1. Everett School Employee Benefit Trust
  2. Operations Manual for Trustees
  3. Table of Contents
    1. 100 Administration Policies and Procedures
    2. 200 Finance Policies and Procedures
    3. 300 Communications Policies and Procedures
    4. 400 Compliance and Risk Management Policies and Procedures


 

 


alt Everett School Employee Benefit Trust

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Operations Manual for Trustees

 

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Table of Contents


 



100 Administration Policies and Procedures
 
100  General Administration
100.1P Trust Administration
100.2P Adopting Procedures
100.3P Third Party Administrators, Consultants and Advisors
100.4P District or Association Action
100.5P Non Discrimination
110 Trustees
110.1P Membership
110.2P Appointments
110.3P Meetings
110.4P Trustee Action
110.5P Agendas, Meetings and Records
110.6P Signing of Documents
110.7P Delegation of Duties
110.8P Reliance on Information
110.9P Compensation


120  Trust and Plan Terms
130  Administrative Authority


 

 





200  Finance Policies and Procedures

 

 200  Financial Policy
200.1P Financial Management
200.2P Trust Fund Management
200.3P Reporting


 210  Loyalty and Prudence
210P Conflict of Interest


 220  Investment Guidelines

 230  Accounting Period

   230P  Accounting

 240  Payment for Travel Expenses

 250  Fund Balance and Solvency
250P Fund Balance and Solvency


 

 





300  Communications Policies and Procedures

 

 300  Communications
300.1P Communications
300.2P Participant Communications


 

 





400  Compliance and Risk Management Policies and Procedures

 

 400  Compliance and Risk Management

 410  Claims and Appeals
410410.1P Claims Procedure
410.2P Claims Audits


 420  Audits
430 Health Insurance Portability and Accountability Act of 1996 (HIPAA) – Privacy and Security


 440  Reports

 450  Records Retention and Management

 460  Family and Medical Leave Act and Continuation of Coverage

 470  Wellness Program

 480  COBRA Premium Subsidy Under the ARRA

   480P  COBRA Premium Subsidy Under the ARRA

 490  Fees

 491  Open Public Meetings

   

 
 


 



Document comparison by Workshare Professional on Thursday, December 02, 2010 10:13:48 AM
Input:
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Description #3268382v3<Active> - v3: ESEBT: ToC for Operations Manual for Fiduciaries (w/client changes) 
Document 2 ID interwovenSite://PDX-MTIERS/Active/3268382/4 
Description #3268382v4<Active> - ESEBT: ToC for Operations Manual for Fiduciaries 
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Seattle-3268382.3 3268382.4 0053709-00001