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 [email protected], 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.