Common use of Available Investment Options Clause in Contracts

Available Investment Options. The Investment Committee shall direct the Trustee as to the investment options: (i) in which the Trust shall be invested during the participant recordkeeping reconciliation period, which shall be defined as the period beginning on the date of the initial transfer of assets to the Trustee and ending on the date of the completion of the reconciliation of participant records, (ii) in which investment option any portion of participant's accounts that are not directed by participants are to be invested, and (iii) in which Plan participants may invest, subject to the following limitations. The Investment Committee may determine to offer as investment options only (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds"), (ii) equity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCK"), (iii) notes evidencing loans to Plan participants in accordance with the terms of the Plan, (iv) guaranteed investment contracts chosen by the Trustee, and (v) collective investment funds maintained by the Trustee for qualified plans; provided that the Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets that are invested in guaranteed investment contracts chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Investment Committee are identified on Schedules "A" and "C" attached hereto. The Investment Committee may add additional investment options with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additions.

Appears in 1 contract

Samples: Trust Agreement (Hadco Corp)

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Available Investment Options. The Investment Committee Named Fiduciary shall direct the Trustee as to the investment options: (i) options in which the Trust shall be invested during the participant recordkeeping reconciliation period, which shall be defined as Participant Recordkeeping Reconciliation Period and the period beginning on the date of the initial transfer of assets to the Trustee and ending on the date of the completion of the reconciliation of participant records, (ii) in which investment option any portion of participant's accounts that are not directed by participants are to be invested, and (iii) options in which Plan participants Participants may invest, subject to invest following the following limitationsParticipant Recordkeeping Reconciliation Period. The Investment Committee Named Fiduciary may determine to offer as investment options only only: (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds")FMC Stock, (ii) equity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCK")FMC Technologies Stock, (iii) Fidelity Mutual Funds and Non-Fidelity Mutual Funds (iv) notes evidencing loans to Plan participants Participants in accordance with the terms of the Plan, (ivv) guaranteed investment contracts chosen by the TrusteeExisting Investment Contracts, and (vvi) collective investment funds maintained by the Trustee for qualified plans; provided that the . The Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets (including the proceeds from any Existing Investment Contracts) that are invested in guaranteed investment contracts chosen by the Trustee or in Existing Investment Contracts as set forth on Schedule “G” and collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Investment Committee Named Fiduciary are identified on Schedules "A" and "Schedule “C" attached hereto. Upon transfer to the Trust, Plan assets will be invested in the investment option(s) as directed by the Sponsor. The Investment Committee Named Fiduciary may add additional investment options with the consent of the Trustee to reflect administrative considerations and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additionsAgreement.

Appears in 1 contract

Samples: Trust Agreement (FMC Technologies Inc)

Available Investment Options. The Investment Committee Named Fiduciary shall direct the ---------------------------- Trustee as to the investment options: (i) options in which the Trust shall be invested during the participant recordkeeping reconciliation period, which shall be defined as Participant Recordkeeping Reconciliation Period and the period beginning on the date of the initial transfer of assets to the Trustee and ending on the date of the completion of the reconciliation of participant records, (ii) in which investment option any portion of participant's accounts that are not directed by participants are to be invested, and (iii) options in which Plan participants Participants may invest, subject to invest following the following limitationsParticipant Recordkeeping Reconciliation Period. The Investment Committee Named Fiduciary may determine to offer as investment options only only: (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds")FMC Stock, (ii) equity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCK")FMC Technologies Stock, (iii) Fidelity Mutual Funds and Non-Fidelity Mutual Funds (iv) notes evidencing loans to Plan participants Participants in accordance with the terms of the Plan, (ivv) guaranteed investment contracts chosen by the TrusteeExisting Investment Contracts, and (vvi) collective investment funds maintained by the Trustee for qualified plans; provided that the . The Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets (including the proceeds from any Existing Investment Contracts) that are invested in guaranteed investment contracts chosen by the Trustee or in Existing Investment Contracts as set forth on Schedule "G" and collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Investment Committee Named Fiduciary are identified on Schedules "A" and Schedule "C" attached hereto. Upon transfer to the Trust, Plan assets will be invested in the investment option(s) as directed by the Sponsor. The Investment Committee Named Fiduciary may add additional investment options with the consent of the Trustee to reflect administrative considerations and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additionsAgreement.

