Oversight & Administration

Boulder Fire & Police MPPP Board of Trustees

The City of Boulder Fire & Police Money Purchase Pension Plan is operated and managed by a five-member Board of Trustees. The Trustees are non-compensated volunteers that embrace an acute interest in the continued success of your retirement plan. Four out of five of the trustee are current participants: two are police officer employees and two are firefighter employees with a vested interest in the Plan, as it will provide the majority of their personal retirement income. The fifth is a person who is not a Participant and who has business and/or investment experience within the local community. Additionally, the Board may appoint up to five Ex-Officio (non-voting) Trustees that keep informed, and are ready to serve in the event any Trustee resigns, or is otherwise unable to fulfill their responsibilities to the Plan. The Board can appoint up to two firefighter participants, up to two police officer participants, and up to one separated from service participant who has assets in the Plan. As Plan fiduciaries, the Trustees are responsible for continual oversight and regulatory compliance.

Their fiduciary duties include:

  • Loyalty - to act in the best interest of all participants

  • Prudence - to be careful, diligent and scrupulous in all decision-making, including the way they delegate duties to others.

Board of Trustees

Kerry Yamaguchi | President | Retired Police Commander

Joe Vogel | Vice-President | Fire Lieutenant | 303-441-3367

Dave Kaufman | Trustee | Police Officer | 720-291-2768

Brad Kithcart | Secretary | Police Officer | 720-357-6506

Ryan Boersma | Treasurer | Fire Lieutenant | 970-412-7536

Steve Shrader | Community Member | Vice-President/Premier Members CU | 720-280-6900

Curt Stocker | Ex-Officio | Fire Engineer | 303-875-1894

Travis Richen | Ex-Officio | Fire Battalion Chief | 970-214-1733

Scott Byars | Ex-Officio | Police Detective

Matt Fitzgerald | Ex-Officio | Police Sergeant

Bruce Penfold | Ex-Officio | Retired Fire Lieutenant

Board Approved Meeting Minutes

Board Meeting Date: December 7, 2023 - Approved Meeting Minutes from August 31, 2023 meeting

Board Meeting Date: August 31, 2023 - Approved Meeting Minutes from June 1, 2023 meeting

Board Meeting Date: June 1, 2023 - Approved Meeting Minutes from March 1, 2023 meeting

Board Meeting Date: March 1, 2023 - Approved Meeting Minutes from December 5, 2022 meeting

Board Meeting Date: December 5, 2022 - Approved Meeting Minutes from September 1, 2022 meeting

Board Meeting Date: September 1, 2022 - Approved Meeting Minutes from May 9, 2022 meeting

Board Meeting Date: May 9, 2022 - Approved Meeting Minutes from February 7, 2022 meeting

Board Meeting Date: February 7, 2022 - Approved Meeting Minutes from November 15, 2021 meeting

 

Important Contacts

Innovest Portfolio Solutions

Contact for conducting New Hire classes, administrative inquiries (including withdrawal paperwork and $3k healthcare payments), follow up on paperwork involving Trustee signature, conducting education for age 50+ participants, and participants considering rolling out assets

Jared Martin
Office: (303) 694-1900 x309
E-mail: jmartin@innovestinc.com

Cheryl Wilks
Office: (303) 694-1900 x346
E-mail: cwilks@innovestinc.com


MissionSquare

Contact for questions related to retirement planning and savings goals inquiries

Investor Services Toll Free Line: 800-669-7400
Plan ID: 106286

Retirement Plan Specialist:

Zach Pitman
Office: 202-759-7268
E-mail: zpitman@missionsq.org

MissionSquare
PO Box 96220
Washington, DC 20090-6220
Fax: 202-682-6439