Author Archives: Dale Kowacki

Franklin Regional Retirement Board votes to hire Copeland Capital Management as a small cap manager.

On Wednesday, April 1, 2020 the Board interviewed three highly ranked investment managers vying to manage an allocation to small cap domestic equity and after moderate discussion the Board chose Copeland. By the numbers, and with good presentations all three … Continue reading

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The Agenda for the Wednesday, April 1, 2020 Special Board meeting has been uploaded.

The Agenda for the Wednesday, April 1, 2020 Special Board meeting to interview investment managers for the Board’s allocation to small cap domestic equities has been uploaded.  Click here to view.  

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Closed to the public but still operating as much as we can.

Due to covid-19 our office is closed to visitors, and the governor has issued orders to close nonessential offices  – but we are planning to stay as operational as possible once laptops arrive and we can work from home securely. … Continue reading

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The Agenda for the Wednesday, March 25, 2020 Regular Board meeting has been uploaded.

The Agenda for the Wednesday, March 25, 2020 Regular Board meeting has been uploaded.  Click here to view.

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Office Closed Thursday February 6, 2020

The office will be closed on Thursday, February 6, 2020 due to icy driving and walking conditions. We will reopen the following day (Friday) at 8:00 am (unless weather conditions worsen). Stay safe out there.

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Post Retirement Earnings in the coming year 2020

After you retire you can work as many hours and earn as much as you want in private industry, the same for any government agency outside of Massachusetts.   However, if you are receiving a retirement benefit from a government … Continue reading

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Assessment numbers for FY2021 are available

The official assessment letters will be mailed this first week of January, and in the meantime you can see all the numbers, analysis, and explanation in these three documents: FY2021 Appropriation Calculation By Unit FY2021 Assessments Explained FY2021 Assessment Changes … Continue reading

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Office closed Monday, December 2, 2019 due to inclement weather.

The office is closed Monday, December 2, 2019 due to the inclement weather, and will reopen on Tuesday, December 3, 2019.

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Auditor chosen for 7-year engagement through June 2026

The Franklin Regional Retirement Board members met on Wednesday, September 25, 2019 to compare evaluation notes and voted to offer the contract to Powers & Sullivan because they not only had the most, relevant experience, but also the second lowest … Continue reading

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Actuary chosen for 7-year engagement through June 2026

The Franklin Regional Retirement Board members met on Wednesday, September 25, 2019 to compare evaluation notes and voted to offer the contract to KMS Actuaries because they offered the lowest total price as well as technical prowess equally as good … Continue reading

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