Milwaukee County's Deferred Compensation Plan

 

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The Milwaukee County Deferred Compensation Plan is governed by the Select Committee on Deferred Compensation.  The five members of the Select Committee are the Director, Department of Administration (DAS), Director of DAS-Human Resources Division, Corporation Counsel, Chair of the Committee on Personnel and Chair of the Committee on Finance and Audit or their appointed designees.

 

Current members of the Select Committee on Deferred Compensation:

Steve Cady
Chairman, 278-4347
(Committee on Finance and Audit)
 
   
Rick Ceschin (Committee on Personnel)
Mark Grady (Corporation Counsel)
Jacqueline Russell (DAS-Human Resources Division)
Susan Walker (DAS)
   
Carol Mueller
Committee Clerk, 278-4228
 

 

The Milwaukee County 457 Deferred Compensation Plan can be located online at:

https://milwaukeecounty457.gwrs.com/login.do.

 

More information about the governance and administration of the Deferred Compensation Plan is listed below. All downloadable documents are in PDF format.

 


 

Agendas/Minutes

The Select Committee on Deferred Compensation typically meets each quarter with special meetings as needed.

 

 May 7 Minutes

 February 6 Minutes

 November 14 Minutes

 August 1 Minutes

 Revised May 9 Minutes

 February 7 Minutes

 January 10 Minutes

 

 

Agendas/Minutes Archives

2010 Deferred Compensation Minutes Archive

2009 Deferred Compensation Minutes Archive

2008 Deferred Compensation Minutes Archive

2007 Deferred Compensation Minutes Archive

2006 Deferred Compensation Minutes Archive

2005 Deferred Compensation Minutes Archive
2004 Deferred Compensation Minutes Archive
2003 Deferred Compensation Minutes Archive
2002 December Deferred Compensation Minutes
 
 

Plan Governance Document

The Plan Governance Document provides details on the Plan's procedures and policies.

Plan Governance Document

Plan Approved Domestic Relations Orders (PADRO) Administrative Procedures

 

Investment Reports         

The Select Committee on Deferred Compensation regularly reviews the investment options available to participants.  Investment reports are prepared by the investment management consultant and reviewed by the Select Committee. The Select Committee also approves the statement of investment policy and investment guidelines.

 

Statement of Investment Policy and Investment Guidelines

 

2011 4th Quarter Investement Report

2011  3rd Quarter Investment Report

2011  2nd Quarter Investment Report

2011 1st Quarter Investment Report 

 

 

2010 Investment Reports

2009 Investment Reports

2008 Investment Reports

2007 Investment Reports

 

Other Reports/Communications

The Select Committee on Deferred Compensation will make available reports and communications that may be of interest to the Plan participants.

 

Report on  Active Manager Ratings (11/20/11)

PIMCO Total Return Fund(7/09)

Stable Value Fund(9/22/08)

Fannie Mae and Freddie Mac(9/12/08) 

Vanguard International Index Funds(7/22/08)

 

 

MILWAUKEE COUNTY BOARD OF SUPERVISORS
Milwaukee County Courthouse • 901 North 9th Street, RM 201 • Milwaukee, WI 53233
Phone: 414-278-4222 • Fax: 414-223-1380