Board meetings, strategic plans, and buyer signals from Tracy L. Batman’s organization
Sep 1, 2026·BoardMeeting
Board
West Virginia Consolidated Public Retirement Board Disability Review Committee Disability Review Committee Meeting Minutes
The committee convened to conduct a review of multiple disability retirement applications. Following an executive session to discuss medical records, the committee reviewed staff recommendations regarding disability applications submitted through the PERS, TDC, and TRS systems. Ultimately, the committee accepted the staff recommendations and resolved to refer their findings to the Board of Trustees.
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West Virginia Consolidated Public Retirement Board Disability Review Committee Meeting Minutes
The committee convened to review disability retirement applications across several systems, including PERS, TDC, and TRS. Following an executive session to evaluate medical information, the committee accepted staff recommendations regarding these applications and moved to forward them to the Board of Trustees for final approval.
Jul 14, 2026·BoardMeeting
Board
West Virginia Consolidated Public Retirement Board Accounting and Audit Committee Meeting Minutes
The committee received a compliance update regarding RMD age adherence, the implementation of Senate Bill 712, and the remediation of reporting oversights related to distribution cutoffs and IRS guideline updates. Members reviewed the 2026 Audit Plan, which includes fraud prevention audits, child benefits reviews, and proof of life audits. Additionally, the committee discussed findings from a direct deposit fraud prevention audit, focusing on photo ID verification challenges, and provided recommendations to improve documentation, form collection, and notification procedures.
May 20, 2026·BoardMeeting
Board
West Virginia Consolidated Public Retirement Board Board Of Trustees Meeting
The board meeting focused on several key items, including the review of operational metrics and plan statistics by the Executive Director. Contract renewals for several organizations, including Eide Bailly and Gallagher Consulting, were approved. The board received updates on plan investment data and educational counseling sessions. Legal reports addressed pending appeals and cases regarding Less Than Honorable Service, resulting in the termination of certain retirement annuities. Committee reports were presented, leading to the approval of disability retirement applications, funding for participant education and mailer campaigns, and the appointment of representatives to the West Virginia Investment Management Board. Additionally, the board entered an executive session to discuss personnel matters and authorized the submission of a letter to the Governor.
Extracted from official board minutes, strategic plans, and video transcripts.
