[Vision2020] Fwd: Fw: Retiree COLA

Tom Trail ttrail@moscow.com
Wed, 19 Nov 2003 09:56:06 -0800


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>Visionaries:   The following information will be of interest to those

who are retirees under the PERSI retirement program.  I also talked with
PERSI Director, Alan Winkle, last week.  He told me that the PERSI portfolio
has increased by 22% in value since January 1, 2003.

>
>This morning the PERSI Board voted to grant a 2.2% cost of living 
>increase in retirees' monthly checks.  Unless this decision is 
>overridden by the 2004 Legislature, the increase will become 
>effective March 1, 2004.
>
>This decision should be viewed in the following context:
>
>        *  a minimum annual 1% COLA is required by law
>        *  the PERSI Board has the authority to grant additional COLA 
>increases, based on actual increases in the cost of living index, to 
>a maximum of 6%; the Board was informed that the actual COLA 
>increase for the past year was 2.2%
>
>        *  last year (2002), due to the concern with investment 
>performance, the Board voted to grant the minimum 1% increase, even 
>though the cost of living had actually increased 1.8%
>
>        *  this year the Board had three choices:
>                1.  grant the minimum 1%
>                2.  grant something between 1% and 2.2%
>                3.  grant the full 2.2%, plus a "retro-COLA" of .8% 
>(to catch up from last year).
>
>Three members of the five member PERSI Board voted for a 2.2% 
>increase.  Those members were Board Chair Jody Olson, Dennis 
>Johnson, and Pam Ahrens.  The other two Board members abstained 
>(Susan Simmons and Kirk Sullivan).  
>
>Rep. Tom Trail

-- 
Dr. Tom Trail
International Trails
1375 Mt. View Rd.
Moscow, Id. 83843
Tel:  (208) 882-6077
Fax:  (208) 882-0896
e mail ttrail@moscow.com
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<blockquote type="cite" cite>Visionaries:&nbsp;&nbsp; The following
information will be of interest to those</blockquote>
<div><br></div>
<div>who are retirees under the PERSI retirement program.&nbsp; I also
talked with</div>
<div>PERSI Director, Alan Winkle, last week.&nbsp; He told me that the
PERSI portfolio</div>
<div>has increased by 22% in value since January 1, 2003.</div>
<div><br></div>
<blockquote type="cite" cite><br>
<font face="Arial" size="-1">This morning the PERSI Board voted to
grant a 2.2% cost of living increase in retirees' monthly checks.
&nbsp;Unless this decision is overridden by the 2004 Legislature, the
increase will become effective March 1, 2004.</font><br>
<br>
<font face="Arial" size="-1">This decision should be viewed in the
following context:</font><br>
<br>
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<font face="Arial"
size="-1">* &nbsp;a minimum annual 1% COLA is required by
law</font><br>
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<font face="Arial"
size="-1">* &nbsp;the PERSI Board has the authority to grant
additional COLA increases, based on actual increases in the cost of
living index, to a maximum of 6%; the Board was informed that the
actual COLA increase for the past year was 2.2%</font><br>
<br>
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<font face="Arial"
size="-1">* &nbsp;last year (2002), due to the concern with investment
performance, the Board voted to grant the minimum 1% increase, even
though the cost of living had actually increased 1.8%</font><br>
<br>
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<font face="Arial"
size="-1">* &nbsp;this year the Board had three choices:</font><br>
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<span
></span>&nbsp;&nbsp;&nbsp;&nbsp;<font face="Arial" size="-1">1.
&nbsp;grant the minimum 1%</font><br>
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<span
></span>&nbsp;&nbsp;&nbsp;&nbsp;<font face="Arial" size="-1">2.
&nbsp;grant something between 1% and 2.2%</font><br>
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<span
></span>&nbsp;&nbsp;&nbsp;&nbsp;<font face="Arial" size="-1">3.
&nbsp;grant the full 2.2%, plus a &quot;retro-COLA&quot; of .8% (to
catch up from last year).</font><br>
</blockquote>
<blockquote type="cite" cite><font face="Arial" size="-1">Three
members of the five member PERSI Board voted for a 2.2% increase.
&nbsp;Those members were Board Chair Jody Olson, Dennis Johnson, and
Pam Ahrens. &nbsp;The other two Board members abstained (Susan Simmons
and Kirk Sullivan). &nbsp;</font><br>
<font face="Arial" size="-1"></font></blockquote>
<blockquote type="cite" cite><font face="Arial" size="-1">Rep. Tom
Trail</font></blockquote>
<div><br></div>

<div>-- <br>
Dr. Tom Trail<br>
International Trails<br>
1375 Mt. View Rd.<br>
Moscow, Id. 83843<br>
Tel:&nbsp; (208) 882-6077<br>
Fax:&nbsp; (208) 882-0896<br>
e mail ttrail@moscow.com</div>
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