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JEFFREY R. SMITH, CPA, CGFO, CGMA <br />Clerk of Circuit Court & Comptroller <br />Finance Department <br />1801 271b Street <br />Vero Beach, FL 32960 <br />TO: Board of County Commissioners <br />FROM: Diane Bernardo, Soon to be Retired Finance Director <br />THROUGH: Jeffrey R. Smith, Clerk of Court & Comptroller <br />DATE: September 5, 2017 <br />SUBJECT: Nationwide Supplemental Agreements <br />i. <br />v��& co rAP T -;o< , <br />0 <br />\ FR Cou <br />At the August 15, 2017 Board meeting, the County Commissioners approved the Nationwide <br />Administrative Services Agreement for the bookkeeping services of our deferred compensation plan. The <br />following two agreements are supplemental documents to the Administrative Services Agreement. Both <br />documents will be signed by the plan administrator, Suzanne Boyll, Human Resources Director and are <br />superseding the existing plan loan procedures and 457 trust document. <br />RECOMMENDATION <br />Staff recommends the Board approve the two attached Nationwide supplemental agreements and any <br />other agreements necessary to effectuate the deferred compensation plan. <br />Attachments: <br />457(b) Plan Loan Document <br />457 Trust Agreement <br />P4 9 <br />