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Office of Management & Finance

Bureau of Human Resources

Knowledgeable | Helpful | Responsive

Phone: 503-823-3572

Benefits Line: 503-823-6031

1120 SW Fifth Avenue, Rm 404, Portland, OR 97204

Deferred Compensation Committee Materials

The Deferred Compensation Committee is a collaborative group established within the Deferred Compensation Plan Document.  The Committee shall study all matters connected with providing the deferred compensation plan on the best basis possible with relation both to the welfare of the participants and the City. 

Meeting Schedule                                       

Tuesday, February 21, 2017 - 10:15-11:45 a.m.

Location:  Portland Building, 2nd Floor HR Conference Room 1

Agenda:   Posted below

Deferred Comp Budget Information Fiscal 2016 and 2017

This is a summary of the deferred compensation budget report for 2016 and 2017

Deferred Comp Participation Report 2015 and 2016

This report summarizes deferred comp participation in the Plan for calendar years 2015 and 2016

Deferred Comp Service Provider Reimbursements and Fees

This report summarizes Service Provider fees and reimbursements to the Plan for fiscal year 2015 and 2016

Deferred Comp Report December 31, 2016

This report summarizes total assets in the Plan and total number of employees participating (includes Portland Development Commission).

Plan Sponsor Account Balance 2015 and 2016

This report summarizes the Plan Sponsor Acccount Balance for Sept 30, 2015 and Sept 30, 2016

Deferred Comp 457 Investment Policy

This is a copy of the City's 457 Deferred Compenstion Investment Policy.

Deferred Comp 457 Plan Document updated February 10, 2016

This is the City's 457 Deferred Compensation Plan Document which governs the Plan.

Deferred Comp Committee Minutes Feb 17, 2016

This is a copy of the Deferred Compensation Committee Minutes for February 17, 2016 - Investment Consultant Report

Deferred Comp Committee Minutes Oct 27, 2016

This is minutes from a special session on Oct 27, 2016 to review a fund search for socially responsible investments.

Deferred Comp Committee Minutes September 8, 2016

This is a copy of the Deferred Compensation Committee Meeting Minutes for September 8, 2016 - Investment Consultant Report.

Plan Sponsor Account Reimbursement Guidelines

This is a copy of the 457 Plan Sponsor Reimbursement Guidelines.

Advantis Credit Union Deferred Comp Report April 5, 2016

This is a summary of the Deferred Compensation Report submitted by Advantis April 5, 2016

Deferred Comp Committee Minutes March 16, 2016

This is a copy of the Deferred Compensation Committee Minutes for March 16, 2016 - Voya Annual Report

Deferred Comp Plan Audit Information

This report summarizes information on any audits conducted on the Plan.