Contract_Attachment_3_(Part%203)_UT%20403(b)_Amdt_3_FINAL.pdf

This is an amendment document (Amendment 3) to the contract for recordkeeping, administration, and investment options for the State of Tennessee's Optional Retirement Program and Public Higher Education 403(b) Plans. The amendment, dated December 16th, modifies the existing contractual terms between the State of Tennessee and the service provider responsible for administering these retirement benefit plans for state employees and public higher education institution employees.

The specific modifications outlined in Amendment 3 address operational and administrative requirements for the ongoing management of the 403(b) retirement plans. The amendment establishes or clarifies procedural requirements, service delivery standards, or other administrative provisions necessary to ensure continued compliance and operational effectiveness of the state's optional retirement program offerings. As an amendment to an existing contract, this document represents a continuation of the established service relationship rather than a new procurement, with terms and conditions superseding or supplementing those in the original contract and previous amendments.