69C-6.003 : The Plan; Prescribed Forms - Florida Administrative Rules, Law, Code, Register

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Rule Title: The Plan; Prescribed Forms
Department:	DEPARTMENT OF FINANCIAL SERVICES	Add to MyFLRules Favorites
Division:	Division of Treasury
Chapter:	STATE OF FLORIDA EMPLOYEES DEFERRED COMPENSATION PLAN

Latest version of the final adopted rule presented in Florida Administrative Code (FAC):

	Effective Date:	9/10/2024
	History Notes:	Rulemaking Authority 112.215(12) FS. Law Implemented 112.215 FS. History–New 1-1-87, Amended 10-7-87, 2-14-88, 2-19-89, 6-21-89, 8-7-95, 9-21-98, 6-11-02, Formerly 4C-6.003, Amended 8-26-04, 2-21-05, 7-9-06, 4-8-07, 6-26-13, 3-24-15, 3-20-16, 9-10-24.
	References in this version:	Ref-02710 DFS-J3-1152 Ref-02713 DFS-J3-1165 Ref-02714 DFS-J3-1166 Ref-02715 DFS-J3-1169 Ref-02722 DFS-J3-1173 Ref-02723 DFS-J3-1174 Ref-02724 DFS-J3-1175 Ref-02726 DFS-J3-1525 Ref-02729 DFS-J3-1796 Ref-02730 DFS-J3-1954 Ref-05093 DFS-J3-1163 Ref-05094 DFS-J3-1164 Ref-05095 DFS-J3-1171 Ref-05096 DFS-J3-1172-GWRS Ref-05097 DFS-J3-1172-NRS Ref-05098 DFS-J3-1172-TRP Ref-05099 DFS-J3-1172-VAL Ref-05100 DFS-J3-1172-VOYA Ref-05101 DFS-J3-1526 Ref-05103 DFS-J3-1956 Ref-05104 DFS-J3-1176 Ref-05164 Pension Protection Act of 2006 Ref-16955 DFS-J3-1256 Roth EZ Enrollment Form Ref-16956 DFS-J3-1263 Roth Participant Action Form Ref-16957 DFS-J3-1265 Roth Company to Company Transfer Ref-16958 DFS-J3-1273 Roth Deferrals from Supplemental Pay Ref-16959 DFS-J3-1289 In Plan Roth Conversion Ref-16960 DFS-J3-1541 Investment Policy for Product Selection and Retention

