EMPLOYER INVESTMENT DIRECTION Sample Clauses

EMPLOYER INVESTMENT DIRECTION. The Employer investment direction provisions, as set forth in paragraph 13.7 of the Basic Plan Document #04, [x] shall [ ] shall not be applicable.
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EMPLOYER INVESTMENT DIRECTION. If approved by the Employer in the Adoption Agreement, the Employer shall have the right to direct the Trustee with respect to investments of the Fund, may appoint an investment manager (registered as an investment advisor under the Investment Advisors Act of 1940) to direct investments, or may give the Trustee sole investment management responsibility. The Employer may purchase and sell interests in a registered investment company (i.e., mutual funds) for which the Sponsor, its parent, affiliates, or successors, may serve as investment advisor and receive compensation from the registered investment company for its services as investment advisor. The Employer shall advise the Trustee in writing regarding the retention of investment powers, the appointment of an investment manager, or the delegation of investment powers to the Trustee. Any investment directive shall be made in writing by the Employer or investment manager, as the case may be. In the absence of such written directive, the Trustee shall automatically invest the available cash in its discretion in an appropriate interim investment until specific investment directions are received. Such instructions regarding the delegation of investment responsibility shall remain in force until revoked or amended in writing. The Trustee shall not be responsible for the propriety of any directed investment made and shall not be required to consult with or advise the Employer regarding the investment quality of any directed investment held hereunder. If the Employer fails to designate an investment manager, the Trustee shall have full investment authority. If the Employer does not issue investment directions, the Trustee shall have authority to invest the Fund in its sole discretion. While the Employer may direct the Trustee with respect to Plan investments, the Employer may not:
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EMPLOYER INVESTMENT DIRECTION. If Employer investment direction is chosen by the Employer, then all Participant accounts must be invested in Permissible Investments as provided in, and subject to the provisions of, Appendix A to this Agreement. A Participant will not be allowed to make any telephone exchanges of his/her account balance. The Employer may replace any existing Fidelity Fund(s) for another by providing Fidelity with proper written direction at least thirty days prior to the effective date of the change. Fidelity will charge the Employer a reasonable additional fee to facilitate the replacement of the fund(s).
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EMPLOYER INVESTMENT DIRECTION. If Employer investment direction is chosen by the Employer, then all Participant accounts must be invested in Fidelity Fund(s) elected in Section 1.14(b) of the Adoption Agreement. A Participant will not be allowed to make any telephone exchanges of his/her account balance. Fidelity will provide the Employer with procedures for exchanging Participant account balances between/among Fidelity Fund(s) offered under the Plan. Exchanges requested by an authorized Plan representative will be executed within the time period specified in the procedures. Fidelity reserves the right to modify the procedures upon notice to the Employer.
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EMPLOYER INVESTMENT DIRECTION. If agreed upon by the Trustee and approved by the Employer in the Adoption Agreement, the Employer shall have the right to direct the Trustee with respect to investments of the Fund, may appoint an investment manager (registered as an investment advisor under the Investment Advisors Act of 1940) to direct investments, or may give the Trustee investment management responsibility. The Employer may purchase and sell interests in a registered investment company (i.e., mutual funds) for which the Sponsor, its parent, affiliates, subsidiaries, or successors, may serve as investment advisor and receive compensation from the registered investment company for its services as investment advisor. The Employer shall advise the Trustee in writing regarding the retention of investment powers, the appointment of an investment manager, or the delegation of investment powers to the Trustee. The Trustee may rely upon any order, certificate, notice, direction or other written directive issued by the Employer, investment manager or any other authorized party which the Trustee believes to be genuine. In the absence of such written directive, the Trustee may invest the available cash in its discretion in an appropriate interim investment until specific investment directions are received and shall not be responsible for a resulting loss. Such instructions regarding the delegation of investment responsibility shall remain in force until revoked or amended in writing. The Employer must provide the Trustee with written notice of the termination of the appointment of an investment manager. The Trustee shall not be responsible for the propriety of any directed investment made and shall not be required to consult with or advise the Employer regarding the investment quality of any directed investment held hereunder. The Trustee shall not be responsible for any loss resulting to the Fund by reason of any sale or investment made pursuant to the direction of the Employer or an investment manager. Notwithstanding anything in this Plan to the contrary, the Trustee shall be indemnified and saved harmless by the Employer from any and all personal liability to which the Trustee may be subjected by carrying out any directions of the Employer or an investment manager, including all expenses reasonably incurred in its defense in the event the Employer fails to provide such; provided, however, the Trustee shall not be so indemnified if it participates knowingly in, or knowingly undertakes to conce...
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EMPLOYER INVESTMENT DIRECTION. The Employer investment direction provisions, as set forth in paragraph 13.5 of the Plan, [_] shall [X] shall not be applicable. Prototype Cash or Deferred Profit-Sharing Plan #001
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EMPLOYER INVESTMENT DIRECTION o The Employer will issue investment direction as set forth in Article X of Basic Plan Document #02.
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EMPLOYER INVESTMENT DIRECTION. Paragraph 17.2. Notwithstanding the Participant investment direction provisions of paragraph 5.2 of the Trust, the Employer requires that the following percentage of the account balances under the Plan be invested in Employer Stock Fund to the extent set described below:
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EMPLOYER INVESTMENT DIRECTION. If Employer investment direction is elected by the Employer, then all Participant accounts must be invested in Permissible Investments. A Participant shall not be allowed to make any exchanges of his/her account balance. Fidelity shall provide the Employer with procedures for exchanging Participant account balances between/among mutual Fund(s) offered under the Plan. Exchanges requested by an authorized Plan representative shall be executed within the time period specified in the procedures. Fidelity reserves the right to modify the procedures upon notice to the Employer.
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Related to EMPLOYER INVESTMENT DIRECTION

