City of Franklin, TN
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Pension Committee
- Date: 08/08/2011 2:00 PM - 5:00 PM
- Location: City Hall (Board Room)
109 Third Avenue South
Franklin, Tennessee 37064
1. Call to Order To view minutes of THIS meeting, CLICK HERE
2. Approval of Minutes of June 13, 2011
3. Report on Custodial/Trustee Services RFP – Barry Bryant & RFP Evaluation Committee
4. Interviews with Custodial/Trustee finalists:
a. 2:00 pm US Bank
b. 2:40 pm Fifth Third Bank
c. 3:20 pm M&T Bank
d. 4:00 pm State Street Bank
5. Consideration of Award of Custodial/Trustee Services – Brian Wilcox
6. Quarterly Investment Update – Barry Bryant, Dahab Associates
7. Trustee Report – Elizabeth Browne, SunTrust
8. Actuarial Report – David Kays, Acuff & Associates
9. Human Resources Report – Shirley Harmon
10. Update on RFP Plan for Other Professional Services – Russ Truell
11. Other Business of the Committee
12. Adjourn.
Respectfully Submitted,
Eric S. Stuckey
City Administrator
Meetings Of The Board Of Mayor And Aldermen Are Open And Public Sessions In Accordance With Law. All Interested Persons Are Urged To Attend. To Request Accommodations Due To Disabilities, Please Contact The Human Resources Risk Manager At (615) 791-3277.
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2. Approval of Minutes of June 13, 2011
3. Report on Custodial/Trustee Services RFP – Barry Bryant & RFP Evaluation Committee
4. Interviews with Custodial/Trustee finalists:
a. 2:00 pm US Bank
b. 2:40 pm Fifth Third Bank
c. 3:20 pm M&T Bank
d. 4:00 pm State Street Bank
5. Consideration of Award of Custodial/Trustee Services – Brian Wilcox
6. Quarterly Investment Update – Barry Bryant, Dahab Associates
7. Trustee Report – Elizabeth Browne, SunTrust
8. Actuarial Report – David Kays, Acuff & Associates
9. Human Resources Report – Shirley Harmon
10. Update on RFP Plan for Other Professional Services – Russ Truell
11. Other Business of the Committee
12. Adjourn.
Respectfully Submitted,
Eric S. Stuckey
City Administrator
Meetings Of The Board Of Mayor And Aldermen Are Open And Public Sessions In Accordance With Law. All Interested Persons Are Urged To Attend. To Request Accommodations Due To Disabilities, Please Contact The Human Resources Risk Manager At (615) 791-3277.
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