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General Plan Information

Here you can read and learn about the Plan’s general policies & procedures, rules & regulations and administrative guidelines. If you have questions, contact the HELPLINE or your local Account Executive.

Plan Document (PDF) – The Plan Document details the features, benefits and overall administrative guidelines of the Plan.

Participating Employers (PDF) – This document lists the employers, by county, who have adopted the Plan for their employees.

Rules and Regulations (PDF) – The Rules and Regulations detail the legal governing guidelines for the Plan.

Plan Administration – Learn more about the Plan’s service providers, administrative fees and services available through the Board of Directors office.

Administrative Budget – The budget outlines the administrative services that support the Plan, their related expenses and the revenue sources used to support those services.

Investment Policy & Procedures (PDF) – This document provides guidelines for the Board concerning the selection and design of investment options offered under the Plan. It outlines the criteria and processes for evaluation of investment options and fund managers, and how that process is documented.

Stable Income Fund Investment Guidelines (PDF) – This document outlines the Board’s guidelines for the overall investment of the Stable Income Fund.

Exchange Restrictions and Redemption Fees – Learn more about the policy to restrict excessive trading of mutual funds and other investment options. Information regarding mutual funds which impose short-term redemption fees is also provided.

Financial Statements (PDF) – This document details the independent accountant’s report on the Plan’s financial statement(s) for the fiscal year, ending March 31.

Un-cashed checks policy – Learn more about the Plan’s policy regarding un-cashed distribution checks.

Selected Plan Statistics – This document provides some Plan statistics that we thought might be interesting to you.

Iran Investment Policy – This document provides the Plan's Iran Investment Policy in conformance with the New York State Iran Divestment Act of 2012.

PDFs require Adobe® Reader®

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