Retirement Plans: Keith Brinkman, Bureau Chief, Local Retirement Systems, Division of At least every 3 Retirement, Florida Department of Management Services, years (copy of report to state Counties, Municipalities, E-mail: within 60 days of Special Districts that Website: receipt from the Actuarial maintain their own local See Rules 60T-(3) and (4), Florida Administrative Code, for required actuary) Valuation Report retirement plan , data. Any Municipality, Patricia Shoemaker, Administrator, Municipal Police & Fire Pension At least every 3 Special Fire Control Trust Office, Division of Retirement, Florida Department of years (copy of District that maintains a Management Services, (850)922-0667, report to state pension plan for its E-mail: . within 60 days of firefighters or police Website: receipt from the Actuarial officers under Chapter See Rules 60T-(3) and (4), Florida Administrative Code, for required actuary) Valuation Report 175 or 185, F. S. Sections , , , F.S.; data. Keith Brinkman, Bureau Chief, Local Retirement Systems, Division of Counties, Municipalities, Retirement, Florida Department of Management Services, Filing of Special Districts that Retirement Plan maintain a local E-mail: Upon adoption Investment Policy retirement plan Website: Prior to final Actuarial Impact reading of, and Statement and Keith Brinkman, Bureau Chief, Local Retirement Systems, Division of adoption by Copy of Proposed Retirement, Florida Department of Management Services, governing body, Ordinance (or of proposed Other Legal Counties, Municipalities, E-mail: change (at last Instrument) Special Districts that Website: public hearing on Affecting Local maintain a local See Rule 60T-, Florida Administrative Code, for required information such change) Retirement Plan retirement plan and in the Statement. Actuarial Impact Statement and Any Municipality, Patricia Shoemaker, Administrator, Municipal Police & Fire Pension Copy of Proposed Special Fire Control Trust Office, Division of Retirement Systems, Department of Ordinance (or District that maintains a Management Services, (850)922-0667, Prior to last Other Legal pension plan for its E-mail: public hearing on Instrument) firefighters or police Website: proposed plan Affecting Local officers under Chapter Forms may be found at: change Retirement Plan 175 or 185, F.S. Sections and , F.S. click on "Annual Reports"
Retirement Plans: At least every 3 years (copy of report to state within 60 days of receipt from the actuary) Actuarial Valuation Report Counties, Municipalities, Special Districts that maintain their own local retirement plan , Keith Brinkman, Bureau Chief, Local Retirement Systems, Division of Retirement, Florida Department of Management Services, E-mail: Website: See Rules 60T-(3) and (4), Florida Administrative Code, for required data. At least every 3 years (copy of report to state within 60 days of receipt from the actuary) Actuarial Valuation Report Any Municipality, Special Fire Control District that maintains a pension plan for its firefighters or police officers under Chapter 175 or 185, F. S. Sections , , , F.S.; Patricia Shoemaker, Administrator, Municipal Police & Fire Pension Trust Office, Division of Retirement, Florida Department of Management Services, (850)922-0667, E-mail: . Website: See Rules 60T-(3) and (4), Florida Administrative Code, for required data. Upon adoption Filing of Retirement Plan Investment Policy Counties, Municipalities, Special Districts that maintain a local retirement plan Keith Brinkman, Bureau Chief, Local Retirement Systems, Division of Retirement, Florida Department of Management Services, E-mail: Website: Prior to final reading of, and adoption by governing body, of proposed change (at last public hearing on such change) Actuarial Impact Statement and Copy of Proposed Ordinance (or Other Legal Instrument) Affecting Local Retirement Plan Counties, Municipalities, Special Districts that maintain a local retirement plan and Keith Brinkman, Bureau Chief, Local Retirement Systems, Division of Retirement, Florida Department of Management Services, E-mail: Website: See Rule 60T-, Florida Administrative Code, for required information in the Statement. Prior to last public hearing on proposed plan change Actuarial Impact Statement and Copy of Proposed Ordinance (or Other Legal Instrument) Affecting Local Retirement Plan Any Municipality, Special Fire Control District that maintains a pension plan for its firefighters or police officers under Chapter 175 or 185, F.S. Sections and , F.S. Patricia Shoemaker, Administrator, Municipal Police & Fire Pension Trust Office, Division of Retirement Systems, Department of Management Services, (850)922-0667, E-mail: Website: Forms may be found at: click on "Annual Reports"
Financial_Reporting_Requirements_Oct2012.docx