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File #: 24-7483    Version: 1 Name: Resolution - Amendment to 457(b) Deferred Resolution
Type: Agenda Item Status: Passed
File created: 12/2/2024 In control: City Council
On agenda: 12/16/2024 Final action: 12/16/2024
Title: A resolution authorizing the City Manager to execute the Amendment to the City of Mesquite's 457(b) Deferred Compensation Plan with Lincoln Financial Group as required by the Internal Revenue Service.
Attachments: 1. Resolution, 2. 457 Plan Document

Title

A resolution authorizing the City Manager to execute the Amendment to the City of Mesquite’s 457(b) Deferred Compensation Plan with Lincoln Financial Group as required by the Internal Revenue Service.

 

Body

The City of Mesquite adopted a supplemental retirement plan effective October 1, 2000. All City employees were eligible to participate, on a voluntary basis. Assets accumulated under the plan are invested by Lincoln Financial, which is a part of the Lincoln Financial Group.

 

The plan is called the City of Mesquite Supplemental Retirement Plan. The Internal Revenue Service has announced that governmental plans have until December 31, 2024, to be amended to comply with the current rules for tax qualifications. The document that is proposed for consideration is intended to address the current requirements for qualification.

 

The Amendment includes the adoptions of the following regulations:

                     MINERS ACT (“MINERS”)

                     SECURE ACT (“SECURES”)

                     CARES ACT (“CARES”)

 

The document that is proposed for consideration does not change the benefit structure of the existing plan or reflect any increased operational or funding cost to the City.

 

Recommended/Desired Action

Staff recommends approval of the resolution.

 

Attachment(s)

Resolution

457 Plan Document

 

Drafter

Libby Craven

 

Head of Department

Libby Craven