UNIVERSITY OF MINNESOTA FACULTY RETIREMENT PLAN

Accounting and bookkeeping

Financial and actuarial reporting practices, Minn. Statutes 2004 16A.055, 356.20

Refund repayments, Minn. Statutes 2004 356.441

Accumulated contributions

Abandoned amounts, disposition, Minn. Statutes 2004 356.65

Actuarial valuations

Alternative valuations, Minn. Statutes 2004 356.23

Copies, Minn. Statutes 2004 356A.07

Financial reporting requirements, Minn. Statutes 2004 356.20

Interpretation of law, Minn. Statutes 2004 356.22

Legislature, rights, Minn. Statutes 2004 356.22

Supplemental actuarial valuations, Minn. Statutes 2004 356.23

Annuities

Abandoned amounts, disposition, Minn. Statutes 2004 356.65

Optional annuities, Minn. Statutes 2004 356.46

Qualified annuities, using for refund repayments, Minn. Statutes 2004 356.441

Retirement annuities, Minn. Statutes 2004 356.46, 356.87

Appropriations to, withholding

Investment reporting noncompliance, Minn. Statutes 2004 356.219

Assets

Definitions, Minn. Statutes 2004 356.219, 356.63

Interpretation of law, Minn. Statutes 2004 356.63

Investment diversification, Minn. Statutes 2004 356A.06

Title, holding, Minn. Statutes 2004 356A.06

Audits and examinations, financial reporting, Minn. Statutes 2004 356.20

Beneficiaries, payments to

Benefit distribution, plan termination, Minn. Statutes 2004 356.001

Benefits

Abandoned amounts, disposition, Minn. Statutes 2004 356.65

Benefit provisions summary, Minn. Statutes 2004 356A.07

Definitions, Minn. Statutes 2004 356A.01

Disability benefits, Minn. Statutes 2004 356.46, 356.87

Fiduciaries, duties, Minn. Statutes 2004 356A.02

Members' nonforfeitable interest, Minn. Statutes 2004 356.001

Recipients, defined, Minn. Statutes 2004 356A.01

Survivor benefits, Minn. Statutes 2004 356.87

Termination of plan or fund, procedures, Minn. Statutes 2004 356.001

Breach of fiduciary duty

Cofiduciaries, liability, Minn. Statutes 2004 356A.10

Generally, Minn. Statutes 2004 356A.09

Indemnification, Minn. Statutes 2004 356A.11

Lawsuits, Minn. Statutes 2004 356A.12

Remedies, Minn. Statutes 2004 356A.09

Certificates and certification

Economic interest statements, list of filings, Minn. Statutes 2004 356A.06

Timing of reports, Minn. Statutes 2004 356.219

Chief administrative officer

Definitions, public pension fiduciary responsibility, Minn. Statutes 2004 356A.01, 356A.02

Fiduciary duties, Minn. Statutes 2004 356A.01 to 356A.13

Cofiduciaries

Defined, Minn. Statutes 2004 356A.01

Duties, generally, Minn. Statutes 2004 356A.10

Liability, Minn. Statutes 2004 356A.10

Service of process on, Minn. Statutes 2004 356A.12

Compensation and salaries, fiduciaries, Minn. Statutes 2004 356A.06, 356A.08

Contested cases, adverse determination of eligibility, benefits, or other rights, Minn. Statutes 2004 356A.07

Continuing education, fiduciaries, Minn. Statutes 2004 356A.13

Copies, plan documents, summaries, and reports, Minn. Statutes 2004 356A.07

Covered governmental entity

Defined, Minn. Statutes 2004 356A.01

Duties, Minn. Statutes 2004 356.20, 356.62, 356A.07

Custodian bank accounts, establishment, Minn. Statutes 2004 356.001

Data, access, marriage dissolution actions, Minn. Statutes 2004 356.49

Dedicated fund, uses, Minn. Statutes 2004 356.63

Deferred compensation, see STATE DEFERRED COMPENSATION PLAN

Definitions

Employee contribution pick up, Minn. Statutes 2004 356.62

Loss of survivor benefits, Minn. Statutes 2004 356.406

Public pension fiduciary responsibility, Minn. Statutes 2004 356A.01

Retirement annuity application procedure, Minn. Statutes 2004 356.46

Depositories, designation, Minn. Statutes 2004 356A.06

Disability benefits

Definitions, Minn. Statutes 2004 356.46

Health insurance premiums, withholding, Minn. Statutes 2004 356.87

Disclosure

Fiduciaries, Minn. Statutes 2004 356A.03, 356A.06

Financial reporting requirements, Minn. Statutes 2004 356.20

Dissolution of marriage, retirement benefits or rights, information regarding, Minn. Statutes 2004 356.49

