General Employees' Pension Board

PENSION PLAN ADMINISTRATOR: Lori McCafferty

Members

  • 5 voting members – 3 employees (retirement members) – 2 Representatives appointed by the City Council (do not have to live inside the city limits)

Meeting Information 

  • Quarterly - First Wednesday of the month at 10:00 a.m.

Member Terms

  • 4 years (with option of reappointment)

Governing Document 

  • Code of Ordinances Section 38

View Public Records Requests (PDF).

Description of Duties

1. The General Employees’ Pension Board oversees the allocations of funds for the general employee pension fund. Processes retirements/payments, reviews the recommendations of the investment company, consultant, attorney and actuary and meets necessary reporting requirements.

2. All minutes of the General Employees’ Pension Board meeting shall be filed with the City Clerk’s Office

Note: Appointed members of City boards and committees are required by law to file a financial disclosure with the Florida Commission on Ethics. The reporting form and instructions will be sent to appointed members each year through the Santa Rosa County Supervisor of Elections office.

Senate Bill 534 Compliance:

2020 City of Milton's General Pension Trust Fund Budget for FY 2021 (PDF)

2019 Actuarial Valuation and GASB 67 & 68 (PDF)
2019 General Employees’ Pension Plan - Section 112.664 FS Compliance (PDF)
2019 Milton General SB 534 (60t) Disclosure Worksheet on Returns (PDF)
2019 Florida Division of Retirement Actuarial Summary Fact Sheet for Plan 2/3/2020 (PDF)
2019 City of Milton’s General Pension Trust Fund Budget for FY 2020 (PDF)

2018 Actuarial Valuation and GASB 67 & 68 (PDF)
2018 General Employees’ Pension Plan - Section 112.664 FS Compliance (PDF)
2018 Milton General SB 534 (60t) Disclosure Worksheet on Returns (PDF)
2018 Florida Division of Retirement Actuarial Summary Fact Sheet for Plan 2/13/2019 (PDF)
2018 City of Milton’s General Pension Trust Fund Budget for FY 2019 (PDF)

Prior yearly reports

Division of Retirement Website link to Fact Sheets

If you are interested in serving on any of the Boards, please call 983-5411 or fill out the Board Survey form (PDF).

MemberExpiration Dates
Henry Martin, Chairman, Council RepresentativeJuly, 2021
Pamela Haddan, Council RepresentativeJuly, 2024
Jennifer Bare, Finance, Employee RepresentativeJuly, 2021
Christie Haarmann, Secretary, Public Works, Employee RepresentativeJuly, 2022
Robert Hyman, Landscape Department, Employee RepresentativeJuly, 2024