• Agenda 5/04/18 Deferred Compensation Board Meeting
    Updated On: 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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