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The SERS Retirement Board consists of nine members - four elected employee members, two elected retiree members and three investment expert members. One investment expert is appointed by the governor, a second one by the treasurer of state, and the third one jointly by the speaker of the House and president of the Senate.

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Board Responsibilities

As SERS’ governing body, the Retirement Board is responsible for the administration and management of the System. Among its duties, the Board:

  • reviews and adopts policies concerning investments, audit plans, SERS members, contributors, benefit recipients, employers, and staff
  • adopts administrative rules
  • conducts membership determination hearings
  • approves disability and retirement applications
  • approves the appointment of external investment managers
  • adopts an annual administrative budget
  • determines and certifies employer and employee contribution rates
  • monitors actuarial and financial status of the System by reviewing annual actuarial reports and the financial audit
  • administers and determines the plan design and level of benefits for the discretionary SERS retiree health care program

Board Member Commitments

The Retirement Board generally meets at least two full days every month, except in January and August, in Columbus, generally on the third Thursday and Friday. On average, a Board member can expect to spend approximately 40 working days each year involved in attending and preparing for regular, special, committee, or seminar meetings for Board business, education, planning, or training. Members of the Board receive no compensation for their services other than reimbursement of necessary expenses. The term of the office for elected members is four years and begins on July 1.
 
Board Eligibility

For one of the four member-elected Board positions, all SERS members, other than disability recipients, are eligible to run for the Retirement Board. However, a member must not have been convicted of or pled guilty to a felony, theft offense, or ethics law violation, and must certify this to the retirement system.

To be nominated for an open member-elected position, a candidate must gather the signatures of at least 500 SERS members on an Official Nominating Petition. As part of the 500 signatures, there must be at least 10 different counties of employment represented by 20 members’ signatures each. Members must sign their name, print their name, provide the last four digits of their Social Security number, and provide the name of their school district and county of employment. This information is necessary to verify that a member is eligible by law to have their signature counted on a Nominating Petition for a candidate.

For one of the two retiree-elected Board positions, all SERS disability and service retirees who live in Ohio are eligible to run for the Retirement Board. However, a retiree must not have been convicted of or pled guilty to a felony, theft offense, or ethics law violation, and must certify this to the retirement System.

To be nominated for an open retiree-elected position, the candidate must gather the signatures of at least 150 SERS retirees on an Official Nominating Petition. As part of the 150 signatures, there must be at least 5 different counties of Ohio residence represented by 10 retirees’ signatures each. Retirees must sign their name, print their name, provide the last four digits of the Social Security number, and provide their county of residence. This information is necessary to verify that a member is eligible by law to have their signature counted on a Nominating Petition for a candidate.

Additional Requirements for Board Members

The conduct of SERS Retirement Board members is subject to Ohio’s ethics laws and campaign finance disclosures. Board members are also held accountable for their fiduciary duties and all candidates should know the circumstances by which SERS Retirement Board members can be removed from office.

SERS' Ethics Policy

General Information on the Ethics Law and Ethics Commission

Doing Business with Retirement Systems in Ohio

Financial Disclosure Fact Sheet

Ohio Ethics Law Fact Sheet for Board and Commission Members

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The Retirement Board generally meets at least two full days every month, except in January and August, in Columbus, on the third Thursday and Friday (if necessary).

The Audit Committee holds meetings six times a year and the Compensation Committee holds meetings at least four times a year. Both committees may schedule additional meetings as needed.

SERS publishes two meeting recap documents: the Board Meeting Minutes and Board Highlights. The meeting minutes detail  Board discussions, while the highlights are a high-level summary of select information. There is a one-month delay in posting the minutes because Board approval is required. The highlights are published the week following the Board meeting.

