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TABLE OF CONTENTS <br />I. Definitions .................................................................................................... ............................... <br />II. Basic Recordkeeping Services .................... ........ .. ............................................................... <br />1.,., <br />A. Participant Account Establishment .................................................. ............................... <br />B. Participant Account Information ....................................................... ............................... <br />C. Investment Options ......................................................................... ............................... <br />D. Valuation of Participant Account Balances ..................................... ............................... <br />E. Contributions, Transfers and Limitations ......................................... ............................... <br />F. Automated Voice Response System ....... — ...................................... ............................... <br />G. Participant Website ........................................................................ ............................... <br />H. Client Service .................................................... ............................... ..................1111........, <br />I. Plan Sponsor Access to Recordkeeping System ............................. ............................... <br />J. Repo ting .......................... ............................... — ....... ,,....,..., .... , ... ,, .... ...,.. ............ ..................... <br />K. Regulatory Updates ...................................................................................... ............................... <br />L. Benefits, Tax Withholding and Reporting ..................................................... ............................... <br />M. Qualified Domestic Relations Orders ........................................................... ............................... <br />N. Sample Plan Document and Adoption Agreement ....................................... ............................... <br />O. Rollovers from Other Eligible Retirement Plans ........................................... ............................... <br />P. Code Section 402(f) Notice ......................................................................... ............................... <br />Q. Monitoring the Deferral Limits .................................................................... ............................... <br />III. Enhanced Signatureless Recordkeeping Services ... ............................... <br />A. General Requirements .................................... ............................... <br />B. Deferral Recordkeeping .................................. ............................... <br />C. Beneficiary Recordkeeping ........................... ..........1............1....... <br />D. Beneficiary Confirmation for Death Benefit Claims ........................ <br />E. Online Enrollment ........................................... ............................... <br />F. Loans ............................................................. ............................... <br />G. Required Minimum Distributions at Age 70 % a . ............................... <br />IV. Communication Services ......................................... ............................... <br />A. Special Representations ................................ ............................... <br />B. Communication Materials ............................... ...........................1111 <br />C. Group Presentations ..................................... ............................... <br />D. Individual Counseling Sessions ..................... ............................... <br />E. Plan Sponsor Committee Meetings ............... ............................... <br />F. Communications and Marketing Plan ............. ............................... <br />4 <br />5 <br />............ 5 <br />......................1........ 6 <br />. ............................... 6 <br />........... 7 <br />..................7 <br />..................7 <br />.......................... 7 <br />................. 8 <br />.................... 8 <br />........ ..1 ...........................9 <br />........ .....1..............I.......... <br />9 <br />9 <br />................... 1111,. ............. <br />. <br />........ , ... I ......................... <br />9 <br />9 <br />............... . .... 1111., 1..... —.... <br />............. I ....... .................. <br />9 <br />.................... I ......... <br />9 <br />.............................10 <br />........ .............................10 <br />an <br />.......................11 <br />.......................11 <br />Al <br />City of Santa Ana Services Agreement 4 -16 -14 (ane -year term) Page 2 <br />25J -8 <br />