San Bernardino County Employees Retirement Association
File #: 25-093    Name:
Type: Action Item
File created: 3/7/2025 In control: BOARD OF RETIREMENT
On agenda: 4/3/2025 Final action:
Title: Recommend that the Board approve and adopt updates to Actuary and Audit Policy No. 004 (Audit Committee Charter).
Attachments: 1. Exhibit A: Actuary and Audit Policy No. 004 (Audit Committee Charter) - Redline

 

FROM:                                           Amy McInerny, Chief Financial Officer

 

SUBJECT:                                          Approve updates to Actuary and Audit Policy No. 004 (Audit Committee Charter)                     

 

RECOMMENDATION:

title

Recommend that the Board approve and adopt updates to Actuary and Audit Policy No. 004 (Audit Committee Charter).                     

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BACKGROUND:

Actuary and Audit Policy No. 004 establishes an Audit Committee to advise the Board on audit matters, and its recommendations are subject to final approval by the Board.

 

Actuary and Audit Policy No. 004 (Audit Committee Charter) was last reviewed in 2022.

 

Pursuant to General Policy No. 005, staff has conducted a review of Actuary and Audit Policy No. 004 and has found it both generally consistent with current practice and appropriate for SBCERA's program.  Staff is recommending minor changes to the policy, which are reflected in the redlined policy attached as Exhibit “A”.

 

BUDGET IMPACT:

None.

 

STRATEGIC PLANNING GOAL/OBJECTIVE:

Prudent Fiscal Management

 

STAFF CONTACT:

Amy McInerny

 

ATTACHMENTS:

Exhibit A:                     Actuary and Audit Policy No. 004 (Audit Committee Charter) - Redline