Thursday, February 9, 2012

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457 Deferred Compensation Program
Deferred Compensation Advisory Committee
SUMMARY OF PLANS Voluntary Contribution Plan Mandatory Contribution (PTC) Plan Deferred Compensation Plan Information     RETIREMENT / SEPARATION INFO Deferral Form for Unused Leave Payouts  CONTRIBUTION LIMITS   Historical Contribution Limits 2012 Contribution Limits      RFP PROCESS Report: 2011 RFP Process for Investment and Administration Services PAYROLL CONTRIBUTION CHANGES Instructions for Making Contribution Changes 2012 Effective Date Schedule for Contribution Changes   FORMS NEW! EZ Enrollment Form Distribution Overview Distribution Process Distribution Notification Form Catch - Up Enrollment Form Leave Payout Deferral Form   BENEFICIARY UPDATE INFORMATION Deferred Compensation Beneficiary Update Information  GOVERNING DOCUMENTS       Rules of Order    Municipal Code Chapter 3, Sec. 3.48    Municipal Code Chapter 3, Sec. 3.50    ING Contract    Investment Policy  LOAN PROGRAM Facts You Should Know Loans Could Be Dangerous     DIVORCE INFORMATION Joinder of the Plan and Sample of Domestic Relations Order (DRO)     RETIREMENT PLANNING ING Save for Retirement Presentation Retirement Services Presentation Social Security Presentation   EDUCATIONAL SEMINARS  2012 Educational Seminar Schedule   Investment Information Investment Returns   Manage Your Accounts             ingretirementplans.com/custom/sanjose           CONTACT US      ING Representatives Click HERE to find out your assigned department representative Peter Ng: (408) 386-6061 (cell) Steve Moy: (408) 890-9288 (cell) DeferredCompensation@sanjoseca.gov           Main: (408) 975-1465    Fax Number:  (408) 999-0889 City of San José Deferred Compensation Staff     Kelly Wright: (408) 975-1434 Debbi Bohnet-Nuttall: (408) 975-1433 Tina Smith: (408) 975-1441                                                       MAILING ADDRESS     City of San José - Human Resources Department    200 East Santa Clara Street, 2nd Floor - Wing   San José, CA 95113
The City of San Jose is committed to open and honest government and strives to consistently meet the community’s expectations by providing excellent service, in a positive and timely manner, and in the full view of the public. The City Code of Ethics may be viewed on-line at http://www.sanjoseca.gov/clerk/cp_manual/CPM_0_15.pdf.

Last Modified Date: 2/7/2012

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