PDF DEFERRED COMPENSATION PLAN MANAGEMENT BOARD Notice of Regular ...

DEFERRED COMPENSATION PLAN MANAGEMENT BOARD Notice of Regular Meeting/Agenda

DATE: TIME: PLACE:

Friday, March 2, 2018 9:00 am 5th Floor - Finance Conference Room 255 West Alameda Tucson, Arizona 85701

A) Call to Order

B) Consent Agenda 1. Approval of regular Board meeting minutes from December 1, 2017 Note 1 2. Approval of Quarterly $12,500 Administrative Fee Payment to TSRS

C) Investment Performance on Participant Accounts for 4th Quarter 2017 1. Review Q4, 2017 ? Analytics (Executive Summary) for 12/31/2017 2. Capital Markets Update 3. Review 12/31/2017 Plan Investment Report a. Scorecard Metrics b. Funds on Watch List during previous periods 4. VT Vantagepoint Milestone Funds

D) Administrative Discussions 1. American Funds Target Date Series 2. Proposed Recast of Revenue Cost Basis of the VT Vantagepoint and Plus Funds

E) For the Board's Consideration 1. For The Federal Reserve, a New Chief but Same Interest-Rate Path--Update 2. 70% of Fund Managers See Danger Ahead ? The Highest Percentage Since the Financial Crisis 3. Retirement Account or Bank Account? Employees Cash out 401(k) in Record Numbers

F) Call to Audience

G) Future Agenda Items 1. Administrative Fee Study

H) Adjournment

Note 1 ? this item was unavailable at the time Board packets were distributed but will be provided electronically by March 1, 2018

Please Note: Legal Action may be taken on any agenda item

a

CITY OF TUCSON DEFERRED COMPENSATION PLANS VISUAL ANALYTICS ? Q4 2017

Presented by: Ken Wedemeyer, Vice President, Relationship Management Jason Boyd, Director, Relationship Management Gary Helm, Vice President, Regional Sales Valerie Honea, Retirement Plan Specialist

City of Tucson Total Asset Relationship with ICMA-RC

As of December 31, 2017

1

Plan Statistics ? 457 Asset Allocation as of December 31, 2017

2

Plan Statistics ? 457 Allocation by Age Band as of December 31, 2017

3

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download