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KEENAN ASSOCIATES
City of Pleasanton
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LONG TERM AGREEMENT
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KEENAN ASSOCIATES
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Last modified
4/8/2025 10:40:03 AM
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4/8/2025 10:38:28 AM
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LONG TERM AGREEMENTS
LONG TERM AGREEMENTS - DOCUMENT DATE
7/1/2010
LONG TERM AGREEMENTS - NAME
KEENAN AND ASSOCIATES
LONG TERM AGREEMENTS - TYPE
MISC AGMT
LONG TERM AGREEMENTS - RECORD SERIES
704-06 (Long Term Agreements)
LONG TERM AGREEMENTS - DESTRUCTION DATE
PERMANENT
LONG TERM AGREEMENTS - NOTES
APPLE
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SECTION 2 - ADMINISTRATION OF THE CONTRACTHOLDER ACCOUNT <br />2.1 How Contributions Are Handled: You determine the amount to be contributed to this contract. We <br />do not guarantee that the amounts held under this contract wil I be sufficient to purchase the benefits <br />provided by the Plan. Our liability to provide annuities or other benefits is limited to the amounts <br />available under.this contract. <br />A Contribution is credited to the Contractholder Account on the Business Day we receive that <br />Contribution. <br />2.2 Transfers from Other Retirement Programs: If permitted by the Plan and by applicable state and <br />federal law, we may accept, or may initiate the transfer of, amounts transferred from other retirement <br />programs. Such transferred amounts, as identified by you, are credited as a rollover Contribution and <br />are tracked within this contract as required by applicable state and federal law. <br />2.3 Excess Contributions: On receipt of your instructions, we will withdraw Excess Contributions, plus <br />interest, and return them as you direct. Such instructions must state the amount to be returned and <br />certify that such Contributions are Excess Contributions and that such return is permitted by the Plan <br />and the Code. A return of Excess Contributions is treated like a Plan benefit payment under §4.1(a). <br />GB8.OM-KuFIA3121 SpPport (SBR-NR457) <br />
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