1. Agenda



Everett School Employee Benefit Trust

Agenda

October 3, 2018 – Special Meeting

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 September 19, 2018 Meeting


 

 


4.   Consultant Report – Sean White

·   Approve plan renewals and rates for upcoming fiscal year


 

 


5.   Upcoming October Agenda Items
· Approve annual budget (Trustees)
· Approval of audit by independent auditor (Darla)
· Plan documents are finalized (Sean/Randi)
· Open enrollment update (Randi)
· Investment summary review (Jayson)
· Annual investment policy review and recommendations (Jayson)
· Review performance of investment manager(s) (Jayson)
 
 
6. Adjournment

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Next Regular Meeting

October 17, 2018 – 4:00 p.m.

CRC – Port Gardner Room B