Carruth Compliance Consulting

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Eugene Public Schools

Pershing

General Status

Pershing currently does not have the ability to associate individual accounts with employer plans, therefore currently does not offer an ISA option that covers plans but rather individual participants accounts. Unfortunately, the lack of plan levelISAs and the inability to offer information on all accounts under a given employer's plan does not meet compliance needs for plan administrative purposes. Until this issue is resolved, no ISAs will be signed for Pershing. Loans are not allowed from Pershing accounts from CCC Client Plans.

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Eugene 4J Plan Number: To Be Determined

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