Investment Options. You may direct the investment of your funds within this IRA into any investment instrument offered by or through the Custodian. The Custodian will not exercise any investment discretion regarding your IRA, as this is solely your responsibility. FEES There are certain fees and charges connected with your IRA investments. These fees and charges may include the following. • Sales Commissions • Set Up Fees • Investment Management Fees • Annual Maintenance Fees • Distribution Fees • Surrender or Termination Fees To find out what fees apply, refer to the investment prospectus or contract. There may be certain fees and charges connected with the IRA itself. (Select and complete as applicable.) Annual Custodial Service Fee* $ No Charge Overnight Distribution $ 16.50 Wire Fee $ 12.50 Transfer Out Fee $ The greater of $100.00 or $25.00 per position Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA agreement. *The annual custodial fee will be borne by your Investment Advisor.
Investment Options. You may direct the investment of your funds within this IRA into any investment instrument offered by or through the Custodian. The Custodian will not exercise any investment discretion regarding your IRA, as this is solely your responsibility. FEES There are certain fees and charges connected with your IRA investments. These fees and charges may include the following. • Sales Commissions • Investment Management Fees • Distribution Fees • Set Up Fees • Annual Maintenance Fees • Surrender or Termination Fees To find out what fees apply, refer to the investment prospectus or contract. There may be certain fees and charges connected with the IRA itself. (Select and complete as applicable.) Annual Service Fee $ Transfer Fee $ Rollover Fee $ Termination Fee $ Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA agreement.
Investment Options. In accordance with Section 5(b), the Named Fiduciary hereby directs the Trustee that Participants’ individual accounts may be invested in the following investment options: · Fidelity® 500 Index Fund (2328) · Fidelity® Diversified International K6 Fund (2947) · Fidelity® Extended Market Index Fund (2365) · Fidelity Freedom® Index 2005 Fund — Institutional Premium Class (2765) · Fidelity Freedom® Index 2010 Fund — Institutional Premium Class (2766) · Fidelity Freedom® Index 2015 Fund — Institutional Premium Class (2767) · Fidelity Freedom® Index 2020 Fund — Institutional Premium Class (2768) · Fidelity Freedom® Index 2025 Fund — Institutional Premium Class (2769) · Fidelity Freedom® Index 2030 Fund — Institutional Premium Class (2770) · Fidelity Freedom® Index 2035 Fund — Institutional Premium Class (2771) · Fidelity Freedom® Index 2040 Fund — Institutional Premium Class (2772) · Fidelity Freedom® Index 2045 Fund — Institutional Premium Class (2773) · Fidelity Freedom® Index 2050 Fund — Institutional Premium Class (2774) · Fidelity Freedom® Index 2055 Fund — Institutional Premium Class (2775) · Fidelity Freedom® Index 2060 Fund — Institutional Premium Class (2776) · Fidelity Freedom® Index Income Fund — Institutional Premium Class (2764) · Fidelity® Government Money Market Fund — Premium Class (2741) · Fidelity® Puritan® Fund — Class K (2100) · Fidelity® U.S. Bond Index Fund (2326) · Fidelity® Value Fund — Class K (2102) · HEI Common Stock (RT3L) (Hawaiian Electric Industries Retirement Savings Plan only) · HEI Common Stock (RT3N) (American Savings Bank 401(k) Plan only) · Invesco Xxxxxxxx Fund Class R6 (OKM4) · Xxxxxx Xxxxxxx Institutional Fund, Inc. International Equity Portfolio Class I (OFAI) · Nuveen Mid Cap Growth Opportunities Fund Class I (OKJY) · PIMCO Total Return Fund Institutional Class (OF1P) · X. Xxxx Price Growth Stock Fund (OF4J) · X. Xxxx Price Small-Cap Stock Fund (OFTH) · Vanguard Total International Stock Index Fund Admiral Shares (OS4X)
Investment Options. The amount credited to each Account shall be treated as invested in the investment options designated for this purpose by the Administrator.
