Page 10 - DeferredComp-May2018
P. 10

Item                                      Description                                 San M
    Training                                                   2017 Annual Perfo
                     B. Develop and schedule new
Educational          decision-maker training for                                  Guarantee
  Seminars           employer identified new Committee
                     members or administrative staff.          $500 for failure to provide
                                                               training within specific
                     C. After implementation, provide          timeframe.
                     mutually agreeable number of
                     educational seminars annually to          $1,000 for failure to
                     participants.                             provide agreed-upon
                                                               number of on-site group
                                                               seminars.

        Newsletter   D. After implementation, provide          Annual $500 penalty for
On-Site Meetings     newsletters to plan participants          failure to provide
                     regarding plan benefits/issues.           quarterly newsletters.
           Training
       Processing    E. Provide representative on site for     $1,000 per year if agreed
                     mutually agreeable number of days         upon number of days is
                     per month to meet with plan               not provided for 3 or more
                     participants.                             months.

                     F. Provide one half-day session per       $250 per quarter if
                     quarter to employer decision-             education sessions are
                     making and administrative                 not provided.
                     personnel on mutually agreeable
                     topics                                    $100 for each participant
                     A. Process SDBA transfers within          information compromised
                     three (3) business days.
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