Subject: RE: NCPERS Code of Conduct & Schedule A Packet
From: "Mike Jacobson" <[email-masked]>
To: "Adam Downs" <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>, <[email-masked]>
Date: Wed, 16 Sep 2015 12:53:57 +0000

Do not advocate for the diminishment of defined benefit pension plans – hmm – I think my fund counsel should read this.

From: Adam Downs [mailto:[email-masked]]
Sent: Wednesday, September 16, 2015 8:47 AM
To: William Sweeney - Plumbers & Pipefitters National Pension Fund ([email-masked]); Monte Tarbox ([email-masked]); Lori Werner - United Food & Commercial Workers International Union ([email-masked]); Lori Wood ([email-masked]); Marc LeBlanc ([email-masked]); Corinne M. Koch ([email-masked]); Ryk Tierney ([email-masked]); [email-masked]; Mike Mathis ([email-masked]); Mike Jacobson; Eric D. Schwerin ([email-masked]); [email-masked]
Subject: FW: NCPERS Code of Conduct & Schedule A Packet

I thought this might be of interest.

Adam M. Downs
Fund Administrator
Laborers’ International Pension & Retirement Funds
5th Floor
905 16th Street NW
Washington, D.C. 20006-1765
Telephone:  202-737-1664
Direct:  202-737-2737
Cell:  301-332-4569
E-mail:  [email-masked]<mailto:[email-masked]>

From: NCPERS - The Voice of Public Pensions [mailto:[email-masked]]
Sent: Wednesday, September 16, 2015 8:06 AM
To: Adam Downs <[email-masked]>
Subject: NCPERS Code of Conduct & Schedule A Packet

[http://files.ctctcdn.com/dd7da80d301/ff131923-e76a-4eb1-84f5-cec35c4b27dd.jpg]

NCPERS
September 16, 2015

Dear Public Pension Officials:
The National Conference on Public Employee Retirement Systems (NCPERS) recommends that all public pensions 1) adopt the enclosed Code of Conduct for Public Pension Service Providers, 2) ask your service providers to endorse the Code of Conduct, and 3) let us know when your plan has adopted the Code of Conduct and your service providers have endorsed the Code of Conduct.

The NCPERS Code of Conduct for Public Pension Service Providers <http://r20.rs6.net/tn.jsp?f=001dfPsZq4A3YaG0Y3Ogta8-jvhzyWN2lT2z13gKFj-k3HHl9AkzfrkKckykJx04_pLIFtM7uFTgAbL8DZ2R-4YHCVmpBhou4Nt4_oK_WyT6p5xtpDtb177y8w6t4jSzvL-Xzf-L1pOxfTfUEhMGL_ofaeObTAlzkeI7J9RazIoJ6HKBQpKmUkgGGPleBOOmq-n&c=E41186TjIs15KyiuhsWRMvwQjOVzFfqYZXTTZsV-4F8jb_hmb69w1w==&ch=5XID8yHWGq8WNHQ_H8InMYvo-XSiC3Sfavl-qO0BveEpL8lQcuBbXg==> identifies 10
principles for service providers. Pension plan fiduciaries are obligated to make prudent, informed decisions about plan services, with an eye at all times on discouraging conflicts of interest. NCPERS created this code of conduct to help fiduciaries and managers articulate strong, consistent ethical expectations for service providers across the board.

The accompanying packet includes:

1.       The NCPERS Code of Conduct for Public Pension Service Providers

2.       The 2015 Schedule A which lists foundations, think tanks, and other nonprofit entities that engage in ideologically, politically, or donor driven activities to undermine public pensions

3.       A description of the annual process to determine Schedule A

4.       A fiduciary memo

5.       Model motions that public pension boards can use to adopt the Code of Conduct

This packet is provided so that the adoption and implementation of the Code of Conduct is simple and easy because we need ALL public pensions, regardless of whether you're an NCPERS member or not, to get behind this effort. Without your participation we have little chance to ensure that service providers are free of conflicts and are acting in the best interest of your plan and its participants.

As always please contact us at [email-masked]<mailto:[email-masked]> or 202-624-1456 if you have any questions or comments.

Sincerely,

[Image removed by sender.]
Hank Kim, Esq.
Executive Director & Counsel

Enclosures:

