SDCERS April 21, 2006 Meeting by Joe Flynn

 

Retirees:

    It has been a busy week.  But last things first.  Today the Board hired a new Administrator, and I think you will like him; I know I do.  It has been a long search for a new Administrator.  An executive search firm has been on the job since December.  In January, we thought we had a good candidate, an man who managed a State Retirement System and seemed very well qualified.  But, after careful research and consideration, he declined to accept the job offer.  After that, I was worried that we would not find someone with the qualifications we need, and the courage to take up the reins of SDCERS in the charged environment we work in.  But the search firm pressed on, and our Board Executive Committee stayed with the task and we now have a new SDCERS Administrator.  His name  David B. Wescoe.  The attachments are the press release from SDCERS and Mr. Wescoe's resume.

    Mr. Wescoe is an attorney with extensive experience both in law practice, investments, and management.  When asked frankly, "Why do you want this job?"  he replied, "I moved to San Diego when it was America's Finest City, and then it lost it's reputation.  I would like to be part of restoring San Diego to America's Finest City."  To me he expressed that love of San Diego that I find in retirees; it's a resonant chord.

    I could go on, but I will leave it to you to read the press release and his resume, and I hope in the near future you will have an opportunity to meet him.  I will be urging him to speak at both of the retirement associations as soon as he can be scheduled.

    The Navigant Report Committee met on Wednesday, April 19.  A good meeting and we did have two retiree stakeholders in attendance, Virginia Silverman of CSDREA and Jim Clem of RFPA.  I will do a separate report on this next week. 

    The morning session of the Board meeting started at 8:30 AM with 12 members, the highest number since we started in April of 2005.  Our two new members, Peter Q. Davis and Wayne Kennedy, appointed by Mayor and confirmed by Council, took their seats today and fit right in to the discussion.  They are a welcome addition.  Now we need only the Mayor's representative and we will have our full 13 member Board for the first time.  Some people are superstitious, but not me, I have never been troubled by triskaedekaphobia (that’s fear of the number thirteen.) 

    A fair amount of discussion was devoted to the reinstatement of the Committee system of SDCERS Board.  Since we started as a new Board in April of 2005, and replaced a number of members along the way, we felt it was necessary to consider all of the items as a full Board in order to become familiar with the disability appeal cases, investment review procedures and decisions, audits, administration, and all of the special topics surrounding the litigation and investigations at that time. Now, the dust has settled slightly, and the committee system can save time and still give the items the special attention they deserve.

    One suggested change in the committee structure was the discontinuation of the Health Advisory Committee (HAC.)   I chaired this committee, along with two Board members, and retired members of both retiree associations. The reason for discontinuing this committee was that the City has now resumed the responsibility for retiree health care.  In addition, items considered by the HAC can be considered by the Business and Governance Committee.  Mark Sullivan, active Police Dept. Rep. is the Chair, and I am a member of that committee so I am sure we will be able to cover the ongoing issues in health care.

    The main thrust will be to establish a committee/group to work with the City to address retiree health care issues.  Today, I urged the Board to maintain a presence in this area to aid in the transition of this function to the City.  The May 10 meeting of the Navigant Report Committee will be discussing Retiree Health Insurance.  This will provide another opportunity become informed and to speak on this issue.  Mark your calendars.

    Tax compliance review of the retirement system is making progress.  Last year the Board hired tax consultants Ice Miller to request a Voluntary Compliance Program (VCP) with the Internal Revenue Service.  Tax liability questions had been raised about a number of recent benefit programs and court ordered settlements.  The VCP asks the questions before IRS comes calling, and if problems are found, they can be corrected more easily and usually without penalties.  It is an important study which will provide protection for the retirement system.

    Training for the Board remains a key topic. Our Fiduciary Counsel, Harvey Leiderman would make a good professor.  Very knowledgeable, and the ability to make complex topics understandable and interesting.

    We went into closed session from 1:30 PM to 3:15 PM to discuss litigation, past present and future.  We also discussed the hiring of the new Administrator. And, thanks to our wonderful Board Secretary, Donna Hawthorne, we also had a sandwich.  She keeps us on track and makes sure we don't starve to death; I think she also carries the title of Den Mother.

    Back in open session at 3:30 PM, we launched into Finance and Investment.

Oh yes:  I have a correction to make.  I thought, and advised you of same, that the Actuary's final report was due at this meeting.  Wrong!  I jumped the gun.  It was and is scheduled for May.  As they say, "we regret the error." 

    The Board also selected  State Street Bank and Trust for a five year custodial bank and securities lending agreement. The bank maintains custody of SDCERS stocks and bonds, handles transactions, and monitors SDCERS portfolio managers to ensure that they are following SDCERS investment guidelines.  I chaired the subcommittee, staffed by SDCERS investment personnel, which interviewed the three finalist custodial banks, twice.  The second interview was to evaluate their internet banking platforms and benefits payment programs. All three were impressive, but State Street was the best fit for SDCERS at this time.

   Items of interest:  At the end of February, SDCERS earnings for the fiscal year stood at $281.7 million.  The earnings threshold for payment of the 13th Check and Corbett is $112.6 million. 

    You often read about the Pension Fund deficit of $1.4 to 1.9 billion dollars.  You rarely read, however, the that the retirement assets in March hit $4.2 billion.  Another little publicized fact is that 70% of the retirement benefits are paid, not from direct contributions by the city and  the employees, but by earnings from investments made with those contributions.  I will leave you with that fact and one opinion; 

We are fortunate to have a very qualified SDCERS investment team, headed by Doug McCalla.

 

Take care,

Joe Flynn, Retiree Rep to the Board.

David Wescoe Press Release
David Wescoe Biography
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