| Name | Title | Contact Details |
|---|---|---|
Frank Perez |
Associate Vice President, Institutional Sales & Client Services | Profile |
Erica Abarca |
Associate Vice President, Senior Client Advocate | Profile |
Michelle Bullock |
Associate Vice President, Senior Client Advocate | Profile |
Kenneth Nostro |
Senior Vice President, Institutional Sales and Client Service | Profile |
Amy Lester |
Vice President, Institutional Sales & Client Service | Profile |
On July 1, 1968, the Public Safety Personnel Retirement System (PSPRS) was established to provide a uniform, consistent and equitable statewide retirement program for Arizona`s public safety personnel. Separate plans for Arizona`s elected officials (the Elected Officials` Retirement Plan or EORP) and corrections officers (the Corrections Officer Retirement Plan or CORP) were created by the legislature in 1985 and 1986, respectively. All three plans are qualified governmental pension plans under section 401(a) of the Internal Revenue Code. PSPRS and CORP are agent multiple-employer defined benefit plans. EORP is a cost-sharing, multiple-employer defined benefit plan. Retirement benefits are determined (“defined”) using a formula based on salary and years of service. PSPRS also administers a defined contribution plan, where retirement benefits are determined (“defined”) based on contributions and investment earnings on those contributions. PSPRS also administers the Public Safety Cancer Insurance Policy Program for members of PSPRS and CORP. PSPRS provides retirement benefits and programs to nearly 59,000 active members, retired members and surviving beneficiaries, and to more than 250 employers groups (municipalities, agencies and districts) throughout the state. The system maintains separate accounts for each employer that participates in PSPRS and CORP, and each employer establishes a Local Board that is responsible for determining membership and benefits eligibility in accordance with statutory provisions. Employers in EORP are pooled in a cost-sharing plan with the PSPRS Administrative Office acting as the local board. The PSPRS Administrative Office ensures that plan provisions as set in statute are followed consistently and accurately.
In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. Our traditional trust and investment services, means a person answers all calls. It also means we avoid all activities that would put us in a position of conflict with our clients. We do not sell products and we do not draft legal documents or prepare tax returns, so there is no self-referral. We accept no commissions or incentives for referrals to other professionals outside our expertise. As an independent trust company, we operate more cost effectively than our competitors. We maintain tight control over quality by having our own in-house operations department rather than piggy-back on less efficient, costly middlemen. Personal, Traditional, Independent: Caldwell Trust Company has been doing it this way from the beginning and will be doing it this way for generations to come. Follow @CaldwellTrust on Twitter for updates and announcements
D. F. King & Co., Inc. is one of the leading companies in the Financial Services sector.
North Carolina Retirement Systems is one of the leading companies in the Financial Services sector.
Logan Capital Management is one of the leading companies in the Financial Services sector.