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401k/457 Single Provider RFP 

From 01/17/19 2:00 PM To 01/17/19 4:00 PM

City Hall, Treasury Conference Room, Suite 330

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The fourth in a series of meetings to discuss changes/decisions affecting Investment Options.

Date:   Thursday, January 17, 2019
Time:   2:00 p.m. to 4:00 p.m.
Place:  City Hall, Treasury Conference Room, Suite 330

Agenda Topics expected to be covered:

  • Follow-up information from RVK re: flexibility of accessing specialty funds and/or other existing funds (if not carried forward in base lineup) through Self-Directed Brokerage Account (SDBA) provided by TD Ameritrade, plus any other investment-related follow-up information RVK may provide at the meeting
  • Formal decision to be made, with all Committee members at meeting casting a vote, re: investment lineup to be shared by both DC Plan (i.e., 401k and 457 Deferred Comp)

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