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25D - AGMT RECORDKEEPING SVC 457 PLAN
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07/17/2018
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25D - AGMT RECORDKEEPING SVC 457 PLAN
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Last modified
7/12/2018 5:33:26 PM
Creation date
7/12/2018 5:26:24 PM
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Template:
City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
25D
Date
7/17/2018
Destruction Year
2023
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Woo Prudential <br />B. INVESTMENT ADMINISTRATION <br />Prudential will provide the following deliverables. <br />Services Agreement <br />Provided by Prudential Retirement <br />Insurance and Annuity Company <br />STANDARD INVESTMENT POLICY STATEMENT (IPS), a template which outlines the underlying <br />philosophies and processes for the selection, monitoring and evaluation of the investment options utilized <br />by the Plan. <br />INVESTMENT PERFORMANCE INFORMATION, which includes fund prices, fund performance and <br />benchmarking data. <br />INVESTMENT FACT SHEET INFORMATION available through the plan sponsor and participant <br />websites. <br />QUARTERLY INVESTMENT MONITOR, a document which includes a breakdown of Plan assets by <br />investment, investment performance, market commentary, and additional investment considerations. <br />W <br />25D-20 <br />
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