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Posting for Member Comments

Dear Pension Fund Members:

Please see the proposed changes to the following 2 documents

• Code of Ethics:  Proposed revisions would amend (1) the Professional Requirements section to add a definition of “confidential information”, (2) the Conflict of Interest section to clarify what constitutes a conflict of interest and the procedure for disclosing such conflict, and (3) the Enforcement section to clarify the process of reporting and resolving an ethics complaint.  

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• Rules Restatement: Other changes were made after our March 2021 meeting, see the Updated proposed revisions would amend (1) Section III to reflect updates in the federal plan qualification rules, (2) Section IV to clarify certain trustee election procedures, and (3) Sections VIII and XIII to incorporate two previously adopted stand-alone amendments related to the COLA Adjustment Policy regarding Minimum Benefits and the Appeal of Benefit Determinations rule.

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