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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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TABLE OF CONTENTS <br />Sections of Base Agreement <br />1 Deposits..................................................................... <br />Starting on Page <br />2 Transfers Between Plan Investment Options..............................................:.3 <br />3 Distributions...................................................................................................4 <br />-5 4 Operational Agreements................................................................................6- <br />5 <br />Termination....................................................................................................7 <br />6 Miscellaneous................................................................................................9 <br />7 Annuities...................................................................:...:................................11 <br />8 Definitions ..........................................................:...................:.......................13 <br />Expense Schedule <br />Following Base Agreement: <br />Guaranteed Income Fund Investment Addendum <br />Universal Separate Account E Investment Addendum <br />Application <br />e weM?rence <br />.,)- !!eierence <br />GA -2020 -IA -0805 I City of Santa Ana - Investment Agreement (specimen).doe <br />25D-42 <br />
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