Phone: 503-823-3572
Benefits Line: 503-823-6031
1120 SW 5th Ave, Room 987, 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.
457 Plan Document
Established in 1982 the 457 Deferred Compensation Program is required to have in place a Plan Document governing the administration of the Program. This document is in City Code Chapter 5.09.
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 457 Investment Policy
This is a copy of the City's 457 Deferred Compenstion Investment Policy.
Deferred Comp Committee Meeting Minutes August 19, 2019
Deferred Comp Committee Meeting Minutes August 19, 2019
Deferred Comp Committee Meeting Minutes March 18, 2019
Deferred Comp Committee Meeting Minutes March 18, 2019
Deferred Comp Plan Audit Information
This report summarizes information on any audits conducted on the Plan.
Deferred Comp Service Provider Reimbursements and Fees
This report summarizes Service Provider fees and reimbursements to the Plan for fiscal year 2017 and 2018
Investment Polilcy Statement
The Deferred Compensation Committee with assistance from the Investment Consultant has put in place an Investment Policy to monitor the performance of the funds offered within the Deferred Compensatino Program.
Plan Sponsor Account Reimbursement Guidelines
This is a copy of the 457 Plan Sponsor Reimbursement Guidelines.