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Retirement Plans Documents

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  2. Human Resources
  3. Retirement Plans Information
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Retirement Plans Documents

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Investment Policies

  • 1st Amendment to DB Statement of Investment Objectives and Guidelines 2024
  • 2nd Amendment to DB Statement of Investment Objectives and Guidelines 2024
  • DB Statement of Investment Objectives Guidelines 2017
  • DC Statement of Investment Objectives and Guidelines 2014

Defined Benefit Plan

  • 1st Amendment to DB Plan 6-9-15 (PDF)
  • 2nd Amendment to DB Master Trust Agreement 4-26-11 (PDF)
  • 3rd Amendment to DB Master Trust Agreement 6-9-15 (PDF)
  • DB - Defined Benefit Master Trust Agreement
  • DB - Defined Benefit Pension Plan (PDF)
  • DB - Defined Benefit Plan Rabbi Trust (PDF)
  • 1st Amendment to Defined Benefit Master Trust (PDF)
  • IRS Favorable Determination Letter DB Plan
  • Custodial Acct Acknowledgement DB Plan (PDF)
  • IRS Favorable Determination Letter DB 9-5-2008 (PDF)

Defined Contribution Plan/401(a)

  • 4th Amendment to Defined Contribution Pension Plan
  • 2nd Amendment to Defined Contribution Plan
  • 3rd Amendment to Defined Contribution Plan
  • 401(a) Vesting Schedule Effective 1-1-2016
  • Gwinnett County Defined Contribution Plan IRS Determination 2-24-2015 (PDF)
  • IRS Favorable Determination Letter DC Plan
  • DC - Defined Contribution Pension Plan (PDF)
  • DC - Defined Contribution Adoption Agreement (PDF)
  • DC - Amendment to Defined Contribution Plan (PDF)

Deferred Compensation Plan/457(b)

  • 2nd Amendment to the Deferred Compensation Plan
  • 457 Plan - 1st Amendment (PDF)
  • 457 Adoption Agreement
  • 457 Deferred Compensation Plan (PDF)
  • 457 Plan 1st Amendment (PDF)
  • 457 Loan Administration Policy (PDF)

Other Documents

  • Retirement Plans Management Committee Bylaws
  • Gwinnett County OPEB Funding and Eligibility Policy
  • Resolution for Pension Plans
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