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HomeMy WebLinkAbout090-98 RESOLUTION NO. 90-98 AMENDING SECTION 8.10 OF THE TOWN OF DANVILLE MONEY PURCHASE PENSION PLAN AND TRUST AGREEMENT WHEREAS, on July 1, 1984, the Town of Danville first established a Defined Contribution Money Purchase Pension Plan (the Plan) to provide retirement benefits for Town employees, in accordance with Internal Revenue Code section 401 (a); and WHEREAS, on June 17, 1997, the Town Council approved modification to the Plan to update and clarify language in the Plan, and to bring the Plan in compliance with existing policies and procedures; and WHEREAS, to minimize the administrative burden of managing the Plan, the Town currently enforces Section 8, 10 of the Plan, requiring terminated employees with a present value of $3,500 or less at the time of his or her termination of employment to cash out of the Plan; and WHEREAS, the Taxpayer Relief Act of 1997, passed by Congress on August 5, 1997, changed the distribution threshold for the cash-out of plan assets for former employees from $3,500 to $5,000; and WHEREAS, staff recommends that Section 8.10 of the Plan be modified to take advantage of the higher cash out level of $5,000, further reducing the administrative burden of managing the Plan; and WHEREAS, the proposed change does not affect the Town's financial obligations; now, therefore, be it RESOLVED, that the Danville Town Council approve amendment of Section 8.10 of the Town of Danville Defined Contribution Money Purchase Pension Plan to read as follows: "SECTION 8.10 Involuntary Cash Outs. Notwithstanding any other provision of this Article, if the present value of a participant's entire nonforfeitable interest in his or her account at the time of his or her termination of employment does not exceed $37500 $5,000, the Plan Administrator shall direct the trustee to distribute such benefit to the participant or his or her designated beneficiary in a lump sum." APPROVED by the Danville Town Council at a regular meeting held on June 16, 1998, by the following vote: AYES: Waldo, NOES: None ABSTAINED: None ABSENT: None Arnerich, Doyle, Greenberg, Shimansky MAYOR TO FORM: CITY ATTORNEY CITY CLERK PAGE 2 OF RESOLUTION NO. 90-98