Sent: Thursday, July 10, 2014 2:01 PM
To: Flattich, Art; Weight, James
Subject: FW: Information request for the City of Charlotte
Hi Art and James,
I just wanted to let you know - He’s back.
George is asking more questions regarding our fees for the VT Stable Value funds
and comparing them to what Charlotte pays.
Larry L. Cooper
Manager of Benefits
City of Greensboro
.
.
From: Cooper, Larry@greensboro-nc.gov]
Sent: Wednesday, July 16, 2014 3:01 PM
To: Weight, James
Subject: FW: Information request for the City of Charlotte
HI James,
Here is the latest communication to City Management from Mr. Hartzman.
We may want to compare this to our specific data.
Larry L. Cooper
Manager of Benefits
City of Greensboro
.
.
From: Weight, James
Sent: Thursday, July 17, 2014 11:14 AM
To: Cooper, Larry
Cc: Flattich, Art; Stone, Kimberly
Subject: RE: Information request for the City of Charlotte
Hi Larry,
Sorry for the long message, but I want to make sure that all of our fees are completely understood.
Attached are the similar reports that I sent to Charlotte for Nakyhia to give to George...
...I have requested an official disclosure of those exact fees and as soon as I have it I will share it with you.
...If you look at pages 79-81 of the Charlotte PSR and pages 67-68 of the Greensboro PSR you will see that the “costs” are identical for the same funds. (i.e. the expense ratio for the Plus Fund is identical in both plans)
[GH; Fees for Charlotte and Greensboro are the same,
even though Greensboro's plan is twice as big]
The two plans have different fund lineups so different funds in different plans have different
numbers.
I would really like to meet with you and your entire committee and staff, especially the City Manager and anyone that George is contacting, just to review all of this fee detail and to make sure that all of you are comfortable with it.
Can we look to set that up within the next few weeks?
Thanks,
James Weight, CFP®
Director, Relationship Management
Mid-Atlantic Region
ICMA-RC
.
.
From: Stone, Kimberly [ICMA]
Sent: Thursday, July 17, 2014 11:22 AM
To: Weight, James
Cc: Flattich, Art; Cooper, Larry
Subject: RE: Information request for the City of Charlotte
James,
Thank you James for sending all of this for Larry to review...
.
.
From: Cooper, Larry
To: "Stone, Kimberly"[ICMA]; Weight, James [ICMA]
Cc: Flattich, Art [ICMA]
Subject: RE: Information request for the City of Charlotte
Date: Friday, July 18, 2014 11:41:32 AM
I will do Kimberly. I sent a message today up stairs and told them we would be glad to set up a meeting to provide more detail from the experts. I will let you know when I hear something.
Thanks for all your support during this time. Have a great weekend.
GH; Larry never called me,
which appears to mean he didn't want to understand what I was proposing,
but merely wanted to help ICMA out,
at the expense of Greensboro's employees.
Larry L. Cooper
Manager of Benefits
City of Greensboro
.
.
From: Weight, James
To: Cooper, Larry
Subject: Follow up
Date: Thursday, July 31, 2014 2:16:14 PM
Hi Larry,
Thanks for your time this morning.
As you can imagine, I'd love to hear how the meeting went.
GH; A meeting in which I had no input,
to the detriment of Greensboro's employees.
I'd appreciate anything that you can share with me.
James Weight, CFP
Director, Relationship Management
Mid-Atlantic Region
ICMA-RC
.
.
From: Weight, James
To: Cooper, Larry
Subject: phone call
Date: Monday, August 04, 2014 12:01:19 PM
Hi Larry,
I hope you had a great weekend.
I have a few things that I’d like to discuss with you over the phone. Do you have a few minutes today or tomorrow?
Thanks,
James Weight, CFP®
Director, Relationship Management
Mid-Atlantic Region
ICMA-RC
.
.
From: Weight, James@icmarc.org
Sent: Wednesday, September 10, 2014 3:20 PM
To: Blackburn, Joan
Subject: October 2nd
Hi Joan,
Do you know who from your team will be at our Annual Service Review on October 2nd?
Thanks,
James Weight, CFP®
Director, Relationship Management
Mid-Atlantic Region
.
