HomeMy WebLinkAbout16-98
RESOLUTION NO. 16-98
A RESOLUTION of the City Council of the City of
Port Angeles, Washington, relating to a Deferred
Compensation plan under IRS regulations 401(a)
and 457.
WHEREAS, the City has employees rendering valuable services; and
WHEREAS, the establishment of a deferred compensation plan benefits employees by
providing funds for retirement and funds for their beneficiaries in the event of death; and
WHEREAS, as the Internal Revenue Service provides regulations to establish deferred
compensation plans for public employees under Sections 457 and 401(a);
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Port Angeles
that the City of Port Angeles hereby establishes a deferred compensation plan (the Plan) in the
form of the Aetna Life Insurance and Annuity and Company pursuant to the specific provisions
of the Variable Annuity Contract and the City's Deferred Compensation Plan Document (copy
attached hereto), which Plan shall be maintained for the exclusive benefit of eligible employees and
their beneficiaries; and
BE IT FURTHER RESOLVED that the City hereby executes the Aetna Variable Annuity
Contract establishing a 457 and a 401 (a) Deferred Compensation Plan; and
BE IT FuRTHER RESOLVED that the City hereby agrees to serve as trustee under the
Plan Document; and
BE IT FURTHER RESOLVED that the City's Human Resources Manager shall be the
coordinator of the Plan; shall receive necessary reports, notices, etc., from Aetna Deferred
Insurance Company; and
'II
BE IT FURTHER RESOLVED that the City hereby authorizes Robert Coons, Human
Resources Manager, to execute all necessary agreements with the Aetna Life Insurance and
Annuity Company incidental to the administration of the Plan..
P AS SED by the City Council of the City of Port Angeles, Washington, this 4th day of
August, 1998.
ATTEST:
t~ f3.
\~ .~
Gary ~~ un,~or
b~~ ,Lr~
Becky 1. U ,. y Cler
APPROVED AS TO FORM:
~~
08189
DEFERRED COMPENSATION PLAN DOCUMENT
ARTICLE I. INTRODUCTION
The Employer he~b'l establishes the Employer s Deferred
Compens8tJOn Plan, hereinafter referre,1to as the .Plan:'
The Plan consists of t":e provis!orls set fonn in this document.
. The orimary pt.Irpose of this Plan is to provide retirement
Income and otlier deferred benefits to the Employees cf the
Employer In accordance with the provisions 01 Section 457 of
the Intemal Revef,ue Code of 1986. as amended (the .Code").
This Plan shall be an agreement solely between the
Employer and participating Employees.
ARTICLE II. DEFINITIONS
Sect/on 2.01 Account: The bookkeeoing aCCOunt
maintained for each Participant reflecting the cu-
mulative amount of the Participant's Deferred Com.
pensation, Including any income, gains. loSSeS, or
increases or decreases in market value attributable
to the Emproy.;r's investment of Ihe Participant's
Deferrr.d Compensatior.. and further reflecting any
distributions to the Particioant or the Participan1's
Beneficiary end any lees or Expenses charged
against suen Participant's Deferred Compensation.
Section 2.02 Administrator: The person or persons
named to carry out certain nondisc~tionary ad-
minisl rative functions under1he Plan, as hereinafter
described. The Employer may remove any person
as Administrator upon 60 d.dys' advance notice in
writing to such person, In which case the Employer
shall nr-me another person or persons to act as
Administrator. The Administrator may resign upon
60 days' advanee notice in writing to the Employer.
ir"l which case the Emplo~( 6I1all name another
person or persons to act as Administrator.
Section 2.03 BeneficIary: The person or persons desig-
nated by the Participant in his Joinder Agreement
who Shill receive any beneNs payable hereunder in
the event ot the Par1icipant's death. In tt'le event that
the Participant names two or mOle Beneficiaries,
each Beneficiary shall be enl'tled to equal shares of
the benefits payable at the Participant's deat.,"" un-
1&$$ otherwise provided in the Participant's Joinder
Agreement. If no beneficiary i$ designated in the
Joinder Agreement, If the Oesignated Beneficiary
predeceases the Participant. or if the designated
Beneficiary does not survive the Participant for a
period of fifteen (15) days. then the estate of the
Participant shall be the Beneficiary.