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2017 Meeting Dates

  PUBLIC NOTICE MINUTES               HIGHLIGHTS
January
25 (Wed.) Special Board Meeting Public Notice Minutes  
       
February
16 (Thurs.) Compensation Committee Public Notice    
16 and 17 (Thurs. and Fri.) Board Meeting Public Notice Minutes Highlights
      Printer-Friendly Version
March
16 (Thurs.) Audit Committee Public Notice    
16 (Thurs.) Board Meeting Public Notice Minutes Highlights
      Printer-Friendly Version
April
19 (Wed.) Compensation Committee Public Notice    
20 and 21 (Thurs. and Fri.) Board Meeting Public Notice   Highlights
      Printer-Friendly Version
May
18 (Thurs.) Board Meeting Public Notice    
18 (Thurs.) Audit Committee Public Notice    
Junef
June
15 and 16 (Thurs. and Fri.)      
       
July
20 and 21 (Thurs. and Fri.)      
       
August - No Board meeting
 
September 
21 and 22 (Thurs. and Fri.)    
 
October
19 and 20 (Thurs. and Fri.)    
 
November
16 and 17 (Thurs. and Fri.)    
 
December
21 and 22 (Thurs. and Fri.)    
 
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The term of the office for elected members is four years and begins on July 1.

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Barbra M. Phillips, Chairundefined
Employee-Member

Term Expires 6/30/2017

Barbra Phillips is serving her third term on the Board.

Phillips works for Ashland City Schools as a bus driver for disabled students and is an OBI instructor. She is president of OAPSE Local 233, President of the Ashland/Wayne/Holmes Central Labor Council AFL-CIO, and Executive Board member of N.E. Area Labor Federation AFL-CIO.


Madonna D. Faragher, Vice Chair
Employee-Member

Term Expires 6/30/2019

Dee Faragher is serving her third term on the Board.

Faragher is a school bus driver and currently works for Westlake City Schools. She has served as OAPSE Local 276 president and OAPSE Northeast District treasurer.

 


 
Jeffrey T. DeLeone

Appointed Member

Term Expires 12/5/2020

Jeffrey T. DeLeone was appointed to the Board by the Ohio Treasurer. This is his first term.

He is President of Jeff DeLeone & Associates (JDA), a business and governmental affairs consulting company that advises large and small businesses, trade associations, and corporate executives on navigating the Executive, Legislative, and Regulatory branches of government. He served almost eight years in multiple roles as a senior advisor to Governor George V. Voinovich and his administration.

DeLeone earned his MBA from the Fisher College of Business at The Ohio State University
and his BS degree in marketing from the University of Colorado at Boulder.

 


 
James Haller
Employee-Member
 
Term Expires 6/30/2017
 
James Haller is serving his first term on the Board.
 
Haller is a custodial/maintenance worker at Lima City Schools, where he has served for nearly three decades. He also has been a member of OAPSE for 27 years, and currently serves as chairman of the organization's Budget Committee. In addition, he has served as vice president representing Allen County for the Northwest Ohio Central Labor Council.
 
Haller is a graduate of Lima Technical College.
 

Christine Holland
Employee-Member

Term Expires 6/30/2019

Chris Holland is serving her second term on the Board.

Holland is a secretary for the Oregon City Schools in the Administration Building since 1989. She has served on  the OAPSE Executive Board, OAPSE State Budget Committee and OAPSE State Nominating  Committee. She has also been an officer at both the OAPSE district level and local level. Holland also has been involved in many different committees for the Oregon City Schools.


Catherine P. Moss
Retiree-Member

Term Expires 6/30/2020

Catherine Moss is serving her fourth term on the Board.

Moss is an Administrative Secretary to the Director for Student Success in the College Readiness and Student Success Division at Lakeland Community College. She retired in 1997 after 30 years with the West Geauga Local Schools, where she also served as President of OAPSE Local 255. She currently serves as Treasurer of AFSCME 1184 Subchapter 120 and is on the Board of Directors of the Kidney Foundation of Lake County.

Moss is a long-time member of the School Employee Retirees of Ohio (SERO).


James Rossler, Jr.
Appointed Member

Term Expires 11/4/2020

The Speaker of the Ohio House of Representatives and the President of the Ohio Senate reappointed James Rossler, Jr.  as an investment expert to the SERS Board. He is treasurer of the Rossford Exempted Village School System, near Toledo, and regional past president of the OASBO.

