Strategic Plan

Strategic Plan

Adopted February 12, 2019



To protect and grow our trust fund and to ensure the sustainable delivery of ethical, reliable, and efficient retirement services to our Members


Trusted by our Members and partners for excellence, innovation, professionalism, and transparency


“Securing Your Tomorrows”

Goal Areas

  1. Customer Service – To provide outstanding customer service
  2. Benefit Delivery – To deliver accurate and timely Member benefits
  3. Health & Wellness – Improve value and minimize costs of Members’ health and wellness benefits
  4. Investment – To optimize long-term risk-adjusted returns through superior investments
  5. Board Governance – To uphold good governance practices which affirm transparency, accountability, and fiduciary duty
  6. Organization -  To increase organizational effectiveness, efficiency, and resiliency
  7. Workforce – To recruit, retain, mentor, empower, and promote a high-performing workforce

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