Laserfiche WebLink
<br />~ <br /> <br /> <br />II> <br /> <br />ICMA <br />RETIREMENT <br />CORPORATION <br /> <br />457 Deferred Compensation Plan <br />Implementation Data Form <br /> <br />RC Use Only <br />Employer Number: <br /> <br />Plan <br />Implemen- <br />tation <br />Information <br />Continued <br /> <br />Plan <br /> <br />Contacts <br />Iii any item :20. <br />26 IS leil blank, <br />Ihe Primary <br />Conlact in Q.: 5 <br />will receive <br />maillngsi <br /> <br />17. Default Fund for Investment Allocations, cont'd: <br />o (81) Savings Oriented Fund_% <br />o (82) Conservative Growth Fund _ % <br />o (83) Traditional Growth Fund_% <br />o (84) Long-Term Growth Fund_% <br /> <br />18. Transferred Plan Asset Information: <br />Is there a tranfer of assets? 0 Yes 0 No <br />If no, go to question #19. <br />Will total plan assets be transferred or is co-administration required? <br />o In total 0 Co-administration <br />Administrator Name (if app.) <br />Company <br />Address <br /> <br />Telephone L-l Fax (~ <br />How many participants will be eligible to transfer assets to RC? <br />What is the estimated cash value of the assets to be transferred to RC? $ <br />Date and methods (check, wire!etc.) the assets will be transferred to RC: <br /> <br />To ensure your funds are posted timely and accurately, please forward the following information to <br />your RC implementation analyst before any assets are transferred. <br />· Copies of most recent participant statements. <br />· Complete list of participant names, social security numbers, total assets to be transferred, <br />· Employer plan conversion form for each participant for allocation of funds or letter from employer if <br />allocations are the same as contributions. <br />Administrative enrollment for retired or terminated participants with assets. <br />· Copies of participant disbursement request forms for those currently receiving disbursements, <br />· Copy of existing plan document for individually designed plan. <br />James DiPietro <br /> <br />19. Plan's Coordinator (named in resolution): Name <br />Title Ci ty Manager <br /> <br />Mailing Address 17070 Collins <br /> <br />Telephone (305 ) 947-0606 <br /> <br />Avenue, Suite 250, SIB, FL 33160 <br />Fax ( 305 ) 947-4386 <br /> <br />20. Contact Person for Benefit Payments: Name Jack Neus tadt <br />Title Finance Director <br /> <br />MailingAddress 17070 Collins Avenue, Suite 250, SIB, FL 33160 <br /> <br />Telephone ( 305) 947-0fiOfi Fax{J05 ) 947-4386 <br /> <br />Contact Person for Benefit Payments should receive RC correspondence, reports and bulletins relating to <br /> <br />benefit payments. <br />