Section 2.04 Deferred Compensation: The amount of
Normal Compensation otherwise payable to the
Participant which the Participant ar.d the Employer
mutually agree to defer nereunder, any amount
credited to a Participant's Account by reason of a
transfer under section 6.03. or any other amount
whIch the Employer agrees to creditto a Participant's
Account.
SectIon 2.05 Employ..: An~' individual who provides
$9rvicesfor the Employer, whether as an employee
of tnl; Emptoyer or as an independent conlractor.
and who has been d~sigr:ated by Ih9 Employ~r as
eligible to participate in the Plan.
Section 2.06 Includible Compensation: The amount of
an Employee's compensation from the Empfoyerfor
a taxable Velar lhal is attributable to services per-
formea tor the Employer and that is includible in tile
Employee's gross income for the taxable year for
federal income talC purposes; ,such term does not
include any amount excludable from gross income
under this Plan or any otMr plan described in
Section 4S7(b) of the Code or any other amount
excludable from gross income fer feceral income tax
purposes. Includible Compensation snail be deter-
mined without regard to any community proPliIrty
laws.
Section 2.07 Joinder Agreement: An agreement en.
tered into between an Employee and the Employer,
including any amendments or modifications thereof.
Such agreement shall tix the amount o~ Oeferred
Compensation, specify a preference among the
Investmentaltemauves designated by tile Employer.
designate the employee's 8~l1e1iciary or Beneficia.
ries. atld incorporate the tsrrr:s, conaitlons, and
provisions o' tf:e Plan by reference.
Section 2.08 Normal Compensation: The amount of
compensation which would be payable 10 a Partici-
pant by the employer for e taKable year if no Joinder
Agreement were in effect to defer compensation
underthis Plan.
Settion 2.09 Normal Retirement Age: Age 70.1/2. un-
less the Participant has el9cted an alternate Normal
Retirement Age by written instrument delivered to
the Aaministrator crior to Separation from Service.
A Participai'lt'6 Normal Retirement Age determines
the pe:ioc during which a Participant may Lt.i1i~e the
catch-up limita.tion of Section 5.02 hereunder. Once
a Participant has to any extent utilized the catch-up
limitation of Section 5.02. his/her Normal Retire-
ment age may not be changed.
A Participant's a:terrate Normal Reliremem Age
may not oe earller than the earliest date that tho
Participant will become eligible to rei ire and receive
unreduced retire ment benefits cnclerthe Employer's
basic retirement plan covering the Participant and
may not be later tJ'I8n 1he date the Participant will
attain age 70-1/2. If a Participant continues employ-
ment after attaining age 70-1/2, not navlng previ.
ously elected en alternate Normal Retirement Age.
the PartiCipant's Mernale Normal Retirement Age
shall not belaterthaIl the mandatory retiremsnt age,
if any. estab!lshed by the Employer, Clr the age at
which the Participant actuatllo' separates from ser-
vice il the Employer has no mandat:;lry retirement
age. If ~he Participant will not become eligible to
receive benefit~ under a basic retirement plan
maintained by the Employgr, the Participant's alter-
nate Nonnel Retire ment Age may not be eartierthan
age 55 and may not be laltar than age 70-112.
Section 2,1 0 Participant: Any Employeewho has Joined
the Plan pursuant to the requirem~nls of Article IV.
Section 2.11 Pion V..r: Tt-:e calendar year.
S.otlon 2.12 Retirement: The first date upon which tlOth
of the icllowing shall ha....e occurred with reSl'4!ct to
a panlcipant: SsparatIO,'l trom Service and attain-
menl Of age 65.
