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Agenda 5/04/18 Deferred Compensation Board Meeting
Apr 15, 2018

MISSION STATEMENT

Provide all Local 479 firefighters a comprehensive deferred compensation benefit and retirement education that is                                                                       efficiently administered and actively communicated

MEETING NOTICE

TUCSON FIREFIGHTERS ASSOCIATION DEFERRED COMPENSATION BOARD

Friday, May 4, 2018

1:30 PM

Fire Department Headquarters Building

300 S. Fire Central Place, Room 262

Tucson, AZ. 85701

Dial-in #1-866-914-2369; Code 5818316#

 AGENDA

I.              CALL TO ORDER

II.             CALL FOR QUORUM

  1. CALL FOR NOTICE

  1. APPROVAL OF MINUTES from December 1, 2017   

                                                      

V.            OLD BUSINESS

A.Review and Possible Approval of the Revised Iron Financial Co-Fiduciary Services with New Investment Line-up Proposal& Nationwide’s Reduced Explicit Pricing Scenario with Walled-off Fixed Account Rate Proposal for Current Fixed Assets Instituting Going Forward a Reduced GMIR and New Money Rate for New Fixed Assets

VI.          NEW BUSINESS

A. Update on the Neuberger Berman Fund Split Issue, System Corrective Processing taken on 3/28/18, and Participant Communication letter with FAQ

B. Discussion of Conversion Participant Communication, Marketing & Educational Campaigns

            

  1. ADMINISTRATOR REPORT

  1. FUTURE AGENDA ITEMS

A. Plan Conversion Timeline and Implementation Status

                                    

IX.        EXECUTIVE SESSION

Upon a public majority vote, the Committee may hold an Executive Session, which is not open to the public, to consult with its legal representative on any of the agenda items. A.R.S. Section 38–431.03(A)(3)    

  1. CALL TO THE PUBLIC

  1. ANNOUNCEMENTS

  1. ADJOURN

Pursuant to Title II of the Americans with Disabilities Act (ADA), Nationwide Retirement Solutions does not discriminate on the basis of disability in admission to its public meetings/committee meetings.

Individuals with disabilities, who require an accommodation, including auxiliary aids or services for effective communication in the Nationwide Retirement Solutions meetings, may contact Nationwide Retirement Solutions at (602) 266-2733, 24 hours in advance, to make their needs and preferences known.

                                                                                                            

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IAFF Local 479
2430 N Huachuca
Tucson, AZ 85745
 


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