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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 /> Vantagepoint Discovery R7 <br /> Vantagepoint Equity Income R7 <br /> Vantagepoint Agg Opps R7 <br /> Vantagepoint International R7 <br /> Vantagepoint Emerging Mrkts R7 <br /> Vantagepoint Growth&Inc R7 <br /> Vantagepoint Infi Foc R7 <br /> Vantagepoint Milestone Ret Inc R9 <br /> Vantagepoint PLUS Fund R7 <br /> VT Retirement IncomeAdvantage R5 <br /> Vantagepoint Milestone 2010 R9 <br /> Vantagepoint Milestone 2015 R9 <br /> Vantagepoint Milestone 2020 R9 <br /> Vantagepoint Milestone 2025 R9 <br /> Vantagepoint Milestone 2030 R9 <br /> Vantagepoint Milestone 2035 R9 <br /> Vantagepoint Milestone 2040 R9 <br /> Vantagepoint Milestone 2045 R9 <br /> Vantagepoint Milestone 2050 R9 <br /> Vantagepoint Milestone 2055 R9 <br /> Vantagepoint MP Cons Gr R9 <br /> Vantagepoint MP Trad Gr R9 <br /> Vantagepoint MP Lng-Trm Gr R9 <br /> Vantagepoint MP Glbl Eq Gr R9 <br /> (b) Compensation for Management Services to VantageTrust, <br /> Compensation for Advisory and other Services to the VT III <br /> Vantagepoint Funds and Payments from Third-Party Mutual Funds. <br /> Employer acknowledges that, in addition to amounts payable under this <br /> Agreement,ICMA-RC,or its wholly owned subsidiary,receives fees from <br /> VantageTrust for investment advisory services and plan and participant <br /> services furnished to VantageTrust. Employer further acknowledges that <br /> ICMA-RC, including certain of its wholly owned subsidiaries,receives <br /> compensation for advisory and other services furnished to the VT III <br /> Vantagepoint Funds,which serve as the underlying portfolios of a number <br /> of Funds offered through VantageTrust.For a VantageTrust Fund that <br /> invests substantially all of its assets in a third-party mutual fund not <br /> affiliated with ICMA-RC,ICMA-RC or its wholly owned subsidiary <br /> receives payments from the third-party mutual fund families or their <br /> service providers in the form of 12b-1 fees, service fees, compensation for <br /> sub-accounting and other services provided based on assets in the <br /> underlying third-party mutual fund. These fees are described in the VT <br /> Disclosures and ICMA-RC's fee disclosure statement. In addition,to the <br /> extent that third party mutual funds are included in the investment line-up <br /> for the Plan, ICMA-RC receives administrative fees from its third party <br /> mutual fund settlement and clearing agent for providing administrative <br /> 6 of 13 <br />
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