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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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6.7 Payments to Minors and Incompetents 22 <br /> 6.8 Procedure When Distributee Cannot Be Located 22 <br /> 6.9 Direct Rollover 22 <br /> 6.10 Inservice Distributions 23 <br /> 6.11 Qualified Distributions for Retired Public Safety Officers 25 <br /> SECTION VII ROLLOVERS AND PLAN TRANSFERS 26 <br /> 7.1 Eligible Rollover Contributions to the Plan 26 <br /> 7.2 Plan-to-Plan Transfers to the Plan 26 <br /> 7.3 Plan-to-Plan Transfers from the Plan 27 <br /> 7.4 Permissive Service Credit Transfers 28 <br /> SECTION VIII BENEFICIARY 29 <br /> 8.1 Beneficiary Designation 29 <br /> SECTION IX ADMINISTRATION AND ACCOUNTING 30 <br /> 9.1 Administrator 30 <br /> 9.2 Administrative Costs 30 <br /> 9.3 Paperless Administration 30 <br /> SECTION X AMENDMENTS 32 <br /> 10.1 Amendment 32 <br /> 10.2 Conformation 32 <br /> 10.3 Plan Termination 32 <br /> SECTION XI TRUST FUND 33 <br /> 11.1 Trust Fund 33 <br /> SECTION XII MISCELLANEOUS 34 <br /> 12.1 Non-Assignability 34 <br /> 12.2 Domestic Relation Orders 34 <br /> 12.3 IRS Levy 34 <br /> 12.4 Mistaken Contributions 34 <br /> 12.5 Employment 35 <br /> 12.6 Successors and Assigns 35 <br /> 12.7 Written Notice 35 <br /> 12.8 Total Agreement 35 <br /> 12.9 Gender 35 <br /> 12.10 Controlling Law 35 <br /> EMPLOYER ADOPTION PAGE 36 <br /> ii <br /> GN- 107672 Specimen 457(b)Plan Document <br /> GPLANLVL—CORRSPND Deferred Compensation Plan <br /> Ver 102011 <br />
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