Appears in 1 contract

Samples: Trust Agreement (FMC Technologies Inc)

Available Investment Options. The Investment Committee Named Fiduciary shall direct the Trustee as to the what investment options: (i) in which the Trust shall be invested during the participant recordkeeping reconciliation period, which shall be defined as the period beginning on the date of the initial transfer of assets to the Trustee and ending on the date of the completion of the reconciliation of participant records, (ii) in which investment option any portion of participant's accounts that are not directed by participants are to be invested, and (iii) in which options Plan participants may investinvest in, subject to the following limitations. The Investment Committee Named Fiduciary may determine to offer as investment options only (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds"), (ii) notes evidencing loans to Plan participants in accordance with the terms of the Plan, (iii) equity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCK"), (iii) notes evidencing loans to Plan participants in accordance with the terms of the Plan, (iv) guaranteed investment contracts chosen by the Trustee, (v) guaranteed annuity contracts heretofore entered into by the Sponsor or predecessor trustee and specifically identified on Schedule "G" attached hereto ("EXISTING GICS"), and (vvi) collective investment funds maintained by the Trustee for qualified plans; provided provided, however, that the Named Fiduciary hereby directs the Trustee to continue to hold such Existing GICs until the Named Fiduciary directs otherwise, it being expressly understood that such direction is given in accordance with Section 403(a) of ERISA; and provided, further, that the Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets that are invested in guaranteed investment contracts chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Investment Committee Named Fiduciary are identified on Schedules "A" and "C" attached hereto. The Investment Committee Named Fiduciary may add additional investment options with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additions.

Appears in 1 contract

Samples: Trust Agreement (Bank United Corp)

Available Investment Options. The Investment Committee Named Fiduciary with respect to a Plan shall direct the Trustee as to the what investment options: (i) in which the Trust shall be invested during the participant recordkeeping reconciliation period, which shall be defined as the period beginning on the date of the initial transfer of assets to the Trustee and ending on the date of the completion of the reconciliation of participant records, (ii) in which investment option any portion of participant's accounts that are not directed by participants are to be investedParticipant Recordkeeping Reconciliation Period, and (iii) the investment options in which Plan participants may investinvest in, subject to the following limitations. The Investment Committee Named Fiduciary may determine to offer as investment options only (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds"), (ii) equity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCK")Stock, (iii) Harsco Stock, (iv) notes evidencing loans to Plan participants Participants in accordance with the terms of the Plan, (ivv) guaranteed investment contracts Stable Value Investments chosen by the TrusteeTrustee as set forth in the Investment Guidelines attached hereto, (vi) Existing GICs, and (vvii) collective investment funds maintained by the Trustee for qualified plans; provided provided, however, that the Named Fiduciary hereby directs the Trustee to continue to hold such Existing GICs as set forth in Section A of Schedule "G" until the Named Fiduciary directs otherwise, it being expressly understood that such direction is given in accordance with Section 403(a) of ERISA; and provided, further, that the Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets that are invested in guaranteed investment contracts existing GICs set forth in Section B of Schedule "G" chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Investment Committee Named Fiduciary are identified on Schedules "A" and "C" attached hereto. The Investment Committee Named Fiduciary may add additional investment options with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additions.

Appears in 1 contract

Samples: Trust Agreement (FMC Corp)

Available Investment Options. The Investment Committee Named Fiduciary shall direct the ---------------------------- Trustee as to the investment options in which Plan Participants may invest. During a Participant Recordkeeping Reconciliation Period the Named Fiduciary shall direct the Trustee as to the investment options: (i) in options which the Trust shall be invested during the participant recordkeeping reconciliation period, which shall be defined as the period beginning on the date of the initial transfer of assets to the Trustee and ending on the date of the completion of the reconciliation of participant records, (ii) in which investment option any portion of participant's accounts that are not directed by participants are to be invested, and (iii) in which Plan participants may invest, subject to the following limitations. The Investment Committee Named Fiduciary may determine to offer as investment options only only: (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds")FMC Stock, (ii) equity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCK")FMC Technologies Stock, (iii) Fidelity Mutual Funds and Non-Fidelity Mutual Funds (iv) notes evidencing loans to Plan participants Participants in accordance with the terms of the Plan, (ivv) guaranteed investment contracts chosen by the TrusteeExisting Investment Contracts, and (vvi) collective investment funds maintained by the Trustee for qualified plans; provided that the . The Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets (including the proceeds from any Existing Investment Contracts) that are invested in guaranteed investment contracts chosen by the Trustee or in Existing Investment Contracts as set forth on Schedule "G" and collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Investment Committee Named Fiduciary are identified on Schedules "A" and Schedule "C" attached hereto. Upon transfer to the Trust, Plan assets will be invested in the investment option(s) as directed by the Sponsor. The Investment Committee Named Fiduciary may add additional investment options with the consent of the Trustee to reflect administrative considerations and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additionsAgreement.

