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The City of Portland, Oregon

Office of Management & Finance

Bureau of Human Resources

Knowledgeable | Helpful | Responsive

Phone: 503-823-3572

Benefits Line: 503-823-6031

111 SW Columbia St., Ste 550, Portland, OR 97201

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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                                       

Wednesday, March 7, 2018 - Agenda is listed below.

Congress Center, 5th Floor Room 510, 1001 SW 5th, Portland

1:00-2:30 p.m.

 

 


Agenda Wednesday, March 7, 2018

This is the Agenda for our Deferred Comp Committee meeting.

Plan Sponsor Account Balance 2016 and 2017

This report summarizes the Plan Sponsor Acccount Balance for Sept 30, 2016 and Sept 30, 2017

Deferred Comp Participation Report 2016 and 2017

This report summarizes deferred comp participation in the Plan for calendar years 2016 and 2017

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 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).

Deferred Comp Budget Information Fiscal 2017 and 2018

This is a summary of the deferred compensation budget report for 2017 and 2018

Plan Sponsor Account Reimbursement Guidelines

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

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 October 12, 2017

This is a copy of the Deferred Compensation Committee Meeting Minutes for October 12, 2017 - Investment Consultant Report.

Deferred Comp Committee Minutes March 7, 2018

This is a copy of the Deferred Compensation Committee Minutes for March 7,2018 - Voya Annual 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 Minutes Feb 13, 2018

This is a copy of the Deferred Compensation Committee Minutes for February 13, 2018 - Investment Consultant Report