Saint Mary’s University Pension Plan. Annual General Meeting June 2009. Agenda.
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Annual General Meeting
Governance Overview and Financial Report – Chair, Pension Committee Pension Plan Investments – Mercer Report from Custodian and Record keeper – Sun Life Financial Open Forum- Member comments and questions Members’ Luncheon
The above distribution shows the proportion of members in the various asset allocation portfolios (87% of plan members at SMU use the portfolios)
127 members have a different allocation portfolio for employee and employer contributions
Pension Committee met 6 times during 2008
The pension committee has adequate funding to operate effectively:
(pension consulting, member meetings and training, investment monitoring, information return to pension superintendent, member communication)
decreased from $80,400 to $78,300
($80,400 - $18,300 deficit + $3,200 interest + $13,000 reversal)