Investment Options. When an Annuity option is elected, the Contract Holder, a Participant, or Contract or Plan beneficiary, as applicable, must elect:
Investment Options. Tenneco Common Stock shall not be offered as an investment option with respect to contributions made after the Distribution Date by the Packaging Group employees to the thrift plans of the Packaging Group. The sponsor of each of the Tenneco DC Plan and the Automotive Thrift Plan shall cause the plan to afford each participant therein, for a period of at least 90 days following the Distribution Date, an election to sell the Common Stock of the entities held in the plan's stock fund which does not directly or indirectly employ him or her immediately following the Distribution Date. From and after the Distribution Date employer stock contributions with respect to Packaging Group employees shall be in Packaging Common Stock and employer stock contributions with respect to the Automotive Group employees shall be in Tenneco Common Stock.
Investment Options. [Floating Rate Loan] [Small-Cap Growth] [International Small-Cap] [Cash Management] [Equity Index] [Technology] [High Yield Bond] [Mid-Cap Value] [International Value] [Managed Bond] [Small-Cap Index] [Health Sciences] [Inflation Managed] [American Funds® Growth Income] [International Large-Cap] [Short Duration Bond] [American Funds® Growth] [Real Estate] [Diversified Bond] [Large-Cap Value] [Emerging Markets] [Inflation Protected] [Small-Cap Equity] [Xxxxxxxx] [Long/Short Large-Cap] [Growth LT] [Focused 30] [Mid-Cap Equity] [Mid-Cap Growth] [Small-Cap Value] [Main Street® Core] [Dividend Growth] [Large-Cap Growth] [AllianceBernstein VPS Balanced Wealth Strategy] [BlackRock Global Allocation V.I. Fund] [American Funds® Asset Allocation] [Franklin Xxxxxxxxx VIP Founding Funds] [GE Investments Total Return Fund] [Invesco V.I. Balanced-Risk Allocation Fund] [MFS Total Return Series] [Pacific Dynamix – Conservative Growth] [Pacific Dynamix – Moderate Growth] [Pacific Dynamix – Growth] [Portfolio Optimization Conservative] [Portfolio Optimization Moderate-Conservative] [Portfolio Optimization Moderate] [Portfolio Optimization Growth] [Portfolio Optimization Aggressive Growth] [PIMCO Global Multi-Asset Portfolio] DCA Plus Fixed Option Guarantee Terms and Rates 12 Mos. [3.00%] * *Minimum Guaranteed Interest Rate is [3.00%] per year. Service Center Send Forms and written requests to: Send Payments to: Pacific Life & Annuity Company Pacific Life & Annuity Company X.X. Xxx 0000 X.X. Xxx 0000 Xxxxx, Xxxxxxxx 00000-0000 Xxxxx, Xxxxxxxx 00000-0000 Hours: Between 6:00 am and 5:00 pm, Pacific Standard Time. Toll-Free Number for Contract Owners: [0-000-000-0000] Toll-Free Number for Registered Representatives: [0-000-000-0000] Please use our toll-free number to present inquiries or obtain information about your coverage and for us to provide assistance in resolving complaints or you may call your state insurance department.
Investment Options. Your Investment Account includes a Default Fund. If the Default Fund is an interest-bearing FDIC-insured account, interest will be paid on cash held in this Default Fund at the rate described on your HSA website account. Cash held in an interest-bearing FDIC-insured account within your Investment Account and Cash Account, combined with other eligible deposits you may have with us, are FDIC- insured up to $250,000 or the then current limit. A broad array of mutual funds will be available for investment. These funds may be selected by us and our independent registered investment advisor or a financial advisor retained by your HSA Administrator (“Financial Advisor”). The Financial Advisor may be a registered investment advisor, a bank or similar financial institution, or a registered broker dealer, and may be affiliated with your HSA Administrator. Alternatively, your HSA Administrator or Financial Advisor may replicate the same investment options selected by your employer for its 401(k) plan or other defined contribution retirement plan that permits participant-directed investments (“DC Plan”). You acknowledge and agree that investments, including mutual funds, are not a deposit and are not insured by the FDIC or any federal government agency. We do not guarantee the value of your investments, and they may lose value. You also acknowledge that past investment performance is not a guarantee of future investment results. You agree to review investment information before you invest in mutual funds or other investments. If your Default Portfolio is made available by us and our independent registered investment advisor, we may change available mutual funds from time to time. Advance notice of such changes, will be provided to you by your HSA Administrator as described in Section 11.18, so you can modify your investment instructions. If an investment option is eliminated from the Default Portfolio, and you do not provide new investment instructions, you authorize and direct us to liquidate your balances invested in the eliminated investment option and transfer the proceeds to the Default Fund in your Investment Account. We will not provide advance notice of a change in share class for the same mutual fund option, whether initiated by us or the fund company, unless the change results in fee increases for the investment option. If your Default Portfolio is chosen by a Financial Advisor and/or your HSA Administrator, a Financial Advisor and/ or your HSA Administrator...
