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[DOCX File]THE OKLAHOMA PUBLIC EMPLOYEES RETIREMENT SYSTEM
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THE OKLAHOMA PUBLIC EMPLOYEES RETIREMENT SYSTEM. REQUEST FOR PROPOSAL #515-1. 7-164. INVESTMENT CONSULTING SERVICES. The Board of Trustees of the Oklahoma Public Employees Retirement System (OPERS) is soliciting proposals from investment consulting firms to provide investment and financial consulting services on a contractual basis.
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[DOCX File]MUTUAL FUND NAME
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BNY Mellon Investment Servicing Trust Company (“ BNY Mellon ”, “we”, or “us”), provides custodial and administrative services for your retirement or savings account. As a result of this role, persons who open a retirement or savings account are considered ‘customers’ of . BNY Mellon (“you” or “your”).
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[DOCX File]Agency Name and Address:
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The Louisiana State Employees’ Retirement System was created by Louisiana Revised Statute (R.S.) 11:401. The system is the administrator of a cost sharing multi-employer public employee retirement system that is governed by a board of 13 trustees. The system provides retirement, disability, and survivor benefits.
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[DOCX File]Agency Name and Address:
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The system uses BNY Mellon as its custodial bank and JP Morgan Chase as its banking service contractor. In addition, the system has contracts for accounting consultants, investment advisors, actuarial services, management and consulting services, legal services, medical examiners’ services, and professional training services.
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[DOC File]www.callan.com
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The Investment Manager shall provide quarterly and annual performance (gross and net of fees) and portfolio valuation reports in addition to annual audited financial statements to CTPF, the Fund’s general consultant, Callan Associates, and the Fund’s custodian bank BNY Mellon.
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[DOC File]PRIM
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PRIM is organized pursuant to Massachusetts’ statute to fund retirement benefits for state and local government employees. It provides an essential government function and therefore income should be excluded under I.R.C. §115. ... Deloitte provides general tax services. BNY Mellon is the PRIT Fund's custodian and is responsible for providing ...
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Anthem
Employers should mail a check, payable to Bank of New York Mellon. a/c 9500998XXXXXXX. Checks may be mailed to: Bank of New York Mellon or Bank of New York Mellon P.O. Box 4038 135 Santilli Highway - Asset Acct Services, Everett, MA 02149 Woburn, MA 01888-4038
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[DOCX File][LOGO] - New Alternatives Fund
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References to the "Custodian", "we" or "us" mean BNY Mellon Investment Servicing Trust Company. The maximum allowable contribution to your IRAs (deductible, non-deductible and Roth) for each tax year is the lesser of (a) the contribution limit for the given tax year ($5,500 for 2017 and 2018) or (b) 100% of your compensation or earnings from ...
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[DOCX File]REQUEST FOR REPONSES (RFR)
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KPMG is the Fund’s external auditor. Deloitte provides general tax services. BNY Mellon is the Fund's custodian and is responsible for providing record-keeping and analytic performance valuations for the Fund. Please refer to PRIM’s website at . www.mapension.com. to learn more about PRIM and its oversight of the PRIT Fund.
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[DOCX File]QUESTIONNAIRE
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The Retirement System uses BNY Mellon as its custodian. Has your firm executed transitions for clients with this custodian in the past? IV. Reporting. Does the firm provide a pre-trade analysis report that estimates the timeframe of the transition and the costs involved? If so, please
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Bny mellon retirement website