Connecticut
STATE OF CONNECTICUT
RETIREMENT SECURITY BOARD




meetings statutory language contact rsb Board Members
CO-CHAIRS:
State Comptroller Kevin Lembo
State Treasurer Denise Nappier

VOTING MEMBERS:
Thomas Barnes
Michael Callahan
Ken Floryan
George Kasper
William Kosturko
Sal Luciano
Brendan Maher
Jamie Mills
Sharon Palmer
James Russell
John A. Sayour
pending appt.
board bracket

MEETING DATE:

April 6, 2016

Agenda | Minutes (Draft)

Wednesday, April 6
55 Elm Street
Hartford, CT
7th Floor, Treasurer's Conference Room
9:00am


SPECIAL MEETING: February 11, 2016

Agenda | Minutes

Thursday, February 11
55 Elm Street
Hartford, CT 7th Floor, Treasurer's Conf. Room
1:00 pm


Legislative Briefing: February 9, 2016:

Flyer | Agenda

Boston College Presentation
Mercer Presentation


February 4, 2016:

Agenda | Minutes

Legal Team Draft Bill Presentation


January 6, 2016:

Agenda | Minutes

Washington SB 5826 Key Points
Washington SB 5826 - State of Savers Partnership
Prudential Presentation
Gotbaum Presentation
Financial Report
ACLI Letter to CRSB - DOL Rule and ERISA


SPECIAL MEETING | December 22, 2015:

Agenda | Minutes

Tuesday December 22, 2015
55 Elm St. Hartford
7th Floor Treasurer's Conf. Room
9:00 AM


SPECIAL MEETING | December 8, 2015:

Agenda | Minutes

Annuity Options
DOL Proposed Regulation
Legal Team Memo - Annutities


December 2, 2015:

Agenda | Minutes

Boston College CRR Report
Appendices to Final Report on Employee Market Analysis
Appendices to Final Report on Employer Focus Group
Appendices to Final Report on Employer Phone Survey

Financial Report
Legal Team Memo - Annuities
Income Replacement Ratio Analysis
DOL Proposed Regulations
Annuity Options



November 4, 2015:

Agenda | Minutes

Financial Report
Oliver Wyman - CRSB Retirement Program Financial Feasibility Analysis - Results
Mercer - November 4th Board Meeting Presentation
Legal Team CRSB - Presentation
CRSB - Conventional or Roth IRA
CRSB - Annuity Follow-up October 7th Meeting


Special Meeting | October 16, 2015:

Agenda | Minutes

CRSB Speaker Bios
Arun Muralidhar - The Most Basic Missing Instrument in Financial Markets
Muralidhar Presentation
David C. John - Structuring State Retirement Saving Plans
KKT Presentation
Feirstein Presentation


October 7, 2015:

Agenda | Minutes

Mercer - Updated Guarantee Memo
Mercer - Annuity Memo
Mercer - 7 October CRSB presentation
Financial Report
Employer Survey Boston College presentation
Employee Survey Boston College presenation


Special Meeting | September 25, 2015:

Agenda | Minutes

Friday, September 25th
10:30am
55 Elm Street, Hartford
3rd Floor Conference Room F


September 2, 2015:

Agenda | Minutes

Financial Report
Boston College Presentation
Mercer Presentation


August 5, 2015:

Agenda | Minutes

Mercer Presentation
Boston College Presentation
Financial Report
Mercer Memo - Eligibility Memo
Mercer Memo - Governance Program Design Administration Enforcement
Mercer Memo - Guarantee Discussion
Mercer Memo - Investment Options


July 1, 2015:

Agenda | Minutes

Boston College Presentation
OTT Contributors - June Update
Financial Report
Mercer Key Personnel
Staff Report: DOL Conversation
Staff Report: Oregon Bill

Working Group Memos
CRR Memo - Withdrawal Options
CRR Memo - Guarantees


June 3, 2015:

Agenda | Minutes

CRR Contract Pricing Error
Morgan Lewis Presentation
Mercer Consulting Presentation

Working Group Memos
CRR Memo - Roth vs Conventional IRA
CRR Memo - Employer Mandate
CRR Memo - Contribution Amounts and Automatic Escalation


May 6, 2015:

Agenda | Minutes

Financial Report
Staff Report: Massachusetts Bill
OTT Contributors
Boston College Presentation

Working Group Memos
Mercer Memo On Design Options
CRR Memo - Roth vs Conventional IRA
CRR Memo - Guarantees
CRR Memo - Contribution Amounts and Automatic Escalation
CRR memo - Auto enrollment


April 1, 2015:

Agenda | Minutes

Staff Report: General Fiduciary Responsibilities
AARP Slides


March 4, 2015:

Agenda | Minutes

College Savings Plan Parallels
ERISA Fiduciary Liability
Update on Other States Initiatives


February 4, 2015:

Agenda | Minutes

Brian Graff Testimony
Brian Graff Remarks
Staff Report: Update on Federal Initiatives
Staff Report: Update on Other States' Initiatives


January 5, 2015:

Agenda | Minutes

Market Feasibility Study Flowchart
Staff Report: Phases of the Study
Staff Report: DOL myRA Opinion
Staff Report: Illinois Bill Summary
Staff Report: Legal Memo to NCPERS and AARP
Staff Report: RFP Scope
Staff Report: Skeleton of Plan Design


December 3, 2014:

Agenda | Minutes
Staff Report: Summary of Public Comments
Staff Report: Update on Other States
Wednesday, December 3rd
55 Elm Street - 3rd Floor Conference Room
Hartford, CT

Public Hearing: November 19, 2014:

Presentations:
JACOB HACKER, Yale University professor
IAN AYRES, Yale Law School professor
TERESA GHILARDUCCI, Director of the Schwartz Center on Economic Policy Analysis at the New School
AARON FRIEDMAN, National Practice Leader, Principal Financial

Combined (view presentation):
MARK AGUSTIN, Chief Operating Officer at Aspire Financial
STEVEN DIMITRIOU, Managing Partner, Mayflower Advisors
ANDY S. AZIZ, Managing Director, True Payroll Integration

October 1, 2014:

Agenda | Minutes
Meeting Materials: List of Potential Donors | Staff Report RE: Potential Speakers | Staff Report RE: CA's RFI Response Summary | Staff Report RE: OR Retirement Savings Task Force Final Recommendations

September 3, 2014:

Agenda | Minutes
Meeting Materials: Memo Re: Fundraising and Ethics | Memo Re: Update on Other States’ Efforts | Memo Re: Exchange with CA and OR: Shared Legal Counsel


August 6, 2014:

Agenda | Minutes

DOCUMENTS

IMPLEMENTATION PLAN

MARKET FEASIBILITY STUDY
REPORT TO LEGISLATURE
CRSB COMMENT TO U.S. DOL
PROPOSED RULE
JOINT STATE COMMENT
COMPLETED REQUESTS FOR PROPOSAL & INFORMATION:

RECEIVED PUBLIC COMMENTS
FREQUENTLY ASKED QUESTIONS