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From: Blackburn, Joan
To: "Weight, James"
Subject: RE: October 2nd
Date: Wednesday, September 10, 2014 5:14:35 PM
Right now, it’s this group:
1. Connie Hammond
2. Joe Marro
3. Rick Lusk (tentative)
4. Marlene Druga (tentative)
5. Larry Davis
6. Michele Hebbard
Joan A. Blackburn
Total Compensation Benefits Supervisor
Human Resources Department
.
.
From: Blackburn, Joan
To: "Weight, James"
Cc: Hammond, Connie; Marro, Joseph
Subject: FW: This evening"s 3 minutes.
Date: Tuesday, October 07, 2014 1:43:39 PM
Attachments: 10 7 2914 Greensboro 457 Plan [George Hartzman] Speaker Presentation.pdf
Please see attached and advise.
Joan A. Blackburn
Total Compensation Benefits Supervisor
Human Resources Department
.
.
From: Blackburn, Joan
To: "Weight, James"
Subject: anything for me today?
Date: Wednesday, October 08, 2014 1:37:15 PM
Connie and the City Manager’s Office are inquiring about receiving something from
your team. Please advise. Thanks.
Joan A. Blackburn
Total Compensation Benefits Supervisor
City of Greensboro
Human Resources Department
.
.
From: Weight, James@icmarc.org]
Sent: Wednesday, October 08, 2014 2:06 PM
To: Blackburn, Joan
Subject: Re: anything for me today?
I don't have anything yet. As soon as I do I will pass it on.
I watched the meeting last night.
Weight and Blackburn coordinating
at the expense of Greensboro's employees.
Any reactions yet?
James Weight, CFP
Director, Relationship Management
Mid-Atlantic Region
ICMA-RC
.
.
From: Blackburn, Joan
To: "Weight, James"
Subject: RE: anything for me today?
Date: Thursday, October 09, 2014 1:43:04 PM
He has been given an opportunity to attend a council work session and explain his strategy.
I was never been informed of an opportunity to attend a work session.
Not sure when.
Joan A. Blackburn
Total Compensation Benefits Supervisor
Human Resources Department
.
.
From: Blackburn, Joan@greensboro-nc.gov]
Sent: Thursday, October 09, 2014 2:35 PM
To: Weight, James
Subject: availability for conference call on Mon. 10/20
Importance: High
Hi James,
Our Assistant City Manager, Mary Vigue, has asked for a conference call with you and, perhaps, legal staff from ICMA-RC re: recent public information requests and responding to some follow-up questions that have been posed.
Thanks,
Joan A. Blackburn
Total Compensation Benefits Supervisor
City of Greensboro
Human Resources Department
.
.
From: Weight, James@icmarc.org]
Sent: Thursday, October 09, 2014 3:15 PM
To: Blackburn, Joan
Subject: RE: availability for conference call on Mon. 10/20
Hi Joan,
I am definitely available at that time.
I suggest that I be there in person.
How does that sound to you?
Also, I will find out right now who from our legal and leadership team could join us on a call, ok?
James Weight, CFP®
Director, Relationship Management
Mid-Atlantic Region
ICMA-RC
.
.
From: Blackburn, Joan
To: "Weight, James"
Subject: RE: availability for conference call on Mon. 10/20
Date: Thursday, October 09, 2014 3:27:13 PM
Sounds good. Thanks James.
Joan A. Blackburn
Total Compensation Benefits Supervisor
Human Resources Department
.
.
From: Blackburn, Joan
To: "Weight, James"
Subject: Anything for me yet?
Date: Monday, October 13, 2014 12:54:07 PM
Anything from your legal team yet?
Joan A. Blackburn
Total Compensation Benefits Supervisor
City of Greensboro
Human Resources Department
.
.
From: Weight, James [mailto:jweight@icmarc.org]
Sent: Monday, October 13, 2014 1:49 PM
To: Blackburn, Joan
Subject: Re: Anything for me yet?
Hi Joan
Our compliance department is reviewing our letter.
As soon as it is approved, I will get it in your hands.
Thanks
James Weight, CFP
Director, Relationship Management
Mid-Atlantic Region
ICMA-RC
.
.
From: Blackburn, Joan
To: "Weight, James"
Subject: RE: Anything for me yet?
