My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
PUBLIC AGENCY RETIREMENT SERVICES (PARS) - 2020
Clerk
>
Contracts / Agreements
>
P
>
PUBLIC AGENCY RETIREMENT SERVICES (PARS) - 2020
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
8/20/2024 11:32:07 AM
Creation date
6/23/2020 8:58:21 AM
Metadata
Fields
Template:
Contracts
Company Name
PUBLIC AGENCY RETIREMENT SERVICES (PARS)
Contract #
A-2020-119
Agency
Finance & Management Services
Council Approval Date
6/2/2020
Expiration Date
6/30/2027
Insurance Exp Date
7/30/2023
Destruction Year
2031
Notes
For Insurance Exp. Date see Notice of Compliance; A-2016-170,A-2016-375, A-2016-170-01
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
84
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
View images
View plain text
or Participant should fail to give directions to the Trustee, the Trustee may but is not required to act <br />in the manner that in its discretion seems advisable under the circumstances for carrying out the <br />purposes of this 'Trust. Such actions shall be conclusive on the Plan Administrator and the Agency <br />and the Participant if written notice of the proposed action is given to the Plan Administrator five (5) <br />days prior to the action being taken, and the Trustee receives no response; <br />0) As directed by the Plan Administrator: <br />(1) To cause the benefits provided under the Plan to be paid directly to the <br />persons entitled thereto under the Plan, and in the amounts and in the manner specified, or to <br />disburse such sums to the Agency, who shall be responsible to distribute sums due; and make <br />appropriate tax reports to Participants, Beneficiaries and taxing authorities, and to charge such <br />payments against the Trust with respect to which such benefits are payable; <br />(ii) To compensate such executive, consultant, actuarial, accounting, investment, <br />appraisal, administrative, clerical, secretarial, custodial, depository and legal, personnel and other <br />employees or assistants as are engaged by the Plan Administrator in connection with the <br />administration of the Plan and to pay from the Trust the necessary expenses of such, personnel, <br />employees and assistants, to the extent not paid by the Agency and directed by the Plan <br />Administrator; <br />(iii) To impose a reasonable charge to cover the cost of furnishing to Participants <br />or Beneficiaries upon their written request documents as may be legally required by applicable state <br />or federal law or regulations; <br />(iv) To act upon proper directions of the Agency, the Plan Administrator or any <br />other fiduciary or Participant including directions in writing, or oral instructions which Trustee in its <br />discretion may follow prior to receipt of written instructions, instruction given by photostatic <br />teletxansrnission using facsimile signature, or those instructions which are digitally recorded on the <br />Trustee's oral recording or VRU communications system. If oral or digital instructions are given, to <br />act upon those in Trustee's discretion prior to receipt of written instructions. Trustee's recording or <br />lack of recording of any such oral or digital instructions taken in Trustee's ordinary course of <br />business shall constitute conclusive proof of Trustee's receipt or non -,receipt of the oral or digital or <br />VRU instructions; <br />In exercising the power and authority under this subparagraph (iv), the Trustee will perform. <br />telephonic verification to the Plan Administrator, or other authorized representative properly <br />designated by the Plan Administrator or the Agency, or such other security procedure selected by the <br />Plan Administrator prior to wire transfer of funds as the Trustee may require, The Plan <br />Administrator, the Agency, and the Plan assume all risk with respect to delays or transfers if the <br />Trustee is unable to reach the Plan Administrator or other authorized representative properly <br />designated by the Plan Administrator, or in the event of delay as a result of attempts to comply with <br />any other security procedure selected by the Plan Administrator in connection with wire transfers or <br />otherwise; <br />(v) To pay from the Trust the expenses reasonably incurred in the administration <br />of the Trust as provided in the Plan, to the extent such expenses are not paid by the Agency pursuant <br />to Section 10.2; <br />55A;27 <br />
The URL can be used to link to this page
Your browser does not support the video tag.