Quick context to catch up fast.
Simsbury’s pension plans and OPEB trust recorded more than $11 million in combined investment gains last year, bringing aggregate assets to nearly $93 million. The OPEB trust is due for rebalancing, with advisers recommending a shift from exchange-traded funds to traditional index funds.
Open the committee coverage hubs tied to this summary.
Was this summary helpful?
Your feedback helps us prioritize what to improve next.
The town’s retirement investments had a strong year, with the pension plan alone holding nearly $34 million at year-end and the 457 plan holding $20.8 million. Advisers said plan investment expenses were lower than peer-group costs, but some managers and funds were underperforming. The committee also appointed Art Wallace as its 2026 chair and plans to review who is responsible for the defined-contribution plan documents.
Follow the major takeaways from this briefing.
Action items flagged by the community.
No follow-ups have been shared yet. Add one in the community board below.
Details and records from this meeting.
Fresh records from this municipality.
Know who to contact about the decisions that matter.