Introductory Section - Phoenix, Arizona · Investment Advisors, Consultant, Custodian Bank,...
Transcript of Introductory Section - Phoenix, Arizona · Investment Advisors, Consultant, Custodian Bank,...
Introductory Section
The Introductory Section contains the Certificate of Achievement for Excellence in Financial Reporting, the letter of transmittal, the Retirement Board structure, the administrative organization, and the Chairperson’s Report.
Introductory Section 4
Introductory Section 5
Introductory Section 6
Introductory Section 7
Introductory Section 8
Retirement Board Elected Board Members
CATHLEEN GLEASON ELIZABETH BISSA FRANK BARRIGA Chairperson Retirement Board Vice Chairperson Board Member Retirement Board Ex-Officio Board Members
BARBARA LANG RICK NAIMARK JANET SMITH BOB WINGENROTH Treasurer Deputy City Manager Personnel Director Finance Director City of Phoenix City of Phoenix City of Phoenix City of Phoenix Chairperson Legal Chairperson Charter Review Committee Amendments Policies & Procedures Committee Citizen Board Member Retiree Board Member
LINDA REIDENBACH JIM FLANAGAN Senior Benefits Analyst Retired City Auditor Salt River Project (SRP) City of Phoenix Chairperson Investment Committee
Introductory Section 9
Administrative Organization
Retirement Board/Committees
(9 members)
Disability Assessment Comm.
(5 members)
Fire Pension Board
(5 members)
Police Pension Board
(5 members)
Retirement Program
Administrator
Investment Advisors, Consultant, Custodian Bank, Attorneys. Actuaries
Management Assistant II
AdministrativeAssistant I
Secretary II(2)
Finance Department – Treasury Division, Division of Accounts (disbursement agent) Financial Accounting and Reporting (record keeping for Trust controls & financial reports) Personnel Department – Records / Benefits / Safety / Class. & Comp. (employment data / civil service / CHRIS data / LTD & workers’ compensation) ITD – Computer / Technical / Software Support
Retirement
Assistant (4)
Secretary III
Investment Section Administration Operations Section
Member Services Section
Investment Manager
Accountant IV
Management Assistant I
IT Analyst/Programmer
I
Introductory Section 10
Administrative Organization (Continued) ADMINISTRATIVE STAFF (current) RETIREMENT BOARD COMMITTEES
Donna Buelow Investment Committee Retirement Program Administrator Linda Reidenbach, Chairperson Elizabeth Bissa Jim Flanagan Josie Armenta Barbara Lang Retirement Assistant Bob Wingenroth
John Buchanan Retirement Assistant Charter Amendments/Policies & Procedures Janet Smith, Chairperson Frank Barriga Lollita Cordova Elizabeth Bissa Management Assistant I Jim Flanagan Cathleen Gleason Greg Fitchet Investment Manager Legal Review Committee Rick Naimark, Chairperson Stephen Herbert Frank Barriga IT Analyst Programmer Cathleen Gleason Linda Reidenbach Bob Wingenroth Tim Jackson Retirement Assistant Disability Assessment Committee Edna Marinelarena Michael C. Jimenez, Chairperson Secretary II Donna Buelow Amber Cole Robert Jones, M.D. Anna Martinez Cindy Prejs Management Assistant II Tricia Moreno ACCOUNTING Secretary II Finance Department Bob Wingenroth, Finance Director Michael Teeselink Retirement Assistant TREASURER Jackie Temple Finance Department Accountant IV Barbara Lang, City Treasurer Paula Whisel Secretary III LEGAL Law Department Vacant Gary Verburg, City Attorney Administrative Assistant I
Introductory Section 11
Administrative Organization (Continued)
CONSULTING SERVICES Actuary
Rodwan Consulting Company Royal Oak, MI
Actuarial Audit Milliman, Inc Omaha, NE Auditor
Clifton Gunderson LLP Phoenix, AZ Certified Public Accountants under contract with
the City Auditor Medical Advisors (per case basis) Several physicians and clinics used for
evaluation of disability applicants on a “per case” basis
Master Custodian State Street Bank Alameda, CA
Brokerage Transaction Measurement Service
Elkins/McSherry, LLC New York, NY
Investment Services
Refer to the Investment Section, pages 47, 50, 51 and 53 Legal Services
Kutak Rock LLP Scottsdale, AZ Yoder & Langford, P.C. Phoenix, AZ
Introductory Section 12
Introductory Section 14