AGENDA FOR THE SPRINGFIELD RETIREMENT BOARD MEETING
70 TAPLEY STREET, SPRINGFIELD, MA 01104
TO BE HELD ON OCTOBER 7, 2026 AT 4:00 P.M.
Agenda Item #1-Audit-Springfield Retirement System
Presentation of the Springfield Retirement System’s audit as of December 31, 2025 performed by CBIZ.
Agenda Item #2-PRIM
Laura Strickland from PRIM will be making a presentation of PRIM’s Investment Performance.
Agenda Item #3-Minutes
Vote to consider approving the open and executive session minutes of the meeting held on September 2, 2026.
Agenda Item #4-Involuntary Application for Disability Benefits-Joseph Talmont-Fire Department
Vote to consider the responses of the medical panel for Involuntary Accidental Disability benefits submitted by former Commissioner Bernard Calvi, as well as additional information received by Attorney John Connor.
Agenda Item #5-Superannuation Applications
Vote to consider the acceptance of the following Superannuation Applications:
1. John Beglane, Coordinator, School Department with 18 years as of September 26, 2026.
2. Mary Cadieux, Sped Paraprofessional, School Department with 30 years and 7 months as of
October 3, 2026.
3. Darlene Dodds, Classroom Paraprofessional, School Department with 30 years and 1 month as of
October 24, 2026.
4. Richard Heywood, Junior Custodian, School Department with 16 years and 10 months as of
October 3, 2026.
5. William Mahoney, Director of Human Resources & Labor Relations, Human Resources Department with 23 years and 11 months as of October 1, 2026.
6. Eric Morrow, Sped Para Educator, School Department with 31 years and 10 months as of September 18, 2026.
Agenda Item #6-Superannuation Calculations
Vote to approve the five (5) retirement allowance calculations as presented to the Board according to statute.
Agenda Item #7-Redeposit of Refunds and Makeup of Contributions
Vote to consider the redeposit of the refunds to:
1. Niza Burgos, Paraprofessional, School Department, for the refund from Springfield Retirement
System in 2023.
2. Chefon Campbell, Paraprofessional, School Department, for the refund from Springfield Retirement System in 2026.
3. Venessa Closser, Paraprofessional, School Department, for the refund from Springfield Retirement System in 2024.
4. Aimee Dupuis, Paraprofessional, School Department, for the refund from Springfield Retirement System in 2011.
5. Ismael Lopez-Febres Coordinator, School Department, for the refund from Springfield Retirement System in 2026.
6. Linda Maldonado, Student Assigned Service Center Specialist and Coordinator, School Department,
for the refund from Springfield Retirement System in 2025.
7. Crystal Rivera, Paraprofessional, School Department, for the refund from Springfield Retirement System in 2026.
8. Emanuel Santiago, Animal Welfare Specialist, TJO Animal Control, for the refund from Springfield Retirement System in 2023.
9. Andrea Smith, Paraprofessional, School Department, for the refund from the Springfield Retirement System in 2025.
10. Gregory Vatrano, Police Officer, Police Department, for the refund from the Springfield Retirement System in 2023.
11. Chandra Williams, Paraprofessional in Training, School Department, for the refund from the Springfield Retirement System in 2026.
Agenda Item #8-Warrants
Vote to reaffirm the approval of the following warrants:
Warrant #65 Expenses in the amount of $2,538.06
Warrant #66 Expenses in the amount of $1,443.99
Warrant #67 Refunds in the amount of $142,319.20
Warrant #68 Transfers in the amount of $316,053.51
Warrant #69 Refunds in the amount of $37,853.65
Warrant #70 Refunds in the amount of $2,154.47
Warrant #71 Refunds in the amount of $92,780.06
Warrant #72 Refunds in the amount of $21,497.19
Warrant #73 Expenses in the amount of $89,416.01
Warrant #74 Retirement payroll in the amount of $8,641,119.43
and redemption from the PRIT fund in the amount of $7,000,000.00
Agenda Item #9-Refunds/Transfers to Other Systems
Vote to consider the thirty-three (33) requests for refunds and transfers to other systems as presented to the board. The names have been submitted to their particular Department, the Law Department and the Massachusetts Department of Revenue.
Agenda Item #10-New Members
Vote to consider the one hundred and ninety-five (195) New Members for membership due to their employment within the member units of the Springfield Retirement System as presented to the Board.
Agenda Item #11-Monthly Financial Reports
Vote to accept the monthly financial reports for the month of August as presented to the Board.
Agenda Item #12-Director’s Report
• Discussion and vote on the 2027 Administrative Budget
Agenda Item #13-Attorney’s Report
Agenda Item #14-Old Business
Agenda Item #15-New Business
Reports and Notices
PERAC Memos
o #24-Tobacco Company List
o #25-Mandatory Retirement Board Member Training – 4th Quarter, 2026
PERAC Valuation Report as of 1-1-26
PRIT Fund Update – August
Treasurer’s Reconciliation for the month of August
Budget Balances as of September
Monthly Transfers as of September
Recent Retiree Deaths
List of Injury Reports
Monthly Cash Flow
Next Monthly Board Meeting: November 4, 2026 @ 5:00 P.M.
The Board reserves the right to consider items on the agenda out of order. In addition, the Board may enter into Executive Session during the meeting if requested by the individual or as deemed necessary by the Board or its Legal Counsel. Items listed for discussion in Executive Session may be conducted in open session in addition to or in lieu of discussion in Executive Session.