been prepared and will be sent out in the mail to the pension holders.
FINANCE DIRECTOR'S REPORT
VI.
1.
Finance Director’s Report.
Matt Bonin, Finance Director, reported that Frederica Daniels, USI Actuaries, has prepared the
annual audit disclosure and will be presenting to the Board via zoom during the October 21, 2025,
meeting.
VII. OLD BUSINESS
Retirement Plan for Full-Time Employees of the Town of Ledyard (Defined Benefit Plan)
1.
revision update.
Mr. Thorne has been working with Virginia McGarrity from Virginia McGarrity from Robinson
& Cole and has a rough draft which he is reviewing. Mr. Thorne asked if USI was told that the
Board had decided to hire Robinson & Cole to reinstate the retirement plan and did not accept
their proposal. Ms. Dias said she did inform USI of the Board's decision.
Any Other Old Business to come before the Board.
None.
2.
VIII. NEW BUSINESS
Motion to APPROVE the termination benefit for Shawn Schultz in the form of a refund of
1.
accumulated member contribution balance (in lieu of a monthly annuity benefit). The
accumulated employee contribution balances with and without interest will be $29,469.50 and
$20,582.75, respectively, as of September 1, 2025.
APPROVED AND SO DECLARED
John Rodolico
RESULT:
MOVER:
William Thorne
SECONDER:
3
1
Thorne Rodolico Codding
Wadecki
AYE
EXCUSED
Motion to APPROVE payment of invoice #609_09302025, to Fiducient Advisors, dated
September 9, 2025, in the amount of $12,849.65, for consulting costs for the Town of Ledyard
Defined Benefit Pension Plan for billing period July 1, 2025, to September 30, 2025.
2.
APPROVED AND SO DECLARED
John Rodolico
RESULT:
MOVER:
William Thorne
SECONDER:
3
1
Thorne Rodolico Codding
Wadecki
AYE
EXCUSED
Motion to APPROVE payment for USI invoice #90114374, dated August 30, 2025, including a
$400.00 benefit calculation for Shawn Shultz and $8,750 for core installment fee for actuarial
services plan year 2025, for a total amount of $9,150.00.
3.