O-315-C
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CITY OF CLERMONT
CODE ORDINANCE
NO. 315-C
AN ORDINANCE UNDER THE CODE OF
ORDINANCES OF THE CITY OF CLERMONT,
FLORIDA ESTABLISHING A DEFINED
CONTRIBUTION PLAN; PROVIDING FOR
EXECUTION OF TRUST JOINDER AGREEMENT;
PROVIDING FOR ADOPTION OF DEFINED
CONTRIBUTION PLAN; PROVIDING FOR
ACKNOWLEDGEMENT OF MASTER TRUSTEES;
PROVIDING FOR EXECUTION OF AN ADOPTION
AGREEMENT; PROVIDING FOR ABIDING BY
TERMS AND ACCEPTANCE OF SERVICES;
PROVIDING FOR TERMINATION OF
PARTICIPATION; PROVIDING FOR
ACKNOWLEDGEMENT REGARDING ASSETS;
PROVIDING FOR APPROVAL BY MASTER
TRUSTEES; PROVIDING FOR FULL FORCE AND
EFFECTIVENESS; PROVIDING FOR REPEAL OF
CONFLICTING RESOLUTIONS; AND PROVIDING
AN EFFECTIVE DATE.
WHEREAS, the City of Clennont, Florida, (hereinafter referred to as the "Participating
Employer") has detennined that in the interest of attracting and retaining qualified employees, it
wishes to offer a defined contribution plan;
WHEREAS, the Participating Employer has reviewed the Florida Municipal Pension
Trust Fund ("FMPTF") Defined Contribution Plan ("Plan");
WHEREAS, the Participating Employer wishes to participate in the Plan to provide
certain benefits to its employees, reduce overall administrative costs, and afford attractive
investment opportunities;
WHEREAS, the Participating Employer is an Employer as defined in the Plan;
WHEREAS, the Participating Employer shall execute a Trust Joinder Agreement to
become a party to the FMPTF Master Trust Agreement as a condition of participating in the
Plan;
WHEREAS, the Participating Employer shall execute an Adoption Agreement for the
Plan; and
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City of Clermont
Code Ordinance
No. 315-C
Page 2
WHEREAS, the City of Clennont is authorized by law to adopt this ordinance approving
the Trust Joinder Agreement and the Adoption Agreement;
Therefore, the City of Clennont, Florida hereby ordains that:
Section 1. The Participating Employer authorizes the execution of the Trust Joinder
Agreement for the Participating Employer to become a party to the FMPTF Master Trust
Agreement. The FMPTF Master Trust Agreement, as may be amended by the Master Trustees
of the FMPTF Defined Contribution Plan ("Master Trustees"), shall be attached to and made a
part of the Trust Joinder Agreement.
Section 2. The Participating Employer adopts the FMPTF Defined Contribution Plan for
its Employees. The Plan, as may be amended by the Master Trustees, is attached hereto as
Exhibit I and is made a part of this Resolution.
Section 3. The Participating Employer acknowledges that the Master Trustees are only
responsible for the Plan and have no responsibility for other employee benefit plans maintained
by the Participating Employer.
Section 4. The Participating Employer hereby adopts the tenns of the Adoption
Agreement, which is attached hereto as Exhibit 2 and is made a part of this Ordinance. The
Adoption Agreement sets forth the Employees to be covered by the Plan, the benefits to be
provided by the Participating Employer under the Plan, and any conditions imposed by the
Participating Employer with respect to, but not inconsistent with, the Plan. The Participating
Employer reserves the right to amend its elections under the Adoption Agreement, so long as the
amendment is not inconsistent with the Plan, the FMPTF Master Trust Agreement or the Internal
Revenue Code or other applicable law and is approved by the Master Trustees of the Plan.
Section 5.
(a) The Participating Employer shall abide by the tenns of the Plan and the FMPTF
Master Trust Agreement, including amendments to the Plan and the FMPTF Master Trust
Agreement made by the Master Trustees, all investment, administrative, and other service
agreements ofthe Plan and the FMPTF Master Trust Agreement, and all applicable provisions of
the Internal Revenue Code or other applicable law.
(b) The Participating Employer accepts the administrative services to be provided by
Florida League of Cities, Inc. and any services provided by a service manager as delegated by
the Master Trustees. The Participating Employer acknowledges that fees will be imposed with
respect to the services provided and that such fees may be deducted from the Participating
Employees' accounts.
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City of Clermont
Code Ordinance
No. 315-C
Page 3
Section 6.
(a) The Participating Employer may tenninate its participation in the Plan, if it takes
the following actions:
(i) An ordinance must be adopted tenninating its participation in the Plan.
(ii) The ordinance must specif'y when the participation will end.
The Master Trustees shall detennine whether the ordinance complies with the Plan, the
FMPTF Master Trust Agreement, and all applicable federal and state laws, shall detennine an
appropriate effective date, and shall provide appropriate fonns to tenninate ongoing
participation. However, distributions under the Plan of existing accounts to Participating
Employees will be made in accordance with the Plan.
(b) The Participating Employer acknowledges that the Plan and the FMPTF Master
Trust Agreement contain provisions for involuntary Plan tennination.
Section 7. The Participating Employer acknowledges that all assets held in connection
with the Plan, including all contributions to the Plan, all property and rights acquired or
purchased with such amounts and all income attributable to such amounts, property or rights
shall be held in trust for the exclusive benefit of Participating Employees and their Beneficiaries
under the Plan. No part of the assets and income of the Plan shall be used for, or diverted to,
purposes other than for the exclusive benefit of Participating Employees and their Beneficiaries
and for defraying reasonable expenses of the Plan. All amounts of compensation deferred
pursuant to the Plan, all property and rights acquired or purchased with such amounts and all
income attributable to such amounts, property or rights held as part of the Plan, shall be
transferred to the Master Trustees to be held, managed, invested and distributed as part of the
Master Trust Fund in accordance with the provisions of the Plan and the FMPTF Master Trust
Agreement. All contributions to the Plan must be transferred by the Participating Employer to
the Master Trust Fund. All benefits under the Plan shall be distributed solely from the Master
Trust Fund pursuant to the Plan.
Section 8. This Ordinance, the Trust Joinder Agreement and the Adoption Agreement
shall be submitted to the Master Trustees for their approval. The Master Trustees shall
detennine whether the Ordinance complies with the Plan and the FMPTF Master Trust
Agreement, and, if it does, shall provide appropriate fonns to the Participating Employer to
implement participation in the Plan. The Master Trustees may refuse to approve an Adoption
Agreement by an Employer that does not have proper authority to participate in the Plan. The
City of Clennont hereby acknowledges that it is responsible to assure that this Ordinance, the
Trust Joinder Agreement and the Adoption Agreement are adopted and executed in accordance
with the requirements of applicable law.
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City of Clermont
Code Ordinance
No. 315C
Page 4
Section 9. This Ordinance shall remain in full force and effect until supplemented,
amended, repealed or otherwise altered.
Section 10. This Ordinance hereby repeals all ordinances in conflict herewith.
Section 11. This Ordinance shall be published as provided by law and shall become law
and shall take effect on the date of its second reading and final passage.
First reading this 9th day of October, 2001
Second reading this 13th day of November 2001
Passed and ordained by the City Council of the City of Clermont, Lake County,
Florida this 13th day of November, 2001.
Attest:
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