Agenda
Winthrop Retirement Board · from the Town's website · released May 27, 2025 · 1 page · 80 KB
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Winthrop Contributory Retirement System Board Meeting 1 Metcalf Square, Winthrop, Massachusetts, Harvey Hearing Room May 27, 2025, 4:05 PM Posted Agenda Call to Order Roll Call Vote to approve the meeting minutes from April 29, 2025, meeting. Vote to approve the Eastern Bank Statement and Reconciliation for April 2025 in the amount of $925,971.54. Vote to approve the Trial Balance, Cash Receipts, Cash Disbursements, General Ledger, and Adjustments for April 2025. Vote to approve the Retirement System Warrant (Payroll, Accounts Payable, Investment transfers) for May 3°), 2025 Vote regarding transfer of funds, if needed, effective June 2, 2025, from PRIM to Eastern Bank to cover payroll and accounts payable for June 2025. Vote to approve Donna Moore’s Application for Voluntary Superannuation Option B, effective June 12, 2025. Donna was an ESP for Winthrop Schools and has 23.5000 years of creditable service. Vote to approve John Rich’s Application for Voluntary Superannuation Option B, effective July 3, 2025. John was a Lieutenant for Winthrop Fire and has 38.7500 years of creditable service. Vote to approve William Wiley’s Application for Voluntary Superannuation Option C, beneficiary Diane Wiley effective September 2, 2025. William was the Fire Chief and has 34.5000 years of creditable service. Vote to approve the transfer of Cynthia Espozzito’s total accumulated deductions effective May 30, 2025, to the Boston Retirement Board. Dates of service: 11/13/2023-9/3/2024. Winthrop’s 3(8)(c) liability is .7500 years. Vote to approve the transfer of Laura Opincaru’s total accumulated deductions effective May 30, 2025, to the Woburn Retirement Board. Dates of service: 10/3/2022-1/24/2025. Winthrop’s 3(8)(c) liability is 2.2500 years. Vote to approve the rollover of Christina DeBonis’ total accumulated deductions effective May 30, 2025, to Fidelity Retirement. Christina was an ESP for Winthrop Schools, Dates of service 9/1/2015-6/30/2019. Vote to approve the refund of Marissa Bianchino’s total accumulated deductions effective May 30, 2025. Marissa was an ESP for Winthrop Schools. Dates of service 9/13/21-6/30/2023. Vote to approve the refund of Curtis Dessources’ total accumulated deductions effective May 30, 2025. Curtis was an ABA Technician for Winthrop Schools. Dates of service 9/7/2023-6/27/2024. Vote to approve the refund of Sebastien Rome’s total accumulated deductions effective May 30, 2025. Sebastien was an ABA Technician for Winthrop Schools. Dates of service 10/16/2023-6/27/2024. Vote to approve the refund of Rose Fellini’s total accumulated deductions effective May 30, 2025. Rose was an ESP for Winthrop Schools. Dates of service 1/27/2003-6/30/2003. Vote to approve the refund of Sarah Parham’s total accumulated deductions effective May 30, 2025. Sarah was employed by Winthrop Library. Dates of service 10/25/2021-8/15/2022. Vote to approve the refund of Robert McGeorge’s total accumulated deductions effective May 30, 2025. Robert was employed by the DPW. Dates of service 9/03/2019-0 1/25/2021. Vote to approve the refund of Justin Buckley’s total accumulated deductions effective May 30, 2025. Justin was employed by the DPW. Dates of service 9/03/2019-01/14/2021. New Business Legal RFP to be issued. The legal contract with Sacco & Collins ends December 31, 2025. Old Business Administrators Announcements: The next meeting is tentatively scheduled for June 24, 2025 at 4:00 PM Vote to adjourn.