# Village of Beverly Hills Public Safety Retirement System

Village of Beverly Hills Public Safety Retirement System is a Pension Fund based in Beverly Hills, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Beverly Hills, United States
- **Region:** North America
- **Address:** Beverly Hills, MI, United States
- **Assets under management:** Undisclosed
- **Website:** www.villagebeverlyhills.com
- **LinkedIn:** https://www.linkedin.com/company/village-of-beverly-hills

## Regulatory record

- **Reports private funds:** No

## About

The system was established to fund retirement obligations for police and fire personnel in Beverly Hills, Michigan, a small Oakland County community north of Detroit. The plan's Defined Benefit component closed to new participants on July 1, 2013, meaning all active members are legacy hires and the liability pool is shrinking over time. The Village President and Treasurer serve as board members, giving the plan direct oversight from elected municipal officials. As a closed municipal pension, the system's investment mandate is liability-driven — preserving capital to meet benefit payments rather than pursuing growth. Known cash-management relationships include Comerica's J Fund and Michigan CLASS, a local government investment pool operated by the Michigan Liquid Asset Fund. The plan does not publicly disclose venture capital, private equity, or real asset commitments. The plan is administered through the Village's general governance structure. Village Manager Warren Rothe, appointed in 2025, handles day-to-day administrative functions. The Village participates in the Michigan Municipal League and the Southeast Michigan Council of Governments, which provide networking and technical resources relevant to pension administration. No dedicated investment staff or external CIO arrangement is publicly identified. The plan's defining structural feature is its closed status — it is a liability in runoff, not an ongoing enterprise. That distinguishes it from open municipal systems still building assets. The absence of new contributions means asset allocation is driven entirely by the benefit payment schedule, and the board's primary fiduciary duty is to ensure assets match remaining obligations.

## People

- John George — Board Member, Village President
- Peggy Linkswiler — Board Member, Village Treasurer and Secretary/Treasurer
- Warren Rothe — Village Manager

## Questions

### Is the plan still open to new participants?

No. The Defined Benefit Pension Plan closed to all new hires on July 1, 2013. All current members are legacy employees hired before that date, and the plan is now a runoff liability.

### Who makes investment decisions for the retirement system?

Investment oversight rests with the Board of Trustees, which includes Village President John George and Village Treasurer Peggy Linkswiler. The Village Manager, currently Warren Rothe (appointed 2025), handles administrative execution. There is no external CIO or dedicated investment staff publicly identified.

### What is the system's investment strategy?

As a closed municipal pension, the system operates with a liability-driven approach focused on capital preservation and benefit payments. Known relationships with Comerica's J Fund and Michigan CLASS point to a conservative allocation in short-duration fixed income and cash equivalents.

### Does the system invest in private equity or venture capital?

No private equity, venture capital, or real asset commitments are publicly disclosed. The known investment vehicles — Comerica's J Fund and Michigan CLASS — are conservative local government investment pools.

### How is the system governed?

Governance sits with Village elected officials serving as board members. The Village President and Treasurer hold trustee roles, and the Village Manager provides administrative support. The Village's participation in the Michigan Municipal League provides additional resources for pension oversight.

## Related profiles

- [Village of Arlington Heights Firefighters' Pension Fund](https://altss.com/profile/village-of-arlington-heights-firefighters-pension-fund)
- [Village of Tequesta General Employees' Retirement Plan](https://altss.com/profile/village-of-tequesta-general-employees-retirement-plan)

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Last updated: 2026-08-11T02:43:31.692Z

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