退休计划委员会
委员会成员
- Lori Seager，财务副总裁 & 首席财务官(主席)
- Amber Brannigan, Associate Vice President - Campus Operations & 设施和服务
- 副总统佩德罗·德·阿劳霍 & 学院院长
- 埃丝特·雷德蒙，经济学教授 & 业务(无投票权)
- Mario Montano, Retired 教师 (non-voting)
委员会宗旨:
The 退休计划委员会 is an administrative Committee charged with administering the Retirement Plan, the members of which are appointed by the President of The 科罗拉多大学.
The Committee is a "named fiduciary" for purposes of Section 402(a)(1) of the Employee Retirement Income Security Act of 1974 (ERISA) with respect to the Plan. The Committee has discretionary authority to control and manage the operation and administration of the Plan and is responsible for complying with all of the reporting and disclosure requirements of Part I of Subtitle B of Title 1 of ERISA.
The Committee has discretionary authority to administer the Plan in all of its details subject to ERISA and discretionary powers necessary to carry out the terms of the Plan including, 但不限于, 电源:
- to make and enforce such rules as it deems necessary or proper for the efficient administration of the Plan;
- 解释图则, to decide all questions concerning the Plan (including factual questions) and the eligibility of any person to participate in the Plan;
- to decide which Annuity Contracts and Custodial Accounts will be available for contributions, 不时地;
- 授权支付福利;
- 委任代理, 法律顾问, and consultants as it deems necessary to assist in administering the Plan; and,
- to allocate and delegate, by written instrument, its duties and responsibilities.
Any interpretation of the Plan or other determination with respect to the Plan by the Committee or its delegate shall be final and conclusive on all persons in the absence of clear and convincing evidence that the Committee or its delegate acted arbitrarily and capriciously.
文档(点击文档打开)
- 投资政策声明
- 投资数组 (list of investment options available under the plan)
- 回顾年度文件
- Summary Annual Report for CC Retirement Plan (2021)
- Summary Annual Report for Emeriti Plan (2021)
- Summary Annual Report for 美术中心 Frozen Retirement Plan (2021)
Committee Partners (click name for description)
坚实可靠
坚实可靠 Group is an independent retirement plan consulting firm headquartered in Portland, OR. 这家收费咨询公司, serves the college as a fiduciary to the retirement plan, providing investment advice to the retirement plan committee along with the services bulleted below.
Their consulting philosophy is to help plan sponsors make sound decisions informed by the data, 知识, and experience that they have accumulated working with plan sponsors in similar situations.
摩特诺玛集团(Erik Daley) & 格雷格·约翰逊)
- 投资经理 & 共同基金搜索
- 性能监控 & 评估报告
- 一般市场最新情况
- 计划文件评审
- 年度监管更新
- Vendor Service Contract Renegotiations
- 年费基准
阅读更多关于他们的信息 www.multnomahgroup.com
TIAA
科罗拉多大学 was the first educational institution to send a contribution to TIAA and TIAA still serves as the financial institution and record-keeper for CC's retirement plan. TIAA helps employees select investment vehicles for their retirement funds from among those offered at TIAA (or through a brokerage window). TIAA provides financial 法律顾问ors onsite and via telephone and has tools for individual investment selections online at www.tiaa.org/coloradocollege. See below for a list of the services they provide.
TIAA(梅丽莎·索普)
- 金融机构
- Education and retirement planning services
- 研讨会
- 一对一的会议
- 全天候网络访问
- 保留记录
- 受托人 & 合规
Insero
Insero & Company annually audits CC's retirement plan and Emeriti plan. Insero is one of the top 25 employee benefit plan accounting firms in the United States based on plan assets audited, providing audit and compliance services to over 150 benefit plan clients across more than 30 states. Insero's employee benefit plan audit team receive specialized training on benefit plan matters in addition to extensive on the job training. They have an extensive and well-established quality control process to ensure audits and financial statements comply with DOL standards. They are committed to upholding the standards of the American Institute of Certificated Public Accountants (AICPA), and undergo a peer review by an outside public accounting firm every three years. They are registered with the Public Company Accounting Oversight Board (PCAOB), and are members of the AICPA Employee Benefit Plan Audit Quality Center and the AICPA Center for Public Company Audit Firms. Peer reviews and routine examinations by the PCAOB and DOL have resulted in no findings or quality control matters.