Se(1Uon 2.13 Separation from Service: Se...erance of
the Participant's employment with the Employer
wh~h constitutes a .seoaratlon f(om service" withi:'l
the I'l"eanlngot Section 402(e)(4)(A}(iii} ofthe Code.
In general. a Participant shall ba deemed to have
severed his employment with th" Employer tor pur-
poses of this Plsl'l when, in accordance with the
established practices of the Employer, the emj:lloy-
menl relationShip is considerea to have actuall)i
terminated, In the case of a P~rticipant who IS aI1
independentcontractorofthe Employer. Separation
from Service Shall be deemed to Mve occurreCl
when the Participant's contract w"Jder which ser-
vices are performed has compt4iltely expired and
terminated, there is no foreseeable possibirity thai
the Employer will renew the contraot or ente r into a
now contract forthe Participant's selVices, and it ilS
not anticipated that the Particioant will become an
Employee ot the Employer.
ARTICLE III. ADMINISTRA TlON
Section 3.01 Dulles of Employer: The Employer shall
h avelhe authority to make all dilScretionary decisions
aHectinQ the rights or benefits of Participants which
may be reQuired in the administration of this Plan.
Section 3.02 Dutlea of Administrator: The Adminis-
trator, as agent for the Employer, shall perfcrm
nondiscretIonary aClministrative functions In eon-
l'Ieetion with the Plan. inclUding the maintenance of
?i!1rt~ipant&' Accounls. lhe provision of periodic
repor1s of the status of each Account. and the
disbursement of benefits on behalf of the Employer
In aCCOroance with the provisions of this Plan.
ARTICLE IV. PARTICIPATION IN THE PLAN
Section 4.01 Initial Participation: An Employee may
become a Participant cy enlering into a Joinder
Agreement prior to the beginning of the calendar
month In whIch the Joinder Agreement is to become
effective to defer comp4!nsation not yel earned_
Section 4.02 Amendment of Joinder Agreement: A
Partieipant may amend an executed Joinder
Agreemenllo c:hangf$ the emount of compensation
not yet earned whiCh is to be deferred (inciuding thlil
reduction of such future deferrals to ~9ro) or to
change tlls investment preference ($ubject to $I.lch
restnctions as may result from the nature or terms of
any investment made oy the Employer). Stich
amendment shall become effective 8S of the begin-
ning of the calendar month cemmeneing after itle
date the amendment is executed- A Participant may
at anytime amend his Joinder Agreementto change
the designated Beneficiary, and such amendment
shalt become effective ilT.medlately,
ARTIClE V, LIMITATIONS ON DEFERRALS
Section 5.01 Norm.l Limitation: Except as provided in
section $.02, the maximum amount of Deferred
Compel\Sation tor any Participant for any taxable
year shall not el(ee~ thQ '6sser at $7,500.00 or 33-
113 ):)ereent ot the Participanrs Includible Compen-
sation for the taxable year. This limitation will ordi.
na rily be equivalent to the lesser of $7,500.00 or 25
percent 01 ttlll Participanl's Normsl Compensation.
Section 5.02 Catch-Up Limitation: For e.Ch of the last
;hree (3) ta~l!bie y.ears of a Perticipant ending be-
,or. ,hiS attalnmen. of Normal Retirement Age, tne
maximum amount of Deferred Compensa!ion shall
be the lesser of: (1) S 1 S .0000 r (2) the Sum of (i> the
Normal L!mitaticn for the taxable year, and (ii) the
Normal Llmltallon for each prior taxable Y9ar of the
Partjcipant oommencin g atter 1 978 lelS$ the amount
of the Participant's 09ferred Compensation for such
prior taxable years, A f;Mr taxable year shall be
taken into account uncer the preceding sentence
only if (i) the Pan::clpa'1t was eligible to participate in
the Plan for such year (or in any other eligible
deferred compensation plan establlsh~d under
Section 457 of the Code which is properly taken lOto
account purs1.lant to regulations under section 457),
and (ii} compensatron (if any) deferred under the
Plan (or such other plan) was subject to the deferral
limitations set forth 1:'1 Section 5.01.
