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CRESTVIEW (OKALOOSA COUNTY) · LOCALHeld · official record pendingPartial coverage

General Employees Retirement Board (2025-08-26)

Tuesday, August 26, 2025 · Government meeting record

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Record incomplete

The Crestview General Employees’ Retirement Board will meet to review investment performance, discuss legal updates, and address administrative tasks including board member terms and insurance renewals.

Why it matters

This meeting determines the management of retirement funds for city employees and addresses administrative policies that impact the board's operations and fiduciary responsibilities.

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.

Record text

No recording or transcript is held for this meeting.

Agenda textGeneral Employees Retirement Board (2025-08-26)

CITY OF CRESTVIEW GENERAL EMPLOYEES’ RETIREMENT PLAN

PENSION BOARD OF TRUSTEES QUARTERLY MEETING

198 N. WILSON STREET, CRESTVIEW, FL 32536

AGENDA

Tuesday, August 26, 2025 – 1:00PM

Pursuant to Chapter 286, F.S., if an individual decides to appeal any decision made with respect to any matter considered at a meeting

or hearing, that individual will need a record of the proceedings and will need to ensure that a verbatim record of the proceedings is

made. In accordance with the Americans with Disabilities Act, persons needing assistance to participate in any of these proceedings

should contact City Clerk at (850) 682-1560 prior to the meeting.

I. CALL TO ORDER/ROLL CALL/DETERMINATION OF A QUORUM

II. PUBLIC COMMENTS

III. APPROVAL OF MINUTES

A. June 3, 2025, quarterly meeting

IV. REPORTS (ATTORNEY/CONSULTANTS)

A. Intercontinental, Tim Nash, Investment Manager

1. Quarterly report as of June 30, 2025

B. Mariner Institutional, Tyler Grumbles, Investment Consultant

1. Quarterly report as of June 30, 2025

C. Klausner, Kaufman, Jensen & Levinson, Sean Sendra, Board Attorney

1. House Bill 1519 Memo

2. Proposed 2026 Meeting Dates Memo

3. Stanley v. City of Sanford Memo

V. NEW BUSINESS

A. Foster & Foster Portal Demonstration

B. Upcoming Trustee term expirations

1. Natasha Peacock, member elected, expires 11/16/25

VI. OLD BUSINESS

VII. CONSENT AGENDA

A. Payment ratification

1. Warrant #40

B. Invoices for payment approval

1. None

C. Fund activity report for period May 28, 2025 through August 19, 2025

VIII. STAFF REPORTS, DISCUSSION and ACTION

A. Foster & Foster, Siera Feketa, Plan Administrator

1. Fiduciary liability policy renewal

2. Educational opportunity

i. Division of Retirement’s 54th Annual Police Officers’ & Firefighters’ Pension

Conference, September 9-11, 2025, Daytona Beach Shores, FL

IX. TRUSTEE REPORTS, DISCUSSION and ACTION

Official record

ArtifactSourceState
Agenda packetNot 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

  • General Employees Retirement Board (2025-08-26)

Not claimed by this page

  • Verified meeting decisions with item-specific public-source evidence
  • Item-level plain-language summaries are not available; this page does not infer individual agenda items.
  • 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.

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: 4339cafe254640caab3aa3a01ef3ea11. This page changes as stronger artifacts are published; it never overwrites an agenda with minutes.

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