Describe. [Note: Any distribution event described in subsection (3) will apply uniformly to all Participants under the Plan and may not be subject to the discretion of the Employer or Plan Administrator.]
Describe. To report a system or component by its type or other observed, significant characteristics to distinguish it from other systems or components.
Describe. [Note: The Employer under this Election (g)(1)e. in Appendix B may describe restrictions on In-Service Distributions of Rollover Contributions and Employee (after-tax) Contributions using the options available for In-Service Distributions under Election 40 and/or a combination thereof as to all Participants or as to any Participant group. An Employer’s election under Election (g)(1)e. in Appendix B must: (i) be objectively determinable; (ii) not be subject to Employer discretion; (iii) preserve Protected Benefits as required; and (iv) be nondiscriminatory if this is an ERISA Plan.]
Describe. [Note: Any allocation method the Employer elects under Election 27(b)(3)d. must be definitely determinable. See Section 4.10(C) as to targeting limitations applicable to QNEC nondiscrimination testing.]
Describe. Report in writing a system or component by its type, or other observed characteristics, to distinguish it from other components used for the same purpose.
Describe. Instead of using the maximum age and Service permitted under the Otherwise Excludible Employee rule, the Safe Harbor Contribution will be made to those Participants who have satisfied the following eligibility conditions: (The specified age and/or Service conditions cannot exceed the maximum age and Service conditions permitted under the Otherwise Excludible Employee rule described in Section 4.06(C).)
Describe. Does the patient manage the finances? If not, who, and since when? Does the patient drive a car? (If not, when did they stop) If driving, any issues (car accidents, getting lost)? Does the patient manage their own medications? If not, who, and since when? Who else is present in the patient’s residence (spouse, aide, etc.)?
Describe. [Note: The Employer may elect operationally to perform interim valuations, provided such valuations do not result in discrimination in favor of Highly Compensated Employees.]
Describe. Has there been any “sundowning”? (worsened agitationinthelateafternoonornight- time more disorganized behavior than in the daytime associated hallucinations or delusions). Describe: Has there been any reversal of sleep cycle? (Awake all night, sleeping all day). Hastherebeenany physical aggression? (includingbeing“resistivetocare,” if requiring assistance with toileting, dressing, etc.)? Have there been any purposeless behaviors, including: wandering, pacing, rummaging, picking, or others? Any other issues, behaviors, or symptoms not already described?
Describe. (e.g., allocate pro rata to NHCEs and flat dollar to HCEs)