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ICMA-RC 1/8/2020
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ICMA-RC 1/8/2020
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Last modified
1/16/2020 9:44:32 AM
Creation date
1/16/2020 9:44:10 AM
Metadata
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Template:
Contracts
Contractor's Name
ICMA-RC
Approval Date
1/8/2020
Council Approval Date
1/8/2020
Department
Human Resources
Department Project Manager
Kandy Bartlett
Subject / Project Title
Restated and Amended Administrative Services
Tracking Number
0002163
Total Compensation
$0.00
Contract Type
Agreement
Contract Subtype
Professional Services
Retention Period
6 Years Then Destroy
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Plan number 301333 <br /> and hardware security, access controls, data back-up and storage procedures,non- <br /> disclosure agreements, security incident response procedures,and audit reviews. <br /> (k) Making available access to ICMA-RC's plan sponsor EZLink web site to allow <br /> plan sponsors to access certain plan information and initiate plan transactions <br /> such as enrolling participants and managing contributions at any time. EZLink is <br /> normally available 24 hours a day, seven days a week except during scheduled <br /> maintenance periods designed to ensure high-quality performance. The scheduled <br /> maintenance window is outlined at https://ezlink.icmarc.org. <br /> (1) Distribution of benefits as agent for the Employer in accordance with terms of the <br /> Plan. Participants who have separated from service can request distributions <br /> through Account Access or via form. <br /> (m)Upon approval by the Employer that a domestic relations order is an acceptable <br /> qualified domestic relations order under the terms of the Plan,ICMA-RC will <br /> establish a separate account record for the alternate payee and provide for the <br /> investment and distribution of assets held thereunder. <br /> (n) Loans may be made available on the terms specified in the Loan Guidelines,if loans <br /> are adopted by the Employer. Participants can request loans through Account <br /> Access. <br /> (o) Guided Pathways Advisory Services—ICMA-RC's participant advice service, <br /> "Fund Advice", and asset allocation service, "Asset Class Guidance"may be <br /> made available through a third-party vendor on the terms specified on ICMA- <br /> RC's website. <br /> (p) ICMA-RC will determine appropriate delivery method(electronic and/or print) <br /> for plan sponsor/participant communications and education based on a number of <br /> factors(audience,effectiveness, etc.). <br /> 13 of 13 <br />
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