Request #19-79
  Closed

All documents related to (i) the consolidation or transition of the city’s 457(b) and/or 401(a) plans in the past four years, and (ii) the services provided and compensation received by any plan consultant, investment advisor or fiduciary of the city’s 457(b) and/or 401(a) plans in the past four years, including but not limited to SFG Retirement Plan Consulting, LLC and any of its affiliates (collectively, the “Topics”), including but not limited to texts, emails, letters, memorandums, resolutions, studies, and reports related to or prepared or submitted in connection with such Topics.

Please contact me before you process the form informing me of the total cost of obtaining these documents. If available, please provide digital copies of any records requested pursuant to this request.


Received

March 29, 2019 via web


Departments

City Attorney

Documents

Public

(loading...)

Staff

Point of Contact

Gloria Ramirez

Request Published Public
April 18, 2019, 9:09am
Request Closed   Hide Public

Please be advised, your Public Records Request is now closed. We have provided all records responsive to your request. Feel free to contact me at 323-722-4805 ext. 2342 or at angiev@ci.commerce.ca.us if you have any questions. 

Angie Verdin, Deputy City Clerk

 

April 18, 2019, 9:09am
Document(s) Released   Details Public
RE 457(b).html
By The Numbers - 325 Weekly Edition.html
Re 401a Plan.html
By The Numbers - 318 Weekly Edition.html
RE Loans.html
City of Commerce - Revised.html
Call RE 401(a) One-timeLifetime Administration.html
RFI Request to ICMA-RC and Voya.html
By The Numbers - 218 Weekly Edition.html
By The Numbers - 211 Weekly Edition.html
Re City of Commerce Plan Loans and Investment Selection Percentage-62972.html
2 Agreement.pdf
1 Agreement.pdf
Recent Market Declines in Perspective.html
RE Services Agreement.html
Re Request to Add Vendor - SFG-redacted.pdf
RE ICMA-RC LOA.html
April 18, 2019, 9:08am
Document(s) Released   Details Public
FW City List.html
RE [External]FW Get Together.txt
RE Follow Up.html
RE [External]FW Get Together.txt
RE Commerce Meeting.html
FW RFP.html
Re Commerce Revised Pricing.html
FW Mass Mutual Transition.html
FW City of Commerce - Website Access.html
By The Numbers - 311 Weekly Edition.html
SFG Retirement Plan Consulting Service Contract Draft.doc
RE Commerce Meeting.html
Re Investment Policy Statement.html
RE Commerce Revised Pricing.html
RE Commerce Pre-Transition Meetings.html
RE Commerce Meeting.html
DRAFT Staff Report.docx
Investment Policy Statement.html
Re ICMA-RC LOA.html
Re City List.html
FW RFP for Deferred Comp Consultant.html
FW RFP for Deferred Comp Consultant.html
City of Commerce.txt
RE [External]FW Get Together.txt
RE [External]FW Get Together.txt
Re Info for MassMutual-redacted.pdf
Agreement.html
FW City of Commerce - Website AccessFrom.html
FW Mass Mutual Presentation.html
By The Numbers - 128 Weekly Edition.html
By The Numbers - 24 Weekly Edition.html
Follow Up.html
Reso requested.html
Reso 18-93 Consolidate 457b and 401a SFG 7-3-18.pdf
RE Commerce Meeting.txt
MassMutual Login.html
401a Plan.html
RE 457 plan net expense ratios.html
The BEST of By The Numbers 2018.html
RE 457 plan net expense ratios.html
Mass Mutual Transition.html
Updated Staff Report & Advisory Agreement.html
[BULK] By The Numbers - 1126 Weekly Edition.html
RE City of CommerceMassMutual Weekly Conversion Call Agenda 102518.html
Get Together.html
RE RFP for Deferred Comp Consultant.html
RE 457(b) plans.html
Mass Mutual Transition.html
FW Commerce Meeting.html
FW City of CommerceMassMutual Weekly Conversion Call Agenda 102518.html
SFGRPC Govt Prospect List 2019-01-09.pdf
Re Conversation Follow-Up.html
RE Contact.html
By The Numbers - 115 Weekly Edition.html
RE City of CommerceMassMutual Weekly Conversion Call AgendaAugust 16th.html
RE ICMA-RC LOA.html
1 Staff Report.pdf
2 Staff Report.pdf
1 Reso.pdf
2 Reso.pdf
April 15, 2019, 1:53pm
Department Assignment Public
Added: City Attorney. Removed: Finance, IT.
April 10, 2019, 4:43pm
Department Assignment Public
Added: IT.
April 3, 2019, 4:02pm
Department Assignment Public
Added: Finance.
March 29, 2019, 2:48pm
Request Opened Public
Request received via web
March 29, 2019, 11:12am