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 Administrative Services (DAS), Director of Human Resources, Corporation Counsel, and Co-Chairs of the Committee on Finance, Personnel and Audit or their appointed designees.

 

Current members of the Select Committee on Deferred Compensation:

Steve Cady
Chairman, 278-4347
(Committee on Finance, Personnel and Audit)
 
Jennifer Folliard (Office of the Comptroller)
Mark Grady (Corporation Counsel)
Rick Ceschin (Human Resources)
Matt Fortman (DAS-Office of Strategy and Budget)
   
Janelle Jensen
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.

Monday, February 10, 2014 Agenda

Monday, February 10, 2014 Minutes

 

 

Agendas/Minutes Archives
2012 Deferred Compensation Minutes Archive

2011 Deferred Compensation Minutes Archive

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

 

2013 4th Quarter Investment Report

2012 3rd Quarter Investment Report

2012 2nd Quarter Investment Report

2012 1st Quarter Investment Report

 

2011 Investment Reports 

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