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Deferred Compensation Trust Board

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The Deferred Compensation Board will review the deferred compensation (457(b) and 401(a) plans, at least annually. The Deferred Compensation Board will meet quarterly to oversee the plan offerings and Nationwide’s performance. Innovest will remain as consultant, funded by participant plan fees. The board members will serve three-year terms, and will represent the plan participants, to include a representative from sworn Police, sworn Fire, civilian staff, Town Finance Management, and a Town Retiree who is a plan participate. The Benefits Team will act as liaison and administrative support to the Board. The board members will be provided the training given to members of Town Boards and Commission and will be listed as fiduciaries on Gilbert’s fiduciary insurance policy.

Ideal Candidate Statement

The ideal candidate may have experience in the medical industry, finance, insurance and/or human resources with strong analytical and creative thinking skills.

Meeting Calendar

Deferred Compensation Trust Board

  • Date: 12/04/2023 4:30 PM  
  • Location: Virtual Meeting Only - via WebEx

Join Meeting

Meeting link: https://gilbertaz.webex.com/gilbertaz/j.php?MTID=m863c5734c97ea08c05a40aebadfa5e9b

Meeting number (access code): 2630 188 0592

Meeting password: RRdSnZ3BM39

Join by phone: +1-415-655-0001 US Toll  Access Code: 2630 188 0592##

Agenda:Agenda: Deferred Compensation Trust Board 12-04-2023
Minutes:DRAFT MINUTES: Deferred Compensation Trust Board 12-04-2023
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Meeting Schedule

Semi-annual

Location: TBD (see agenda for location)

Time: 5:30pm

Open Meeting Law

Agendas and notices are posted at least 24 hours prior to a meeting or event. Agendas are removed from the website after the meeting.

Draft minutes are posted to the website within three working days of a meeting. The draft minutes contain all legal action taken.

The Town of Gilbert endeavors to make all public meetings accessible to persons with disabilities. Persons needing any type of special accommodations are asked to notify the Town Clerk's Office at least 72 hours in advance. Requests for accommodation made less than 72 hours in advance cannot be guaranteed.

Members

  • Håkon Johanson, Chair
  • Vacant, Vice Chair
  • Michael Burkhart, Secretary
  • Hondo Judd
  • Ray Savoie

Council Liaison            

Staff Liaison