History of this Rule since Jan. 6, 2006

Section	Description	ID	Publish Date

Public Meeting 69C-6.003	This is a biannual meeting of the Chief Financial Officer’s Treasury Deferred Compensation Advisory Council meeting pursuant to Section 112.215, .... November 7, 2024, 10:00 a.m. Hermitage Centre 1801 Hermitage Blvd., Room 440F Tallahassee, ....	28924350	10/29/2024 Vol. 50/212
Final 69C-6.003	The Plan; Prescribed Forms	28672635	Effective: 09/10/2024
Proposed 69C-6.003	This rulemaking adopts new forms to implement the Roth 457b payroll contribution option to the State of Florida Employees Deferred Compensation Plan (Plan) participants and to clarify and simplify the Plan’s investment policy ....	28390365	5/24/2024 Vol. 50/103
Public Meeting 69C-6.003	This is a biannual meeting of the Chief Financial Officer’s Treasury Deferred Compensation Advisory Council meeting pursuant to Section 112.215, .... May 16, 2024, 10:00 a.m. Hermitage Centre 1801 Hermitage Blvd., Room 440F Tallahassee, ....	28332262	5/7/2024 Vol. 50/90
Development 69C-6.003	The rulemaking adopts new forms to implement the Roth 457b payroll contribution option to the State of Florida Employees Deferred Compensation Plan (Plan) participants; to clarify and simplify the Plan’s investment policy ....	28288903	4/23/2024 Vol. 50/80
Public Meeting 69C-6.003	Deferred Compensation Advisory Council Meeting June 5, 2019, 10 a.m. The Hermitage Center, DFS, Treasurer's Conference Room, 4th ....	21882053	5/22/2019 Vol. 45/100
Public Meeting 69C-6.003	Deferred Compensation Advisory Council Meeting November 6, 2018, 9:00 a.m. The Hermitage Centre, Conference Room	21069290	10/24/2018 Vol. 44/208
Public Meeting 69C-6.003	Deferred Compensation Advisory Council Meeting May 1, 2018, 9 a.m. The Hermitage Centre, Hermitage Conference Room	20321517	4/20/2018 Vol. 44/78
Development 69C-6.003	The amendments to the State of Florida Employees Deferred Compensation Plan include changes to the Plan document (Form DFS-J3-1176) and the Plan’s Investment Policy (Form DFS-J3-1541) among other forms. The revisions add ....	18201194	10/28/2016 Vol. 42/211
Final 69C-6.003	The Plan; Prescribed Forms	17259227	Effective: 03/20/2016
Change 69C-6.003	The Plan; Prescribed Forms	17066294	1/26/2016 Vol. 42/16
Proposed 69C-6.003	The purpose of the amendments is to make changes to a State of Florida Employees Deferred Compensation Plan form.	16961728	12/30/2015 Vol. 41/250
Development 69C-6.003	The amendments to the State of Florida Employees Deferred Compensation Plan include changes to the Plan’s Investment Policy (Form DFS-J3-1541). The revisions add language to the definitions section, update the policy to ....	16667624	10/23/2015 Vol. 41/207
Final 69C-6.003	The Plan; Prescribed Forms	15767367	Effective: 03/24/2015
Change 69C-6.003	The Plan; Prescribed Forms	15578993	1/23/2015 Vol. 41/15
Proposed 69C-6.003	The purpose of the amendments is to make changes to the State of Florida Employees Deferred Compensation Plan’s forms.	15303998	11/21/2014 Vol. 40/227
Development 69C-6.003	The amendments to the State of Florida Employees Deferred Compensation Plan include changes to the definitions section and updates to conform to federal law permitting tax-free distributions by retired public safety officers. ....	15148410	10/7/2014 Vol. 40/195
Public Meeting 69C-6.003	Deferred Compensation Advisory Council Meeting. October 29, 2013, 9:30 a.m. The Hermitage Centre Conference Room 440-C 1801 Hermitage ....	13593791	9/30/2013 Vol. 39/190
Final 69C-6.003	The Plan; Prescribed Forms	13104329	Effective: 06/26/2013
Change 69C-6.003	The Plan; Prescribed Forms	12968917	5/7/2013 Vol. 39/89
Proposed 69C-6.003	The purpose of the rule amendment is to revise the State of Florida Deferred Compensation Plan and related forms.	12781513	3/19/2013 Vol. 39/54
Development 69C-6.003	Amendments to the rule include: Updates to the rule due to changes to and clarifications of the Federal deferred compensation regulations. Definitions added or changed in the Plan Document (Form DFS-J3-1176) are as follows: Beneficiaries ....	12628544	2/11/2013 Vol. 39/28
Public Meeting 69C-6.003	The Advisory Council will hold its regular meeting on issues affecting the Deferred Compensation Program. November 15, 2011, 9:00 a.m. Conference Room 440-C, The Hermitage Building, 1801 Hermitage ....	10521122	10/28/2011 Vol. 37/43
Public Meeting 69C-6.003	The Deferred Compensation Advisory Council will hold its regular meeting to discuss updates on the Deferred Compensation program. Wednesday, June 9, 2010, 9:00 a.m. The Hermitage Centre, 1801 Hermitage Blvd. Suite 440-C, Tallahassee, ....	8671623	5/21/2010 Vol. 36/20
Public Meeting 69C-6.003	Rule 69C-6.003, F.A.C., The Plan; Prescribed Forms. The Deferred Compensation Advisory Council will hold its regular meeting to discuss the .... Monday, May 11, 2009, 9:00 a.m. The Hermitage Centre, 1801 Hermitage Blvd., Treasury Conference ....	6984987	4/24/2009 Vol. 35/16
Public Meeting 69C-6.003	The Deferred Compensation Advisory Council members will meet to discuss renewal of Investment Provider contracts, loan provision, and other .... December 7, 2007, 9:00 a.m. The Hermitage Centre, Suite 440, 1801 Hermitage Blvd., Tallahassee, ....	4835758	11/21/2007 Vol. 33/47
Final 69C-6.003	The Plan; Prescribed Forms	3986911	Effective: 04/08/2007
Proposed 69C-6.003	The purpose of the rule amendment is to amend the State of Florida Employee Deferred Compensation Plan.	3344286	12/29/2006 Vol. 32/52
Correction 69C-6.003	The Plan; Prescribed Forms	3064635	10/20/2006 Vol. 32/42
Development 69C-6.003	The rule adopts revisions to the State of Florida Employees Deferred Compensation Plan as follows: A provision is added to allow loans to participants from their deferred compensation accounts under conditions permitted ....	3002846	10/13/2006 Vol. 32/41
Final 69C-6.003	The Plan; Prescribed Forms	2699430	Effective: 07/09/2006
Proposed 69C-6.003	The purpose of the rule amendment is to amend the Deferred Compensation Plan and to adopt the Deferred Compensation Investment Policy and Product Selection and Retention Policy.	274042	4/28/2006 Vol. 32/17
Development 69C-6.003	This rule amendment revises the Deferred Compensation Plan document and adopts a revised Deferred Compensation Investment Policy and Product Selection and Retention Policy. The changes to the Plan are as follows: (1) The ....	190913	3/31/2006 Vol. 32/13

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