Retirement Board

BO AR D M EM BE R S Elizabeth Early, Elected, Chair Robert Stearns, Ex-Officio Matthew Walley, Appointed John Mahan, Elected Tamara Cullen, 5th Member WORCESTER RETIREMENT BOARD MEETING AGENDA C ON T A CT July 10th 2025 |8:30AM| Levi Lincoln Chambers Room 310B 3rd Floor, City Hall • 455 Main Street, City Hall Room 103 Worcester MA 01608, This Retirement Board meeting will be held in-person at the date, time • 8-4:15 M-F and location listed above. • 508-579-7649 • Retirement@Worcesterma.gov Application materials may be viewed by appointment at Worcester • Worcesterma.gov/Retirement-Board Retirement Office City Hall Room 103, between 8:00 a.m. – 4 p.m., Monday through Friday. The Worcester Retirement Board is committed to For more information concerning this meeting, please contact the ensuring that its public meetings are accessible to all. Should you require interpretation, auxiliary Retirement Office by email at Retirement@worcesterma.gov or phone at aids, services, written materials in other formats, 508-799-1062. Please send written comments, requests for or reasonable modifications in policies and procedures, please contact the Retirement Office a reasonable accommodation, or requests for language interpretation 2 minimum of 2 business days in advance of the business days or more in advance of the meeting. scheduled meeting. Hay disponibles servicios de interpretación y Las solicitudes de intérpretes para personas con dominio limitado del otras adaptaciones con solicitud previa. inglés deben hacerse a más tardar 2 días hábiles antes de la reunión. ‫ﺗﺘﻮﻓﺮ اﻟﺘﺮﺟﻤﺔ اﻟﻔﻮرﯾﺔ وﻏﯿﺮھﺎ ﻣﻦ وﺳﺎﺋﻞ اﻟﺘﯿﺴﯿﺮ ﻋﻨﺪ اﻟﻄﻠﺐ اﻟﻤﺴﺒﻖ‬ Para obtener más información en relación con esta reunión o enviar comentarios o preguntas por escrito antes de la reunión, contacte a: अनवु ◌ाद र अ6य आवसह अ'-म अनरोधपचत ◌ु उपल5ध हु6छ। Retirement@worcesterma.gov or 508-799-1062. Interpretação e outras adaptações estão Call to Order – 8:30 disponíveis mediante solicitação prévia. Përkthimi dhe akomodime të tjera janë në dispozicion me kërkesë paraprake. Next Meeting Dates: August 21st 2025 – Finance Meeting 8:30am August 21st 2025 – Regular Meeting 9:30am Kasa nkyerɛaseɛ ɛne akwanya afoforɔ da hɔ ma wɔn a wɔn bɛ bisa ato hɔ. Acceptance: June Regular, Finance, and Executive meeting Phiên dịch và các hỗ trợ khác có sẵn theo yêu cầu trước. minutes DI V IS IO N S TA F F Lisa Poske, Executive Vicki Cabezas, Accounting Jennifer Wood, Payroll Lori Cutroni, Head Clerk Fiona Szpiech, Member Rep. U P CO MI N G M EE TI N GS 08/21/2025 – Finance 8:30 08/21/2025 – Regular 9:30 1 OLD BUSINESS: May: Custody Recap, MM, CR, CD, June: MM, Custody Monthly, Legal Cybersecurity Update Legal RFP Custody RFP NEW BUSINESS: Office COLA increase 2% PERAC 2025 Memos: #16 Tobacco Company List #17 Revised Language for Benefit Calculation Approval Forms #18 Cyber Attack #19 Updated Member and Beneficiary Refunds Forms & IRS Tax Notice Retiree Evaluations: Chase, M 91A - 39 Retirees Warrants: Adjourn 2