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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

1120 SW 5th Ave, Room 987, Portland, OR 97204

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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. 

 

 


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 Meeting Minutes August 19, 2019

Deferred Comp Committee Meeting Minutes August 19, 2019

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.

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 Investment Policy

This is a copy of the City's 457 Deferred Compenstion Investment Policy.

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

Plan Sponsor Account Reimbursement Guidelines

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