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OCOEE (ORANGE COUNTY) · LOCALHeld · official record pendingPartial coverage

General Employees' Retirement Trust Fund Board Meeting (2026-05-06)

Wednesday, May 6, 2026 · Government meeting record

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Record incomplete

The Ocoee General Employees' Retirement Trust Fund Board of Trustees will meet on May 6, 2026, to review financial reports, actuarial valuations, and investment performance. The agenda includes discussions on potential benefit changes, plan updates, and cybersecurity support for the retirement fund.

Why it matters

This meeting determines the management and financial health of the retirement fund for Ocoee city employees, including potential changes to benefit structures and oversight of investment performance.

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 Trust Fund Board Meeting (2026-05-06)

CITY OF OCOEE MUNICIPAL GENERAL EMPLOYEES’ RETIREMENT TRUST FUND

BOARD OF TRUSTEES QUARTERLY MEETING

CITY HALL, COMMISSION CHAMBERS, 1 N. BLUFORD AVENUE, OCOEE, FL 34761

AGENDA

Wednesday, May 6, 2026 – 10:00AM

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 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 the City Clerk at 407-905-3100, prior to the meeting.

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

II. PUBLIC COMMENTS

III. APPROVAL OF MINUTES

1. January 28, 2026, quarterly meeting

2. March 17, 2026, special meeting

IV. NEW BUSINESS

1. Financial disclosure form 1 reminder

V. REPORTS (ATTORNEY/CONSULTANT)

1. Foster & Foster, Doug Lozen, Board Actuary

a. October 1, 2025, Actuarial valuation report

b. Cybersecurity Support Program

2. Brandywine Global, Michael Fleisher & Joseph Larkin, Investment managers

a. Dynamic Large Cap Value Equity

3. Mariner Institutional, Brad Hess, Investment Consultant

a. Quarterly report as of March 31, 2026

4. Jones, Walker LLP, Pedro Herrera, Board Attorney

a. Legislative updates

VI. OLD BUSINESS

1. Cost of Actuarial Study for benefit changes

2. Plan Restatement Update

VII. CONSENT AGENDA

1. Paid invoices for ratification

a. Warrant #128, 129, 130

2. New invoices for payment approval

a. None

3. Fund activity report for the period January 22, 2026 – April 29, 2026

VIII. STAFF REPORTS, DISCUSSION, AND ACTION

1. Foster & Foster, Tiffany Fair, Plan Administrator

a. Educational opportunities

i. FPPTA 42nd Annual Conference, June 28-July 1, 2026, Renaissance Orlando SeaWorld

ii. FPPTA Trustee School, September 27-30, 2026 Rosen Shingle Creek

IX. TRUSTEES’ 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 Trust Fund Board Meeting (2026-05-06)

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: 937b8e20c0ddf6c924ae5dfb5da71ef1. This page changes as stronger artifacts are published; it never overwrites an agenda with minutes.

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