Investment Options. Teaching Faculty Members will direct the investment of both Employer and Teaching Faculty Member contributions. A wide range of investment options will be offered.
Investment Options. [AFIS Bond Invesco Cxxxxxxx MFS Technology AFIS High Income Bxxx Xxx Mid-Cap Growth MFS Utilities Series AFIS US Govt/AAA Sec Janus Focused Growth MS Real Estate BR iShares Dyn Fixed Inc JPM Long/Short Large-Cap AFIS Asset Allocation EV Floating Rate Loan JPM Value Advantage AFIS Managed Risk AA Fidelity VIP Govt MMkt Lord Axxxxx Dev Growth BR Global Allocation Fidelity VIP Strat Inc MFS Growth DFA Balanced Allocation Janus Aspen Flex Bond Oxxxxxxxxxx Main Street Fidelity VIP FndMgr 60% Lord Axxxxx Xxxx Debent Scout Mid-Cap Equity FTA Div & Inc Allocation Lxxx Xxxxxx Total Return T.Xxxx Dividend Growth State Street Total Return V.I.S. PXX Core Income AFIS Global Growth Invesco V.I. Bal Rsk All PXX Floating Rate Income AFIS Global Gr Inc Janus Aspen Balanced PXX High Yield Bond AFIS Global Small Cap MFS Total Return PIMCO Inflation Managed AFIS International Dynamix Consrv-Growth PIMCO Managed Bond AFIS Intl Grwth & Income Dynamix Moderate-Growth T.Xxxx Short Duration AFIS New World Port Opt Conservative WAMCO Diversified Bxxx Xxxxxxxx Mutual Gbl Disc Port Opt Moderate-Cons WAMCO Inflation Strategy JPM International Value Port Opt Moderate AFIS Global Bond Lord Axxxxx Intl Core Eq AFIS Capital Inc Builder Axxxxxx Emerg Mkt Debt MFS International Large AFIS Global Balanced Txxxxxxxx Global Bond Oxxxxxxxxxx Emerg Mkts BR iShares Dynamic Alloc AB Small-Cap Value Oxxxxxxxxxx Global FTA Tactical Core Amer Cent VP Mid Value Oxxxxxxxxxx Intl Growth FTA Multi Income Alloc AFIS Blue Chip Inc Gr QS BM Intl Small Franklin Founding Funds AFIS Growth AQR Equity Long/Short Franklin Income AFIS Growth-Income BR iShares Alt Strat Invesco V.I. Eqty & Inc BR Equity Index Ivy VIP Asset Strategy JPM Global Allocation BR iShares Equity Apprec EV Global Absolute Rtrn Dynamix Growth BR Large-Cap Growth JPM Income Builder Port Opt Growth BR Small-Cap Index PIMCO VIT CommodityRlRtn Port Opt Aggressive-Grth BP Mid-Cap Value PLFA Diversified Alts DCA Plus 6-Month ClearBridge Large Value UBS/MCG Currency Strat DCA Plus 12-Month ] ClearBridge Var Agg Grth VxxXxx Gbl Hard Assets Fidelity VIP Contrafund BR Health Sciences Franklin Rising Dividend Invesco Glbl Real Estate FRK/BR Small-Cap Equity Ivy VIP Energy Service Center Send Forms and written requests to: Send Payments to: Pacific Life Insurance Company Pacific Life Insurance Company [P.O. Box 2378 [P.O. Box 2290 Omaha, Nebraska 68103-2378] Omaha, Nebraska 68103-2290] Hours: [Between 6:00 am and 5:00 pm, Pacific Standard Time.] Toll-...
