Investment Control. Section 4.5 of the Trust provides that the Employer may elect to permit Participants to control the investment of their Accounts. (May select b. and e., or c. and e, along with d.)
Investment Control. Section 3.6.5 provides that the Employer may elect to permit Participants to control the investment of their Accounts.
Investment Control. You will direct us with respect to the investment of all contributions in your Account and the earnings on them. After your death, your Beneficiary(ies) will be solely responsible for the investment direction of the Account. All investment directions must be delivered to us in such manner as we may require.
Investment Control. Each Participant may elect to transfer funds that do not exceed the balances in his Trustee-directed Accounts to a Controlled Account and exercise investment control of those funds by appropriate direction to the Trustee. To the extent that the balance of the Participant's Account with respect to which a transfer is to be made includes his share of an Employer Contribution or Elective Contribution that has not been received by the Trustee, such transfer shall not occur until the Trustee receives such contribution. Funds so transferred to a Controlled Account on behalf of the Participant shall thereafter be invested by the Trustee in such bonds, notes, debentures, commodities, mortgages, equipment, trust certificates, investment trust certificates, preferred or common stocks, mutual funds, partnership interests, life insurance policies, including universal life insurance policies, or in such other property, real or personal (other than collectibles), wherever situated, as the Participant shall direct from time to time in writing; provided, however, that the Participant may not direct the Trustee to make loans to himself, nor to make loans to the Employer; and provided further that the Trustee may limit the investment alternatives available to the Participant in a uniform and nondiscriminatory manner. Upon any such election being made, the amount of such funds to be transferred shall be deducted from his Trustee- directed Account as appropriate and added to a Controlled Account of the Participant. Any such election shall be at the absolute discretion of the individual Participant and shall be binding on the Trustee, unless such transaction is classified as a prohibited transaction under section 406 of the Act or section 4975 of the Code. All dividends and interest thereafter received with respect to such transferred funds, as well as any appreciation or depreciation in his investments, shall be added to or deducted from his Controlled Account. If a Participant wishes to make such an election to transfer funds from his Trustee-directed Accounts to a Controlled Account as of a date other than a Valuation Date, the Trustee shall defer such transfer until the next succeeding Valuation Date. As of any Valuation Date, the Participant may elect to have all or any portion of any cash contained in his Controlled Account transferred back to the general assets of the Trust Fund, in which case the Trustee shall again invest such cash as part of the general assets of the...
Investment Control. Subject to the provisions of subsection (c) below, the management and control of the Trust shall be vested in the Plan Administrator, and the Trustee shall be subject to the directions of the Plan Administrator made in accordance with the terms of the Plan and ERISA.
Investment Control. Section 3.6.5 provides that the Employer may elect to permit Participants to control the investment of their Accounts. (X) a. Participants may not control their investments. ( ) b. Participants may control the investment of their Accounts if fully vested in the Account. ( ) c. Participants may control the investment of their Accounts to the extent vested. ( ) d. Participants may control their investments without regard to their vested interest. ( ) e. Participants may control their investments solely with respect to amounts attributable to: (Select all applicable) ( ) e.1. Non-Elective Contributions ( ) e.2. Qualified Non-Elective Contributions ( ) e.3. Elective Contributions ( ) e.4. Matching Contributions ( ) e.5. Voluntary Contributions ( ) e.6. Amounts rolled over and held in a Segregated Account
Investment Control. 1. Party A and Party B (infrastructure organizers) shall jointly audit the construction standards and the investment budget of the project item by item and ultimately determine the budget proposal of the project and make it in six counterparts, containing the list of materials and equipment, bxxx of quantities, construction standards, and construction content, etc., which shall be signed and confirmed by Party A and Party B as the basic documents for the construction, acceptance, transfer, final accounts and lease of the project.
Investment Control. Subject to the provisions of subsections (b) and (c)below and only to the extent accepted by the Trustee, the management and control of the Trust shall be vested in the Trustee.
Investment Control. Section 3.6.5 provides that the Employer may elect to permit Participants to control the investment of their Accounts. ( ) a. Participants may not control their investments. ( ) b. Participants may control the investment of their Accounts if fully vested in the Account. ( ) c. Participants may control the investment of their Accounts to the extent vested. (X) d. Participants may control their investments without regard to their vested interest. ( ) e. Participants may control their investments solely with respect to amounts attributable to: (Select all applicable) ( ) e.1. Non-Elective Contributions ( ) e.2. Qualified Non-Elective Contributions ( ) e.3. Elective Contributions ( ) e.4. Matching Contributions ( ) e.5. Voluntary Contributions ( ) e.6. Amounts rolled over and held in a Segregated Account 5. (This question only applies if the Employer has a Defined Benefit plan) The interest rate used to establish the Present Value of Accrued Benefits in order to calculate the top heavy ratio under IRC Section 416 shall be ____% and the mortality tables used shall be _______________________________. 6.
Investment Control. Employees shall be responsible for the investment and control of the employee contributions and the employer shall be responsible for the investment and control of the employer contributions until contributions become vested as described above. The County will invest the contributions with fiduciary responsibility in a manner consistent with other County Investments. Employees may request information from the Personnel Department regarding investment strategy and the rate of return.
