Pension Plan Disclosure

Pennsylvania Act 44 (2009) Compliance

Act 44 of 2009 requires that all parties to a service contract with a municipal pension fund submit an annual disclosure to their Pennsylvania public sector clients. The disclosure form provides certain information in regard to any financial relationships that may exist between the entities and the elected and appointed officials of the municipality to determine if a conflict of interest may exist. The form was sent to all entities that provide services to the Upper Uwchlan Township Pension Funds.

The disclosure forms must be posted on the municipality's website and be filed and updated annually for the life of the contract between the municipality and each party. The disclosure forms are available for review below.

Thomas J. Anderson 2019 Act 44 Disclosure Form
CBIZ InR 2019 Act 44 Disclosure Form