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R2009-100 ESTABLISHING RETIREMENT HEALTH SAVINGS PLAN
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R2009-100 ESTABLISHING RETIREMENT HEALTH SAVINGS PLAN
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Last modified
10/13/2015 11:58:55 AM
Creation date
10/13/2015 11:58:50 AM
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Resolution/Ordinance
Res Ord Num
R2009-100
Res Ord Title
ESTABLISHING RETIREMENT HEALTH SAVINGS PLAN - ICMA RETIREMENT CORPORATION VANTAGECARE
Department
City Manager
Approved Date
6/15/2009
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Plan# 803093 <br /> income, gain, or loss credited, and amounts disbursed as benefits; <br /> (c) provision of periodic reports to the Employer and participants of the status of Plan <br /> investments and individual accounts; <br /> (d) communication to participants of information regarding their rights and elections under the <br /> Plan; <br /> (e) disbursement of benefits as agent far the Employer in accordance with terms of the Plan;and <br /> (fl performance of tax withholding and reporting in conjunction with the Employer for each <br /> RHS account. <br /> 2. Emplo, e�tv to Furnish Information <br /> Employer agrees to furnish to ICMA-RC on a timely basis such information as is necessary for <br /> ICMA-RC to carry out its responsibilities with respect to the Plan,including information needed to <br /> allocate individual participant accounts to Funds, and information as to the employment status of <br /> participants, and participant ages, addresses, beneficiaries and other identifying information <br /> (including tax identification numbers). ICMA-RC shall be entitled to rely upon the accuracy of any <br /> information that is furnished to it by a responsible official of the Employer or any information <br /> relating to an individual participant,dependent,or beneficiary that is furnished by such participant, <br /> dependent, or beneficiary, and ICMA-RC shall not be responsible for any error arising from its <br /> reliance on such information. ICMA-RC will provide account information in reports,statements or <br /> accountings. <br /> 3. Certain Representations and Warranties <br /> ICMA-RC represents and warrants to Employer that: <br /> (a) ICMA-RC is a non-profit corporation with full power and authority to enter into this <br /> Agreement and to perform its obligations under this Agreement. <br /> (b) ICMA-RC is an investment adviser registered as such with the Securi�ies and Exchange <br /> Commission under the Investment Advisers Act of 1940, as amended. ICMA-RC Services, <br /> LLC (a wholly owned subsidiary of ICMA-RC) is registered as a broker-dealer with the <br /> Securities and Exchange Commission (SEC) and is a member in good standing of the <br /> Financial Industry Regulatorp Authority (FINRA). <br /> Employer represents and warrants to ICMA-RC that: <br /> (c) Employer is organized in the form and manner recited in the opening paragraph of this <br /> Agreement with full power and authority to enter into and perform its obligations under this <br /> Agreement and to act for the Plan and participants in the manner contemplated in this <br /> - 3 - <br />
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