Montgomery Township, Pennsylvania

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Pension Fund Advisory Committee

The Pension Fund Advisory Committee is an advisory committee to the Board of Supervisors on matters regarding uniformed and non-uniformed pension plan issues. The committee meets quarterly to review performance and administration of the plans.
 
The Pension Fund Advisory Committee has two committees: Money Purchase Pension Plan (401a) and Deferred Compensation Plan (457b) Committee and Police Pension Committee.
 
The purpose of the Money Purchase Pension Plan & Deferred Compensation Pension Plan Committee shall be to advise, review, monitor, and make recommendations to the Board of Supervisors of Montgomery Township as to the administration, operation, and investment of the Money Purchase Pension Plan and Deferred Compensation Plan.  This can include an annual review of the investment policies, evaluation of consultants and investment managers, and determination that the investment mix conforms to the approved investment policy.
 
The purpose of the Police Pension Plan Committee shall be to advise, review, monitor, and make recommendations to the Board of Supervisors of Montgomery Township as to the administration, operation, and investment of the Police Pension Plan.  This can include an annual review of the investment policies, evaluation of consultants and investment managers, and determination that the investment mix conforms to the approved investment policy.
 
 
Monthly Meeting Schedule
  • Meets Quarterly as Announced. 
  • Open to the Public

Committee Members

  • David Beaver
  • James Kelly
  • Thomas Kowalski
  • John Malley

Board of Supervisors and Administration & Finance Department Representatives

  • Jeffrey W. McDonnell, Supervisor
  • Ami Tarburton, Finance Director
  • Ann Shade, Director of Administration & Human Resources

Contact Us

Ann Shade,
Director of Administration & Human Resources
1001 Stump Rd
Montgomeryville, PA 18936
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