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HomeMy WebLinkAboutMinutes - 2025.12.18 - 42652OAKLAND COUNTY EMPLOYEES' RETIREMENT AND DEFERRED COMPENSATION BOARD MINUTES The Oakland County Retirement and Deferred Compensation Board meeting was held December 18, 2025, at 1:30p.m. in Committee Room A of the Board of Commissioners Building. I. Call to Order/ Roll Call Members Present: Joseph Rozell, Jeffrey Phelps, Robert Wittenberg, Brian J. Lefler, David Woodward, Linnie Taylor, Casey Crampton, James Van Leuven, Dion Stevens Members Absent: with notice Others Present: Carly Webster, Human Resources Kelly Pena, Human Resources Aaron Castle, VMT Law Chris Kuhn, Mariner Paul Zelenak, Treasurer's Office Heidi Berry, GRS II. Approval of the Agenda A. Moved by Taylor, seconded by Van Leuven to approve the agenda as submitted. Motion carried. III. Public Comment None IV. Consent Agenda A. Approval of the November 20, 2025, Regular Board and Closed session Minutes B. Approval of the November 19, 2025, investment Subcommittee Minutes C. Pension Payroll — 12/31/2025 D. Investment Manager Invoices E. Service Provider Invoices Moved by Taylor, seconded by Wittenberg to approve the consent agenda, as submitted. Motion carried. V. Regular Agenda A. Moved by Van Leuven, seconded by Phelps to approve the following Defined Contribution applications. Motion carried. 1. Defined Benefit retirement applications Name I Department I David Conklin I Deferred — Board of Commissioners I Cynthia Fisher I Register of Deeds Lisa Nader I Equalization Effective 01/10/2026 01/15/2026 01/17/2026 Oakland County Employees' Retirement and Deferred Compensation Board Minutes December 18, 2025 Page 2 2. Defined Contribution retirement applications Name Gerald Beauchamp James Chase Kent Gardner Michele Maloff Charles Parrott II Bridgett Robinson Royalla Ross Joel Siebertz Kevin Thomas Department Sheriff's Office Sheriff's Office Sheriff's Office Public Health Equalization Children's Village Public Health Deferred - Sheriff's Office Sheriff's Office Effective 11/16/2025 01/17/2026 11/21/2025 01/24/2026 01/24/2026 01/22/2026 11/21/2025 12/03/2025 01/25/2026 VI. Reports A. Chris Kuhn of Mariner presented the following reports and provided comments summarizing highlights contained in each: • Oakland County Employees' Retirement System (ERS) Defined Benefit Plan Private Equity Report June 30, 2025 • Oakland County Employees' Retirement System (ERS) Defined Benefit Plan 3rd Quarter Report Period Ending September 30, 2025 • Oakland County Employees' Retirement System (ERS) Defined Benefit Plan Monthly Flash Report Period Ending November 30, 2025 • Oakland County Employees' Retirement System (ERS) Asset / Manager Summary Period Ending December 10, 2025 Moved by Wittenberg, seconded by Taylor to receive and file the Asset / Manager Summary. Motion carried. Moved by Van Leuven, seconded by Phelps to accept Mariner's recommendation to transfer $5 million from SSgA S&P 500, $5 million from Reinhart Small/Mid Core, and $5 million from ABS EM Equity to Cash. Motion carried. B. Paul Zelenak presented the Treasurer's report. Moved by Wittenberg, seconded by Van Leuven to receive and file the Treasurer's Report. Motion carried. C. Secretary Webster discussed the County's request to have GRS complete GASB No. 68 in addition to the work included in the OCERS contract. GRS will invoice Oakland County directly for the additional costs. Moved by Lefler, seconded by Wittenberg to approve GRS to complete the GASB No. 68 as outlined in the invoice. Legal Counsel will review the GRS contract and amend the contract to include the GASB No. 68 calculation going forward. Motion carried. Secretary Webster noted that contract cancelation letters have been sent to Optum Financial and BPAS. D. Aaron Castle of VMT Law presented his legal report containing information regarding Legislative Updates. Oakland County Employees' Retirement and Deferred Compensation Board Minutes December 18, 2025 Page 3 Closed Session to discuss ongoing securities litigation related matters subject to the attorney -client privilege. Moved by Woodward, seconded by Wittenberg to go into closed session to discuss ongoing securities litigation related matters subject to the attorney -client privilege. Roll Call: Ayes: Rozell, Phelps, Wittenberg, Van Leuven, Stevens, Lefler, Taylor, Woodward Nayes: None Absent: Motion carried. Closed session commenced at 1:49 p.m. Closed session concluded at 2:02 p.m. Moved by Wittenberg, seconded by Stevens to approve the $25 million mediator settlement with Driven Brands as discussed in closed session. Motion carried. Moved by Phelps, seconded by Taylor to have legal counsel pursue litigation and amend the complaint against FMC Corporation as discussed in closed session. Motion carried. II. Unfinished Business A. Aaron Castle of VMT Law presented a final draft of the Investment Consultant Contract with Graystone Consulting and a termination letter for Mariner. Moved by Van Leuven, seconded by Crampton to approve the contract with Graystone Consulting as presented. Motion carried. Moved by Lefler, seconded by Phelps to terminate the Investment Consultant Contract with Mariner. Motion carried. VIII. New Business None IV. Trustee Comment A. Chairperson Rozell noted the next meeting of this Board — Thursday, January 22, 2026, at 1:30pm in the West Oakland Conference room at the Executive Office Building. B. Without objection, Chairperson Rozell adjourned the meeting at 2:14p.m. Motion carried. Respectfully submitted, (10A-61_ a Carly'Webster, Oecretary