Introductory Section

The Introductory Section contains the Certificate of Achievement for Excellence in Financial Reporting, the letter of transmittal, the Retirement Board structure, the administrative organization, and the Chairperson’s Report.

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Retirement Board Elected Board Members

CATHLEEN GLEASON ELIZABETH BISSA FRANK BARRIGA Chairperson Retirement Board Vice Chairperson Board Member Retirement Board Ex-Officio Board Members

BARBARA LANG RICK NAIMARK JANET SMITH BOB WINGENROTH Treasurer Deputy City Manager Personnel Director Finance Director City of Phoenix City of Phoenix City of Phoenix City of Phoenix Chairperson Legal Chairperson Charter Review Committee Amendments Policies & Procedures Committee Citizen Board Member Retiree Board Member

LINDA REIDENBACH JIM FLANAGAN Senior Benefits Analyst Retired City Auditor Salt River Project (SRP) City of Phoenix Chairperson Investment Committee

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Administrative Organization

Retirement Board/Committees

(9 members)

Disability Assessment Comm.

(5 members)

Fire Pension Board

(5 members)

Police Pension Board

(5 members)

Retirement Program

Administrator

Investment Advisors, Consultant, Custodian Bank, Attorneys. Actuaries

Management Assistant II

AdministrativeAssistant I

Secretary II(2)

Finance Department – Treasury Division, Division of Accounts (disbursement agent) Financial Accounting and Reporting (record keeping for Trust controls & financial reports) Personnel Department – Records / Benefits / Safety / Class. & Comp. (employment data / civil service / CHRIS data / LTD & workers’ compensation) ITD – Computer / Technical / Software Support

Retirement

Assistant (4)

Secretary III

Investment Section Administration Operations Section

Member Services Section

Investment Manager

Accountant IV

Management Assistant I

IT Analyst/Programmer

I

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Administrative Organization (Continued) ADMINISTRATIVE STAFF (current) RETIREMENT BOARD COMMITTEES

Donna Buelow Investment Committee Retirement Program Administrator Linda Reidenbach, Chairperson Elizabeth Bissa Jim Flanagan Josie Armenta Barbara Lang Retirement Assistant Bob Wingenroth

John Buchanan Retirement Assistant Charter Amendments/Policies & Procedures Janet Smith, Chairperson Frank Barriga Lollita Cordova Elizabeth Bissa Management Assistant I Jim Flanagan Cathleen Gleason Greg Fitchet Investment Manager Legal Review Committee Rick Naimark, Chairperson Stephen Herbert Frank Barriga IT Analyst Programmer Cathleen Gleason Linda Reidenbach Bob Wingenroth Tim Jackson Retirement Assistant Disability Assessment Committee Edna Marinelarena Michael C. Jimenez, Chairperson Secretary II Donna Buelow Amber Cole Robert Jones, M.D. Anna Martinez Cindy Prejs Management Assistant II Tricia Moreno ACCOUNTING Secretary II Finance Department Bob Wingenroth, Finance Director Michael Teeselink Retirement Assistant TREASURER Jackie Temple Finance Department Accountant IV Barbara Lang, City Treasurer Paula Whisel Secretary III LEGAL Law Department Vacant Gary Verburg, City Attorney Administrative Assistant I

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Administrative Organization (Continued)

CONSULTING SERVICES Actuary

Rodwan Consulting Company Royal Oak, MI

Actuarial Audit Milliman, Inc Omaha, NE Auditor

Clifton Gunderson LLP Phoenix, AZ Certified Public Accountants under contract with

the City Auditor Medical Advisors (per case basis) Several physicians and clinics used for

evaluation of disability applicants on a “per case” basis

Master Custodian State Street Bank Alameda, CA

Brokerage Transaction Measurement Service

Elkins/McSherry, LLC New York, NY

Investment Services

Refer to the Investment Section, pages 47, 50, 51 and 53 Legal Services

Kutak Rock LLP Scottsdale, AZ Yoder & Langford, P.C. Phoenix, AZ

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