The Board of Trustees General Employees' Retirement System

The Board of Trustees General Employees' Retirement System meets the last Wednesday of the month in February, May, August and November in the de Aviles Conference Room of City Hall.

The five-member board includes two members appointed by the City Commission, two representatives who are elected by members of the General Employees' Retirement System and one who is appointed by the other four members. Elected and appointed members serve four-year staggered terms.

The board is responsible for the general administration, management, and proper operation of the general employees' retirement system.


The current members of The Board of Trustees General Employees' Retirement System are:

Employee Representatives

Chair
Robin Upchurch
P. O. Box 210
St. Augustine, 32085-0210
(Term Expires June 30, 2010)

David Birchim
P. O. Box 210

St. Augustine, 32085-0210
Bus:  Planning Manager
(Term expires June 30, 2009)

Appointees

Jeffrey W. Helms
400 N. Ponce de Leon Blvd
St. Augustine, FL 32084
(Term Expires June 30, 2009)

Wayne E. Howell Jr.
Herbie Wiles Insurance
P.O. Drawer 3067
St. Augustine, FL 32085
(Term Expires June 30, 2010)

James Swanson
3950 A1A South,
St. Augustine, FL 32080
(Term Expires June 30, 2009)

Management Resources

Treasurer
Mark Litzinger
Director, Financial Services
City of St. Augustine
P. O. Box 210
St. Augustine, FL 32085-0210

Secretary
Karen Rogers
City Clerk
City of St. Augustine
P. O. Box 210
St. Augustine, FL 32085-0210

Consultants
Michael Pierce

The Principal Financial Group
711 High Street
Des Moines, IA 50309

Doug Feltz
The Principal Financial Group
Group & Pension Manager
7077 Bonneval Road, Suite 310
Jacksonville, FL 32257

Michael Tierney
Actuarial Concepts
3020 Hartley Rd.
Jacksonville, FL 32257

Mark Bailey
The Bailey Group
1200 Plantation Island Drive, Ste. 210
St. Augustine, FL 32080

Joe Beattie, III
Sawgrass Asset Management, LLC
1579 The Greens Way, Suite 20
Jacksonville, FL 32250

Brian Bizell
Salem Trust Company
7411 Fullerton St. Suite 110
Jacksonville, FL 32256