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, April 18, 2017 - 9:00-10:30 a.m. - Executive Session
Location: Portland Building, 2nd Floor HR Conference Room 1
Agenda: Posted below
Advantis Credit Union Deferred Comp Report April 28, 2017
This is a summary of the Advantis Deferred Compensation Report for 2016.
Deferred Comp Committee Minutes April 18, 2017
This is a copy of the Deferred Compensation Committee Minutes for April 18, 2017 - Voya Annual Report
Deferred Comp Report March 31, 2017
This report summarizes total assets in the Plan and total number of employees participating (includes Portland Development Commission).
Deferred Comp Plan Audit Information
This report summarizes information on any audits conducted on the Plan.
Deferred Comp Participation Report 2015 and 2016
This report summarizes deferred comp participation in the Plan for calendar years 2015 and 2016
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 Budget Information Fiscal 2016 and 2017
This is a summary of the deferred compensation budget report for 2016 and 2017
Deferred Comp Committee Minutes Feb 21, 2017
This is a copy of the Deferred Compensation Committee Minutes for February 21, 2017 - 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.
Deferred Comp Service Provider Reimbursements and Fees
This report summarizes Service Provider fees and reimbursements to the Plan for fiscal year 2015 and 2016
Plan Sponsor Account Reimbursement Guidelines
This is a copy of the 457 Plan Sponsor Reimbursement Guidelines.