Reallocation of Model Portfolios. If there is a reallocation of the model portfolio (resulting from review of the Plan’s investment options or a change in the Plan investment option menu), those Participant accounts that vary from the revised model portfolio by more than a drift allowance specified under the Portfolio Advisory Service® shall be flagged for reallocation. Reallocation transactions shall be processed using the same rules as for rebalance transactions.
Appears in 4 contracts
Samples: Investment Management Agreement (Zions Bancorporation, National Association /Ut/), Investment Management Agreement (Zions Bancorporation, National Association /Ut/), Investment Management Agreement (Zions Bancorporation /Ut/)
