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Peace Officers Money Purchase Plan

The purpose of this plan and trust is to provide funds for retirement of the employees covered by this plan, and to provide funds for their beneficiaries in the event of death. 

Current Fund Line-Up Click Here

Quarterly Mutual Fund Performance Click Here

Money Purchase Plan for Peace Officers - Municipal Code  

Private Letter Ruling - Disability Offset

Ordinance No. 1967 - amends the Money Purchase Plan for Peace Officers to add an optional provision from the Pension Protection Act. The optional provision allows disabled or retired peace officers the ability to have up to $3,000 distributed tax-free annually from the money purchase plan in order to pay for insurance premiums for an accident or health plan or a qualified long-term care insurance contract.  Wells Fargo will administer the distribution process in compliance with the Pension Protection Act.
 
Investment Policy

Social Security Administration - Windfall Protection Act 

blue heading icons_money.pngInvestment Advice

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:

Kristi Sullivan
  
1-800-276-8952

View the Partnership announcement with Strategies by clicking here.
 
Click here for monthly participation tip prepared by Kristi Sullivan.

Here’s a look at past presentations provided by Kristi Sullivan:

     PIMCO Target Date Presentation

blue heading icons_click.png Website Access:

The plan is currently administered by Empower Retirement. The Peace Officer Money Purchase Plan number is 95265-02. Click here for instructions on how to access your Empower 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.
  
blue heading icons_checkbox.pngForms: