Investment Elections. Each Participant shall elect the manner in which his Account and any future contributions thereto are to be invested from among such funds as the Administrator directs the person or entity holding the Plan Assets to make available and any other legally permissible investment which the person or entity holding the Plan Assets agrees to hold. Such an election shall be effective as soon thereafter upon receipt of the election as is practicable. An investment election must be made in the manner specified by the Committee. If a Participant fails to make an election, then his Account shall be invested as provided by the Committee.
Investment Elections. I elect the amount of 403(b) contributions specified above to be invested in the available carriers as follows:
Investment Elections. Contact Fidelity by calling them at 800/000-0000 or by logging on to their website at xxx.xxxxxxxx.xxx/xxxxxx to set-up or change your investment elections. If you do not set up, or have not set up, your investment elections, your contributions will be invested in the Plan’s default fund. DC Program – Keyed by: INSTRUCTIONS FOR COMPLETING THE PARTICIPATION AGREEMENT To defer funds from your buydown or payoffs into the Section 457 Plan, you’ll need to complete this Section 457 Plan Participation Agreement. Due to the IRS-established waiting period for contribution increases to the Section 457 Plan, you need to complete and submit the Participation Agreement well in advance of the pay period {in which the Auditor Controller’s Office (ACO) will process your buydown or payoffs}. Contact the Deferred Compensation Program at 805/654-2620 for information on which pay period your deferral can be processed. We suggest calling at least two months before the pay period you want to make the deferral. For approval and processing of your Buydown, you must first submit a Buydown Request through the VCHRP system (used by the Auditors for Payroll processing) at: xxxxx://xxxxx.xx.xxxxxxx.xx.xx (Home>Payroll>Vacation Buydown>Buydown Request). Once you have requested your Buydown through VCHRP, continue with the instructions below. Complete Section I and indicate that it’s for a “contribution increase.” In Section II, either write the number of hours for your buydown, or check that this is for your payoff. Also, enter your Retirement/Separation Date if this is for your payoffs. Then, if you have a specific dollar amount in mind, enter it on the line that says “biweekly payroll deduction/one-time contribution.” As another option, you can elect to defer a percentage of your buydown or payoffs. We’ll convert that percentage to a dollar amount once we know the amount of your buydown or payoffs. (This will be during the payroll calculation process.) Just indicate the percentage you want to defer on the line that says “biweekly payroll deduction/one-time contribution.” The amount you elect to defer from your buydown or payoffs will replace your regular contribution (if any) to the Section 457 Plan. If the Section 457 Plan contribution from the buydown or payoffs would put you over the annual contribution limit for the year, we will decrease the deferral amount you have designated. You also need to decide how deductions and taxes will be handled. Although the amount that goes into t...
Investment Elections. A Participant may, by giving notice on the Appropriate Form and within such time as the Administrative Committee may prescribe designate the proportion of his Rollover Account, in any whole percentage, which shall be allocated to and invested in any Investment Fund. Any such election shall continue in effect until changed by a new designation in accordance with the same procedures then in effect for any change in a Participant's election as to Basic Contributions under Section 4.4, and may be reallocated by the Participant in accordance with the provisions of Section 4.6.
Investment Elections. Each Participant, Beneficiary of a deceased Participant and alternate payee will have the right to elect how his or her Account will be invested among the available investment funds in accordance with procedures established from time to time by the Plan Administrator and the Trustee. An individual may revise his or her investment Election at such times and in accordance with such procedures as are established by the Plan Administrator, which may include restrictions on the investment of Accounts in the Lodgian Stock Fund and the Lodgian Warrant Funds. An individual's Account will continue to be invested in accordance with his or her most recent investment Election until such Election is properly changed.
Investment Elections. Participant's Accounts shall be allocated to any or all of the Funds, in multiples of 1%, as the Participant shall elect. Such election shall be made by the Participant in any manner specified by the Plan Administrator. A Participant's initial election shall be made on or before his Enrollment Date. Notwithstanding the foregoing, in the case of an Employee who becomes a Participant pursuant to an automatic Salary Reduction Agreement under Section 4.2, the Participant shall be deemed to have made an initial election to invest his entire Account in the appropriate Target Date Fund based on the Participant’s date of birth. Separate accounts will be maintained reflecting the interest of each Participant attributable to each Fund. In the event that a Participant, Beneficiary or alternate payee declines or fails to provide investment direction with respect to Plan assets held in his Account, the Account shall be invested in the appropriate Target Date Fund based on his/her date of birth, which shall serve as the default investment.
