Available Investment Options. The Named Fiduciary with respect to a Plan shall direct the Trustee as to what investment options: the Trust shall be invested during the Participant Recordkeeping Reconciliation Period, and the investment options in which Plan participants may invest in, subject to the following limitations. The Named Fiduciary may determine to offer as investment options only (i) Mutual Funds, (ii) Sponsor Stock, (iii) Harsco Stock, (iv) notes evidencing loans to Participants in accordance with the terms of the Plan, (v) Stable Value Investments chosen by the Trustee as set forth in the Investment Guidelines attached hereto, (vi) Existing GICs, and (vii) collective investment funds maintained by the Trustee for qualified plans; provided, however, that the Named Fiduciary hereby directs the Trustee to continue to hold such Existing GICs as set forth in Section A of Schedule "G" until the Named Fiduciary directs otherwise, it being expressly understood that such direction is given in accordance with Section 403(a) of ERISA; and provided, further, that the Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets that are invested in existing GICs set forth in Section B of Schedule "G" chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Named Fiduciary are identified on Schedules "A" and "C" attached hereto. The Named Fiduciary may add additional investment options with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additions.
Appears in 1 contract
Samples: Master Trust Agreement (FMC Corp)
Available Investment Options. The Named Fiduciary with respect to a Plan Investment Committee shall direct the Trustee as to what the investment options: (i) in which the Trust shall be invested during the Participant Recordkeeping Reconciliation Periodparticipant recordkeeping reconciliation period, which shall be defined as the period beginning on the date of the initial transfer of assets to the Trustee and ending on the date of the completion of the reconciliation of participant records, (ii) in which investment option any portion of participant's accounts that are not directed by participants are to be invested, and the investment options (iii) in which Plan participants may invest ininvest, subject to the following limitations. The Named Fiduciary Investment Committee may determine to offer as investment options only (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds"), (ii) equity securities issued by the Sponsor Stockor an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCK"), (iii) Harsco Stock, (iv) notes evidencing loans to Participants Plan participants in accordance with the terms of the Plan, (viv) Stable Value Investments guaranteed investment contracts chosen by the Trustee as set forth in the Investment Guidelines attached hereto, (vi) Existing GICsTrustee, and (viiv) collective investment funds maintained by the Trustee for qualified plans; provided, however, that the Named Fiduciary hereby directs the Trustee to continue to hold such Existing GICs as set forth in Section A of Schedule "G" until the Named Fiduciary directs otherwise, it being expressly understood that such direction is given in accordance with Section 403(a) of ERISA; and provided, further, provided that the Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets that are invested in existing GICs set forth in Section B of Schedule "G" guaranteed investment contracts chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Named Fiduciary Investment Committee are identified on Schedules "A" and "C" attached hereto. The Named Fiduciary Investment Committee may add additional investment options with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additions.
Appears in 1 contract
Samples: Trust Agreement (Hadco Corp)
Available Investment Options. The Named Fiduciary with respect to a Plan shall direct the Trustee as to what investment options: (i) the Trust shall be invested in during the Participant Recordkeeping Reconciliation Periodperiod beginning on the date of the initial transfer of assets to the Trust and ending on the date of the completion of the reconciliation of participant records ("participant recordkeeping reconciliation period"), and (ii) the investment options in which Plan participants may invest ininvest, subject to the following limitations. The Named Fiduciary may determine to offer as investment options only (i) Mutual Fundssecurities issued by the investment companies advised by Fidelity Management & Research Company ("FIDELITY MUTUAL FUNDS"), (ii) Sponsor StockSECURITIES ISSUED BY INVESTMENT COMPANIES OTHER THAN FIDELITY MANAGEMENT & RESEARCH COMPANY ("NON-FIDELITY MUTUAL FUNDS"), (iiiIII) Harsco Stockequity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCK"), (iv) notes evidencing loans to Participants Plan participants in accordance with the terms of the Plan, (v) Stable Value Investments chosen guaranteed investment contracts heretofore entered into by the Trustee as set forth in the Investment Guidelines Sponsor or predecessor trustee and specifically identified on Schedule "G" attached hereto, hereto (vi) Existing GICs"EXISTING GICS"), and (viivi) collective investment funds maintained by the Trustee for qualified plans; provided, however, that the Named Fiduciary hereby directs the Trustee to continue to hold such Existing GICs as set forth in Section A of Schedule "G" until the Named Fiduciary directs otherwise, it being expressly understood that such direction is given in accordance with Section 403(a) of ERISA; and provided, further, that the Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets that are invested in existing GICs set forth in Section B of Schedule "G" guaranteed investment contracts chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Named Fiduciary are identified on Schedules "A" and "C" attached hereto. The Named Fiduciary may add additional investment options with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additions.
