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Rule Title: ADOPTION OF STATE OF MONTANA PUBLIC EMPLOYEES POOLED TRUST
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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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2.43.5104    ADOPTION OF STATE OF MONTANA PUBLIC EMPLOYEES POOLED TRUST

(1) The board adopts and incorporates by reference the Declaration of Trust – State of Montana Public Employees Pooled Trust approved by the board and effective on December 13, 2018, and became effective on January 31, 2019. The Declaration of Trust created a pooled trust effective January 1, 2010, under which stable value assets in the 401(a) defined contribution plan and the 457(b) deferred compensation plan were commingled and jointly invested, but separately maintained and recorded.

(2) Copies of the State of Montana Public Employees Pooled Trust and related materials may be obtained from MPERA, 100 North Park Avenue, Suite 200, P.O. Box 200131, Helena, MT 59620-0131, telephone 1 (877) 275-7372, or e-mail mpera@mt.gov, and are available on MPERA's web site at www.mpera.mt.gov

 

History: 19-3-2104, 19-50-102, MCA; IMP, 19-3-2102, 19-50-102, MCA; NEW, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2010 MAR p. 2572, Eff. 10/29/10; AMD, 2019 MAR p. 288, Eff. 3/16/19.


 

 
MAR Notices Effective From Effective To History Notes
2-43-578 3/16/2019 Current History: 19-3-2104, 19-50-102, MCA; IMP, 19-3-2102, 19-50-102, MCA; NEW, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2010 MAR p. 2572, Eff. 10/29/10; AMD, 2019 MAR p. 288, Eff. 3/16/19.
2-43-445 10/29/2010 3/16/2019 History: 19-3-2104, 19-50-102, MCA; IMP, 19-3-2102, 19-50-102, MCA; NEW, 2010 MAR p. 1725, Eff. 7/30/10; AMD, 2010 MAR p. 2572, Eff. 10/29/10.
2-43-435 7/30/2010 10/29/2010 History: 19-3-2104, 19-50-102, MCA; IMP, 19-3-2102, 19-50-102, MCA; NEW, 2010 MAR p. 1725, Eff. 7/30/10.
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