prepare their year-end statements for pension participants who are current employees.
VI.
1.
FINANCE DIRECTOR'S REPORT
Finance Director’s Report.
None this month.
VII. OLD BUSINESS
Discussion and possible vote on updated IPS/Appendix A.
1.
Mr. Thorne reminded the Board that this issue came to light when Chris Rowlins, Fiducient
Advisors, was reviewing the Policy statement, and he noticed that Mr. Rowlins was referring to an
older version of the IPS. The latest approved signed IPS does not contain the updated Appendix A,
Target Allocation Table, approved in November 2023. It was also noted that the table Mr. Rowlins
referred to was dated May 2024, which is incorrectly dated since there was no meeting in May of
2024. The IPS should be updated to incorporate the November 2023 Target Allocation Table, and
the revision history should also be updated. Mr. Thorne will confirm the table contents with Mr.
Rowlins before updating the IPS.
DISCUSSED
RESULT:
Retirement Plan for Full-Time Employees of the Town of Ledyard (Defined Benefit Plan)
revision update.
2.
Ms. Thorne will meet with Christian Dias, Human Resource Director to discuss the
discrepancies in the verbiage of the retirement calculations of the Firefighters vs. Police as well
as other discrepancies found. Chairman Rodolico requested that Mr. Thorne shares the tracked
changes with the Board once the updates are completed.
TABLED
RESULT:
Any Other Old Business to come before the Board.
None.
3.
VIII. NEW BUSINESS
Motion to APPROVE USI invoice #90126260, dated June 30, 2026, in the amount of $3,000, for
Core Installment Fee/Actuarial Services 2026 Plan.
1.
APPROVED AND SO DECLARED
John Rodolico
RESULT:
MOVER:
Sharon Wadecki
SECONDER:
5
Thorne Rodolico Codding Wadecki Gruszkowski
AYE
Motion to APPROVE a monthly retirement benefit for Alan Muench in the amount of $5,563.29
as of August 1, 2026, payable in the form of Modified Cash Refund Annuity, based on his
service and earnings through this retirement date
2.
Christine Dias, Human Resource Director, explained that Mr. Muench retired as Lieutenant on
July 2, 2026, and was rehired as Captain on July 6, 2026.