Benefits Line: 503-823-6031
1120 SW Fifth Avenue, Rm 404, Portland, OR 97204
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.
Tuesday, February 21, 2017 - 10:15-11:45 a.m.
Location: Portland Building, 2nd Floor HR Conference Room 1
Agenda: Posted below
This is a summary of the deferred compensation budget report for 2016 and 2017
This report summarizes deferred comp participation in the Plan for calendar years 2015 and 2016
This report summarizes Service Provider fees and reimbursements to the Plan for fiscal year 2015 and 2016
This report summarizes total assets in the Plan and total number of employees participating (includes Portland Development Commission).
This report summarizes the Plan Sponsor Acccount Balance for Sept 30, 2015 and Sept 30, 2016
This is a copy of the City's 457 Deferred Compenstion Investment Policy.
This is the City's 457 Deferred Compensation Plan Document which governs the Plan.
This is a copy of the Deferred Compensation Committee Minutes for February 17, 2016 - Investment Consultant Report
This is minutes from a special session on Oct 27, 2016 to review a fund search for socially responsible investments.
This is a copy of the Deferred Compensation Committee Meeting Minutes for September 8, 2016 - Investment Consultant Report.
This is a copy of the 457 Plan Sponsor Reimbursement Guidelines.
This is a summary of the Deferred Compensation Report submitted by Advantis April 5, 2016
This is a copy of the Deferred Compensation Committee Minutes for March 16, 2016 - Voya Annual Report
This report summarizes information on any audits conducted on the Plan.