Exchange Purchase. Participant-Initiated fund transfer of any portion of a Participant’s assets into a Fund (not including purchases into the Fund made with new assets contributed or rolled into a Plan).
Appears in 17 contracts
Samples: Fund Participation Agreement (COLI VUL-2 Series Account of Great-West Life & Annuity Insurance Co of New York), Fund Participation Agreement (Coli Vul 2 Series Account), Fund Participation Agreement (Variable Annuity-2 Series Account)
Exchange Purchase. Participant-Initiated fund transfer of any portion of a Participant’s assets into a Restricted Fund (not including purchases into the Restricted Fund made with new assets contributed or rolled into a Plan).
Appears in 3 contracts
Samples: Fund Participation Agreement (PLICO Variable Annuity Account S), Fund Participation Agreement (PLAIC Variable Annuity Account S), Administrative Services Agreement (Tributary Funds, Inc.)
Exchange Purchase. Participant-Initiated fund transfer of any portion of a Participant’s assets into a Fund (Fund. This does not including include purchases into the Fund made with new assets contributed or rolled into to a Plan), but does include the purchase side of a non- systematic reallocation or rebalancing transaction.
Appears in 1 contract
Samples: www.sparkinstitute.org
