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LONGBOAT KEY (MANATEE COUNTY) · LOCALHeld · official record pendingPartial coverage

Consolidated Retirement System Board of Trustees Regular Meeting Agenda — Packet

Friday, May 15, 2026 · Government meeting record

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Record incomplete

The Consolidated Retirement System Board of Trustees will meet on May 15, 2026, to review actuarial and investment reports, approve financial invoices, and discuss administrative updates including trustee election results and cybersecurity guidelines. This meeting serves as the quarterly review for the town's retirement system.

Why it matters

The board oversees the management and financial health of the town's retirement system, which directly impacts the pension benefits and administrative policies for town employees and retirees.

What happens next

The scheduled meeting date has passed. Minutes or an action agenda are not published in the records we hold.

This meeting date has passed and no official outcome record has been published yet. Nothing on this page is a decision.

Captured actions

6

Recorded outcomes

0

Source artifacts

1

Record text

No recording or transcript is held for this meeting.

Agenda packet textConsolidated Retirement System Board of Trustees Regular Meeting Agenda — Packet

Town of Longboat Key Consolidated Retirement System

QUARTERLY MEETING

Meeting: Consolidated Retirement System Board of Trustees

Date: Friday, May 15, 2026

Time: 9:00 AM

Location: Commission Chambers, Town Hall

501 Bay Isles Road

Longboat Key, FL 34228

Quarterly Meeting Agenda

Call Meeting to Order: Roll Call and Pledge of Allegiance

Board Chair, Peter Kasdan; Vice Chair, John DeCaro; Secretary, Martin Sharkey

Trustees: Steve McAuliff, Isaac Brownman, Mark Fultz, Andrew Sawyer, Steve Schield

1. Public Comment

2. Approval of Minutes: February 20, 2026

3. Reports

a) Actuary Report (Doug Lozen, Foster & Foster)

October 1, 2025 Valuation Report

b) Investment Consultant: Theodore Loew, Graystone Consulting

Quarterly Investment Report (March 31, 2026)

c) Attorney Report: Ron Cohen, Lorium Law

d) Administrator Report: Scott Baur, Resource Centers

1) Trustee Election Results

2) FPPTA 2026 Annual Conference + Conference List Update

3) Form 1 Filing Reminder

4) Website ADA Compliance Update

5) Dept of Labor Cyber Best Practices (Memo & Guideline)

6) Resource Centers Service Team

4. Plan Financials

a) Town ACFR for Retirement System

b) Interim Financial Statement

c) Approval of Invoices: Warrant Dated May 15, 2026

5. Benefit Approvals

6. New Business

7. Old Business

Update: Actuary Contract Renewal

8. Board Comments

9. Additional Reports

10. Next Quarterly Meeting: Friday, August 21, 2026 @ 9:00 AM

11. Adjournment

No verbatim record by a certified court reporter is made of these proceedings. Accordingly, any person who may seek to appeal

All meeting actions

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6 meeting items captured. The published sources do not prove this is the complete docket.

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ArtifactSourceState
AgendaNot published in the sources we holdunavailable
BudgetNot published in the sources we holdunavailable
Action agendaNot published in the sources we holdunavailable
MinutesNot published in the sources we holdunavailable
Transcript or captionsNot published in the sources we holdunavailable
AttachmentNot published in the sources we holdunavailable

Coverage and corrections

Records considered

  • Consolidated Retirement System Board of Trustees Regular Meeting Agenda — Packet

Not claimed by this page

  • Verified meeting decisions with item-specific public-source evidence
  • A medium- or high-grade, non-procedural agenda-item analysis for the meeting digest
  • Item-linked, attributed deliberation
  • A source-grounded next meeting date
  • Official outcomes have not been published.
  • A transcript is not available.
  • No audio or video recording is linked.
  • Speakers have not been reliably matched to public profiles.
  • Named people and places have not been reliably resolved.
  • An individual roll-call roster is not available.
  • Low-grade, ungraded, procedural, or superseded items remain in the complete agenda inventory rather than the meeting digest.

No source correction or revision history is recorded for this meeting. A corrected artifact will appear here as a new version rather than replacing what is shown above.

Canonical record: 0a5a8a9241e46cf57f7e26381066506e. This page changes as stronger artifacts are published; it never overwrites an agenda with minutes.

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