Flexible Portfolios Sample Clauses

Flexible Portfolios. An Investment Style that allows Clients to choose their own individual asset class weights using the same asset classes that comprise the Betterment core portfolio strategy. Goal. A savings goal of the Account established by Client through and described in the Interface as a “goal.” Clients may establish one or more Goals of the Account, with the maximum number of allowable Goals being restricted by the Interface. If Client has not taken steps to identify any such goal, then the Account shall be treated as having one Goal that is either untitled or given a default title by Betterment. Household. A grouping of Clients that Betterment will treat as a single unit for the purposes of Wrap Fee calculations and advisory services. All the Clients in a Household typically must reside at the same physical address or share a joint account, although Betterment may waive this requirement.
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Flexible Portfolios. An Investment Style that allows Clients to choose their own individual asset class weights using the same asset classes that comprise the Betterment core portfolio strategy. Goal. A savings goal of the Account established by Client through and described in the Interface as a “goal.” Clients may establish one or more Goals of the Account, with the maximum number of allowable Goals being restricted by the Interface. If Client has not taken steps to identify any such goal, then the Account shall be treated as having one Goal that is either untitled or given a default title by Betterment.
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Related to Flexible Portfolios

  • Flexible Spending Accounts Employees in the unit shall have access to the County’s flexible spending account program, which provides employees with the options of dependent care assistance benefits with a calendar year maximum of $5,000, and medical expense reimbursement benefits with a calendar year maximum of $2,400. The County shall maintain this plan in compliance with IRC §125. Employee premiums for flexible spending account benefits shall be deducted on a pre-tax basis from employee pay.

  • Flexible Spending Account The parties agree that the State shall have the right to use State Employee Health Plan funds to cover the administrative costs of operating the medical and dependent care flexible spending account programs.

  • Flexible Hours Upon the request of an employee and the concurrence of the Employer, an employee may work flexible hours on a daily basis so long as the daily hours amount to seven decimal five (7.5).

  • Health Spending Account (HSA Wellness Spending Account (WSA)/Registered Retirement Savings Plan (RRSP) utilization rates;

  • Educational Program A. DSST PUBLIC SCHOOLS shall implement and maintain the following characteristics of its educational program in addition to those identified in the Network Contract at DSST XXXX MIDDLE SCHOOL (“the School” within Exhibit A-3). These characteristics are subject to modification with the District’s written approval:

  • Health Spending Account contributions by the Executive will cease on the Effective Date. The Executive may submit claims against the balance accrued to the Effective Date, until the end of the calendar year in which the Effective Date occurs.

  • 401(k) Plan Executive shall be entitled to participate in the Company’s 401K plan in accordance with its terms and conditions.

  • Insurance Programs 35.1 Fringe Benefits a. The Board agrees to provide the: Individual core plan premium on behalf of each regular full time employee Part-time regular employees may receive pro-rated insurance benefits if eligible by the carrier. b. When an employee and legally recognized spouse are both employed by the district and are eligible for the school district group plan, the district shall, at the employees' option, combine the district's insurance contribution toward the family plan.

  • Flexible Benefit Plan The District will maintain, at no cost to the employee, a flexible spending benefit plan pursuant to Section 125 of the Internal Revenue Code, with operating procedures determined by the District in accordance with IRS regulations. This plan may be used for favorable income tax treatment of the employee’s health and dental premium contributions, deductibles, co-insurance amounts, other unreimbursed medical expenses, and dependent care assistance.

  • Insurance Plans The Executive is eligible to participate in the life, health, dental, short and long-term disability plans made available to the employees of the Company pursuant to the terms and conditions of such plans.

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