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Board of Trustees


PERA is governed by its Board of Trustees. The Board approves PERA’s operating budget, decides legislative policy and priorities, and hires the executive director.  In addition, the Trustees establish the policies and procedures that govern operations at PERA, hear and rule on appeal matters of disabilitants, retirees, and members, and direct the dissemination of information to PERA’s members.

Board Trustees do not receive compensation for their service to PERA, but are reimbursed for necessary expenses incurred while serving the association.

The PERA Board of Trustees consists of eleven members. The State Auditor is a member of the Board by statute. Five trustees are appointed by the Governor to represent cities, counties, school boards, retirees and the public, respectively. The remaining five members are elected by the PERA membership at large to represent the general active membership, Police and Fire plan members and all benefit recipients. All elected and appointed Board members serve four-year terms. The State Attorney General’s office provides legal counsel to the Association.

Kathryn A. Green (President)

Appointed School Board Representative

Trustee since April 2006

Current term expires January 2022

 

Thomas Stanley (Vice President)

Elected General Membership Representative

Trustee since March 2013

Current term expires January 2019

 

Ross Arneson

Elected Retiree/Disabilitant Representative

Trustee since February 2015

Current term expires January 2019

Paul Bourgeois

Elected General Membership Representative

Trustee since January 2011

Current term expires January 2019

Mary Falk

Appointed General Public Representative

Trustee since June 2015

Current term expires January 2019

Paul Ford

Elected Police and Fire Representative

Trustee since August 2017

Current term expires January 2019

Barbara Johnson

Appointed City Representative

Trustee since January 2017

Current term expires January 2021

Leigh Lenzmeier

Appointed County Representative

Trustee since November 2010

Current term expires January 2021

Rebecca Otto

State Auditor

Trustee since January 2007

Current term expires January 2019

Lori Volz

Elected General Membership Representative

Trustee since February 2015

Current term expires January 2019

Lawrence J. Ward

Appointed Retired Annuitant Representative

Trustee since February 2012

Current term expires January 2020

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Becoming a Trustee

Board of Trustees Election Process

Five PERA members are elected to serve on the Board for four-year terms. Three of the seats are filled by active (presently working) members of the Association’s three largest defined benefit plans.  The fourth seat is specifically designated to be occupied by an active member of the Police & Fire Plan. The fifth seat is designated to be filled by a former member of PERA who is either receiving a retirement annuity or disability benefit.

All five trustees are elected at large by the retirees, benefit recipients, and active members of PERA’s General, Police & Fire Plans, and Correctional Plans. Defined Contribution Plan participants who do not also belong to the one of the Association’s defined benefit plans cannot vote.


Open Appointment Process

The Governor appoints five trustees to represent Minnesota cities, counties, school boards, retired annuitants, and the general public. The Trustees appointed to these positions also serve a four-year term.

Current openings for all state councils, boards, task forces, and commissions, along with application forms, and facts and questions (FAQ’s) can be found on the Secretary of State’s website under “Open Appointments.”

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Meeting Materials and Minutes

RESOLUTION
REGULAR MEETING SCHEDULE

BE IT RESOLVED by the Board of Trustee of the Public Employees Retirement Association (PERA) that the following dates will be scheduled for Regular Board Meetings and Planning Workshop for the year 2018.  The Board will meet the second Thursday of the following months beginning at 9:30 a.m. in Room 117 of the State Retirement Systems of Minnesota Building, 60 Empire Drive, St. Paul, Minnesota, unless otherwise noted.

 

Notice: Some Trustees may be participating in meetings via conference telephone; when a Trustee is participating from a remote location, the public may monitor these meetings by telephone. Persons wishing to do so should contact gladys.rodriguez@mnpera.org

 

Click on the links below for agendas and minutes.

Please note that meeting minutes are not posted until approved by the Board.

