Examples of Existing Investment Contracts in a sentence
The Named Fiduciary hereby directs the Trustee to continue to hold such Existing Investment Contracts until the Named Fiduciary directs otherwise, it being expressly understood that such direction is given in accordance with Section 403(a) of ERISA.
The Named Fiduciary may determine to offer as investment options only (i) Mutual Funds, (ii) Sponsor Stock, (iii) notes evidencing loans to Participants in accordance with the terms of the Plan, (iv) Existing Investment Contracts, and (v) collective investment funds maintained by the Trustee for qualified plans.
Section 5(b) of the Trust Agreement states, in relevant part: “The Applicable Fiduciary may determine to offer as investment options only (i) mutual funds, (ii) sponsor stock, (iii) notes evidencing loans to Participants in accordance with the terms of the Plan, (iv) investment contracts chosen by the Trustee, (v) Existing Investment Contracts, and (vi) collective investment funds maintained by the Trustee for qualified plans .
The Named Fiduciary may determine to offer as investment options only: (i) FMC Stock, (ii) FMC Technologies Stock, (iii) Fidelity Mutual Funds and Non-Fidelity Mutual Funds (iv) notes evidencing loans to Plan Participants in accordance with the terms of the Plan, (v) Existing Investment Contracts, and (vi) collective investment funds maintained by the Trustee for qualified plans.
The MIP II Blend Fund shall consist of the ----------------- Existing Investment Contracts maintained by the Trustee and blended with the Managed Income Portfolio II.
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 Existing Investment Contracts as set forth on Schedule "G" and collective investment funds maintained by the Trustee for qualified plans.
Request Board to approve, authorize, ratify and confirm the amendment, modification or restatement of the Existing Investment Contracts with respect to the termination, transfer, reduction, release, withdrawal, amendment, modification or restatement relating to funds attributable to the Series 2016 Bonds, the Series 2016-A Refunded Bonds, the Series 2016-B Refunded Bonds or the Series 2016-C Refunded Bonds and the payment of any termination amount(s) or fee(s) relating to any such actions.
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 Investment Contracts chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans.
The Named Fiduciary may determine to offer as investment options only: (i) Mutual Funds, (ii) Sponsor Stock, (iii) notes evidencing loans to Participants in accordance with the terms of the Plan, (iv) investment contracts maintained by a qualified plan which is merged into the Plan ("Existing Investment Contracts"), (v) Collective Investment Funds maintained by the Trustee for qualified plans and (vi) frozen life insurance contract accounts.
The MIP II Blend Fund shall consist of the Existing Investment Contracts maintained by the Trustee and blended with the Managed Income Portfolio II.