Jon Sfondilis, Village Manager | Village of Wheeling Website
Jon Sfondilis, Village Manager | Village of Wheeling Website
Village of Wheeling Firefighters Pension Board of Trustees met May 15
Here is the agenda provided by the board:
1. Call to Order
2. Roll Call
3. Public Comment
4. Approval of Meeting Minutes
a. December 15, 2023 Regular Meeting
b. Semi-Annual Review of Closed Session Meeting Minutes
5. Accountant’s Report – Lauterbach & Amen, LLP
a. Monthly Financial Report
b. Presentation and Approval of Bills
c. Additional Bills, if any
d. Discussion/Possible Action – Cash Management
6. Investment Reports
a. Sawyer Falduto Asset Management, LLC
i. Consolidation Related Matters
b. FPIF Monthly Summary – Marquette Associates
c. FPIF Statement of Results
7. Communications and Reports
a. Affidavits of Continued Eligibility
b. Statements of Economic Interest
8. Trustee Training Updates
a. Approval of Trustee Training Registration Fees and Reimbursable Expenses
9. Applications for Membership/Withdrawals from Fund
10. Applications for Retirement/Disability Benefits
a. Status Update – Pete Contos Disability Application
11. Old Business
12. New Business
a. Review Trustee Terms and Election Procedures
13. Attorney’s Report – Puchalski Goodloe LLC
a. Legal Updates
14. Closed Session, if needed
15. Adjournment
https://www.wheelingil.gov/AgendaCenter/ViewFile/Agenda/_03152024-2603
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