General Employees' Pension Board

PENSION PLAN ADMINISTRATOR:  Lori McCafferty

Members

  • 5 voting members – 3 employees (retirement members) – 2 Representatives appointed by the City Council (do not have to live w/in the city limits)

Meeting Date       


  • Quarterly  - Last Monday of the month at 10:00 a.m.
  • November 30, 2015, February 29, June 6, August 29 & November 28,  2016

Member Term       


  • 4 years (with option of reappointment)

Governing Document    


  • Code of Ordinances Section 38

Description of Duties

    

1.    The General Employees’ Pension Board oversees the allocations of funds for the general employee pension fund. Processes retirements/payments, reviews the recommendations of the investment company, consultant, attorney and actuary and meets necessary reporting requirements. 
 

2. All minutes of the General Employees’ Pension Board meeting shall be filed with the City Clerk’s Office

Note: Appointed members of City boards and committees are required by law to file a financial disclosure with the Florida Commission on Ethics. The reporting form and instructions will be sent to appointed members each year through the Santa Rosa County Supervisor of Elections office.

Senate Bill 534 Compliance:

 

2015 General Employees' Pension Plan -  Section 112.664 FS Compliance (PDF)
2015 Milton General SB 534 Disclosure Worksheet on Returns (PDF) 
2014 Florida Division of Retirement Actuarial Summary Fact Sheet for Plan (PDF) 

2014 General Employees' Pension Plan -  Section 112.664 FS Compliance (PDF)
2014 Milton General SB 534 Disclosure Worksheet on Returns (PDF)
2013 Florida Division of Retirement Actuarial Summary Fact Sheet for Plan (PDF)  
 
 
Division of Retirement Website link to Fact Sheets: Click Here

 

If you are interested in serving on any of the Boards, please call 983-5411 or fill out the Board Survey form.

 

Member
Expiration Dates
R.E. “Skeets” Fairfield, Vice-Chair, Council Rep
July, 2017
Larry Lanford, Council Rep
July, 2017
Pam Haddan, Admin, Employee Rep
July, 2017
Christie Haarmann, Public Works, Employee Rep
July, 2018
Robert Hyman, Landscape Department, Employee Rep
July, 2020