1. Agenda


 


Everett School Employee Benefit Trust

Agenda

March 13, 2019 – Regular Meeting

Community Resource Center

Port Gardner Room B

4:00 p.m.


 

 

 


1.   Call to Order


 

 


2.   Adoption of Agenda


 

 


3.   Public Comments


 

 


4.   Approval of Minutes from the January 16, 2018 Regular Meeting


 

 


5.   Financials – Darla Vanduren


 

 


6.   Follow-Up on Fiduciary Liability Insurance renewal – Darla Vanduren


 

 


7.   Wellness Program Update – Shelly Henderson

·   Monthly report


 

 


8.   Benefits Department Update – Randi Seaberg


 

 


9.   Review/Discuss Draft Annual Regular Meeting Calendar


 

 


10.   Upcoming April Agenda Items

·   Adopt draft annual regular meeting calendar for the upcoming fiscal year (Trustees)

·   Begin preliminary discussion with consultants on plan renewals (Sean)

·   Review operational manual (Trustees)

·   Quarterly EAP report (Randi)

·   Investment manager presentation (Becker & Jayson)



 

 


11.   Adjournment

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Next Meeting

Regular Trust Meeting: April 17, 2019 – 4:00 p.m.

CRC – Port Gardner Room B