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MassMutual 8/18/2017
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MassMutual 8/18/2017
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Entry Properties
Last modified
10/5/2017 9:28:54 AM
Creation date
10/5/2017 9:28:41 AM
Metadata
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Template:
Contracts
Contractor's Name
MassMutual
Approval Date
8/18/2017
Council Approval Date
8/16/2017
Department
Human Resources
Department Project Manager
Sharon DeHaan
Subject / Project Title
Updated MassMutual 457(b) Plan Document
Tracking Number
0000842
Total Compensation
$0.00
Contract Type
Agreement
Retention Period
6 Years Then Destroy
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(d) Disregard Excess Deferral. For purposes of Sections 3.1, 3.2, and 3.3, an individual is <br /> treated as not having deferred compensation under a plan for a prior taxable year if excess <br /> deferrals under the plan are distributed, as described in Section 3.5. To the extent that the <br /> combined deferrals for pre-2002 years exceeded the maximum deferral limitations, the <br /> amount is treated as an excess deferral for those prior years. <br /> 3.5 Correction of Excess Deferrals <br /> If the Annual Deferral on behalf of a Participant for any calendar year exceeds the limitations <br /> described above, or the Annual Deferral on behalf of a Participant for any calendar year exceeds <br /> the limitations described above when combined with other amounts deferred by the Participant <br /> under another eligible deferred compensation plan under Code Section 457(b) for which the <br /> Participant provides information that is accepted by the Administrator,then the Annual Deferral, <br /> to the extent in excess of the applicable limitation(adjusted for any income or loss in value,if any, <br /> allocable thereto), shall be distributed to the Participant as soon as administratively practicable <br /> after the Administrator determines that the amount is an excess deferral. <br /> 10 <br /> GN-107672 Specimen 457(b)Plan Document <br /> GPLANLVL—CORRSPND Deferred Compensation Plan <br /> Ver 102011 <br />
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