Legislation Details

File #: 14-11463    Version: 1 Name:
Type: Item Status: Agenda Ready
File created: 11/6/2026 In control: Police & Fire Department Retirement Plan and Health Care Trust
On agenda: 11/18/2026 Final action:
Title: Discussion and action to designate Retirement Clearinghouse, LLC as the vendor to pay a member’s distribution in a direct rollover to an individual retirement plan designated by the Board, in accordance with Section 401(a)(31)(B) of the Internal Revenue Code, IRS Notice 2005-5, and San José Municipal Code.
Attachments: 1. 4h - ORS PF Board Memo - Retirement Clearinghouse Designation
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Title

Discussion and action to designate Retirement Clearinghouse, LLC as the vendor to pay a member’s distribution in a direct rollover to an individual retirement plan designated by the Board, in accordance with Section 401(a)(31)(B) of the Internal Revenue Code, IRS Notice 2005-5, and San José Municipal Code.