CHAPTER 3. Administration of the Plan [22960.35. - 22960.40.]

Cal. Government Code - GOV 3.

in effect

Cal. Government Code - GOV § 22960.35. Section 22960.35.

(a) Except as provided in this part, the plan shall be administered by the board in conformity with its powers and duties for administration of the system as set forth in Part 3 (commencing with Section 20000). The board shall, to the extent that it determines feasible, follow the procedures set forth in Article 7 (commencing with Section 20220) of Chapter 2 of Part 3. (b) The board may retain a third-party administrator to perform recordkeeping, customer service or other plan administration services. (c) The board shall notify the Department of Human Resources when it is prepared to implement the plan.

Cal. Government Code - GOV § 22960.36. Section 22960.36.

(a) The board shall adopt a trust instrument embodying the material terms and conditions of the plan consistent with this part and the applicable provisions of Title 26 of the United States Code. (b) The board may, as it deems necessary, amend the plan consistent with this part and the applicable provisions of Title 26 of the United States Code. (c) The board shall provide reasonable notice to each plan participant of any plan amendment.

Cal. Government Code - GOV § 22960.37. Section 22960.37.

In administering the plan, the officers and employees of the system shall discharge their duties with respect to the plan solely in the interest of the participants and beneficiaries: (a) In accordance with the documents and instruments governing the plan insofar as those documents and instruments are consistent with this part. (b) For the exclusive purpose of both of the following: (1) Providing benefits to participants and their beneficiaries. (2) Defraying reasonable expenses of administering the plan. (c) By investing with the care, skill, prudence, and diligency under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with those matters would use in the conduct of an enterprise of a like character and with like aims.

Cal. Government Code - GOV § 22960.38. Section 22960.38.

With regard to the plan, the board shall not engage in any transaction prohibited by Section 503(b) of Title 26 of the United States Code.

Cal. Government Code - GOV § 22960.39. Section 22960.39.

The board may require a third-party administrator, recordkeeper, custodian, or investment manager that is contracted with, or appointed by the system, to be subject to the duties set forth in Section 22960.37.

Cal. Government Code - GOV § 22960.40. Section 22960.40.

Data filed by any participant or beneficiary with the board is confidential, and no individual record shall be divulged by any official or employee having access to that data to any person other than the participant to whom the information relates or his or her authorized representative, employer, or any state department or agency. The information shall be used by the board for the sole purpose of carrying into effect the provisions of this part. Any information that is requested for retirement purposes by any public agency shall be treated as confidential by the agency. (a) The board may seek reimbursement for reasonable administrative expenses incurred when providing that information. Except as provided by this section, no participant’s or beneficiary’s address, home telephone number, or other personal information shall be released. (b) For purposes of this section, “authorized representative” includes the spouse or beneficiary of a participant when no contrary appointment has been made and when, in the opinion of the board, the participant is prevented from appointing an authorized representative because of mental or physical incapacity or death.

Source: CA Legislative Counsel Bulk DataURL: https://downloads.leginfo.legislature.ca.gov/pubinfo_2025.zipFetched: 6/27/2026