Fiduciary definition

Fiduciary has the meaning set forth in ERISA Sec. 3(21).

Fiduciary means any person who (a) exercises any discretionary authority or discretionary control respecting management of the Plan or exercises any authority or control respecting management or disposition of its assets, (b) renders investment advice for a fee or other compensation, direct or indirect, with respect to any monies or other property of the Plan or has any authority or responsibility to do so, or (c) has any discretionary authority or discretionary responsibility in the administration of the Plan.

Fiduciary has the meaning set forth in ERISA Section 3(21).

Examples of Fiduciary in a sentence

• Fiduciary will direct the transfer of Participating Trust assets to the Trustee for investment in the Funds from time to time in accordance with the Declaration of Trust, Schedule A Document and any applicable procedures for additions to such Fund that the Trustee may adopt from time to time; and Xxxxxxxxx agrees that each warranty, representation, acknowledgement and covenant made by it in this Agreement will be deemed to be repeated as of the date of any such addition.

• The Trustee will furnish, or cause to be furnished, no less frequently than quarterly, to Fiduciary and such persons as Fiduciary may designate from time to time, periodic reports regarding the Funds.

• The Fiduciary and Trustee agree that all investment management fees shall become due and owing to Trustee promptly after the termination date of any account and that the amount of such fees shall be calculated by treating the termination date as the next investment management fee computation date.

• EXECUTED as set forth above (Printed Name of Fiduciary) By: (Authorized Signature of Fiduciary) Name: (Printed Name of Plan Sponsor) By: (Authorized Signature of Plan Sponsor) Name: Title: Title: Dated: , 20 Dated: , 20 Exhibit D - ERISA Prohibited Transaction Exemption Schedule and Other Disclosures The following disclosures may apply to Funds listed on Exhibit B, now or in the future, depending upon a Fund’s investment strategy and underlying investments.

• Fiduciary consents to electronic delivery of all or a portion of the documents that Trustee or its marketing agent may deliver to Fiduciary and/or the Participating Trust, in accordance with the terms and conditions set forth in this Section 10.

More Definitions of Fiduciary

Fiduciary means a trust company registered under the trust company legislation of Canada or any province thereof, a trust company organized under the laws of any state of the United States, a portfolio manager registered under the securities legislation of one or more provinces of Canada or an investment adviser registered under the United States Investment Advisers Act of 1940 or any other securities legislation of the United States or any state of the United States.

Fiduciary means a guardian, trustee, executor, administrator, receiver, conservator, or any other person acting in any fiduciary capacity for any individual, trust, or estate.

Fiduciary means an agent, trustee, partner, corporate officer or director, or other representative owing a fiduciary duty with respect to an instrument.

Fiduciary means any individual or group of individuals that exercise discretionary authority or control over fund management or any authority or control over management, disposition or administration of the Fund assets.

Fiduciary means a personal representative or a trustee. The term includes an executor, administrator, successor personal representative, special administrator, and a person performing substantially the same function.

Fiduciary means a person who does any of the following:

Fiduciary means an original, additional, or successor personal representative, conservator, agent, or trustee.