Section 5.03 Other Plans: The amount excludable from
a P..rticipant'$ gross income under this Plan Or any
other eligibl; deferred comoensation plan under
section 4!:17 of the Code shall not exceed $7.500.00
(or Such greater a 'nount allowed under Section 5.02
of the Plan). less any amount 9)(oluded from gross
income unoer section 403(b), 402(a)(8), or 402
(h)(l)(B) 01 tt'.e COCle. or any amdUrll with re$pectto
which a oeduction i$ allowable by r&ason of a
contribution to an organization described in section
501(c)(16) of the Code.
ARTICL.E Vl.lNVESiMENTS AND ACCOUNT VALUes
section 6.01 Investment of Deferred CompensatIon:
All investments of Participant's Deferred Compen-
sation made by the Emoloyer. incluQing all property
and rights purchaSed with such amounts and all
income attributablli thereto. shall be the sole prop-
erty Of the Employer and shall not be held in trust for
Participants or as collateral sQClJrity for the fulfillment
of the Employer'S Obligations under the Plan. Such
property shall be subject to the claims of general
creditors of the Employer, ar.d no Pal1ic:ipant or
Beneficiary shall have any vested IntltrelSt or secured
or preferreo ~osition with respect to such property or
have any c:1:!llm against the Employer except as a
genaraf ereditor.
Section 6.02 Crediting of Accounts: The Participant's
Account shall reflect the amooJnt and value of the
investments or other property Obtained by the Em-
ployer through the investment of the Panioipanrs
Deferred Compensation. It is anticipated that the
Emp1oyftr'S investmenls with respect to a Partici-
pant will conform to the investment preference
speCified in the Partic:panl's Joinder Agreement,
but nothing herein shall be construed to require the
Employer to make Bny particular ,nvestment of a
Particip8~t'S Deferred Compensation. Each Partici-
pant $hall receiv~~nodic reports, not less frequently
than annually, sr.owir.g the then-current value of his
Account.
Section 6.03 Transfers: is) Incoming Trali$fel'$: A
transfer may be accepted from an eligible deferred
compensation plan maintained by anotheremplo~'er
and orediteO to a Participant's Account under the
Plan it (i) the Participant nas separated from service
with that employer and become an Employee of the
Employer. and (u) the other employer's p!an pro-
vides 1M at such transfer will be made. The Employer
may reqUire such documentation from the prede-
cessor plan as it deems necessary to effeCluate the
transfer, to confirm that $uch plsn is aM eligIble
defe:rea compGnsation plan within the meatling of
Section 457 Of the COde. andto assureth,? ttransfers
are provided for under such plan. The Employer
may refuse to accept a transfer jn tt1a form of assets
oth~~ than cash, unless the Employer an.j the
Administrator agree to hold such ottler usets unoer
the pran. Any such transferred amount snall not be
treated as a deferral subject to the jimitations of
ArtiCle V, except that, rOr purposes of applying the
limitations of Sections 5.01 and !5.02, an amount
dererred during any taxable year under the plan
from WhiCh the transfer is accepted shall be tre8t~
8S if it has t:)Qen deferred undelth;.g Plan during sucn
taxable year and compensation paid by the trllr.sferor
employer shall bo treated as ifit had been paid by the
Employer.
(b) OutgoIng Trar.sfers: MamOllnt may be !Tans.
ferred to an eiigible deferred compensation pran
maintained by another employer, and charged [0 a
Partielpant's Aocoul'lt under this Plan. if (i) the Par-
ticipant nas separated from service with the Em-
.oloyer and become an employee of the other em-
plover, (Ii) the ether employers plan provides that
such transfer will be accepted, and (Hi) th& Partici-
pant and the emp:oyers have signed such agree-
ments as areneCe$sary to as so re that the EmplOyer's
liability to pay benefits to the PartIcipant has been
discharged ana assumed by the other employer.
