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Rule: 2.43.5101 Prev     Up     Next    
Rule Title: ADOPTION OF DEFERRED COMPENSATION PLAN DOCUMENT AND TRUST AGREEMENT
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Department: ADMINISTRATION
Chapter: PUBLIC EMPLOYEES' RETIREMENT BOARD
Subchapter: Deferred Compensation (457) Plan
 
Latest version of the adopted rule presented in Administrative Rules of Montana (ARM):

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2.43.5101    ADOPTION OF DEFERRED COMPENSATION PLAN DOCUMENT AND TRUST AGREEMENT

(1) The board adopts and incorporates by reference the following:

(a) State of Montana Public Employee Deferred Compensation Plan Document, that was approved by the board on February 9, 2023, and describes the terms and conditions related to the operation and administration of the plan; and

(b) State of Montana Public Employee Deferred Compensation Plan Trust Agreement (January 1, 2002 edition), that was approved by the board on February 22, 2001, and September 28, 2001. The trust agreement sets the board's responsibilities as trustee of the deferred compensation plan and requires that the assets of the trust be used for the exclusive benefit of the plan participants and beneficiaries.

(2) Copies of the Deferred Compensation Plan Document, Trust Agreement, and related materials may be obtained from the MPERA, 100 North Park Avenue, Suite 200, P.O. Box 200131, Helena, MT 59620-0131, phone 1 (877) 275-7372, e-mail mpera@mt.gov, and are available on MPERA's web site at www.mpera.mt.gov.

 

History: 19-50-102, MCA; IMP, 19-50-102, MCA; NEW, 2002 MAR p. 1893, Eff. 7/12/02; AMD, 2005 MAR p. 1908, Eff. 10/7/05; TRANS, from ARM 2.43.1801, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 81, Eff. 1/30/09; AMD, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2013 MAR p. 2234, Eff. 11/28/13; AMD, 2014 MAR p. 1999, Eff. 9/5/14; AMD, 2015 MAR p. 1891, Eff. 10/30/15; AMD, 2018 MAR p. 433, Eff. 2/24/18; AMD, 2020 MAR p. 1614, Eff. 8/29/20; AMD, 2023 MAR p. 401, Eff. 4/29/23.


 

 
MAR Notices Effective From Effective To History Notes
2-43-634 4/29/2023 Current History: 19-50-102, MCA; IMP, 19-50-102, MCA; NEW, 2002 MAR p. 1893, Eff. 7/12/02; AMD, 2005 MAR p. 1908, Eff. 10/7/05; TRANS, from ARM 2.43.1801, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 81, Eff. 1/30/09; AMD, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2013 MAR p. 2234, Eff. 11/28/13; AMD, 2014 MAR p. 1999, Eff. 9/5/14; AMD, 2015 MAR p. 1891, Eff. 10/30/15; AMD, 2018 MAR p. 433, Eff. 2/24/18; AMD, 2020 MAR p. 1614, Eff. 8/29/20; AMD, 2023 MAR p. 401, Eff. 4/29/23.
2-43-601 8/29/2020 4/29/2023 History: 19-50-102, MCA; IMP, 19-50-102, MCA; NEW, 2002 MAR p. 1893, Eff. 7/12/02; AMD, 2005 MAR p. 1908, Eff. 10/7/05; TRANS, from ARM 2.43.1801, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 81, Eff. 1/30/09; AMD, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2013 MAR p. 2234, Eff. 11/28/13; AMD, 2014 MAR p. 1999, Eff. 9/5/14; AMD, 2015 MAR p. 1891, Eff. 10/30/15; AMD, 2018 MAR p. 433, Eff. 2/24/18; AMD, 2020 MAR p. 1614, Eff. 8/29/20.
2-43-564 2/24/2018 8/29/2020 History: 19-50-102, MCA; IMP, 19-50-102, MCA; NEW, 2002 MAR p. 1893, Eff. 7/12/02; AMD, 2005 MAR p. 1908, Eff. 10/7/05; TRANS, from ARM 2.43.1801, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 81, Eff. 1/30/09; AMD, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2013 MAR p. 2234, Eff. 11/28/13; AMD, 2014 MAR p. 1999, Eff. 9/5/14; AMD, 2015 MAR p. 1891, Eff. 10/30/15; AMD, 2018 MAR p. 433, Eff. 2/24/18.
2-43-530 10/30/2015 2/24/2018 History: 19-50-102, MCA; IMP, 19-50-102, MCA; NEW, 2002 MAR p. 1893, Eff. 7/12/02; AMD, 2005 MAR p. 1908, Eff. 10/7/05; TRANS, from ARM 2.43.1801, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 81, Eff. 1/30/09; AMD, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2013 MAR p. 2234, Eff. 11/28/13; AMD, 2014 MAR p. 1999, Eff. 9/5/14; AMD, 2015 MAR p. 1891, Eff. 10/30/15.
2-43-510 9/5/2014 10/30/2015 History: 19-50-102, MCA; IMP, 19-50-102, MCA; NEW, 2002 MAR p. 1893, Eff. 7/12/02; AMD, 2005 MAR p. 1908, Eff. 10/7/05; TRANS, from ARM 2.43.1801, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 81, Eff. 1/30/09; AMD, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2013 MAR p. 2234, Eff. 11/28/13; AMD, 2014 MAR p. 1999, Eff. 9/5/14.
2-43-493 11/28/2013 9/5/2014 History: 19-50-102, MCA; IMP, 19-50-102, MCA; NEW, 2002 MAR p. 1893, Eff. 7/12/02; AMD, 2005 MAR p. 1908, Eff. 10/7/05; TRANS, from ARM 2.43.1801, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 81, Eff. 1/30/09; AMD, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2013 MAR p. 2234, Eff. 11/28/13
2-43-435 7/30/2010 11/28/2013 History: 19-50-102, MCA; IMP, 19-50-102, MCA; NEW, 2002 MAR p. 1893, Eff. 7/12/02; AMD, 2005 MAR p. 1908, Eff. 10/7/05; TRANS, from ARM 2.43.1801, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 81, Eff. 1/30/09; AMD, 2010 MAR p. 1725, Eff. 7/30/10.
2-43-409 1/30/2009 7/30/2010 History: 19-50-102, MCA; IMP, 19-50-102, MCA; NEW, 2002 MAR p. 1893, Eff. 7/12/02; AMD, 2005 MAR p. 1908, Eff. 10/7/05; TRANS, from ARM 2.43.1801, 2008 MAR p. 2467, Eff. 12/1/08; AMD, 2009 MAR p. 81, Eff. 1/30/09.
2-43-403 12/1/2008 1/30/2009 History: 19-50-102, MCA; IMP, 19-50-102, MCA; NEW, 2002 MAR p. 1893, Eff. 7/12/02; AMD, 2005 MAR p. 1908, Eff. 10/7/05; TRANS, from ARM 2.43.1801, 2008 MAR p. 2467, Eff. 12/1/08.
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