LAKE WALES FIREFIGHTERS’
RETIREMENT SYSTEM
33 Drawbridge Dr. ¨ Leesburg, Florida 34749
Phone: 352-787-9795 ¨ Fax: 352-787-2699
CITY OF LAKE WALES
FIREFIGHTERS’ PLAN AND TRUST FUND
Notice of Meeting Posted 01/19/21
AGENDA
January 25, 2021 – 1 pm
Location: Lake Wales Fire Dept.-253 W. Central Ave. Lake Wales FL - Training Room
• No Opinion Letter - Attorney to draft letter for No Opinion for 401a
option after cap on member contributions.
• DROP Form Management Fees: Plan Administrator to reach out to Foster & Foster to discuss fee
to manage DROP until age 59 ½.
• Sample DROP payout options