Contract_Attachment_1_(Part%201)_ORP_Amdt_1_FINAL.pdf

This is an amendment document related to recordkeeping, administration, and investment options services for the State of Tennessee's Optional Retirement Program (ORP) and Public Higher Education 403(b) Plans. The amendment, dated December 16th, addresses modifications to the existing contract terms and conditions governing the administration and investment management services for these retirement plans covering state employees and higher education institution participants.

The document establishes requirements for comprehensive recordkeeping, plan administration, and investment option management services. The amendment modifies specific contract provisions, performance standards, or operational requirements that were identified as necessary adjustments to the original contract scope. While the specific details of the amendment modifications are not fully detailed in the provided excerpt, the document serves as an official binding addendum to the existing contract, outlining any changes to pricing, service levels, plan participant access, investment offerings, or administrative procedures that affect the State of Tennessee's retirement plan operations.