Administration

Office Contact Information

• Phone: (321) 724-8877
• Fax: (321) 724-8838
• Email Address: admin@pbpfpf.org
• Fire Plan Members contact Katie Taglia-Polak, Office Manager: kpolak@pbpfpf.org  
• Police Plan Members contact Patricia Lindsay, Pension Specialist: plindsay@pbpfpf.org
• If you cannot reach anyone at the office, contact Kathy Adams, Board Administrator, at (321) 536-6912 or at the Admin email address above.

 FOR FACTS ABOUT THE PENSION FUND'S PERFORMANCE, AUDIT, BUDGET, ACTUARIAL VALUATION REPORTS, ETC. CHECK OUT THE ADMINISTRATION PAGE UNDER "FUND FACTS." 

Part-time Pension Employees

The Board of Trustees has two Part-time  Employees, Katie Taglia-Polak, Office Manager, and Patricia Lindsay, Pension Specialist.  Katie's office hours are Tuesday-Friday, 8:00 AM-4:30 PM.  Patricia's office hours are Monday-Thursday, 7:30 AM - 4:30 PM.

Board Members

Tim Lancaster
Police Officer, Elected Rep
tlancaster@pbpfpf.org

Jason Dorey
Firefighter, Elected Rep
jdorey@pbpfpf.org

Richard Adams
Board Elected Rep
radams@pbpfpf.org

William Capote
City Council Member
wcapote@pbpfpf.org

James Brock
City Council Appointee
jbrock@pbpfpf.org

The Board is appointed/elected every two years as outlined and required by State Law FSS 175 Fire and FSS 185 Police and Palm Bay City Ordinance Chapter 55. The Board member may run for reelection for an unlimited term of office or until newly elected or appointed officer(s) replace them (See exception for City Councilmembers within the City’s Ordinance). All Board Members have a fiduciary responsibility to the Fund and its membership and can be held liable for any actions they take in conflict with that responsibility. All Board members must file an annual financial disclosure report with the State of Florida and that report is a public record.

The Board has full authority and responsibility to manage the Pension Plan and its funds as outlined in the above State Laws and City Ordinance. The Board retains professional management and advisors and all retained professionals have a fiduciary responsibility to the fund, its membership, and their Plan assets.

On a contractual basis the board retains these services.

• Board Administrator:  Kathy Adams
• Attorney: Klausner, Kaufman, Jensen & Levinson
• Actuary: Brad Heinrichs, Foster & Foster, Inc.
• Auditor:  Mauldin & Jenkins, CPA
• Accountant: Lark Janes, CPA 
• Performance Manager: Larry Cole, Burgess Chambers & Associates
• INVESTMENT CONSULTANTS:
• Blake Myton, SunTrust Institutional Investment Solutions
• Real Estate:  J.P. Morgan Asset Management
• EuroPacific:   The American Funds
• Managed Limited Partnerships:  Westwood Group
• Eagle Asset
• SSI
• Polen Capital
• Advent Capital
• Frontier Capital
• Custodial Services:  Salem Trust and US Bank
• Pension Software and Website Services: Levi, Ray & Shoup, Inc.
• Computer Experts (IT Support):  Computer Experts

The Plan also has other service providers that produce information or research at no cost to the plan.

OFFICE HOURS ARE SUBJECT TO CHANGE DUE TO UNFORESEEN CIRCUMSTANCES, SO PLEASE CALL THE OFFICE AHEAD OF ARRIVAL IF YOU DO NOT HAVE A PREARRANGED APPOINTMENT!

2019 Holiday Office Closings