The Employer may require sllch documenra:Jon
from the other plan as it deems necessary to effec-
tuate the transfer. to confirm that such plan IS an
eligible deferred compensation pian within the
meaning 01 section 457 of tile Code, and to ass~re
that transfers are provjded for under such plan.
Such tl'ansfers shall be made only under 6veh
circumstances a$ are permitted under section 451
of the Code and the regulations lhe~eunder.
Section 6.04 Employer LIability: In no event shaJlthe
Employer'S liability to pay benefits to a Participant
under Articl~ VI ixceed the value of the amounts
credited to the Participant's Account; the Employer
snair not be liabre for losses arising from aeprecis.
Fon or shrinksge in the value of any ir'\vestments
acquired urtder !hiS Plan.
ARTICLE VII. BENEFITS
Section 7.01 Retirement Benefits and Election on
Separation from Service: Except as ottlerwise
provided in this Article VII, the distribution of a
Participam's Account shall commence 8S of April 1
of the c81enoar year after the Plan Year of the
Participant's Retirement, and the distribution 01 such
Retirement benefrts shall be made in accordance
with one of the payment options described In Sec.
tion 7.02. N otwit hSfanding the foregoing, the Pert id.
pant may irrevocably elect within 60 days following
Separation from Service 10 have the distribution cf
benefits commence On a fixed or determinable date
otMr than that described in the preoeding se~tence
which i:s at least 60 days after the date such election
is delivered in writing to the Employer and for.... arded
to the Administrator, but not lallir iMn April 1 of the
year fofJowing the year of the Participanfs Retire-
ment or attainment 01 age 70.1/2. whichever is later.
SKtlon 7.02 Payment Options: As provided in Sections
7.01, 7.04, and 7.05. a PartieJeant or Beneficiary
may elect to have the value of Ihe Participant's
Account distriboted in accordar.ce with one ot the
f~lowing payment op~lons, prOVided that such op-
t:on IS ccnSlster.t WIt" the limitations set torth in
Section 7.03:
(a) E qual monthly. :J uarterly. semi.annual or annual
payment, in an amOUnt chosen by the PartiCipant.
COoli~\Jtng until his Account ,5 exhausted:
(b) One lump-surr. payme'lt;
(e) ApprOXimately equal monthly, quarterly, $emi-
annual or annual paymel'Ots calcuJa1ec;l to
continue for a period certain :::hosen by the
PartiCipant
(d) Annual Payments equal to the minimum
dilSttlbutions required un(jer Section 401 (a)(9) of
I"e Code over the Pfe expectancy of the
Participant or over the life expectancies of the
Participant and hislher Beneficiary.
(e) Paym$ots equalto payments made ty the iSsuer
of a retirerr..!nt annuity pOlicy acquired by the
Employer.
(f) Any other payment option elected by Ihe
Participant and agreli<l to by me Employer and
Administrator, provided that such option must
provide for substamiallyononincreasing payments
for any perloa after the latest benefit
commencement as:e under Section 7.01.
A PartiCipant's Or Beneficiary's Elle~ion ot a
payment option must be made at ieast 30 days
before the paymont of ber.efits Is to commence.
If a Participant or Benerlciary fail$ to make a
timely electic'l of a payment option. benefits
shall be paid month~i under optior. (c) above for
a periOd of five years.
Section 7.03 Limitation on Options: No payment option
may be selected by a Particioan! or BenQticiary
under Sections 7.02,7.04. or 7.05 ur:Je$$ it satisfies
the requirements ot Sections 40 1 (a)(9) and 457{d)(2)
of the Code. inCludi:'lg that payments commencing
before tM death ot tr,e Pert'cipant shall satISfy the
it1cident3: death tlenefits n;quirement unoer Section
457(d)(2)(B)(i)(I). Unless otherwise elected by lt1e
PartiCipant. a,1 detsrminations under Section
401 (a)(9) shall be mada without :eealculation of life
expectancie4.
