phone 206 234 5683 during the meeting if any questions/issues come up that they need my input on. Thanks Kellee, have a great week!!! 
      
      
    Sean White, Principal
     
     
    MercerSeattle | 1301 Fifth Avenue Suite 1900, Seattle, WA 98101, USA 
     
    MercerBoise | 800 West Main Suite 1250, Boise, ID 83702, USA 
      
    P: +1 206 214 3705 (Seattle)| +1 208 338 6418 (Boise)
     
    M: +1 206 234 5683
    sean.white@mercer.com 
     
    Assistant: Dee Thompson | +1 206 214 3708 | dee.thompson@mercer.com 
       
    www.mercer.com| Mercer Health & Benefits LLC
         
    Linked In| Facebook| Twitter
      
    Making a difference in the health, wealth and careers of 110 million people every day 
      
     
      
           
    MERCER MAKE TOMORROW,TODAY
      
     
    Services provided by Mercer Health & Benefits LLC
     
    California License # 0E75483
      
    As you are aware, Mercer Health & Benefits is a firm of benefit consultants and not licensed to provide tax or legal advice. To the extent the matters discussed herein include tax and legal issues, you may wish to consult with tax or legal counsel about the issues addressed. 
      
      
     
    From:Newcomb, Kellee J. [mailto:KNewcomb@everettsd.org] 
      
    Sent:Monday, October 16, 2017 10:12 AM
      
    To:White, Sean
      
    Subject:RE: October Trust meeting
      
    I just talked with him. He doesn’t think you need to come but if you are available to call that would be appreciated. 
      
      

          		  

          		  

          		Kellee Newcomb 

    Executive Assistant 

    Teaching & Learning South Region 

    knewcomb@everettsd.org  

    425-385-4023   |     425-385-4012   Fax 

     
    alt

          		  

          		  

           		 
      

      

    From: White, Sean [ mailto:Sean.White@mercer.com ] 

    Sent: Monday, October 16, 2017 9:09 AM 

    To: Newcomb, Kellee J. < KNewcomb@everettsd.org > 

    Subject: RE: October Trust meeting 

      

    Ok, I will continue to stand by 

      

    Sean White , Principal 

     

    Mercer Seattle | 1301 Fifth Avenue Suite 1900, Seattle, WA 98101, USA 

    Mercer Boise | 800 West Main Suite 1250, Boise, ID 83702, USA 

    P: +1 206 214 3705 (Seattle) | +1 208 338 6418 (Boise) 

    M: +1 206 234 5683 

    sean.white@mercer.com  

    Assistant: Dee Thompson | +1 206 214 3708 |  dee.thompson@mercer.com 

    www.mercer.com  | Mercer Health & Benefits LLC 

    Linked In  | Facebook  | Twitter 

      

    Making a difference in the health, wealth and careers of 110 million people every day 

      


     


      

    MERCER      MAKE TOMORROW, TODAY 

      

    Services provided by Mercer Health & Benefits LLC 

    California License # 0E75483 

      

    As you are aware, Mercer Health & Benefits is a firm of benefit consultants and not licensed to provide tax or legal advice. To the extent the matters discussed herein include tax and legal issues, you may wish to consult with tax or legal counsel about the issues addressed. 

      

      

    From: Newcomb, Kellee J. [ mailto:KNewcomb@everettsd.org ] 

    Sent: Monday, October 16, 2017 9:47 AM 

    To: White, Sean 

    Subject: RE: October Trust meeting 

      

    No I have not. 

      
      

          		  

          		  

          		Kellee Newcomb 

    Executive Assistant 

    Teaching & Learning South Region 

    knewcomb@everettsd.org  

    425-385-4023   |     425-385-4012   Fax 

     
    alt

          		  

          		  

           		 
      

      

    From: White, Sean [ mailto:Sean.White@mercer.com ] 

    Sent: Monday, October 16, 2017 8:46 AM 

    To: Newcomb, Kellee J. < KNewcomb@everettsd.org > 

    Subject: RE: October Trust meeting 

      

    He Kellee – just checking on this, have you heard from Jeff? 

