Public Safety Pension Trustee Census

1. Public Safety Pension Trustee Census Michele Dove Shaffer October 14, 2009

2. IAFF Pension and Health Care Committee Resolution 24

3. Resolution 24 • Resolve #1- IAFF Create a packet… to combat attacks • Resolve #2- IAFF Partner with nationwide coalitions/organizations • Resolve #3- Appoint a committee – one member from each district to further recommend action to supplement resources • Resolve #4- Annual meetings – complete by 2010 • Resolve #5- Complete committee recommendations to IAFF Executive Board

4. Initial Meeting / Committee Report • Recommendations and Action Items • Committee Mission Statement – “Seek to provide retirement security for members and new members; work to protect current benefits and to enhance benefits when possible.” • Establish a ‘go team’ for onsite critical emergencies (further discussion – March Agenda) • Evaluate possibility of an educational certificate program for advanced pension education • Preferred online • Check NCPERS education plans for basic/advanced

5. Initial Meeting / Committee Report • Recommendations and Action Items (Cont’d) • Create a handbook on pensions like the Healthcare and Economic Crisis handbook • Create website resource page • Consider individual trustee educational programs for states and provinces • Provide a platform for education. State/Province must have pension education as part of PEP or other education programs • Expand ALTS to include pension materials including media interaction • Staff to prepare draft comments on GASB and to forward to committee for review (Submission deadline July 31, 2009)

6. Pension and Health Care Committee PENSION AND HEALTH CARE SURVEY

7. Survey Questions

8. Survey Recipients/ Respondents Recipients/Respondents Email Blast U.S. Recipients Presidents of 41 State Associations All local union presidents with municipal plans Canadian Recipients 42 Provincial and local union presidents identified by the IAFF Canadian Office

9. Pension and Health Care Committee Education

10. Pension and Other Post Employment Benefits (OPEB) Web Site

11. Pension and Other Post Employment Benefits (OPEB) Web Site

12. Pension and Other Post Employment Benefits (OPEB) Web Site

13. Affiliate Leadership Training Summit Pension Workshops • Pension Administration • New to 2010 Affiliate Leadership Training Summit • Three workshops geared toward Pension Trustees • Protecting Your Pension – will provide union leaders and pension trustees with information and skills to promote and defend fire fighter pensions • Capital Stewardship – will introduce pension trustees and union leaders to the importance of capital stewardship and pension activism • Fiduciary Duties – will outline the legal duties of trustees regarding pension fund management

14. QUESTIONS?Michele Dove ShafferMShaffer@iaff.org