Meeting Details

Meeting Name: Retirement Board Agenda status: Final
Meeting date/time: 9/29/2025 2:30 PM Minutes status: Final  
Meeting location: BOCC Meeting Room 204
Published agenda: Agenda Agenda Published minutes: Minutes Minutes  
Agenda packet: Not available
Meeting video:  
Attachments:
File #Ver.Agenda #NameTypeTitleActionResultAction Details
2025-3785 11. MinutesDiscussion and possible action regarding the minutes of August 25, 2025.approvePass Action details
2025-3786 12. Consent ItemsDiscussion and possible action regarding the Security Trade and Interest Report for August 2025. This item is requested by Stacy Rodgers, Chief of Investments, Oklahoma County Treasurer's Office.   Action details
2025-3787 13. Consent ItemsDiscussion and possible action regarding Outstanding Retirement Investments at Market Value of $6,332,130.56 and at Par Value of $6,294,626.83 as of August 31, 2025, as provided by the Bank of Oklahoma/LPL. This item is requested by Stacy Rodgers, Chief of Investments, Oklahoma County Treasurer's Office.   Action details
2025-3791 14. Consent ItemsDiscussion and possible action regarding the September 2025 Defined Benefit payroll in the amount not to exceed $89,447.33. This item is requested by Jon Wilkerson, Director of Benefits & Retirement.   Action details
2025-3792 15. Departmental ItemsDiscussion and possible action regarding the August 2025, BOK Forfeiture report. This item is requested by Jon Wilkerson, Director of Benefits & Retirement.approvePass Action details
2025-3793 16. Departmental ItemsDiscussion and possible action regarding the Oklahoma County Pension Valuation Summary presentation by Sageview. This item is requested by Jon Wilkerson, Director of Benefits & Retirement.approvePass Action details
2025-3794 17. Departmental ItemsDiscussion and possible action regarding the Oklahoma County Employees Retirement System GASB 68 Actuarial Valuation report for FY 24/25. This report is for the Oklahoma County Pension Plan. This item is requested by Jon Wilkerson, Director of Benefits & Retirement.approvePass Action details
2025-3796 18. Departmental ItemsDiscussion and possible action regarding payment in the amount not to exceed $12,150.00 for the Sageview Pension Valuation report. This item is requested by Jon Wilkerson, Director of Benefits & Retirement.approvePass Action details
2025-3817 19. Departmental ItemsDiscussion and possible action to approve the invoice from Johnston & Ahlschwede, P.C. in the amount of $5,750.00 for the Financial Statement and audit for the year ended June 30, 2025. This item is requested by Jon Wilkerson, Director of Benefits & Retirement.approvePass Action details
2025-3816 110. Departmental ItemsDiscussion and possible action regarding the FY 24-25 Financial Statement Report for the Oklahoma County Defined Benefit Retirement Plan. This item is requested by Jon Wilkerson, Director of Benefits & Retirement.approvePass Action details
2025-3798 111. Departmental ItemsDiscussion and possible action regarding the redirection of retirement contributions in the amount not to exceed $731,000.00 to the Defined Benefit Plan to be invested by the County Treasurer. This item is requested by Jon Wilkerson, Director of Benefits & Retirement.approvePass Action details
2025-3797 112. Departmental ItemsDiscussion and possible action regarding the 2025 one-time loan consolidation. This item is requested by Jon Wilkerson, Director of Benefits & Retirement.approvePass Action details