Appears in 1 contract

Samples: Trust Agreement (FMC Corp)

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Available Investment Options. The Investment Committee Named Fiduciary shall direct the Trustee as to the investment options: (i) options in which the Trust shall be invested during the participant recordkeeping reconciliation period, which shall be defined as the period beginning on the date of the initial transfer of assets to the Trustee Trust and ending on the date of the completion of the reconciliation of participant records, records (ii) in which investment option any portion of participant's accounts that are not directed by participants are to be invested"Recordkeeping Reconciliation Period"), and (iii) in the investment options which Plan participants may investinvest following the Recordkeeping Reconciliation Period, subject to the following limitations. The Investment Committee Named Fiduciary may determine to offer as investment options only only: (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Fidelity Mutual Funds") and certain securities issued by investment companies not advised by Fidelity Management & Research Company ("Non-Fidelity Mutual Funds") (collectively, "Mutual Funds"), (ii) equity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCKSponsor Stock"), (iii) notes evidencing loans to Plan participants in accordance with the terms of the Plan, (iv) guaranteed investment contracts chosen by the Trustee, and (v) collective investment funds maintained by the Trustee for qualified plans; provided that the . The Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets (including the proceeds from any Existing Investment Contracts) that are invested in guaranteed investment contracts Investment Contracts chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Investment Committee Named Fiduciary are identified on Schedules "A" and "C" attached hereto. The Investment Committee Named Fiduciary may add additional investment options with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additions.

Appears in 1 contract

Samples: Trust Agreement (Burr Brown Corp)

Available Investment Options. The Investment Committee Named Fiduciary shall direct the Trustee as to the what investment options: (i) in which the Trust shall be invested in during the participant recordkeeping reconciliation period, which shall be defined as the period beginning on the date of the initial transfer of assets to the Trustee and ending on the date of the completion of the reconciliation of participant records, (ii) in which the investment option any portion of participant's accounts that are not directed by participants are to be invested, and (iii) options in which Plan participants may invest, subject to the following limitations. The Investment Committee Named Fiduciary may determine to offer as investment options only (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds"), (ii) equity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCKSponsor Stock"), (iii) notes evidencing loans to Plan participants in accordance with the terms of the Plan, (iv) guaranteed investment contracts chosen by the Trustee, and (v) collective investment funds maintained by the Trustee for qualified plans; provided that the Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets that are invested in guaranteed investment contracts chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Investment Committee Named Fiduciary are identified on Schedules "A" and "C" attached hereto. The Investment Committee Named Fiduciary may add additional investment options or delete investment options, in either case, with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additionsadditions or deletions.

Appears in 1 contract

Samples: Trust Agreement (Oge Energy Corp)

Available Investment Options. The Investment Committee Named Fiduciary shall direct the Trustee as to the what investment options: (i) in which the Trust shall be invested during the participant recordkeeping reconciliation period, which shall be defined as the period beginning on the date of the initial transfer of assets to the Trustee Trust and ending on the date of the completion of the reconciliation of participant recordsrecords (the "participant recordkeeping reconciliation period"), and (ii) in which the investment option any portion of participant's accounts that are not directed by participants are to be invested, and (iii) options in which Plan participants may investinvest in, subject to the following limitations. The Investment Committee Named Fiduciary may determine to offer as investment options only (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds"), (ii) equity securities issued a non-Fidelity Fund (with mutual consent by written amendment to the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCK"Agreement), (iii) notes evidencing loans to Plan participants in accordance with the terms of the Plan, (iv) guaranteed investment contracts chosen by the Trustee, and (v) collective investment funds maintained by the Trustee for qualified plans; provided that the . The Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets that are invested in guaranteed investment contracts chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Investment Committee Named Fiduciary are identified on Schedules "A" and "C" attached hereto. The Investment Committee Named Fiduciary may add additional investment options with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additions.

Appears in 1 contract

Samples: Trust Agreement (America West Holdings Corp)

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