Contract%20Attachment%202%20(Part%204)%20TBR%20403b%20Amdt%204%20-%20FINAL.pdf

This is Contract Attachment 2 (Part 4) related to Amendment 4 of the Tennessee Board of Regents (TBR) 403(b) plan recordkeeping, administration, and investment options agreement for the State of Tennessee's Optional Retirement Program and Public Higher Education 403(b) Plans. The document, dated April 14, 2025, serves as a final amendment to the existing contract governing the management and administration of retirement plan services for eligible state employees and higher education institution participants across Tennessee's public university system.

The amendment addresses modifications to the recordkeeping, administration, and investment service provisions previously established under the original contract. As an amendment document, it establishes updated terms, conditions, or requirements effective as of the amendment date and supersedes conflicting provisions in prior contract versions. The specific substantive changes, pricing adjustments, service modifications, or administrative updates contained within this amendment would be detailed within the document's provisions and should be reviewed in conjunction with the base contract and any previously issued amendments to understand the complete current scope of services, fees, and obligations for all contracting parties involved.