BoardWest Hartford

Pension Board

Track committee activity, current roster, and published meeting coverage for Pension Board in West Hartford.

0 active membersLast meeting May 12, 20267 summaries in 30d

Summaries

Active roster

Latest activity

Aug 21, 2026

Municipality

West Hartford

Latest coverage

Board Stops $3 Million Pension Redemption

Published Aug 21, 2026

Related summaries

Published meeting coverage connected to Pension Board.

Briefing

May 12, 2026

Board Stops $3 Million Pension Redemption

The Pension Board unanimously stopped the remaining redemption process for approximately $3 million from Barings and will revisit the real estate investment plan in September. The pension portfolio returned -1.5% in the first quarter of 2026, while asset allocations remained close to targets.

1 min readMunicipal coverage

Briefing

Mar 16, 2026

Pension Board Reviews $630.7 Million Portfolio

The pension portfolio returned 3.3% through February 2026, rising from $610 million at the start of the year to an ending market value of $630.7 million. The board also maintained a 40% fixed-income target and discussed, but did not decide, whether to update employee pension buyback rates.

2 min readMunicipal coverage

Briefing

Feb 2, 2026

Pension Contribution Set at $10.5 Million

The board approved a $10.5 million actuarially determined pension contribution for fiscal year 2026-27, with $9.3 million from the Town Operating Budget and $1.2 million from the Pension Reserve Fund. The board also approved updated mortality and salary assumptions and a revised investment target allocation.

2 min readMunicipal coverage

Briefing

Jan 20, 2026

Pension Board Reviews Investment Strategy

The board considered shifting its long-term pension outlook toward Observation Mix B after reviewing more modest 2026 assumptions. The current portfolio is allocated 60% to equities, 5% to real assets, and 35% to U.S. bonds, with a 7.1% annualized return; no allocation change was approved.

1 min readMunicipal coverage

Briefing

Nov 17, 2025

Pension portfolio gained 5.3% for quarter

The pension portfolio was up 5.3% for the quarter, with approximately $608 million in invested assets. Fiducient Advisors reported that no rebalancing was needed, while recommending a potential $5 million TA Realty commitment in early 2026.

2 min readMunicipal coverage

Briefing

Oct 14, 2025

Acting finance director joins Pension Board

Pattie Lewis was appointed Acting Finance Director and will serve on the West Hartford Pension Board with the same authority and privileges as the finance director. Fiducient Advisors reported approximately $61 million in investment gains through September, with no immediate portfolio action needed.

2 min readMunicipal coverage

Briefing

Sep 15, 2025

Pension Fund Gains About $61 Million

The West Hartford pension portfolio gained approximately $61 million, bringing total invested assets to about $578 million. The board also approved pension administration items and all listed invoices unanimously, while deferring a potential real estate allocation change for further discussion.

1 min readMunicipal coverage