James Rossler is serving his fourth term on the Board.

Rossler received his BS degree in management from the University of Toledo and his MBA  from the University of Findlay.


Daniel L. Wilson
Appointed Member

Term Expires 9/27/2020

Daniel L. Wilson was reappointed to the Board by the Governor. He is Chief Financial Officer for the Mentor Exempted Village Board of Education, where he has worked since 2004. Wilson has more than 42 years of experience in the fiscal management of Ohio public schools.

Dan Wilson is serving his fourth term on the Board.

Wilson is the Past-President of the Ohio Association of School Business Officials and the Past Chairman of the Foundation for School Business Management.


Beverly A. Woolridge
Retiree-Memberundefined

Term Expires 6/30/2019

Beverly A. Woolridge is serving her second term on the Board, her first as a retiree member.


She retired in 2014 as Administrative Secretary Emeritus, after 39 years of service with Akron Public Schools.

She has held memberships in the Akron Association of Classified Professionals (local), the Ohio Education Association, and the National Education Association. She currently serves as a member of the Northeast Ohio Education Association (region) on the ESP Organizing and Credentials Committees.

Woolridge is a graduate of The University of Akron and a member of the state and local chapters of School Employee Retirees of Ohio (SERO).


 
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The SERS Funding Policy describes the Retirement Board's funding philosophy and objectives. It also establishes the framework and specific objectives to monitor SERS' funded status and to promote effective communication between the Retirement Board and SERS Staff.

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Join the thousands of other SERS members, retirees, and employers who are already getting the monthly Board Meeting Highlights.

If you care about your SERS health care news, fund status, and financial updates, just subscribe to our email list. 

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Links to discussion topics and highlights from previous Retirement Board meetings are available below: 

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2016 Meeting Dates

 

 PUBLIC NOTICE

 MINUTES

 HIGHLIGHTS

 January

Special Board Meeting -
Pension Reform Roundtable

 Public Notice

 

 

February

17 (Weds.) Board Retreat

 Public Notice

 Minutes

 Highlights

17 (Weds.) Audit Committee - CANCELLED

 Public Notice

 

 

18 (Thurs.) Board Meeting

 Public Notice

 Minutes

 Highlights

 

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 March

17 (Thurs.) Board Meeting

 Public Notice

 Minutes

 Highlights

 

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17 (Thurs.) Compensation Committee

 Public Notice

 

 

17 (Thurs.) Audit Committee

 Public Notice

 

 

18 (Fri.) Pension Reform Roundtable 

 Public Notice

 

 

 April

20 (Wed.) Audit Committee

 Public Notice

 

 

21 (Thurs.) Board Meeting 

 Public Notice

 Minutes

 Highlights

 

 

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 May

24 (Tue.) Board Meeting

 Public Notice

 Minutes

 Highlights

 

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 June

15 (Wed.) Audit Committee

 Public Notice

 

 

16 (Thurs.) Compensation Committee

 Public Notice

 

 

16 (Thurs.) Board Meeting

 Public Notice

 Minutes

 Highlights

 

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 July

21 and 22 (Thurs. and Fri.) Board Meeting

 Public Notice

 Minutes

 Highlights

 

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 August

18 (Thurs.) Special Board Meeting

 Public Notice

 Minutes

 

 September

14 (Wed.) Audit Committee

 Public Notice

 

 

15 (Thurs.) Compensation Committee

 Public Notice

 

 

15 and 16 (Thurs. and Fri.) Board Meeting

 Public Notice

 Minutes

 Highlights

 

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 October

20 (Thurs.) Board Meeting

 Public Notice

 Minutes

 Highlights

 

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 November

17 (Thurs.) Compensation Committee

 Public Notice

 

 

17 and 18 (Thurs. and Fri.) Board Meeting

 Public Notice

 Minutes

 Highlights

 

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 December

14 (Wed.) Audit Committee

 Public Notice

 

 

15 (Thurs.) Board Meeting 

 Public Notice

 

 Highlights

 

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29 and 30 (Thurs. and Fri.) Special Board Meeting

 Public Notice

 

 

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