Section 7.04 Po.t.retirement Death Benefits: (a) Should
tne Participant die arter nel$he nas begun io receive
benefits llilder a payment option, the remaining
payments, if any, under the payment option shall be
payable to the Participant's BenefK;ialy commenc-
ing within lhe 30-day period comme~olng with the
61st Clay atter the P3rticipant"s deatn, ur,less the
Beneficiary elects payment under a different pay.
ment option that is available under Section 7.02
withln60days of the Participant's death. AnYc:l!ffer~nr
payment option electea by a Beneficiary under this
section must J)rovide fOf payments at a rate that is at
least as rapid as under ~e payment option that was
app~icabre to the Participant. In no event shall the
Employer or Adminislrator oe liable to the Beneficiary
for the amount of any payment made in the name of
the Participanr berore the AdmlnlSlratcr re!:elves
proof of death ot the Participant.
(0) If th6 deSignated Beneficiary does not continue
to live ror the remaining period of paymenls under
the payment option. then the commuted va!ue of any
remaining payments t,;nderthe payment option shall
...---......--. .-.-.......-.. .-.. ... .--- - -..
bGl paid In a lump sum to the eatale of the Bene/i.
ciary. In 11'1" flv"nt that thea Participant's eslate is lhe
Benaficiary, the commute<l value of any remaining
payments under the payment option shalt be paiC110
the eSlale in a lump sum.
Section 7,05 Pre-retlrement Death Benefits: (a) Should
the Participant die before he/she has begun to
receive the benefits provided by Section 701, tne
value of the Participant's Account shall be payable
to the Beneficiary commencing wilt1:n lhe 3D-day
period ccmmencing on the 91st day after the
Particlpanrs death. Unless the BeneficIary irrevocably
~Iects a d,fferent fixed or determinable benefit COrr,-
mencement date within 90 days of the PartiCipant's
death. Such benefit comm6ncement date shall be
not later than the later of (i) December 31 of the year
following the year of the Participant's death, or (ii) if
the Benefici ary is IIle Participant's spouse, December
31 of the yeer in which the Participant would have
attained ege 70-112.
(b) Unless a Beneficiary elects a different payment
cpliOl'l prior to the benefit commenOQment date,
aeatn benefits under this Section shall bli! paid in
approximately equal annual installments over five
years, or over $uch shorter period as may be neces-
sary to assure that the amount of any annual install-
ment IS not less than 53.500. A Beneficiary shatl be
treated as if he/she were a Participant for purposes
of determining the payment options available u~ r
Section 7.02. provtcled. however, that the payment
option chosen by the Beneficiary must provide for
payments to the Beneficiary over a p~Hiod nO longer
than the life expectancy of Ihe Ben9ficiary, and
provided Ihat such period may not exceed fifteen
(15) years if the BeneficIary is not t119 Participant's
spouse.
{c) in the event that the Beneficiary dies before the
paymer.1 of death benefits has commenced or been
completed, the remaining value of the Participant's
Account shall be paid to the estate of the 8er,eficiary
in a lump sum. In the event that the Participant's
estate is the Beneficiary, payment shall be made to
the esta:e in a lump sum.
Section 7.06 Unfor..eeoble Emergencies: (a) In the
event an unforeseeable emergency occurs. a Per-
ticipant may apply to tne Employer to receive that
part of the vaiue of his Account that is reasonably
needed to satisfy the emergency need. It suen an
appllcat;on is apprOVed by the Employer, the Partici-
pant shall be paid only such amount as the Employer
deems necessary to meet the omergency need. but
payment shall not be made to the exlenl that the
financial hardship may be relieved through cessa-
tion of deferral UnQer the Plan. insurance or other
reimbursement. or liquidation of otner assets to tI1e
E'lxtenl6uch liquidation wou Id not itself c~use severe
finaneial hardship.
