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Chapter 4.38
SUPPLEMENTARY RETIREMENT AND INCOME PLAN II

Sections:

Art 1 Definitions

4.38.101    Beneficiary.

4.38.102    Committee.

4.38.103    Compensation.

4.38.104    Council.

4.38.105    Effective date.

4.38.106    Employee.

4.38.107    Employer.

4.38.108    Fiduciary.

4.38.109    Fiscal year.

4.38.110    Gender.

4.38.111    Participant.

4.38.112    Plan.

4.38.112(A)    PERS.

4.38.113    Plan year.

4.38.114    Service.

4.38.115    Trust.

4.38.116    Trust agreement.

4.38.117    Trustee.

4.38.118(A)    Related plan.

4.38.118(B)    Highly compensated employee.

4.38.118(C)    Family member.

4.38.118(D)    Police employee.

Art 2 Participation

4.38.201    Participation date.

4.38.202    Cessation of participation.

4.38.203    Inactive participation.

Art 3 Contributions

4.38.301    Employer contributions.

4.38.302    No reversion to employer.

4.38.303    Contributions by participants.

4.38.304    Return of employer contributions--Mistake of fact.

Art 4 Accounts and Vesting

4.38.401    Accounts of participants.

4.38.402    Allocation of contributions.

4.38.402(A)    Limitation on allocations to participants.

4.38.403    Valuation of the trust.

4.38.404    Account balances.

4.38.405    Vesting.

4.38.406    Loans to participants.

4.38.407    Plan-to-plan transfers.

4.38.408    Participant directed investment.

Art 5 Distribution of Benefits

4.38.501    Retirement.

4.38.502    Normal retirement date.

4.38.503    Deferred retirement date.

4.38.504    Early retirement date.

4.38.505    Death.

4.38.506    Designation of beneficiaries.

4.38.507    Absence of valid designation of beneficiaries.

4.38.508    Termination of employment.

Art 6 Method and Time of Distribution

4.38.601    Method of distribution.

4.38.602    Time of distribution.

4.38.603    Distribution of death benefits.

4.38.604    Payment of small benefits.

Art 7 Administration of the Plan

4.38.701    Investment plans committee.

4.38.702    Organization of the committee.

4.38.703    Powers of the committee.

4.38.704    Procedure for review of denial of benefits.

4.38.705    Facility of payment.

4.38.706    Information to be given participants.

4.38.707    Compensation and expenses of the committee.

Art 8 Amendment and Termination

4.38.801    General purpose.

4.38.802    Amendment.

4.38.803    Limitation upon the right to amend.

4.38.804    Termination.

4.38.805    Suspension.

4.38.806    Procedure.

4.38.807    Distribution upon events of termination.

Art 9 Miscellaneous

4.38.901    Trust for exclusive benefit of participants, former participants or their beneficiaries.

4.38.902    Relationship between employer and employee is not changed by this plan and trust.

4.38.903    Trust not guaranteed by employer.

4.38.904    Rights not transferable.

4.38.905    Rights and remedies limited.

4.38.906    Unenforceable provisions.

4.38.907    Failure to qualify.

4.38.908    Construction of the plan.

4.38.909    Plan and trust executed in counterparts.

4.38.910    Special rules relating to Veteran’s reemployment rights.

The City of Berkeley does hereby adopt as of January 1, 2001 the following money purchase pension plan for the exclusive benefit of its employees who shall participate there in accordance with its terms. This plan amends and restates the provisions in the prior City of Berkeley Supplementary Retirement and Income Plan II. (Ord. 6748-NS § 1, 2003)