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MissionSquare Retirement 8/6/2025 Amendment 3
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MissionSquare Retirement 8/6/2025 Amendment 3
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Entry Properties
Last modified
8/21/2025 9:24:53 AM
Creation date
8/21/2025 9:24:25 AM
Metadata
Fields
Template:
Contracts
Contractor's Name
MissionSquare Retirement
Approval Date
8/6/2025
End Date
12/31/2030
Department
Human Resources
Department Project Manager
Chelsi Bardwell
Subject / Project Title
Renewal of administrative services
Amendment/Change Order
Amendment
Amendment/Change Order Number
3
Tracking Number
0002163
Total Compensation
$0.00
Contract Type
Agreement
Contract Subtype
Professional Services (PSA)
Retention Period
6 Years Then Destroy
Imported from EPIC
No
Document Relationships
ICMA-RC 1/8/2020
(Amendment)
Path:
\Documents\City Clerk\Contracts\Agreement\Professional Services (PSA)
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MissionSquare Retirement Agreement 1 of 12 <br />ADMINISTRATIVE SERVICES AGREEMENT <br /> is made as of this <br />day, (please enter date) ____________________________________, (herein <br />referred to as the "Inception Date"), between the International City Management <br />Association Retirement Corporation doing business as MissionSquare <br />under the laws of the State of Delaware, and the City of Everett <br />an Entity organized and existing under the laws of the State of Washington with <br />an office at 2930 Wetmore Avenue, Everett, Washington 98201 . <br />RECITALS <br />that capacity, has responsibility to obtain administrative services and investment <br />alternatives for the Plan; <br />VantageTrust is a group trust established and maintained in accordance <br />with New Hampshire Revised Statutes Annotated section 391:1 and Internal <br />Revenue Service Revenue Ruling 81-100, 1981-1 C.B. 326, which provides for <br />the commingled investment of retirement funds; <br />MissionSquare, or its wholly owned subsidiary, acts as investment adviser <br />to VantageTrust Company, LLC, the Trustee of VantageTrust; <br />MissionSquare has designed, and VantageTrust Company offers, a series <br />of separate funds (the <br />MissionSquare ; and <br />MissionSquare provides a range of services to public employers for the <br />operation of employee retirement plans including, but not limited to, <br />communications concerning investment alternatives, account maintenance, <br />account recordkeeping, investment and tax reporting, transaction processing, <br />and benefit disbursement.
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