Economic interest statements, fiduciaries, Minn. Statutes 2004 356A.06

Employee contributions, Minn. Statutes 2004 356.62

Employees, see Members under this topic

Employees of the retirement plan

Indemnification, breach of fiduciary duty, Minn. Statutes 2004 356A.11

Employer contributions

University of Minnesota, appropriations for, Minn. Statutes 2004 137.027

Employers

Benefit provision summaries, duties, Minn. Statutes 2004 356A.07

Reports given, employee contribution pick ups, Minn. Statutes 2004 356.62

Reports received, financial reports, Minn. Statutes 2004 356.20

Establishment, authorization, Minn. Statutes 2004 356.24

Fiduciaries

Activities, generally, Minn. Statutes 2004 356A.02

Assets, title, Minn. Statutes 2004 356A.06

Breach of conduct or duties, Minn. Statutes 2004 356A.09 to 356A.12

Cofiduciaries, Minn. Statutes 2004 356A.01, 356A.10, 356A.12

Compensation and salaries, Minn. Statutes 2004 356A.06, 356A.08

Continuing education, Minn. Statutes 2004 356A.13

Definitions, Minn. Statutes 2004 356A.01

Direct or indirect profits, Minn. Statutes 2004 356A.06

Disclosure, Minn. Statutes 2004 356A.03, 356A.06

Duties, Minn. Statutes 2004 356A.02, 356A.04, 356A.05

Economic interest statements, Minn. Statutes 2004 356A.06

Felony violations, documentation, service prohibition, Minn. Statutes 2004 356A.03

Generally, Minn. Statutes 2004 356A.01 to 356A.13

Investments, duties, Minn. Statutes 2004 356A.02, 356A.06

Prohibited transactions, Minn. Statutes 2004 356A.06

Service of process on, Minn. Statutes 2004 356A.12

Standard of conduct, Minn. Statutes 2004 356A.04

Financial reports

Alternative reports, Minn. Statutes 2004 356.23

Copies, distribution, Minn. Statutes 2004 356.20, 356A.07

Requirements, generally, Minn. Statutes 2004 356.20

Former members, marriage dissolution actions

Information requirements, Minn. Statutes 2004 356.49

Funds and accounts

Credits to, abandoned contributions, annuities, or benefits, Minn. Statutes 2004 356.65

Custodian bank accounts, Minn. Statutes 2004 356.001

Dedicated fund, Minn. Statutes 2004 356.63

Governing board of a pension plan, defined, Minn. Statutes 2004 356A.01

Governing body rules and policies

Defined as plan documents, Minn. Statutes 2004 356A.01

Insurance, public employees insurance program, Minn. Statutes 2004 43A.316, 356.87

Interest rates, Minn. Statutes 2004 352D.12

Interpretation of law

Actuarial valuations, Minn. Statutes 2004 356.22

Investments, Minn. Statutes 2004 356.63

Termination of plan or fund, Minn. Statutes 2004 356.001

Unfunded actuarial accrued liability, Minn. Statutes 2004 356.22

Investment of funds

Fiduciaries, duties, Minn. Statutes 2004 356A.02, 356A.06

Interpretation of law, Minn. Statutes 2004 356.63

Policy statement, Minn. Statutes 2004 356.219

Reports about, Minn. Statutes 2004 356.219

Requirements, generally, Minn. Statutes 2004 356A.06

Lawsuits, breach of fiduciary duty, Minn. Statutes 2004 356A.12

Liability

Cofiduciaries, Minn. Statutes 2004 356A.10

Defined, Minn. Statutes 2004 356A.01

Unfunded actuarial accrued liability, Minn. Statutes 2004 356.22

Mail and mailing

Benefit distribution notice, Minn. Statutes 2004 356.001

Retirement annuities, information, completed applications, Minn. Statutes 2004 356.46