(b) An unforeseeable emergency shall be deemed
to tnvolve only circumstances of severe linancial
hardShip to the Participant resulting from a sudden
unexpected illness. eecident, or disability of the
Participant or of a dependent las defineo in $eetion
152(a) of the Code) of the Pal1lcipant, los5 of the
Participant's property due to casualty. or other simi-
lar and extraordinary unfore5eeabfe Circumstances
arising as a resYlt of events beyond the control of the
Participant. The need to send a Participan,'s child to
college or to purchase a new home shall not be
considered unforeseeable emergencies. The ceter-
minatlor. as to whether s~lch an unforese~abie
€fmQrg":iCY exjGIS snail b. b.UlQd on the mQrll. of
6ach indiVidual caS6.
Section 7.07 Transitional Rule lor Pre-'989 Senefit
Elections: In :ne event that. prlorto January 11989,
B Participant or BenefiCiary has commenced re-
ceiving benefits under a payment option or has
irrevocably elected a payment option or benefit
commencement date. then that payment option or
election shall remain h effect notvlithstand:r'I~ any
otMer pro\llsior. of this Plan.
ARTICLE VIII. NON-ASSIGNABILITY
Section 8.01 In General~ Except as provid;d in See lion
8.02. "0 Participant or Beneficiary shall have any
right to commute, sell, assign, pledge. transfer or
otherwise rNnvey or encumber the right to receive
any paymenlS hereunder, whien paymenlSand rights
are exoressly declared to be non. assignable and
nor'1rtransferatlle.
s.ctlon 8.02 Domestic Relations Orders: (a) Allow-
ance of Transfers: To the 9ltlent rGQui,ed uroder a
final judgment, decree, or order (including approval
of a pro perty settle ment agreement) made pursuant
to a state domestic relations law. any portlOCl of a
PartiCipant's Account may be paid or S;1 aside for
payment to 8 spouse, lormer spouse, or child of the
Part:cipant. Where necessary to ca.rry oullhe terms
of such an order, a separate AecolJnt shall be
established with respect to the spouse. former
spouse, or child who shall be entitled to make
investment selections with respect thereto In the
same manner as the Participant: any amount 90 set
aside for a spou.w, former spouse, or child shall be
paid out In a lump sum at the earliest date lhat
benefits may be paid to the Participant, unl~H the
order directs a different time or form of payment.
Nothing in tr.is Section shall be construed to autho.
rize any amount to be distributed llnder the Plan at
a time or in a form that is nor permitted under Section
457 of the Code. Any payment made to a person
olnar than the Participant pursuant to this Section
shall be r..duced by reqUIred Income tax Withhold.
ing: the fact 1hat payment is made to a oerson other
than tt1e Participant may not prevent such payment
from oeing includible in tM gross Income of the
Participant for withholding and incorn& tax reporting
purposes.
(b) Release from Uability 10 Participant: The
Emptoyer's liability to pay benefits to a PartIcipant
shall be reduced to the extent that amounts have
been paid or set aside for paymenl to 8. spouse.
former spouse. or child pursuant to paragraph (8.) of
this SectiOn. No such traMier shall be eHect\Jated
unless the Employer or Administrator has been
provided with Satisfactory evidence lhat the Em-
ployer and the Administrator ere released from any
fUrlher Claim by the Panicipant With respect to such
amounts. The Participant shall be deemed to have
released the Employer and the Administrator from
any Claim with respect to suCh amounts, in any case
in wl"ich (i) the Employer or Administrator has been
served with legal process or otherwise joined in a
proceeding relating to sueh transfer, (ii) the Partici-
pant has been notifiGd of the pendency of such
pnx:eeding in the manner prescribed by the Jaw of
the jurisdiction in which the proceeding is pending
for ~e/'VIce of prooess in such action or by mail from
the Employer or Administrator 10 the ~articioant's
.,.
...
~
last kr,own mailing address. .and (iii) the Pertici-
pant fa;i8 to obtain an order 01 thlil court 1rI the
proceeolng relieving the errploy~r or Administra-
tor from the obligation to co:nply w;tl1 the Judg-
ment. \1ecree, or order.
