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

Police and Fire Retirement Board (2025-03-04)

Tuesday, March 4, 2025 · Government meeting record

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Record incomplete

The Crestview Police Officers’ & Firefighters’ Retirement Plan Board of Trustees will meet to review quarterly investment reports, discuss pensionable overtime, and hold an election for a fifth trustee. The meeting is scheduled for March 4, 2025, at 2:30 PM at 198 N. Wilson Street.

Why it matters

This meeting determines the management and oversight of retirement funds for Crestview police and fire personnel, including the review of investment performance and legal updates on pension calculations.

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 textPolice and Fire Retirement Board (2025-03-04)

CITY OF CRESTVIEW POLICE OFFICERS’ & FIREFIGHTERS’ RETIREMENT PLAN

PENSION BOARD OF TRUSTEES QUARTERLY MEETING

198 N. WILSON STREET, CRESTVIEW, FL 32536

AGENDA

Tuesday, March 4, 2025 – 2:30PM

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. December 3, 2024 quarterly meeting

IV. REPORTS (ATTORNEY/CONSULTANTS)

A. Salem Trust, Mark Rhein/Debbie Kocsis, Custodian

1. Update on Salem Trust

B. Agincourt, Justin Hildebrand, Investment Manager

1. Quarterly report as of December 31, 2024

C. Mariner Institutional, Tyler Grumbles, Investment Consultant

1. Quarterly report as of December 31, 2024

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

1. Update on pensionable overtime issue

V. NEW BUSINES

VI. OLD BUSINESS

A. Election of 5th Trustee

VII. CONSENT AGENDA

A. Payment ratification

1. Warrant #41 and #42

B. New invoices for payment approval – None

C. Fund activity report for November 27, 2024 through February 25, 2025

VIII. STAFF REPORTS, DISCUSSION, and ACTION

A. Foster & Foster, Siera Feketa, Plan Administrator

1. Discussion of disability affidavits

2. Educational opportunities

i. FPPTA Annual Conference, June 22-25, 2025, Omni ChampionsGate, Orlando

IX. NEXT QUARTERLY MEETING DATE – June 3, 2025 at 2:30PM

X. ADJOURNMENT

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

  • Police and Fire Retirement Board (2025-03-04)

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: 9c8b3e31b09d5832a7e6cb9bdedab9e7. This page changes as stronger artifacts are published; it never overwrites an agenda with minutes.

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