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403(b) Committee Meeting, 2/28/08


curnowc

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SCHOOL DISTRICT NO. 2

and

BILLINGS HIGH SCHOOL DISTRICT NO. 2

403(b) AD HOC COMMITTEE MEETING

 

 

 

Thursday, February 28, 2008 Room 216 10:00 a.m.

Lincoln Education Center 415 North 30th Street

 

AGENDA

 

VISITORS WISHING TO RECORD THIS MEETING ELECTRONICALLY MAY DO SO PROVIDING THE RECORDING DOES NOT DISRUPT THE ORDERLY CONDUCT OF THIS MEETING.

 

 

A. Communication From The Public

 

B. Timeline Schedule – Meeting With Employees/Reps

 

C. Follow up from February 15th meeting

* Roth 403(b) Admin. costs

* Mistaken Contributions

 

D. Plan Document

* Changes from 2/15/08

* Change in Deferrals:

2.4(a)

* Roth 403(b) Related Changes:

1.10, 1.20, 2.20, 5.3, 6.1(a), 6.1©, 6.5(d)

* Third Party Administrators:

7.1, 9.12

 

Additional Changes

* Account Exchanges and Transfers – 6.4 & 7.2

 

 

E. Approve minutes from 2/15/08 meeting.

 

Next meeting scheduled for Thursday, March 13, 2008

 

Link to Full Text of Agenda

 

 

 

 

 

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