The purpose of this plan and trust is to provide funds for retirement for regular, full-time employees who meet eligibility requirements and to provide funds for their beneficiaries in the event of death.
The benefits provided by this plan will be paid from a trust established by the employer and will be in addition to the benefits employees are entitled to receive under any other programs of the employer and from the Federal Social Security Act.
Current Mutual Fund Line-Up click here
Quarterly Mutual Fund Performance click here
Kristi Sullivan, Certified Financial Planner with Strategies LLC is available to employees enrolled in this plan for investment advice. Kristi is typically on-site once a month for thirty-minute appointments or can be contacted on a individual basis, please see her information below:
View the Partnership announcement with Strategies by clicking here.
The plan is currently administered by Great West. The General Employee Money Purchase Plan number is 95265-01. Click here for instructions on how to access your Great West account online to:
- View your account balance
- Update or change your beneficiary information
- Change your investment elections
- Change your deferral percentage
Update Beneficiary Information Today! Click here to find out how.
Strategies LLC Monthly Participation Tips:
Strategies LLC Presentations:
Budgeting and FICO Scores
How to Find and Pay for a Financial Advisor
General Money Purchase Plan New Fund Line-Up January 2014
Understanding Investment Fees
Year-End Tax Planning
Contact Information for Current Pension Committee Members:
The plan is administered by a pension committee consisting of five members:
The pension committee is responsible for the following:
Current Board Meeting Agenda:
November 21, 2014 Agenda || Strategies Investment and Plan Review 11/21/2014 || Replacement Options for Total Return Fund || Replacement Options Comparison Sheet for Total Return Fund
Past Board Meeting Minutes and Documents:
August 22, 2014 || Strategies Investment and Plan Review 8/22/2014 || Strategies Q2 Performance Report || Q2 Mutual Fund Performance || Wells Fargo Q2 Review || Q2 Performance Summary for Defined Benefit Plan
May 2, 2014 || Strategies Investment and Plan Review 5/2/2014 || Q1 Performance Summary for the Defined Benefit Plan || Defined Benefit Plan Fixed Income Portfolio Diagnostics - April 2014
January 24, 2014 || Strategies Investment and Plan Review 1/24/2014 || Q4 Performance Summary for the Defined Benefit Plan
November 20, 2013 || Strategies Investment and Plan Review 11/20/2013 || Q3 Performance || Q3 Performance Summary for the Defined Benefit Plan || Q3 Wells Fargo MPP Report
October 4, 2013 || October 4, 2013 || Strategies Assessment and Recommendations 10/4/2013
August 20, 2013 || August 20, 2013 || Q2 Compliance Report || Q2 Performance Report || Q2 Summary Report || Defined Benefit Plan Q2 Report || Strategies Report
May 10, 2013 || May 10, 2013 || Q1 Compliance Report || Diversification Report || Q1 Summary || Q1 Performance Summary for the Defined Benefit Plan
February 22, 2013 || June 18, 2012 || April 9, 2012 || March 12, 2012 || February 3, 2012 Click here for document referenced in the minutes.
Money Purchase Plan for General Employees - Municipal Code