• Agenda 11/12/2020 Deferred Compensation Board Meeting
    Updated On: Nov 15, 2020

    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

    Thursday, November 12, 2020

    10:30 AM

    Virtual Meeting via Zoom

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     AGENDA

    I.               CALL TO ORDER

    II.              CALL FOR QUORUM

    1. CALL FOR NOTICE

    1. APPROVAL OF MINUTES from the regular meeting on August 11, 2020       

                                              

    V.             OLD BUSINESS

    A. COVID CARES Act Usage Summary

    VI.            NEW BUSINESS

    A. Discussion and Possible Approval to add Fixed Payment and Fixed Period Systematic Payout Options to In-service Qualified Rollover Money Sources

    B. Discussion and Possible Approval to add the Schwab Self Directed Brokerage Account (SDBA) Automatic Deferral Sweep Allocation Option for Participants

    C. Secure Act Optional Provisions Review, Discussion and Possible Approval

    1. INNOVEST QUARTERLY REPORT

    1. ADMINISTRATORS REPORT

    1. FUTURE AGENDA ITEMS

                                        

    1. 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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