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Thursday, May 21, 2026 · Government meeting record
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CITY OF LAKE CITY MUNICIPAL FIREFIGHTERS’ RETIREMENT TRUST FUND
BOARD OF TRUSTEES QUARTERLY MEETING
City Hall, Council Chambers
205 N. Marion Avenue, Lake City, FL 32055
AGENDA
Thursday, May 21, 2026, at 9:30AM
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 (ADA), persons needing assistance to participate in any of these proceedings should contact the City Clerk at (386) 719-5756 prior to the meeting.
I. CALL TO ORDER/ROLL CALL/DETERMINATION OF A QUORUM
II. PUBLIC COMMENTS
III. APPROVAL OF MINUTES
1. February 19, 2026, quarterly meeting
IV. REPORTS (ATTORNEY/CONSULTANT)
1. Riverplace Capital, Scott Wohlers, Investment Manager
a. Quarterly report as of March 31, 2026
2. Mariner Institutional, Brad Hess, Investment Consultant
a. Quarterly report as of March 31, 2026
V. NEW BUSINESS
1. Update on Trustee terms
2. Election of Officers
3. Summary Plan Description
4. Reschedule Q4 meeting date
VI. OLD BUSINESS
1. Further discussion of experience study
VII. CONSENT AGENDA
1. Invoices for ratification
a. Warrants #40 and #41
2. New invoices for payment approval
a. None
3. Fund activity report for February 13, 2026, through May 14, 2026
VIII. STAFF REPORTS, DISCUSSION, AND ACTION
1. Foster & Foster, Troy Jenne, Plan Administrator
a. Update on State Annual Report
b. Financial disclosure forms
c. ADA web content compliance memo
d. Educational opportunities
i. FPPTA 42nd Annual Conference, June 28-July 1, 2026, Orlando
ii. FPPTA Trustee School, September 27-30, 2026, Orlando
IX. TRUSTEE REPORTS, DISCUSSION, AND ACTION
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