Investment Direction. A. Members shall be entitled to designate what percentage of employee contributions and employer contributions made on their behalf will be invested in the various Investment Funds offered by the Employer as specified in Section VIII of this Adoption Agreement except; 1. The following portions of a Member's Account will be invested at the Employer's direction (choose whichever shall apply): a) Employer Profit Sharing Contributions --- Shall be invested in: Employer Stock Fund. --- Employer Certificate of Deposit Fund. --- Any Investment Fund or Funds offered by the Employer. --- b) Employer Matching Contributions --- Shall be invested in: Employer Stock Fund. --- Employer Certificate of Deposit Fund. --- Any Investment Fund or Funds offered by the Employer. --- c) Employer Basic Contributions --- Shall be invested in: Employer Stock Fund. --- Employer Certificate of Deposit Fund. --- Any Investment Fund or Funds offered by the Employer. --- d) Employer Supplemental Contributions --- Shall be invested in: Employer Stock Fund. --- Employer Certificate of Deposit Fund. --- Any Investment Fund or Funds offered by the Employer. --- e) Employer Qualified Nonelective Contributions --- Shall be invested in: Employer Stock Fund. --- Employer Certificate of Deposit Fund. --- Any Investment Fund or Funds offered by the Employer. --- f) Employer Safe Harbor CODA Contributions under Section 3.14 of the --- Plan Shall be invested in: Employer Stock Fund. --- Employer Certificate of Deposit Fund. --- Any Investment Fund or Funds offered by the Employer. --- 2. Amounts invested at the Employer's direction may not be transferred by the --- Member to any other Investment Fund. 3. Notwithstanding this election in 2, a Member may transfer such amounts to --- any other Investment Fund upon (choose whichever may apply): a) the attainment of age ____ (insert 45 or greater) --- c) the attainment of age plus Years of Employment equal to ____ --- (insert 55 or greater) B. A Member may change his or her investment direction (choose 1,2, or 3): 1. X 1 time per business day. --- 2. 1 time per calendar month. --- 3. 1 time per calendar quarter. --- C. If a Member or Beneficiary (or the Employer, if applicable) fails to make an effective investment direction, the Member's contributions and Employer contributions made on the Member's behalf shall be invested in Money Market Fund (insert one of the ----------------- Investments selected in Section VIII of this Adoption Agreement). D. Effective as of ___________________, the following additional provisions shall apply to the Employer's Stock Fund (Check all that apply): 2. No additional Employer contributions may be made to the Employer Stock --- Fund; -------- 3. No investment fund transfers may be made to the Employer Stock Fund; --- and/or ------- 4. No investment fund transfers may be made from the Employer Stock Fund. --- ---------
Appears in 1 contract
Investment Direction. A. Members shall be entitled to designate what percentage of employee contributions and employer contributions made on their behalf will be invested in the various Investment Funds offered by the Employer as specified in Section VIII of this Adoption Agreement except;
1. The following portions of a Member's Account will be invested at the Employer's direction (choose whichever shall apply):
a) Employer Profit Sharing Contributions --- Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
b) Employer Matching Contributions --- Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
c) Employer Basic Contributions --- Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
d) Employer Supplemental Contributions --- Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
e) Employer Qualified Nonelective Contributions --- Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
f) Employer Safe Harbor CODA Contributions under --- Section 3.14 of the --- Plan Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
2. Amounts invested at the Employer's direction may --- not be transferred by the --- Member to any other Investment Fund.
3. Notwithstanding this election in 2, a Member may --- transfer such amounts to --- any other Investment Fund upon (choose whichever may apply):
a) the attainment of age ____ (insert 45 or --- greater)
b) the completion of____ (insert 10 or greater) ---Years of Employment
c) the attainment of age plus Years of --- Employment equal to ____ --- (insert 55 or greater)
B. A Member may change his or her investment direction (choose 1,2, or 3):
1. X 1 time per business day. ---
2. 1 time per calendar month. ---
3. 1 time per calendar quarter. ---
C. If a Member or Beneficiary (or the Employer, if applicable) fails to make an effective investment direction, the Member's contributions and Employer contributions made on the Member's behalf shall be invested in Money Market Fund _______ (insert one of the ----------------- Investments selected in Section VIII of this Adoption Agreement).
D. Effective as of ___________________, the following additional provisions shall apply to the Employer's Stock Fund (Check all that apply):
1. No additional Employee contributions may be made to the --- Employer Stock Fund;
2. No additional Employer contributions may be made to the --- Employer Stock --- Fund; --------;
3. No investment fund transfers may be made to the Employer --- Stock Fund; --- and/or -------and/or
4. No investment fund transfers may be made from the --- Employer Stock Fund. --- ---------.
Appears in 1 contract
Investment Direction. A. Members shall be entitled to designate what percentage of employee contributions and employer contributions made on their behalf will be invested in the various Investment Funds offered by the Employer as specified in Section VIII of this Adoption Agreement except;
1. The following portions of a Member's Account will be invested at the Employer's direction (choose whichever shall apply):
a) Employer Profit Sharing Contributions --- Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
b) Employer Matching Contributions --- Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
c) Employer Basic Contributions --- Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
d) Employer Supplemental Contributions --- Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
e) Employer Qualified Nonelective Contributions --- Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
f) Employer Safe Harbor CODA Contributions under --- Section 3.14 of the --- Plan Shall be invested in: Employer Stock Fund. Fund --- Employer Certificate of Deposit Fund. Fund --- Any Investment Fund or Funds offered by --- the Employer. ---
2. Amounts invested at the Employer's direction may --- not be transferred by the --- Member to any other Investment Fund.
