Tue Jun 23, 2026
Parochial Employees' Retirement System Board of Trustees
Retirement board to review 2025 actuarial and audit reports
The Parochial Employees' Retirement System Board of Trustees is meeting to review the 2025 actuarial report and audit, approve minutes, and discuss retirements, investments, and administrative matters. The agenda includes a public comment period and several reports, but no major policy decisions are listed.
- 2025 Actuarial Report (1 hr. trustee education credit)
- 2025 Audit Report, Compliance Questionnaire, & Attestation Questionnaire
- Retirements, April, May, & June 2026
- Investment Summary and Performance Update
- Legislative Update — SB455
pensionsretirementactuarialauditinvestmentslegislation
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
Board of Trustees Meeting — June 23, 9:00 am
7905 Wrenwood Bivd., Baton Rouge, Louisiana 70809
AGENDA
Board Members:
R. Bruce Kelly, Chair, Region 1 M. Larry Richard, Designee, Police Jury Assn.
Kelly Fontenot, Vice Chair, Region 2 Senator Bob Owen, Vice Chair, Sen. Retirement
Christine Buras-Dodd, Region 3 Representative Josh Carlson
Bridgette Horton, Region 4
Meeting Called to Order by the Chair:
10.
11.
12.
13.
Invocation
Roll Call
Public Comment Period (must relate to agenda item)
Disclosure of Conflicts
Approval of March minutes
2025 Actuarial Report (1 hr. trustee education credit)
i. Fund Transfers - Plan B to Plan A and Plan A to Plan B
ii. GASB 67
2025 Audit Report, Compliance Questionnaire, & Attestation Questionnaire
Retirements, April, May, & June 2026
i. New Option 4 Requests
Reciprocals and Transfers of Creditable Service, April, May, & June 2026
Investments
i. Investment Summary and Performance Update
ii. Recommendations
Administrative Director’s Report
i. 9432 Jefferson Highway
ii. New Employer — Terrebonne Parish Economic Development
iii. Legislative Update — SB455
iv. Quarterly Report on Operating Budget
v. Technology Update
a. Member Portal Update
b. Budget Amendment
vi. Upcoming Conferences of Interest
a. NASRA — August 8 -12, 2026
Cc. LAPERS - September 13-15, 2026
d. 2026 PERS Administrative Training - October 26, 2026
Other New Business
Next Meeting September 13, 2026, 8:30 am, Roosevelt New Orlean …
Tue Mar 17, 2026
Parochial Employees' Retirement System Board of Trustees
Retirement board to review investments, retirements, and policy changes
The Parochial Employees' Retirement System Board of Trustees is meeting to discuss routine administrative matters, including investment performance, retirement approvals, and policy updates. The agenda includes a presentation on portable alpha, approval of retirements from December 2025 through February 2026, and a proposed Tier II disability policy. The board will also hear reports on technology, legislation, and the 2025 operating budget.
- Approval of retirements for December 2025–February 2026
- Portable Alpha educational presentation
- DROP annuity conversion interest rate discussion
- Tier II disability policy proposal
- Legislation preview including SB 'TBD' Orleans District Court, HB8, and SB16
retirementinvestmentspensionspolicylegislationbudget
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
PAROCHIAL EMPLOYEES’ RETIREMENT SYSTEM
Board of Trustees Meeting — March 17, 2026, 9 AM
7905 Wrenwood Blvd., Baton Rouge, Louisiana 70809
AGENDA
Board Members:
R. Bruce Kelly, Chair, Region 1 M. Larry Richard, Designee, Police Jury Assn.
Kelly Fontenot, Region 2 Senator Bob Owen
Christine Buras-Dodd, Region 3 Representative Josh Carlson
Bridgette Horton, Region 4
Meeting Called to Order by the Chair:
Invocation
Roll Call
Public Comment Period (must relate to agenda item)
Approval of the December 10, 2025, Minutes
Disclosure of Conflicts
Investments
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A. Investment Summary and Performance Update
B. Portable Alpha Educational Presentation
C. Other Business
1. Timeline
7. Approval of Retirements — December 2025 — February 2026
8. Option 4 Requests
9. Requests for Actuarial Transfer of Service - December 2025 — February 2026
10. DROP Annuity Conversion Interest Rate —- Greg Curran
11. — Tier Il Disability Policy
12. Technology Update
A. Electronic Onboarding
B. Member Portal
13. Administrative Director's Report
A. Legislation Preview
1. SB “TBD” Orleans District Court
2. HB8- Legislative Staff Attendance
3. SB16- Trustee Education
B. Jefferson Highway Lots
C. Quarterly Report on 2025 Operating Budget
1. Proposed Title Revision (no budgetary impact)
D. Pension & Investments 1000, 2026 Edition
E. Training and Education Opportunities for Trustees
1. NASRA, August 8-12, 2026
2. LAPERS, September 13-15, 2026
14. | Other New Business
15. Adjourn
Next Meeting — Ju …
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