Phone: 503-823-3572
Benefits Line: 503-823-6031
111 SW Columbia St., Ste 550, Portland, OR 97201
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
Monday, September 10th, 2018- Agenda to follow.
Columbia Square Building Room 518: 111 SW Columbia St Portland OR.
10:30-12:00pm
Deferred Comp 457 Investment Policy
This is a copy of the City's 457 Deferred Compenstion Investment Policy.
Deferred Comp Committee Minutes Feb 13, 2018
This is a copy of the Deferred Compensation Committee Minutes for February 13, 2018 - Investment Consultant Report
Deferred Comp Committee Minutes October 12, 2017
This is a copy of the Deferred Compensation Committee Meeting Minutes for October 12, 2017 - Investment Consultant Report.
Advantis Credit Union Deferred Comp Report April 28, 2017
This is a summary of the Advantis Deferred Compensation Report for 2016.
Deferred Comp Committee Meeting Minutes March 7, 2018
Deferred Comp Committee Meeting Minutes March 7, 2018
Deferred Comp Service Provider Reimbursements and Fees
This report summarizes Service Provider fees and reimbursements to the Plan for fiscal year 2017 and 2018
Deferred Comp Budget Information Fiscal 2017 and 2018
This is a summary of the deferred compensation budget report for 2017 and 2018
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 March 7, 2018
This is a copy of the Deferred Compensation Committee Minutes for March 7,2018 - Voya Annual Report
Deferred Comp Plan Audit Information
This report summarizes information on any audits conducted on the Plan.
Deferred Comp Report December 31, 2017
This report summarizes total assets in the Plan and total number of employees participating (includes Prosper Portland).
Plan Sponsor Account Balance 2016 and 2017
This report summarizes the Plan Sponsor Acccount Balance for Sept 30, 2016 and Sept 30, 2017
Plan Sponsor Account Reimbursement Guidelines
This is a copy of the 457 Plan Sponsor Reimbursement Guidelines.
Deferred Comp Participation Report 2016 and 2017
This report summarizes deferred comp participation in the Plan for calendar years 2016 and 2017