HOME    SEARCH    ABOUT US    CONTACT US    HELP   
           
Prev Next

2.43.3501    ADOPTION OF DEFINED CONTRIBUTION PLAN DOCUMENT AND TRUST AGREEMENT

(1) The board adopts and incorporates by reference the following:

(a) State of Montana Public Employee Defined Contribution Plan Document (December 2015 edition) that was approved by the board on December 22, 2015 and subsequently amended April 14, 2016 retroactive to December 22, 2015 and describes the terms and conditions related to the operation and administration of the plan;

(b) State of Montana Public Employee Defined Contribution Plan Trust Agreement (July 1, 2002, edition), that was approved by the board on April 26, 2001, and September 28, 2001, and approved by the Internal Revenue Service on September 24, 2001. The trust agreement sets the board's responsibilities as trustee of the defined contribution plan and requires that the assets of the trust be used for the exclusive benefit of the plan participants and beneficiaries.

(2) Copies of the Defined Contribution Plan Document, Trust Agreement, and related materials may be obtained from MPERA, 100 North Park Avenue, Suite 200, P.O. Box 200131, Helena, MT 59620-0131, phone 1 (877) 275-7372, e-mail mpera@mt.gov, and are available on MPERA's web site at www.mpera.mt.gov

History: 19-3-2104, MCA; IMP, 19-3-2102, MCA; NEW, 2002 MAR p. 1884, Eff. 7/12/02; TRANS, from ARM 2.43.1001, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 82, Eff. 1/30/09; AMD, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2014 MAR p. 1999, Eff. 9/5/14; AMD, 2015 MAR p. 1891, Eff. 10/30/15; AMD, 2016 MAR p. 1161, Eff. 7/9/16.

Home  |   Search  |   About Us  |   Contact Us  |   Help  |   Disclaimer  |   Privacy & Security