NCPERS Code of Conduct for Public Pension Service Providers<http://r20.rs6.net/tn.jsp?f=001dfPsZq4A3YaG0Y3Ogta8-jvhzyWN2lT2z13gKFj-k3HHl9AkzfrkKckykJx04_pLhi5aMmJtyM6WKjT8FXmvo_FmdBOtmCv8jlrBhru8pNlK5o4xVXFM0_b78CNY2g0FpCfaMvzMXgt2mPgyDhiCoLM30rP1wZESTSn71cajs9yBlOJt4Po2Xi3ICO8CB4UqxlFanYdy2j46AUcupFR-01lumdoJXSkGThoC5N7ic9EqaODF240Igg==&c=E41186TjIs15KyiuhsWRMvwQjOVzFfqYZXTTZsV-4F8jb_hmb69w1w==&ch=5XID8yHWGq8WNHQ_H8InMYvo-XSiC3Sfavl-qO0BveEpL8lQcuBbXg==>
Schedule A<http://r20.rs6.net/tn.jsp?f=001dfPsZq4A3YaG0Y3Ogta8-jvhzyWN2lT2z13gKFj-k3HHl9AkzfrkKckykJx04_pLpkRb7u2gwyJP60GmvK0SMgLUbU5mZP0q5_ZzQvVNSTAwx-pbkcDhkOef32oUvciO-TBCCk0ty-5hjDS5JIeA1Swqjb4eypOBOqvTkggUyPA8RYGgbY3D__7oQ-h4_HMrwKHo9sfXwZFsEFPjnRdiG3Ws3Qm1FFHLZNlfYlbwVvB480ALhdIQZA==&c=E41186TjIs15KyiuhsWRMvwQjOVzFfqYZXTTZsV-4F8jb_hmb69w1w==&ch=5XID8yHWGq8WNHQ_H8InMYvo-XSiC3Sfavl-qO0BveEpL8lQcuBbXg==>
Schedule A Annual Process<http://r20.rs6.net/tn.jsp?f=001dfPsZq4A3YaG0Y3Ogta8-jvhzyWN2lT2z13gKFj-k3HHl9AkzfrkKckykJx04_pLUanKsHckTxk3xU4TQX5vhTVPqQ3jiLhalvfyT23unLI8v0Km0G4ABTPPZj4fLlf8bUectd-wAPUzyBS0KzQvYb0XEimC-p_xvZzpGzvwcfpNBAZeyQlcY7EXBks3tt1kF4lLJXjWoQO2Dlo-dtIaBV0g1ToEX19dPnOy79j57fNg77SqIYRo-w==&c=E41186TjIs15KyiuhsWRMvwQjOVzFfqYZXTTZsV-4F8jb_hmb69w1w==&ch=5XID8yHWGq8WNHQ_H8InMYvo-XSiC3Sfavl-qO0BveEpL8lQcuBbXg==>
Fiduciary Memo<http://r20.rs6.net/tn.jsp?f=001dfPsZq4A3YaG0Y3Ogta8-jvhzyWN2lT2z13gKFj-k3HHl9AkzfrkKckykJx04_pLo-jwE3WaL41X9xekmH1bgEwVHoM0VLw0QTJFJu8xXvKnz0Zpjd0RCnK5wcNxdoF2GcaNhuk15QEan7eLoloxNfdJ1XIBjYAQ-XQrZnYeDRvccyiDi_S1vOfus0QGyDEnfoQz_4o3kr9VQOOlAqBTq4ut_gDXez1EDAhxq__F4pZh-rDCUibuog==&c=E41186TjIs15KyiuhsWRMvwQjOVzFfqYZXTTZsV-4F8jb_hmb69w1w==&ch=5XID8yHWGq8WNHQ_H8InMYvo-XSiC3Sfavl-qO0BveEpL8lQcuBbXg==>
Model Motions<http://r20.rs6.net/tn.jsp?f=001dfPsZq4A3YaG0Y3Ogta8-jvhzyWN2lT2z13gKFj-k3HHl9AkzfrkKckykJx04_pLoUKg3QDgESJWlwo9WTt_xZMsVrlIfUSWCOunVnlfAtyY24Sm8z1o-4Wb3iDiI0uecI0z5KfAse4_f8d_9rLlCAmYCGAh8s9dwrpDaDcL_KnO_3CULnEw9A15un5YpNaAijN751wv_CCQJgw4QMlJvHDWtaqjpkw6pilYYE8GZSwWZ9Y2ceq8ag==&c=E41186TjIs15KyiuhsWRMvwQjOVzFfqYZXTTZsV-4F8jb_hmb69w1w==&ch=5XID8yHWGq8WNHQ_H8InMYvo-XSiC3Sfavl-qO0BveEpL8lQcuBbXg==>

NCPERS will be hosting a webinar on the Code of Conduct and Schedule A on Monday, September 28th, 2015 at 1:00pm EST.

Register Now<http://r20.rs6.net/tn.jsp?f=001dfPsZq4A3YaG0Y3Ogta8-jvhzyWN2lT2z13gKFj-k3HHl9AkzfrkKckykJx04_pLgg9z6jJK92wlI3F9G8tnCkH77erOu3NsO75qbhK9Ny78MYkr5YnY2nRkBac1gd0o6m-QpMsD3Ean8B5oGqeNS1Mg0-uQ2F_6xb_E0VEEWPi0FsrF-5WLehAa9ED0eIY4GimLz_7LopfLvTRj4lA2WGDxRdAroKLV&c=E41186TjIs15KyiuhsWRMvwQjOVzFfqYZXTTZsV-4F8jb_hmb69w1w==&ch=5XID8yHWGq8WNHQ_H8InMYvo-XSiC3Sfavl-qO0BveEpL8lQcuBbXg==>

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