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R99-200 AUTHORIZING SERVICE AGREEMENT
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R99-200 AUTHORIZING SERVICE AGREEMENT
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Last modified
4/7/2016 8:16:36 AM
Creation date
4/7/2016 8:16:33 AM
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Resolution/Ordinance
Res Ord Num
R99-200
Res Ord Title
AUTHORIZING SERVICE AGREEMENT WITH ICMA RETIREMENT CORPORATION FOR SECTION 401 MONEY PURCHASE PLAN AND TRUST
Approved Date
11/15/1999
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I <br /> , Plan # 7548 <br /> Agreements <br /> 1 . Appointment of RC <br /> Employer hereby designates RC as Administrator of the Plan to perform <br /> all non-discretionary functions necessary for the administration of the Plan with respect <br /> to assets in the Plan deposited with the Trust. The functions to be performed by RC <br /> include: <br /> (a) allocation in accordance with participant direction of individual <br /> accounts to investment Funds offered by the Trust; <br /> (b) maintenance of individual accounts for participants reflecting amounts <br /> deferred, income, gain, or loss credited, and amounts disbursed as benefits; <br /> (c) provision of periodic reports to the Employer and participants of the <br /> status of Plan investments and individual accounts; <br /> (d) communication to participants of information regarding their rights <br /> and elections under the Plan; and <br /> (e) disbursement of benefits as agent for the Employer in accordance <br /> with terms of the Plan. <br /> 2. Adoption of Trust <br /> Employer has adopted the Declaration of Trust of the ICMA Retirement <br /> Trust and agrees to the commingled investment of assets of the Plan within the Trust. <br /> Employer agrees that operation of the Plan and investment, management and <br /> disbursement of amounts deposited in the Trust shall be subject to the Declaration of <br /> Trust, as it may be amended from time to time and shall also be subject to terms and <br /> conditions set forth in disclosure documents (such as the Retirement Investment Guide <br /> or Employer Bulletins) as those terms and conditions may be adjusted from time to <br /> time. It is understood that the term "Employer Trust" as it is used in the Declaration <br /> of Trust shall mean this Administrative Services Agreement. <br /> 3. Employer Duty to Furnish Information <br /> Employer agrees to furnish to RC on a timely basis such information as <br /> is necessary for RC to carry out its responsibilities as Administrator of the Plan, <br /> including information needed to allocate individual participant accounts to Funds in the <br /> Trust, and information as to the employment status of participants, and participant <br /> ages, addresses and other identifying information (including tax identification <br />
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