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ERF Discussion on Member Confidentiality Between Lawson and City Attorneys

ERF Discussion on Member Confidentiality Between Lawson and City Attorneys

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ERF Discussion on Member Confidentiality Between Lawson and City Attorneys
ERF Discussion on Member Confidentiality Between Lawson and City Attorneys

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Categories:Types, Brochures
Published by: The Dallas Morning News on Jan 30, 2014
Copyright:Attribution Non-commercial

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03/07/2014

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From: "Haskel, Peter" <peter.haskel@dallascityhall.com>To: "Lawson, Gary" <Gary.Lawson@stras!rer.com>#c: "$rnst, %arren" < warren.ernst@dallascityhall.com>, "#hris.&owers@dallascityhall.com" <#hris.&owers@dallascityhall.com>, "Lowe, 'onna" <'onna.Lowe@dallascityhall.com>, "#hipper(ield, )eanne" < *eanne.chipper(ield@dallascityhall.com>, "+cott, $dward" <edward.scott@dallascityhall.com>, "Haskel, Peter" <peter.haskel@dallascityhall.com>+!*ect: #ity o( 'allas ct!arial !dit o( $-F'ate: Th!, )an , /012 10:/ 3
Hello Gary, Thank you for your letter dated January 3, 2014, received here via email on January 7, 2014, regarding Foter ! Foter "onulting #ctuarie, $nc%& #ctuarial #udit of the "ity of 'alla (m)loyee& *etirement Fund +(*F, to -hich thi email meage re)ond% #ll content of thi meage are offer of valua.le conideration in attem)ting to com)romie di)uted claim and tatement made in the coure of com)romie negotiation -ithin the co)e of Te/% *% (vid 40% $n conideration for (*F& )romie to fully and )rom)tly com)ly -ith all reuet for information and record .y the actuary the "ity #ttorney -ould u))ort the "ity anager agreeing that The "ity -ill ak the actuary to end (*F a -ritten undertaking that #ctuary -ill kee) confidential and -ill not dicloe to any )eron,including the "ity of 'alla, information regarding the name, addree,ocial ecurity num.er and other information identifying individualmem.er, retiree, .eneficiarie or alternate )ayee of the Fund e/ce)t tothe e/tent that the actuary, in it )rofeional udgment deem uchdicloure neceary and a))ro)riate in furtherance of the audit& )ro)er  )ur)oe including atifying regulatory and la- enforcement )ur)oe% The actuary -illnotify the Fund of any uch dicloure u.tantially contem)oraneouly-ith the dicloure unle the dicloure i for regulatory or la- enforcement )ur)oe and the agency to -hom dicloure i made reuet that notice not .e given,or the notice i )rohi.ited .y la- or court order% The "ity -ill alo )rovide (*F -ith u.tantially contem)oraneou -ritten notice of any change in the co)e of the actuarial audit% Thi "ity decline to agree to ak the actuary to )rovide (*F -ith advance notice or  utification for dicloure to the "ity% The "ity decline to agree that (*F -ill .e conulted in advance a.out change in the co)e of the audit% To effectuate the a.ove the "ity i -illing to )ro)oe the follo-ing change to )aragra)h  of it agreement to Foter ! Foter if the actuary i -illing

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