Retirement Task Force

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» July 10, 2009 Community Meeting Slides

» April 20, 2009 RTF Mtg Minutes

» January 15, 2009 RTF Mtg Minutes

» May 1, 2008 RTF Mtg Minutes

» March 14, 2008 RTF Mtg Minutes

The Retirement Task Force (RTF) is established to provide employee input to the process of evaluating the WHOI Retirement Plan.  Their charge is to:
  • Understand the WHOI Retirement Plan and how it supports the strategic goals of the Institution and fits within the financial contraints of a competitive fringe benefit rate;
  • Communicate that understanding to the WHOI community;
  • Use their understanding of the Plan and feedback from the community to advise the administration on the design of and possible changes to the Retirement Plan.
The Plan design will ultimately be decided by the Trustees of the Institution. 

Open Institution Presentations on RTF Proposal - July 10, 2009

Recently, the trustees charged the Retirement Task Force (RTF) with developing a defined contribution (DC) retirement plan to replace our current defined benefit (DB) plan.  To meet that objective, the RTF completed two retreats and have designed a plan, including a transition benefit structure, which meets the requirements of the charge. 

The RTF invites employees to attend one of the following Institution open meetings on Friday, July 10th when the proposed plan will be presented:

Clark 507 - 9:00 a.m. to 10:30 a.m.

Redfield Auditorium - 2:00 p.m. to 3:30 p.m.

For those that may not be able to attend, the presentation will be videotaped and available to employees.  In addition, we will be visiting individual or groups of departments during the month of July as a follow up to the July 10 meeting.  Please see below for a complete schedule:


ADDITIONAL DEPARTMENT FOLLOW-UP MEETINGS
 

DAY: DATE: TIME: LOCATION: GROUP:
Monday July 13 10:30 - 12:00


1:00 - 2:30
Redfield Aud.


Clark 507
Biology
Marine Policy Center

Computer & Information Services
Development



Tuesday July 14 10:00 - 11:30

12:00 - 1:30
Clark 507

Redfield Aud.
Geology & Geophysics

Applied Ocean Physics & Engineering
ALVIN



Wednesday July 15 9:30 - 11:00






12:00 - 1:30
Redfield Aud.






Clark 507
Controller's Office
Environmental Health & Safety
Human Resources
Management Information Systems
Procurement
Marine & Ship Operations

Physical Oceanography



Thursday July 16 2:00 - 3:30 Clark 507 Directorate Support Staff
Academic Programs Office
Communications
Grants & Contract Services



Friday July 17 10:00 - 11:30 Carriage House Marine Chemistry & Geochemistry



Tuesday July 21 1:00 - 2:30 Redfield Facilities/Services
Library



Current Members

Susan Avery, President & Director (ex officio)
Michael P. Brennan, Marine Personnel Coordinator
Richard Chandler, Submersible Operations Coordinator
Ernest G. Charette, Director of Facilities (co-Chair)
Matt Charette, Associate Scientist (co-Chair)
Tom Colon, Senior Carpenter
Edward F. Dow, Sr. Information Systems Assistant I
Karl Helfrich, Sr. Scientist
Jonathan Howland, Sr. Engineer
Amy Kukulya, Senior Engineering Assistant I
Mark Kurz, Sr. Scientist
Steve Molyneaux, Research Associate III
Ann Mulligan, Associate Scientist
Delia Oppo, Sr. Scientist
Emily Schorer, Director of Human Resources
Denise Cabral, Benefits Manager
Kelly Servant, Senior Administrative Assistant I
David A. Stephens, Acting VP of Finance & Administration (ex officio)
H. Marshall Swartz, Research Associate III
June E. Sullivan, Retirement Benefits Administrator
Kevin D. Thompson, Assistant Plant Supervisor
Karl von Reden, Sr. Research Specialist
Dana Yoerger, Associate Scientist

 

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Last updated July 6, 2009
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