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Jackson County Employees' Retirement System
The Jackson County Employees' Retirement System was established in 1947. It delivers retirement, disability, and death benefits under a seven-member board...
Jackson County Employees' Retirement System
The Jackson County Employees' Retirement System was established in 1947. It delivers retirement, disability, and death benefits under a seven-member board structure. The plan allocates across domestic equities, international equities, corporate bonds, U.S. Treasuries, and agency securities. External managers include Polen Capital Management, Brandes Investment Partners, ClearBridge Investments, and State Street Global Advisors. Allocations remain confined to public securities with no direct private equity or real estate exposure disclosed. Morgan Stanley Wealth Management has served as investment advisor since 2016. Comerica Bank acts as custodian and Gabriel, Roeder, Smith & Company provides actuarial services. The system maintains membership in the Michigan Association of Public Employee Retirement Systems. Governance rests with elected and appointed trustees drawn from county commissioners, employee groups, and the public. No separate foundation or operating company vehicles exist alongside the core pension.
General information
Firm type
Pension Fund
Year founded
1947
Location
Region
North America
Country
United States
City
Jackson
Corporate office
120 West Michigan Ave 7th Floor, Jackson, MI 49201, United States
Principals
James E. Shotwell, Jr.
Chairperson of the Board of Trustees
Earl Poleski
Trustee
Tracey Johnson
Trustee
Frequently asked questions
Who runs investment decisions at Jackson County Employees' Retirement System?
A seven-member Board of Trustees sets policy. James E. Shotwell, Jr. serves as chairperson. Day-to-day coordination falls to pension staff including Jessica Gerlach.
Which asset classes does the system hold?
Holdings include domestic equities at $137 million, international equities at $49 million, corporate bonds, U.S. Treasuries, and agency securities.
Does the system use external managers?
Yes. Managers include Polen Capital Management, Brandes Investment Partners, ClearBridge Investments, Garcia Hamilton & Associates, and State Street Global Advisors.
What service providers support the plan?
Morgan Stanley Wealth Management serves as investment advisor. Comerica Bank is custodian. Gabriel, Roeder, Smith & Company acts as actuary and Rehmann Robson as auditor.
Is the system a member of any industry groups?
It belongs to the Michigan Association of Public Employee Retirement Systems.
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