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Agency Schedule Detail

Authorization Number :  10900648
Agency Series No. :  STBL-51
Status :  Active
Agency Web Link : 
Agency :  TOS
Confidential Description : 
Division : 
Vital Description : 
Section : 
Record Title :  Periodic Reports for Plan Management
Revision :  0
Record Description :  Monthly, quarterly, and annual reports prepared and provided by the Plan Manager, Investment Advisor, Investment Manager, Custodian and Prepaid Card Service Provider that include, but are not limited to: the number of open and active STABLE accounts; the number of STABLE accounts closed; the number of open and active STABLE Card accounts; the number of STABLE Card accounts closed; the contributions, withdrawals, and interest of investment accounts; evaluation of performance of the Plan''''''''s investment portfolios, and benchmarking; an analysis of the Plan''''''''s investment portfolios against similar program investment options; analysis and summary of recent events in the financial markets; analysis of the allocation of the Plan''''''''s investments across asset classes and/or managers and changes in allocation; and other similar information.
Retention Period Retention Justification Media Code Method of Disposal
Retain until conclusion of fiscal year, and for an additional 4 fiscal years. Electronic Delete

Approvals

Status Name Title Date
Approved Jeremy Rzepka Records Officer 10/11/2018 3:00:00 PM
Approved Bunnie Jones Record Administrator 11/2/2018 1:51:00 PM
Approved Fred Previts State Archivist 11/5/2018 8:58:00 AM
Approved Martin Meeks State Auditor 11/5/2018 10:56:00 AM

Notes

Date Reason User

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