      

    Sean White , Principal 

     

    Mercer Seattle | 1301 Fifth Avenue Suite 1900, Seattle, WA 98101, USA 

    Mercer Boise | 800 West Main Suite 1250, Boise, ID 83702, USA 

    P: +1 206 214 3705 (Seattle) | +1 208 338 6418 (Boise) 

    M: +1 206 234 5683 

    sean.white@mercer.com  

    Assistant: Dee Thompson | +1 206 214 3708 |  dee.thompson@mercer.com 

    www.mercer.com  | Mercer Health & Benefits LLC 

    Linked In  | Facebook  | Twitter 

      

    Making a difference in the health, wealth and careers of 110 million people every day 

      


     


      

    MERCER      MAKE TOMORROW, TODAY 

      

    Services provided by Mercer Health & Benefits LLC 

    California License # 0E75483 

      

    As you are aware, Mercer Health & Benefits is a firm of benefit consultants and not licensed to provide tax or legal advice. To the extent the matters discussed herein include tax and legal issues, you may wish to consult with tax or legal counsel about the issues addressed. 

      

      

    From: Newcomb, Kellee J. [ mailto:KNewcomb@everettsd.org ] 

    Sent: Friday, October 13, 2017 8:11 AM 

    To: White, Sean; Seaberg, Randi K. 

    Cc: Albert, Nick; Rebar, Katy; Wang, Katrina 

    Subject: RE: October Trust meeting 

      

    Hi Sean, 

      

    I am waiting to hear back from Jeff. I will let you know when I hear from him. 

      

    Thank you! 

      
      

          		  

          		  

          		Kellee Newcomb 

    Executive Assistant 

    Teaching & Learning South Region 

    knewcomb@everettsd.org  

    425-385-4023   |     425-385-4012   Fax 

     
    alt

          		  

          		  

           		 
      

      

    From: White, Sean [ mailto:Sean.White@mercer.com ] 

    Sent: Thursday, October 12, 2017 9:56 AM 

    To: Seaberg, Randi K. < rseaberg@everettsd.org >; Newcomb, Kellee J. < KNewcomb@everettsd.org > 

    Cc: Albert, Nick < Nick.Albert@mercer.com >; Rebar, Katy < Katy.Rebar@mercer.com >; Wang, Katrina < katrina.wang@mercer.com > 

    Subject: October Trust meeting 

      

    Hi Randi and Kellee, 

      

    I was reviewing the annual calendar for the October trust meeting, scheduled for Oct 18. It denotes “Consultant Attending”, but there is no specific agenda item that we are responsible for (it notes that “Plan documents are finalized between the Consultant and Human Resources” but we don’t actually formally present anything to the Trust related to that). So I wanted to check in with you to see if I should attend this meeting or plan to sit this one out. 

      

    Thanks, 

    Sean 

      

    Sean White , Principal 

     

    Mercer Seattle | 1301 Fifth Avenue Suite 1900, Seattle, WA 98101, USA 

    Mercer Boise | 800 West Main Suite 1250, Boise, ID 83702, USA 

    P: +1 206 214 3705 (Seattle) | +1 208 338 6418 (Boise) 

    M: +1 206 234 5683 

    sean.white@mercer.com  

    Assistant: Dee Thompson | +1 206 214 3708 |  dee.thompson@mercer.com 

    www.mercer.com  | Mercer Health & Benefits LLC 

    Linked In  | Facebook  | Twitter 

      

    Making a difference in the health, wealth and careers of 110 million people every day 

      


    alt


      

    MERCER      MAKE TOMORROW, TODAY 

      

    Services provided by Mercer Health & Benefits LLC 

    California License # 0E75483 

      

    The above named person is currently an employee of an affiliate of Mercer Investment Consulting LLC, Mercer Investment Management, Inc., and MMC Securities LLC, each an SEC registered investment adviser (collectively, “Mercer Investments”), and is authorized to provide client referrals to Mercer Investments in accordance with Rule 206(4)-3 of the Investment Advisers Act of 1940.   Mercer Investments may provide cash compensation in accordance with Rule 206(4)-3 to the above named person for referring you to Mercer Investments. If you have any questions about this compensation arrangement or would like to inquire further about it, please contact Mercer Investment’s North American Chief Compliance Officer at 617.747.9205. 

      

    The above named person is not authorized to discuss specific investment products, services or discuss specific attributes or merits of any particular investment or provide investment advice. The above named person is not acting in the capacity of a fiduciary, trustee or administrator, as such terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) or the 1940 Investment Advisers Act, as amended. 

      

    As you are aware, Mercer Health & Benefits is a firm of benefit consultants and not licensed to provide tax or legal advice. To the extent the matters discussed herein include tax and legal issues, you may wish to consult with tax or legal counsel about the issues addressed. 

      

      

      

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