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Office of Management & Finance

Bureau of Human Resources

Knowledgeable | Helpful | Responsive

Phone: 503-823-3572

Benefits Line: 503-823-6031

111 SW Columbia Street, 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                                       

Thursday, October 12, 2017 - Agenda is listed below.

Portland Building, 2nd Floor Room B 2:00-3:15 p.m.



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.

Agenda Thursday, October 12, 2017

This is the Agenda for our Deferred Comp Committee meeting.

Deferred Comp Committee Minutes April 18, 2017

This is a copy of the Deferred Compensation Committee Minutes for April 18, 2017 - 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 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 Participation Report 2015 and 2016

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

Deferred Comp Plan Audit Information

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

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 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 Balance 2015 and 2016

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

Plan Sponsor Account Reimbursement Guidelines

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