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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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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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Plan number 301333 <br />MissionSquare Retirement Agreement 8 of 12 <br />to the other no less than 60 days before the end of such Agreement year. The <br />Employer understands and acknowledges that, in the event the Employer <br />terminates this Agreement (or replaces the MissionSquare PLUS Fund of <br />VantageTrust as an investment option in its investment line-up), MissionSquare <br />retains full discretion to release Plan assets invested in the MissionSquare PLUS <br />Fund in an orderly manner over a period of up to 12 months from the date <br />MissionSquare receives written notification from the Employer that it has made <br />a final and binding selection of a replacement for MissionSquare as <br />administrator of the Plan (or a replacement investment option for the <br />MissionSquare PLUS Fund). <br />10. Amendments and Adjustments <br />(a) This Agreement may be amended by written instrument signed by the <br />parties. <br />(b) MissionSquare may modify this A <br />advance written notice to the Employer prior to the effective date of such <br />proposed modification. Such modification shall become effective unless, <br />within the 60-day notice period, the Employer notifies MissionSquare in <br />writing that it objects to such modification. <br />(c) The parties agree that enhancements may be made to administrative <br />services under this Agreement. The Employer will be notified of <br />enhancements or reduction in fees through electronic messages or <br />special mailings. <br />11. Notices <br />Unless otherwise provided in this Agreement, all notices required to be <br />delivered under this Agreement shall be in writing and shall be delivered, <br />mailed, e-mailed or faxed to the location of the relevant party set forth below or <br />to such other address or to the attention of such other persons as such party may <br />hereafter specify by notice to the other party. <br />MissionSquare: Legal Department, MissionSquare, 777 North <br />Capitol Street, N.E., Suite 600, Washington, D.C., 20002-4240 <br />Facsimile; (202) 962-4601 <br />Employer: at the office set forth in the first paragraph hereof, or to <br />any other address, facsimile number or e-mail address designated <br />by the Employer to receive the same by written notice similarly <br />given.
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