Administrative Rules of Montana
Department 2 - ADMINISTRATION
Chapter 2.43 - PUBLIC EMPLOYEES' RETIREMENT BOARD
Subchapter 2.43.51 - Deferred Compensation (457) Plan
Rule 2.43.5101 - ADOPTION OF DEFERRED COMPENSATION PLAN DOCUMENT AND TRUST AGREEMENT

Universal Citation: MT Admin Rules 2.43.5101

Current through Register Vol. 18, September 20, 2024

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

(a) State of Montana Public Employee Deferred Compensation Plan Document, that was approved by the board on February 9, 2023, and describes the terms and conditions related to the operation and administration of the plan; and

(b) State of Montana Public Employee Deferred Compensation Plan Trust Agreement (January 1, 2002 edition), that was approved by the board on February 22, 2001, and September 28, 2001. The trust agreement sets the board's responsibilities as trustee of the deferred compensation 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 Deferred Compensation Plan Document, Trust Agreement, and related materials may be obtained from the 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.

AUTH: 19-50-102, MCA; IMP: 19-50,102, MCA

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