Date: Monday, October 13, 2014 2:04:36 PM
Thanks James.
Any idea on a turnaround time for approval?
Joan A. Blackburn
.
.
From: Weight, James
To: Blackburn, Joan
Subject: Re: Anything for me yet?
Date: Monday, October 13, 2014 2:13:51 PM
Your guess is as good as mine
I have been asking every day.
Everyday progress is made. But they aren't finished just yet.
James Weight, CFP
.
.
From: Weight, James
To: Blackburn, Joan
Subject: They letter is done
Date: Wednesday, October 15, 2014 12:04:19 PM
Hi Joan,
I will get our letter into your hands today
Thanks for your patience
James Weight, CFP
.
.
From: Blackburn, Joan
To: "Weight, James"
Subject: RE: They letter is done
Date: Wednesday, October 15, 2014 12:13:58 PM
YEA! Emailing it to me?
Joan A. Blackburn
Total Compensation Benefits Supervisor
.
.
From: Weight, James
To: Blackburn, Joan
Subject: Fw: Letter in Response to George Hartzman Fee Comparison
Date: Wednesday, October 15, 2014 5:23:13 PM
Attachments: ICMA Response to Hartzman Fee Comparison - October 2014.pdf
Hartzman Email - 10 01 14.docx
Joan
Please delete all general instructions and emails addresses in the below email.
James Weight, CFP
.
.
From: Cooper, Larry
To: "jweight@icmarc.org"
Cc: "aflattich@icmarc.org"; Blackburn, Joan
Subject: FW: On October 21, 2014"s ICMA 457 plan meeting with Mayor Vaughan and Mary Vigue
Date: Wednesday, October 22, 2014 3:42:52 PM
HI James,
See the information below I referred to in my voice message. This email blast is the result of
George’s meeting with the Mayor and Mary Vigue yesterday. He is trying to make contact with
Winston-Salem...
.
.
From: Blackburn, Joan
To: "Weight, James"
Cc: Hammond, Connie; Marro, Joseph
Subject: FYI... letter from state 401K
Date: Tuesday, October 28, 2014 12:01:55 PM
Attachments: Letter to Greensboro City Council.pdf
Importance: High
Hello James,
I hope all is well. Please see the attached letter from the state 401K that addresses the presentation made to our council on 10/7. If we could get something similar from ICMA-RC, this would be our preferred option to respond to further requests.
Please advise.
Joan A. Blackburn
.
.
From: Weight, James
To: Hammond, Connie; Lusk, Rick; Marro, Joseph; Blackburn, Joan; Cooper, Larry
Subject: City of Greensboro Request for "Suggestions" for Fund Replacements (10-30-14)
Date: Friday, November 07, 2014 8:55:03 AM
Attachments: Client Spreadsheet Greensboro 11.5.14.pdf
Hi All,
Happy Friday!
At our recent Plan Service Review, you asked for fund alternatives for 3 of the stock funds in your line up.
· Victory Diversified Stock A – SRVEX
· Royce Value Plus Service – RYVPX
· Artisan Mid Cap Value Inv – ARTQX
Attached is a detailed analysis of several metrics of those funds and alternatives that we can record keep for your 401a and 457 plans.
Please look over the information carefully.
I’d be more than happy to meet with you or to set up a call to review and discuss.
Let me know how you want to proceed.
Thanks,
James Weight, CFP®
.
.
From: George Hartzman
To: aflattich@icmarc.org; jweight@icmarc.org; carmenc@cityofws.org; jsaeli@icmarc.org; Lisa Saunders; Angela Carmon; Linda Barnes; Lee Garrity; derwickp@cityofws.org; benr@cityofws.org; gregt@cityofws.org; kemberlye@cityofws.org; sherrig@cityofws.org; clarkc@cityofws.org
Subject: Please provide a numerical explanation of why the total costs to employees are incorrect.
Date: Monday, December 15, 2014 9:47:26 AM
"Mr. Hartzman's comparison is inaccurate, incomplete and misleading..."
John Saeli
Vice President, Market Development and Government Affairs
.
.
[GH]What specific numbers are inaccurate?
If something was inaccurate, why wasn't I informed for the opportunity to retract, refute and/or apologize?
Why wasn't a retraction demanded?
g
