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Welcome to
Employer Digest, your monthly source for IMRF news and
information to help you stay connected with IMRF.
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Natalie Copper Certified as Employee Trustee, William Stafford Appointed Annuitant Trustee, New Board Officers Elected
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Employee Trustee Natalie Copper
On December 20, the IMRF Board of Trustees certified current Employee Trustee Natalie Copper for a new five-year term running from January 1, 2020 through December 31, 2024. Copper was unopposed in an Employee Trustee election that had been planned for earlier in the year.
Copper has served on the IMRF Board as an Employee Trustee since January 2010. Twice she has been Board President, in 2014 and 2018. She chairs the Benefits Review Committee and serves on the Legislative and Investment Committees. Learn more
here.
Annuitant Trustee William Stafford
The IMRF Board of Trustees appointed William Stafford as Annuitant Trustee, filling the vacancy created by the passing of Sharon U. Thompson.
Stafford is a former IMRF Executive Trustee (2009-2015). During his tenure, Stafford held all Board officer positions, and was Board president in 2013. Stafford also served as chairperson of the Board's Investment and Audit Committees.
Stafford's appointment runs through December 31, 2020, which is the end of Thompson's original term. Next fall, IMRF will hold an Annuitant Trustee election for a five-year term beginning January 1, 2021. Learn more
here.
New Board Officers Elected
The IMRF Board of Trustees elected the following new Board officers for 2020:
- President: David Miller
- Vice President: Natalie Copper
- Secretary: Trudy Williams
Executive Trustee David Miller has served on the Board since 2015. He is currently Deputy Executive Director of the North Shore Water Reclamation District. Employee Trustee Natalie Copper has served on the Board since 2010 and is a School-Age Child Care Site Coordinator at Evanston School District 65. Employee Trustee Trudy Williams has served on the Board since 2016 and is Administrative Assistant for the Fulton County State's Attorney's Office.
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December Board Meeting Highlights
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On Friday, December 20, 2019, the IMRF Board of Trustees:
- The Board approved a report documenting IMRF's utilization of investment-management firms and brokers owned by minorities, women, or persons with disabilities. As of September 30, $10.2 of $42.7 billion in IMRF assets were managed by firms owned by minorities, women, or persons with disabilities, which represents 23.8% of the total investment portfolio.
- Passed Board Resolution 2019-12-14, which permits candidates for election to the IMRF Board of Trustees to be present to observe the counting of ballots.
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Please Complete Quarterly Employer Survey
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IMRF conducts periodic surveys to ensure that we provide the highest quality retirement services to you and your members. Your feedback is important to us, since it helps us learn what we are doing well and identify opportunities for improvement.
Earlier this week, Authorized Agents and Web Assistants received IMRF's Quarterly Employer Survey. The survey centers on your experiences with your IMRF Field Representative and should take less than five minutes to complete.
Please take a few minutes to complete the survey by Friday, January 17th.
Thank you for providing your feedback through our quarterly employer surveys. If you have any questions, please contact us at
1-800-728-7971.
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Two Upcoming IMEC Conferences
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Join IMEC and IMRF to learn how the pursuit of performance excellence can improve your organization. IMRF employers that are interested in improving processes and overall effectiveness are encourage to attend these conferences.
IMEC is dedicated to providing organizations in Illinois with the tools and techniques to create sustainable competitive futures. Through its recognition program, IMEC leverages the Baldrige Excellence Framework as a foundation for driving organizational improvement.
Ready for Performance Excellence: Free Workshop for IMRF Employers
- Cost: Free; registration includes training and refreshments
- Date: Friday, January 31, 2020
- Time: 9:00 AM - 1:00 PM
- Location: Illinois Municipal Retirement Fund Board Room in Oak Brook
IMRF is the newly announced recipient of the 2019 Malcolm Baldrige National Quality Award, the nation's only Presidential award for performance excellence. Baldrige Award recipients and finalists are expected to share their best practices with other organizations. As such, IMRF encourages our employer entities to consider undertaking their own Journeys of Excellence.
IMRF employers interested in improving processes and overall effectiveness are strongly encouraged to attend a new half day program offered specifically to local units of government. This free workshop will provide an introduction to the Baldrige Framework, and will show you how IMEC can assist in helping your employer achieve higher levels of performance.
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2020 IMEC Conference on Enterprise Excellence
- Cost: $275 per individual or $1235 per group of five (a 20% discount)
- Date: Thursday, February 27, 2020
- Time: 8:30 AM - 6:30 PM
- Location: Northern Illinois University Conference Center in Naperville
This one-day conference will feature recognized leaders, from a variety of industries, who have led their teams and organizations to high performance in the areas of leadership, strategy, customer engagement, operations, workforce, and technology.
The Keynote Speaker is Lindel Fields, Superintendent and CEO of Tri-County Tech, a recipient of the 2018 Baldrige National Quality Award, a recognized high-performing public technology center in the Oklahoma Career and Technical Education System, which has a vision of inspiring success through life-changing learning experiences.
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Early 2020 Authorized Agent Workshops
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Register today for one of the Authorized Agent workshops! Authorized Agent workshops are open to Authorized Agents and other employer representatives, and there is no cost to attend. To review the presentation before your scheduled workshop, visit our
Employer Workshops page and click the link on the right side of the page. Upcoming workshop locations and dates:
- Joliet - Wednesday, February 26, 10:00 AM
- Rockford - Thursday, April 2, 9:00 AM
- O'Fallon - Wednesday, April 8, 9:00 AM
- Peoria - Wednesday, April 8, 9:00 AM
- Galena - Tuesday, April 21, 9:00 AM
- Springfield - Wednesday, April 22, 9:00 AM
- Gurnee - Thursday, April 30, 9:00 AM
Each workshop is scheduled for five hours. A continental breakfast and light lunch will be served.
You can register for a workshop through
Employer Access or by calling the employer-only phone number,
1-800-728-7971.
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IMRF Wins GFOA Award for CAFR
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The Government Finance Officers Association (GFOA) has awarded IMRF with a
Certificate of Achievement for Excellence in Financial Reporting for the 2018 Comprehensive Annual Financial Report (CAFR). With this recognition, IMRF has received the CAFR award 45 times and holds a top-ten spot among all-time award recipients.
See the CAFR online
This award-winning publication is available for download at www.imrf.org on the
Annual Financial Reports
page. Read the complete press release
here.
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