 

2018 PERA Board Meeting Agendas and Minutes

Meeting Dates Agendas Minutes
January 09, 2018 — Special Meeting Agenda Minutes
February 08, 2018 Agenda Minutes
April 12, 2018 Agenda Minutes
May 10, 2018 Agenda Minutes
June 14, 2018 Agenda Minutes
August 09, 2018 Agenda Minutes
October 11, 2018 — Meeting and Planning Workshop Agenda Minutes
December 13, 2018 Agenda Minutes

 

2017 PERA Board Meeting Agendas and Minutes

Meeting Dates Agendas Minutes
February 09, 2017 Agenda Minutes
April 13, 2017 Agenda Minutes
May 11, 2017 Agenda Minutes
June 08, 2017 No Meeting
August 10, 2017 Agenda Minutes
October 12, 2017 Meeting and Planning Workshop Agenda Minutes
December 14, 2017 Agenda Minutes

 

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Lawrence J. Ward                             .

Appointed Retired Annuitant Representative
621 2nd St NE, #307
Minneapolis, MN 55413

Telephone: (612) 354-2006
Email: larry.ward@mnpera.org
Secondary Email: larry_ward3319@yahoo.com

Trustee since February 2012
Current term expires January 2020

Lori Volz                                         .

Elected General Membership Representative
Albert Lea Area Schools
211 W. Richway Drive
Albert Lea, MN 56007

Telephone: (507) 379-4809
Fax: (507) 379-4817
Email: lori.volz@mnpera.org
Secondary Email: lori.volz@alschools.org

Trustee since February 2015
Current term expires January 2019

Rebecca Otto                                         .

State Auditor
525 Park Street, Suite 400
St. Paul MN 55103

Telephone: (651) 296-2551
Fax: (651) 282-5298
Email: stateauditor@osa.state.mn.us

Trustee since January 2007
Current term expires January 2019

Leigh Lenzmeier                                         .

Appointed County Representative
919 West St. Germain St.
St. Cloud, MN 56301

Telephone: (320) 251-0653
Email: leigh.lenzmeier@mnpera.org
Secondary Email: leigh.lenzmeier@co.stearns.mn.us

Trustee since November 2010
Current term expires January 2021

Barbara Johnson                                .

Appointed City Representative
350 South 5th Street, Room 307
Minneapolis, MN 55415

Telephone: (612) 673-2204
Email: barbara.johnson@mnpera.org
Secondary Email: barbjohnsonmpls@gmail.com

Trustee since January 2017
Current term expires January 2021

Paul Ford                                       .

Elected Police and Fire Representative
Ramsey County
367 Grove Street
St. Paul, MN 55101

Telephone: (651) 238-3168
Email: paul.ford@mnpera.org
Secondary Email: paford117@gmail.com

Trustee since August 2017
Current term expires January 2019

Mary Falk                                      .

Appointed General Public Representative
Anoka Technical College
1355 West Highway 10
Anoka, MN 55303

Telephone: (763) 443-6605
Facsimile: (763) 576-4001
Email: mary.falk@mnpera.org
Secondary Email: falkml@aol.com

Trustee since June 2015
Current term expires January 2019

Paul Bourgeois                                             .

Elected General Membership Representative
Minnetonka ISD 276
5621 County Road 101
Minnetonka, MN 55345

Telephone: (952) 401-5024
Fax: (952) 401-5032
Email: paul.bourgeois@mnpera.org
Secondary Email: paul.bourgeois@minnetonka.k12.mn.us
Trustee since January 2011
Current term expires January 2019

Ross Arneson                                    .

Elected Retiree/Disabilitant Representative
112 Ellis Avenue
Mankato, MN 56001

Telephone: (507) 327-5551
Email: ross.e.arneson@gmail.com

Trustee since February 2015
Current term expires January 2019

Former General Membership Trustee
February 1999 – February 2013

Thomas Stanley (Vice President)

Elected General Membership Representative
St Louis County Attorney’s Office
100 N Fifth Ave W, Rm 501
Duluth MN 55802

Telephone: (218) 726-2323
Fax: (218) 726-2332
Email: thomas.stanley@mnpera.org
Secondary Email: stanleyt@stlouiscountymn.gov

Trustee since March 2013
Current term expires January 2019

Kathryn A. Green (President)

Appointed School Board Representative
401 – 3rd Ave NW
Austin, MN  55912

Telephone: (507) 437-8667
Email: kathy.green@mnpera.org
Secondary Email: kathyannegreen@gmail.com
Trustee since April 2006
Current term expires January 2018