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8F Consent 2009 0518
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8F Consent 2009 0518
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5/15/2009 10:48:02 AM
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5/15/2009 10:48:00 AM
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CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Staff Report
Document Date (6)
5/18/2009
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_CC Agenda 2009 0518
(Reference)
Path:
\City Clerk\City Council\Agenda Packets\2009\Packet 2009 0518
Reso 2009-067
(Reference)
Path:
\City Clerk\City Council\Resolutions\2009
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b. Directed Investment Approach <br />If the Directed Investment Approach is selected, the Employer must attach its investment <br />policy and retain its own Registered Investment Advisor. The Employer shall be <br />permitted to direct investments of its Agency Account pursuant to the terms of the Trust <br />Agreement. <br />Execution and Adoption of Plan and Related Documents <br />By executing this Adoption Agreement, the Employer hereby adopts and agrees to be <br />bound by the Master Plan Document and the Trust Agreement, and hereby ratifies, confirms and <br />approves the appointment of Union Bank of California, N.A. as the Trustee and the appointment <br />of Public Agency Retirement Services as the Trust Administrator as of the Effective Date. <br />The Employer understands and agrees that the Trust Agreement may be amended from <br />time to time by a vote of the Employers as set forth in the Trust Agreement. <br />This Adoption Agreement is hereby executed and effective as of this day of <br />20~. <br />EMPLOYER (specify): <br />By <br />Plan Administrator <br />ACCEPTED: <br />Trust Administrator: Phase II Systems, dba Public Agency Retirement Services <br />By: <br />Date: <br />Title: <br />Trustee and Investment Fiduciary: Union Bank of California, N.A. <br />By: <br />Date: <br />By: <br />Date: <br />Title: <br />Title: <br />NB 1:679999.4 EXHIBIT "A" TO PUBLIC AGENCIES POST-RETIREMENT HEALTH CARE PLAN TRUST AGREEMENT <br />
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