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2.43.3502    ADOPTION OF INVESTMENT POLICY STATEMENT AND STABLE VALUE FUND INVESTMENT GUIDELINES

(1) The board adopts and incorporates by reference the State of Montana 401(a) Defined Contribution Plan Investment Policy Statement approved by the board on July 8, 2010.

(2) The board adopts and incorporates by reference the State of Montana Stable Value Investment Guidelines Schedule approved by the board on December 29, 2009.

(3) Copies of the Investment Policy Statement and Full Discretion Guidelines 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. The documents are also available online at www.mpera.mt.gov.

History: 19-3-2104, MCA; IMP, 19-3-2104, 19-3-2122, MCA; NEW, 2002 MAR p. 1884, Eff. 7/12/02; AMD, 2004 MAR p. 1131, Eff. 5/7/04; AMD, 2005 MAR p. 1907, Eff. 10/7/05; AMD, 2007 MAR p. 677, Eff. 5/25/07; AMD & TRANS, from ARM 2.43.1002, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 1010, Eff. 6/26/09; AMD, 2010 MAR p. 1724, Eff. 7/30/10; AMD, 2010 MAR p. 2571, Eff. 10/29/10.

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