(e) Participation in Legal Proceedings: The Em-
ployer and Administrator shall not be cOligated to
defend against or set aside ar:y judgment, decree.
or order described in paragrapn (a) or any legal
order relating to th~ garnishment of a Participant's
benefits, unless the full expense of SIJCh legal action
is borne by the Participant. In the ever.t that me
ParllCipanl's actiOfl (orinaction i nonetheless cause~
the Emp!oyer or Administratorto incur such e~n$li.
the amount of the expense may be charQed against
the Participant's Account and lhereby reduce the
Employer's obligation to pay oene/its to the PartiCi-
pant. In the course Of any proceeding relating to
divorce, separation, or chiid SlJpport, the Empfoyer
and Admlnlstretor shall be aLrthorized to disclose
information relating to the Partic;ipant', Account to
thQ Participant's Spouse, formar spouse, or child
(including the legal representativ9S of the spouse.
former spouse. or ef':lIdl, or to a COUr1,
ARTICLE IX. RELATIONSHIP TO OTHER PLANS ANO
EMPLOYMENT AGREEMENTS
This plan serves in addition to ar.y other retiremltnt.
pe~sion. or oenefit plan or system presently in 8xi$tence or
hereinafter established for the benefit of the Employer'S
employees, and par1icipation hereunder shall not affect
benefits recei'lable LInder any St!ch plan or system. Nothing
contained in this Plan shall be deemed to constitute I!In
employment contract or agreement between any Partici-
pant and the Employer or 10 give any PartiCipant the right
to be retained in Ihe employ of the Employer. Nor shall
anything herein be construed to modily thE! terms of any
employment contract or agreement between a Participant
and t1'.,e Employer.
ARTICLE X. AMENOMENT OR TERMINATION OF PLAN
The Employer may at a~y (irr.e amend thi3 Plan prOVided
that it transmits Sl.ICh amendrr.ent in wnting lothe Admi~istra.
tor at least 30 days DnOr te the effective date 01 the amend-
ment. The consent of the ,6,dministrator sha:l not be required
in order for Such amandme:it to become effective, b"t the
Administrator shall be under no obligation to cQniinue aCling
as Administrator hereundlilr if it disapproves of such 8mlind.
ment. The Employer may at any t.me terminate this piart.
The Administrator may at ar.y time propose an amQnd.
ment to the Plan by 2!"1 instrument In writing transmitted 10 tne
Employer at least 30 O'ays before the effective date of the
amendment. Such amendment shall become effective un.
'ess. within such 30-day perIOd, the Employer notifies the
Administretor in Writing thaI it disapproves such amenoment,
in which case such amendment st1all not become effective.
In the evenl of such disapproval, the Administrator shall be
under no obligation to continue acting as Adminislrator
hereunder, If this Plan do~mQnt constitutes an amendment
and rsstatemenl of the Plan as prelliOllsly adopted by the
Employer. the amendments contained herein shall become
effect!ve on January', , 989. and ti1e lerms of the preceding
Plan document shall remain in effect through December 31.
1988.
Except as may be reQuireo to mainlain the status of the
Pt8n as an eligible del erre d compensation plan undGr Section
457 of the Code Or to comply with other appticablela'Ns. no
amendment or termination of the Plan shall divest any
Participant of any nghts witn respect to compensation de-
ferred before the date of the amendment cr termination.
ARTICLE XI. APPL.ICABLE LAW
This Plan snail be construed unoer the laws of the state
where the Employer is IccatQc .and is established with the
intent that it meet the reculrements of an'eltglble deterred
compensation plan- under Section 457 of the Code, as
amended, The provisions of this P!an shall be interpreted
wnareverpossible in conformitywlll'1thElriiquir8~nts oftrlat
s;ction.
ARTICLE XII.
Any notice 10 a oarty of this plan docu menl s'1all be given
at the fast address provrded in '....riting from one ::)srty to
another party. Any notice sL.JCM rT:elled shall be d;termir:ed to
hav9 b~n received by such party.