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Earlier editions: 2026-09

Title 3 — PERSONNEL›II. - RETIREMENT PLANS›Chapter 3.52 — FEDERATED RETIREE HEALTH CARE TRUST FUND

San Jose Municipal Code Part 6 Accounting and Recordkeeping

San Jose Municipal Code · 2026-10 edition · updated 2026-10-04 · San Jose

Cite as: San Jose Municipal Code Part 6 · Text as of 2026-10-04

3.52.500 - Maintenance of records.

The trustees shall maintain or cause to be maintained suitable records, data, and information relating to its responsibilities hereunder. The trust's books and records relating thereto shall be open to inspection and audit at reasonable times, subject to applicable law.

(Ord. 28914.)

Exceptions & meaning →

3.52.510 - Independent audit.

The trustees shall cause an independent audit of the trust fund to be performed annually for each trust year, with results reported to the trustees.

(Ord. 28914.)

Exceptions & meaning →

3.52.520 - Annual report.

The trustees shall publish an annual consolidated report for each trust year that includes the fiscal transactions of the trust fund for the preceding trust year; and the amount of the accumulated cash, securities, and other assets of the trust fund.

(Ord. 28914.)

Exceptions & meaning →

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