  • Investment Direction A. Members shall be entitled to designate what percentage of employee contributions and employer contributions made on their behalf will be invested in the various Investment Funds offered by the Employer as specified in Section VIII of this Adoption Agreement except;

  • Not an Investment Adviser; No Fiduciary Duty The Company acknowledges that you are not providing any advice hereunder as to the value of securities or regarding the advisability of purchasing or selling any securities for the Fund’s portfolio. No provision of this Agreement shall be considered as creating, nor shall any provision create, any obligation on the part of you, and you are not agreeing hereby, to: (i) furnish any advice or make any recommendations regarding the purchase or sale of portfolio securities; or (ii) render any opinions, valuations or recommendations of any kind or to perform any such similar services. Neither this Agreement nor the performance of the services contemplated hereunder shall be considered to constitute a partnership, association or joint venture between you and the Company. In addition, nothing in this Agreement shall be construed to constitute you as the agent or employee of the Company or the Company as your agent or employee, and neither party shall make any representation to the contrary. It is understood that you are engaged hereunder as an independent contractor solely to provide the services described above to the Company and that you are not acting as an agent or fiduciary of, and you shall not have any duties or liability to, the current or future partners, members or equity owners of the Company or any other third party in connection with its engagement hereunder, all of which are hereby expressly waived to the extent the Company has the authority to waive such duties and liabilities. Furthermore, the Company agrees that it is solely responsible for making its own judgments in connection with the matters covered by this Agreement (irrespective of whether you have advised or are currently advising the Company on related or other matters).

  • Investment Funds Unregistered general or limited partnerships or pooled investment vehicles and/or registered investment companies in which the Company (directly, or indirectly through the Master Fund) invests its assets that are advised by an Investment Manager.

  • Amount of Employer Contribution The Employer Contribution amounts and rules in effect on June 30, 2017 will continue through December 31, 2017.

  • The Investment Account; Eligible Investments (a) Not later than the Withdrawal Date, the Master Servicer shall withdraw or direct the withdrawal of funds in the Custodial Accounts for P&I, for deposit in the Investment Account, in an amount representing:

  • Duties as Investment Adviser (a) Subject to the supervision and direction of the Trust’s Board of Trustees (“Board”), Invesco PowerShares Capital Management will provide a continuous investment program for each Fund, including investment research and management with respect to all securities and investments and cash equivalents in the Fund. Invesco PowerShares Capital Management will determine, from time to time, what securities and other investments will be purchased, retained or sold by the Fund. Invesco PowerShares Capital Management shall initially determine and make such modifications to the identity and number of shares of the securities to be accepted pursuant to such Fund’s benchmark index in exchange for creation units for each Fund and the securities that will be applicable that day to redemption requests received for such Fund as may be necessary as a result of rebalancing adjustments and corporate action events (and may give directions to the Trust’s custodian with respect to such designations).

  • Investment Committee The board of directors of the insurance company shall appoint an investment committee of the investment manager as the investment committee of the insurance company. The investment committee shall meet at least once each quarter to review the investments and loans of the insurance company.

  • Investment Adviser The Buyer is an investment adviser registered under the Investment Advisers Act of 1940.

  • Investment Decision The Purchaser understands that nothing in the Agreement or any other materials presented to the Purchaser in connection with the purchase and sale of the Shares constitutes legal, tax or investment advice. The Purchaser has consulted such legal, tax and investment advisors as it, in its sole discretion, has deemed necessary or appropriate in connection with its purchase of the Shares.

  • Payment Direction The Issuer may by Issuer Order, direct a Note Paying Agent to pay to the Indenture Trustee money held in trust by the Note Paying Agent, which money will be held by the Indenture Trustee on the same terms as the Note Paying Agent. On a Note Paying Agent’s payment of money held in trust to the Indenture Trustee, the Note Paying Agent will be released from liability for such amounts.

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