Author Archives: Dale Kowacki

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

Posted in Meeting Agendas and Minutes | Leave a comment

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

Posted in Meeting Agendas and Minutes | Leave a comment

Election Notice 2019

The Franklin Regional Retirement System will be conducting an election beginning in September and concluding in December.  Please click the link to read the official notification and to download nomination papers:  Election 2019 Please note:  We provide limited information about … Continue reading

Posted in Announcements, Elections | Leave a comment

The Agenda for the Wednesday, July 31, 2019 Regular Board meeting has been uploaded.

The Agenda for the Wednesday, July 31, 2019 Regular Board meeting has been uploaded.  Click here to view.

Posted in Meeting Agendas and Minutes | Comments Off on The Agenda for the Wednesday, July 31, 2019 Regular Board meeting has been uploaded.

FRRS Board has good meetings with large cap managers.

Today the Franklin Regional Retirement Board had its annual meeting with its large cap managers and found both to be performing as expected. Polen Capital, being the board’s large cap growth manager has done exceptionally well in a period that … Continue reading

Posted in Meeting Agendas and Minutes | Leave a comment

Welcome to Fiera, and Chartwell as mid cap managers.

Today the Franklin Regional Retirement Board signed agreements with Fiera Capital (mid cap growth) and Chartwell Investment Partners (mid cap value) to manage its 2 mid cap allocations starting July 1, 2019 – each with about $7.3 million in assets … Continue reading

Posted in Meeting Agendas and Minutes | Leave a comment

Mid cap managers selected for both value, and growth.

Congratulations and welcome to Fiera Capital, and Chartwell Investment Partners. The Franklin Regional Retirement Board met on Monday April 1, 2019 and interviewed the two managers to provide management of its mid cap growth, and mid cap value allocations. As a … Continue reading

Posted in Meeting Agendas and Minutes | Leave a comment

Franklin Regional Retirement Board announces finalists for Mid Cap managers.

The Franklin Regional Retirement Board met on Wednesday, February 27, 2019 to review the submitted materials from 39 respondents to its Request for Proposals (“RFP”) to provide management of its mid cap growth, and mid cap value allocations. As a … Continue reading

Posted in Meeting Agendas and Minutes | Leave a comment

Search for mid cap value and mid cap growth investment managers to begin in December 2018.

The Board of the Franklin Regional Retirement System has voted to begin a search for a mid cap manager that tilts towards growth, as a complement to its existing allocation to mid cap core/value. To position to take advantage of … Continue reading

Posted in Announcements | Leave a comment

Office closed – water line broken.

There is a chance that the office will be closed Tuesday, September 11, 2018 because the building has no water. Please call ahead and check before you make the trip. 413.774.4837

Posted in Announcements | Leave a comment