Appears in 1 contract
Available Investment Options. The Named Fiduciary with respect to a Plan shall direct the Trustee as to what investment options: (i) the Trust shall be invested in during the Participant Recordkeeping Reconciliation Periodparticipant recordkeeping reconciliation period, and (ii) the investment options in which Plan participants may invest ininvest, subject to the following limitations. The Named Fiduciary may determine to offer as investment options only (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds"), (ii) equity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("Sponsor Stock"), (iii) Harsco Stock, (iv) notes evidencing loans to Participants Plan participants in accordance with the terms of the Plan, (viv) Stable Value Investments guaranteed investment contracts chosen by the Trustee as set forth in the Investment Guidelines attached hereto, (vi) Existing GICsTrustee, and (viiv) collective investment funds maintained by the Trustee for qualified plans; provided, however, that the Named Fiduciary hereby directs the Trustee to continue to hold such Existing GICs as set forth in Section A of Schedule "G" until the Named Fiduciary directs otherwise, it being expressly understood that such direction is given in accordance with Section 403(a) of ERISA; and provided, further, provided that the Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets that are invested in existing GICs set forth in Section B of Schedule "G" guaranteed investment contracts chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Named Fiduciary are identified on Schedules "A" and "C" attached hereto. The Named Fiduciary may add additional investment options or delete investment options, in either case, with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additionsadditions or deletions.
Appears in 1 contract
Samples: Trust Agreement (Oge Energy Corp)
Available Investment Options. The Named Fiduciary with respect to a Plan shall direct the Trustee as to what investment options: the Trust shall be invested during the Participant Recordkeeping Reconciliation Period, and the investment options in which Plan participants may invest in, subject to the following limitations. The Named Fiduciary may determine to offer as investment options only (i) securities issued by the investment companies advised by Fidelity Management & Research Company ("Mutual Funds"), (ii) Sponsor Stock, (iii) Harsco Stock, (iv) notes evidencing loans to Participants Plan participants in accordance with the terms of the Plan, (viii) Stable Value Investments equity securities issued by the Sponsor or an affiliate which are publicly-traded and which are "qualifying employer securities" within the meaning of section 407(d)(5) of ERISA ("SPONSOR STOCK"), (iv) guaranteed investment contracts chosen by the Trustee as set forth in the Investment Guidelines attached heretoTrustee, (viv) Existing GICsguaranteed annuity contracts heretofore entered into by the Sponsor or predecessor trustee and specifically identified on Schedule "G" attached hereto ("EXISTING GICS"), and (viivi) collective investment funds maintained by the Trustee for qualified plans; provided, however, that the Named Fiduciary hereby directs the Trustee to continue to hold such Existing GICs as set forth in Section A of Schedule "G" until the Named Fiduciary directs otherwise, it being expressly understood that such direction is given in accordance with Section 403(a) of ERISA; and provided, further, that the Trustee shall be considered a fiduciary with investment discretion only with respect to Plan assets that are invested in existing GICs set forth in Section B of Schedule "G" guaranteed investment contracts chosen by the Trustee or in collective investment funds maintained by the Trustee for qualified plans. The investment options initially selected by the Named Fiduciary are identified on Schedules "A" and "C" attached hereto. The Named Fiduciary may add additional investment options with the consent of the Trustee and upon mutual amendment of this Trust Agreement and the Schedules thereto to reflect such additions.
Appears in 1 contract
Samples: Trust Agreement (Bank United Corp)