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Event Details

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Date:
September 20, 2023
Time:
9:30 AM
Address:
Town Hall & Zoom ID #86893876190
Highland Room (Ground Floor)

Needham, MA 02492
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Town of Needham Contributory Retirement Board Meeting

Wednesday, September 20, 2023


Image result for massachusetts state sealImage result for town of needham sealTOWN OF NEEDHAM

CONTRIBUTORY RETIREMENT SYSTEM

1471 HIGHLAND AVENUE

NEEDHAM, MASSACHUSETTS 02492-2605

 


 

Staff:

Jacob Cole, Administrator

Elizabeth Milch, Specialist

Martin Feeney, Accounting Specialist

 

Contact Information:

Ph. (781) 455-7500 x232

Ph. (781) 455-7500 x231

 

 

 

  


 

Board:

Sandra J. Cincotta, Chair

John P. Krawiecki

Robert P. Mearls

Robert H. Papetti

Michelle T. Vaillancourt

 

 

 

 

  

                                                                                                                                            

 

 

 

 

 

September 2023 RETIREMENT BOARD MEETING

September 20, 2023 | 9:30 A.M. | Highland Room (Ground Floor)

https://us02web.zoom.us/j/86893876190?pwd=SllnMzFpR0ZNVmNtd2E2SmxZTVJHdz09 

  1. Approve - August Board Meeting Minutes....................................................................... p.3
  2. Approve - August Membership Changes (Attachment A)................................................ p.7
  3. Approve - August Payroll Warrant................................................................................... p.9
  4. Approve - September Expense Warrant......................................................................... p.10
  5. Review - July Operating Statement................................................................................ p.11
  6. Review - July PRIT Statement......................................................................................... p.12
  7. Review - July PRIT Bank Reconciliations......................................................................... p.18
  8. Review - July Bank Statements....................................................................................... p.19
  9. Review - July TD Bank Reconciliations............................................................................ p.25
  10. Review - FY24 YTD Budget.............................................................................................. p.27
  11. Discussion - Old Business
  1. 3(8)(c) Billing Report for 2022 Tracking Sheet......................................................... p.28
  2. Board Stipends Across the Commonwealth............................................................. p.28 
  1. Discussion - New Business:
  1. PRIT is coming to the November 15th Board Meeting............................................ p.29 
  1. Available Upon Request - Monthly Invoices & Cash Books............................................ p.30

 

Next Retirement Board Meeting (subject to change)

October 18, 2023 | 9:30 A.M. | TBD







Received & Posted With the Town Clerk's Office:   September 15, 2023 @ 11:18 AM


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