My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
2010-320E
CBCC
>
Official Documents
>
2010's
>
2010
>
2010-320E
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
2/23/2016 2:19:28 PM
Creation date
10/1/2015 1:31:25 AM
Metadata
Fields
Template:
Official Documents
Official Document Type
Agreement
Approved Date
12/21/2010
Control Number
2010-320E
Agenda Item Number
12.G.5
Entity Name
Florida League of Cities
Subject
Deferred Compensation Plan Amended February 2009
Florida Municipal Pension Trust Fund 457 Deferred Compensation Plan
Supplemental fields
SmeadsoftID
9174
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
129
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
View images
View plain text
Florida Municipal Pension Trust Fund <br /> 457(b) Deferred Compensation Plan <br /> agreement that conforms to the disclosure and investment advisory contract requirements <br /> of § 204 and § 205 of the federal Investment Advisers Act of 1940, as amended <br /> [ 15 U . S . C . § 80b -41 15 U . S . C . § 80b- 5 ] is deemed to constitute an acceptable power- of- <br /> attorney if it refers to the Plan or to the Investment held for the Participant ' s Plan <br /> Account . <br /> 17. 18 Privacy <br /> The Participating Employer may (but is not required to ) take reasonable steps to protect <br /> Participants ' privacy concerning participation under the Plan . <br /> However, the Participating Employer and the Plan Administrator and any Agent and any <br /> Service Provider ( and any other person acting for or at the request of any of them) may <br /> disclose information concerning the Participant ' s ( or Beneficiary ' s ) Account : <br /> • when requested by the attorney- in- fact who is currently acting under a power- of- <br /> attorney that was accepted by the Plan Sponsor under Provision 17 . 17 ["Power- of- <br /> attorney " ] . <br /> • when required by any court order or legal process . <br /> • without a court order or legal process when reasonably requested by the IRS or the <br /> SEC or the NASD . <br /> • when reasonably requested by a public accountant engaged by the Plan <br /> Administrator or by the Participating Employer or by the Master Trustee or by an <br /> Agent or by an Issuer . <br /> • when, in the course of any proceeding relating to divorce , separation , or child <br /> support , an attorney- at-law states in writing that he or she represents the <br /> Participant ' s (or, after the Participant ' s death , the Beneficiary ' s) spouse or former <br /> spouse or child and that the information is reasonably related to such proceeding . <br /> • when , in the course of the administration of any estate or succession , the Personal <br /> Representative (or an attorney-at-law who represents the Personal Representative) <br /> states in writing that he or she or it needs the requested information for the purpose <br /> of preparing a return of any estate tax , transfer tax , gift tax , inheritance tax, death <br /> tax, or similar tax , whether of the United States or any State or any foreign nation . <br /> If a person presents himself or herself as an attorney- at- law and states that he or she has <br /> authority to act for a person or entity , the Plan Sponsor, Plan Administrator and the Agent <br /> shall be entitled without inquiry to assume , unless it has actual knowledge to the <br /> contrary , that the person so presenting himself or herself has the authority stated . <br /> Florida Municipal Pension Trust Fund <br /> Florida League of Cities, Inc . <br /> Page 54 <br /> 02%01 /2009 <br />
The URL can be used to link to this page
Your browser does not support the video tag.