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10
City of Pleasanton
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CITY CLERK
>
AGENDA PACKETS
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2018
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030618
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10
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3/1/2018 1:52:13 PM
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3/1/2018 1:52:06 PM
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
3/6/2018
DESTRUCT DATE
15Y
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A.4.2. Investment Approach. <br /> 4.2.1. The following provisions apply if and only if the OPEB Plan box above is checked: <br /> OPEB Account. OPEB Account assets are invested in the discretion of(check one and only one of the <br /> following boxes): <br /> Discretionary investment approach: <br /> ❑ The Bank, subject to Exhibit A (Investment Strategy Selection and Disclosure Form) <br /> hereto. <br /> Directed investment approach: <br /> ❑ The Plan Administrator. <br /> ❑ The following registered investment adviser, bank (other than the Bank), or insurance <br /> company (a"Third-Party Manager"): <br /> . The Employer <br /> hereby represents and warrants that attached hereto is an executed copy of the agreement <br /> with the above appointed Third Party Manager. <br /> 4.2.2. The following provisions apply if and only if the Pension Plan box above is checked: <br /> Pension Account. Pension Account assets are invested in the discretion of(check one and only one of <br /> the following boxes): <br /> Discretionary investment approach: <br /> ❑ The Bank, subject to Exhibit A (Investment Strategy Selection and Disclosure Form) <br /> hereto. <br /> Directed investment approach: <br /> ❑ The Plan Administrator. <br /> ❑ The following registered investment adviser, bank (other than the Bank), or insurance <br /> company(a"Third-Party Manager"): <br /> . The Employer <br /> hereby represents and warrants that attached hereto is an executed copy of the agreement <br /> with the above appointed Third Party Manager. <br /> [signature page follows] <br /> Page 3 of 4 <br /> EXHIBIT"A"TO PUBLIC AGENCIES POST-EMPLOYMENT BENEFITS TRUST AGREEMENT <br />
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