- Next Meeting
November 20, 2013
4:00 p.m.
- Everett School Employee Benefit Trust
Agenda (Revised)
Wednesday, October 16, 2013
Administrative Service Center
Boardroom
4:00 p.m.
- 1.
- Call to Order
2.
- Adoption of Agenda
3.
- Approval of Minutes from the September 25, 2013 Meeting
4. Trust Auditor Bruce Dietrich of Toyer, Dietrich and Associates
5. Financials – Darla Vanduren
a. July financials
b. August financials
c. September financials
6. Consultant Report – Jayson Davidson
7. Recommendations for Modifications to Trust Policies – Melanie Curtice
8. Consultant Report – Sean White
a. Finalize plan documents with Human Resources
9. Wellness Program – Gail Buquicchio
a. Monthly repo...