Investment Elections. Use this section to indicate the percentage of contributions to be directed to each fund and share class you select from among those available under your 403(b) plan. If no fund is designated, or the percentage does not equal 100%, contributions will be invested in Federated Treasury Obligation Fund, a money market fund. Choose From Option A: Self Directed or Option B: Lifestyle Portfolios Option A: Self Directed Fund Name Ticker Percent (%) Fund Name Ticker Percent (%) International Fund American Funds EuroPacific Growth Harbor International Specialty Funds American Century Real Estate Xxxxx Fargo Precious Metals Small Cap Fund Vanguard Small Cap Index Mid Cap Fund Federated Mid Cap Index PRIMECAP Odyssey Aggressive Growth Dodge & Xxx Stock Harbor Capital Appreciation DODGX HACAX Xxxxx XXXXX PRIMECAP Odyssey Stock POSKX X. Xxxx Price Equity Income PRFDX Large Cap Funds REREX HAINX REACX EKWYX NAESX FMDCX POAGX Vanguard Index Total Stock Market Vanguard Index Trust 500 Portfolio Balanced Fund Vanguard Wellesley Bond Funds American Century Inflation Adjusted Bond Dodge & Xxx Income Federated Total Return Bond Federated U.S. Government 2‐5 yrs Xxxxxxxxx Global Bond Vanguard Long Term Treasury Vanguard Short Term Bond Index Money Market Funds (Cash) Federated Prime Obligations Federated Treasury Obligations Total Elections (must equal 100%) VTSMX VFINX VWINX ACITX DODIX FTRBX FIGTX TPINX VUSTX VBISX POIXX TOIXX 100% Option B: Lifestyle Portfolios (select one) Lifestyle Aggressive Growth Portfolio 100% stocks Lifestyle Growth Portfolio 70% stocks / 30% bonds Lifestyle Growth & Income Portfolio 60% stocks / 40% bonds Lifestyle Conservative Portfolio 40% stocks / 60% bonds Lifestyle Income Portfolio 100% bonds Need Help Choosing A Lifestyle Portfolio? See page 5 of the Suncoast 403(b) Retirement Booklet to determine your Investment Style. By selecting a Lifestyle Portfolio your future contributions and existing balances will be allocated according to the mutual funds and percentages that make up the Portfolio chosen. Lifestyle Portfolios will automatically rebalance each quarter. MEMBERS Trust Company will monitor the Lifestyle Portfolios and will change the funds and allocations, as it deems appropriate.
Investment Elections. Members may change their future and/or existing account balances on any business day, as often as desired. The changes will be effective as soon as practicable after requested.
Investment Elections. (a) In connection with entering into this Agreement, Executive shall designate the types of Funds Executive’s Account will be deemed to be invested in for purposes of determining the amount of Interest to be credited to the Account. In making the designation pursuant to this Section 2.1, Executive may specify that all or any multiple of his Account in whole percentage increments (equal to or greater than 1%) be deemed to be invested in one or more of the types of Funds provided under the Agreement as communicated from time to time by the Committee. Executive may change the designation made under this Section 2.1 effective as of the next following business day, by following the procedures set forth by the Committee; provided, however, that the portion of Executive’s Account that is subject to such change shall be at least $250. If Executive fails to designate a type of fund under this Section 2.1, his Account shall be invested in the fund or funds designated by Executive under the Deferred Compensation Plan and if no such election has been made thereunder, his account shall be invested in the fund designated by the Committee.
Investment Elections. In accordance with rules, procedures and options established by the Committee, the Participant shall have the right to direct the investment of his or her Deferred Compensation Account. The Participant may direct that his or her Deferred Compensation Account be invested in shares of Common Stock and/or one or more Franklin Xxxxxxxxx mutual funds as selected by the Participant; provided, however, that the Committee shall have the authority, in its sole discretion, with or without notice, to change or eliminate one or more of the foregoing investment alternatives available to the Participant at any time. The Participant shall direct the investment of his or her Deferred Compensation Account by submitting to the Company an Investment Direction in the form set forth at Exhibit B. In accordance with procedures established by the Committee, the Participant may change his or her investment directions effective as of the first day of any calendar quarter. Such changes may be made on a validly submitted Investment Direction in the form set forth at Exhibit B no fewer than 15 days preceding the effective date of the change. If the Participant fails to provide any investment directions at a time when the Participant has a positive balance in the Deferred Compensation Account, the Company or the Committee shall deem the entire Deferred Compensation Account invested in shares of Company Common Stock. The Company may invest assets allocable to the Participant’s Deferred Compensation Account in any manner, in any amount and for any period of time which the Company in its sole discretion may select; _________________________
