Board reviews confidentiality notices and names new assistant plan administrator

Bonnie of Foster & Foster briefed trustees on confidentiality eligibility under Florida statutes and recommended outreach to retirees so the board can confirm which members are entitled to confidentiality protections for certain personnel records.

"For general employees...the exemptions for your members apply to the positions that they held at any time during their employment," Bonnie said, explaining the need for precise position histories to determine confidentiality eligibility. Trustees instructed staff to send notices to retirees and to work with counsel on the required forms.

The board also heard a staffing announcement: Alicia Gaither will serve as the assistant plan administrator across the three plans and will handle retirements; Steph Bravo will continue to manage refunds and general communications. Staff said the three-person structure (administrator, assistant administrator, and refunds/communications contact) will improve timeliness and coverage for plan administration.