Lancaster County Logo
PENSION REVIEW COMMITTEE
WEDNESDAY, SEPTEMBER 6, 2023
ROOM 113, BILL LUXFORD STUDIO
 COUNTY - CITY BUILDING 555 S 10TH ST, LINCOLN, NE 68508
3:00 P.M.
 
AGENDA
1.

ROLL CALL

2.

APPROVAL OF MEETING MINUTES FOR MARCH 8, 2023

March 8, 2023, Pension Review Committee Minutes

3.

FIRST DAY OF THE MONTH RULE FOR 457(B) PLAN

Documents:
  1. ITEM 3__SECURE_2.0_Implementation_Provisions_separated_and_labeled_Mod_11.pdf
4.

SECOND QUARTER 2023 INVESTMENT REVIEW (401(A) AND 457(B) PLANS)

Julie Klassen, Director Relationship Management, Empower; Robb D. Craddock, Director, Investment Strategy, Empower; and Frank Picarelli, Senior Vice President, Segal Marco

Documents:
  1. ITEM 4__Lancaster County, Nebraska 401a and 457 Plans, ended 6_30_23(20337299.1).pdf
  2. ITEM 4__Lancaster County.PS.IR.Grid.2Q23.Final.pdf
5.

ADJOURNMENT

MEMO

A meeting will be conducted with representatives from Empower and Segal Marco Advisors to review investment performance through the fourth quarter of 2023.  

Also Julie Klassen and Robb Craddock from Empower and Frank Picarelli from Segal Marco will present the investment review to the County Board on Thursday, September 7, 2023, at 9:15 a.m., Room 112 of the County-City Building.