Members

Death caused by surviving beneficiary, loss of survivor benefits, Minn. Statutes 2004 356.406

Definitions, Minn. Statutes 2004 356.406, 356.62, 356A.01

Employee contributions, Minn. Statutes 2004 356.62

Marriage dissolution actions, information requirements, Minn. Statutes 2004 356.49

Payments to, benefit distribution upon plan termination, Minn. Statutes 2004 356.001

Reports received, Minn. Statutes 2004 356.20, 356.62, 356A.07

Notice given

Benefit distribution, Minn. Statutes 2004 356.001

Investment restrictions, Minn. Statutes 2004 356A.06

Notice received

Brokers, acknowledgment of investment restrictions, Minn. Statutes 2004 356A.06

Members, proof of death, Minn. Statutes 2004 356.001

Optional annuities, Minn. Statutes 2004 356.46

Payments by

Allowable expenses, Minn. Statutes 2004 356.001

Benefit distribution upon plan termination, Minn. Statutes 2004 356.001

Fiduciaries, duties, Minn. Statutes 2004 356A.02

Health insurance premiums, Minn. Statutes 2004 356.87

Payments to, health insurance

Administrative expenses, Minn. Statutes 2004 356.87

Plan documents

Copies to members, Minn. Statutes 2004 356A.07

Defined, Minn. Statutes 2004 356A.01

Prior service credit, post-July 1, 2003, purchases, Minn. Statutes 2004 356.551

Public employees insurance program, Minn. Statutes 2004 43A.316, 356.87

Purpose, Minn. Statutes 2004 356.001

Records and record keeping

Fiduciaries, duties, Minn. Statutes 2004 356A.02

Investments, liquidity documentation, Minn. Statutes 2004 356A.06

Refunds, repayment to, Minn. Statutes 2004 356.441

Reports given

Financial reports, Minn. Statutes 2004 356.20, 356.23

Investment of funds, Minn. Statutes 2004 356.219

Marriage dissolution actions, benefits or rights, Minn. Statutes 2004 356.49

State auditor, duties, Minn. Statutes 2004 356.219

Timing of reports, Minn. Statutes 2004 356.219

Reports received, marriage dissolution documents, Minn. Statutes 2004 356.49

Retirement annuities

Generally, Minn. Statutes 2004 356.46

Health insurance premiums, withholding, Minn. Statutes 2004 356.87

Spouses, retirement annuities, Minn. Statutes 2004 356.46

State aid, withholding, investment reporting noncompliance, Minn. Statutes 2004 356.219

Statutes of limitations

Breach of fiduciary duty, Minn. Statutes 2004 356A.12

Successor organizations

Application of law, Minn. Statutes 2004 356.20

Supplemental retirement plan

Dedicated fund, uses, Minn. Statutes 2004 356.63

Financial and actuarial reporting practices, Minn. Statutes 2004 356.20

Retirement annuity application procedure, Minn. Statutes 2004 356.46

Surviving beneficiaries, charge or conviction of causing member's death, Minn. Statutes 2004 356.406

Withholding, investment reporting noncompliance, Minn. Statutes 2004 356.219

Survivor benefits

Beneficiaries charged or convicted of causing member's death, Minn. Statutes 2004 356.406

Defined, Minn. Statutes 2004 356.406

Health insurance premiums, withholding, Minn. Statutes 2004 356.87

Survivors

Defined, Minn. Statutes 2004 356.406

Survivor benefits, Minn. Statutes 2004 356.406, 356.87

Termination of plan or fund, Minn. Statutes 2004 356.001

Unfunded actuarial accrued liability, Minn. Statutes 2004 356.22

Violations and penalties

Fiduciaries, felony violations, service prohibition, Minn. Statutes 2004 356A.03

Investment reporting, noncompliance, Minn. Statutes 2004 356.219

Prohibited transactions, defined, Minn. Statutes 2004 356A.06

Surviving beneficiaries, charge or conviction of causing member's death, Minn. Statutes 2004 356.406

Waivers, state aid or appropriations

Withholding for investment reporting, Minn. Statutes 2004 356.219