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Consolidated Retirement System Board of Trustees Regular Meeting Agenda

Friday, May 15, 2026 · Government meeting record

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Consolidated Retirement System Board of Trustees Regular Meeting Agenda

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Agenda textConsolidated Retirement System Board of Trustees Regular Meeting Agenda

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

Official record

ArtifactSourceState
Agenda packetNot published in the sources we holdunavailable
Budget documentNot 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

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  • Consolidated Retirement System Board of Trustees Regular Meeting Agenda

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  • A plain-English overview is not available.
  • 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.

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Canonical record: 86ad98a9cd7302aa680d545bf43929d2. This page changes as stronger artifacts are published; it never overwrites an agenda with minutes.

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