3. Notwithstanding this election in 2, a Member may --- transfer such amounts to --- any other Investment Fund upon (choose whichever may apply):
a) the attainment of age ____ (insert 45 or --- greater)
b) the completion of____ (insert 10 or greater) ---Years of Employment
c) the attainment of age plus Years of --- Employment equal to ____ --- (insert 55 or greater)
B. A Member may change his or her investment direction (choose 1,2, or 3):
): 1. X 1 time per business day. ---
2. 1 time per calendar month. ---
3. 1 time per calendar quarter. ---
C. If a Member or Beneficiary (or the Employer, if applicable) fails to make an effective investment direction, the Member's contributions and Employer contributions made on the Member's behalf shall be invested in Money Market Fund _______ (insert one of the ----------------- Investments selected in Section VIII of this Adoption Agreement).
D. Effective as of ___________________, the following additional provisions shall apply to the Employer's Stock Fund (Check all that apply):
1. No additional Employee contributions may be made to the --- Employer Stock Fund;
2. No additional Employer contributions may be made to the --- Employer Stock --- Fund; --------;
3. No investment fund transfers may be made to the Employer --- Stock Fund; --- and/or -------and/or
4. No investment fund transfers may be made from the --- Employer Stock Fund. --- ---------.
Appears in 1 contract
Investment Direction. A. Members shall be entitled to designate what percentage of employee contributions and employer contributions made on their behalf will be invested in the various Investment Funds offered by the Employer as specified in Section VIII of this Adoption Agreement except;
1. The following portions of a Member's Account will be invested at the Employer's direction (choose whichever shall apply):
a) [ ] Employer Profit Sharing Contributions --- Shall be invested in: [ ] Employer Stock Fund. --- Fund [ ] Employer Certificate of Deposit Fund. --- Fund [ ] Any Investment Fund or Funds offered by the Employer. ---
b) [ ] Employer Matching Contributions --- Shall be invested in: [ ] Employer Stock Fund. --- Fund [ ] Employer Certificate of Deposit Fund. --- Fund [ ] Any Investment Fund or Funds offered by the Employer. ---
c) [ ] Employer Basic Contributions --- Shall be invested in: [ ] Employer Stock Fund. --- Fund [ ] Employer Certificate of Deposit Fund. --- Fund [ ] Any Investment Fund or Funds offered by the Employer. ---
d) [ ] Employer Supplemental Contributions --- Shall be invested in: [ ] Employer Stock Fund. --- Fund [ ] Employer Certificate of Deposit Fund. --- Fund [ ] Any Investment Fund or Funds offered by the Employer. ---
e) [ ] Employer Qualified Nonelective Contributions --- Shall be invested in: [ ] Employer Stock Fund. --- Fund [ ] Employer Certificate of Deposit Fund. --- Fund [ ] Any Investment Fund or Funds offered by the Employer. ---
f) [ ] Employer Safe Harbor CODA Contributions under Section 3.14 of the --- Plan Shall be invested in: [ ] Employer Stock Fund. --- Fund [ ] Employer Certificate of Deposit Fund. --- Fund [ ] Any Investment Fund or Funds offered by the Employer. ---
2. [ ] Amounts invested at the Employer's direction may not be transferred by the --- Member to any other Investment Fund.
3. [ ] Notwithstanding this election in 2, a Member may transfer such amounts to --- any other Investment Fund upon (choose whichever may apply):
a) [ ] the attainment of age ____ (insert 45 or greater)
b) ---[ ] the completion of ____ (insert 10 or greater) Years of Employment
c) [ ] the attainment of age plus Years of Employment equal to ____ --- (insert 55 or greater)
B. A Member may change his or her investment direction (choose 1,2, or 3):
1. X [X] 1 time per business day. ---.
2. [ ] 1 time per calendar month. ---.
3. [ ] 1 time per calendar quarter. ---.
C. If a Member or Beneficiary (or the Employer, if applicable) fails to make an effective investment direction, the Member's contributions and Employer contributions made on the Member's behalf shall be invested in Money Market Fund (insert one of the ----------------- Investments selected in Section VIII of this Adoption Agreement).
D. Effective as of ___________________, the following additional provisions shall apply to the Employer's Stock Fund (Check all that apply):
1. [ ] No additional Employee contributions may be made to the Employer Stock Fund;
2. [ ] No additional Employer contributions may be made to the Employer Stock --- Fund; --------;
3. [ ] No investment fund transfers may be made to the Employer Stock Fund; --- and/or -------and/or
4. [ ] No investment fund transfers may be made from the Employer Stock Fund. --- ---------.
Appears in 1 contract
Investment Direction. A. Members shall be entitled to designate what percentage of employee contributions and employer contributions made on their behalf will be invested in the various Investment Funds offered by the Employer as specified in Section VIII of this Adoption Agreement except;
1. The following portions of a Member's ’s Account will be invested at the Employer's ’s direction (choose whichever shall apply):
a) ¨ Employer Profit Sharing Contributions --- Shall be invested in: ¨ Employer Stock Fund. --- ¨ Employer Certificate of Deposit Fund. --- ¨ Any Investment Fund or Funds offered by the Employer. ---.
b) ¨ Employer Matching Contributions --- Shall be invested in: ¨ Employer Stock Fund. --- ¨ Employer Certificate of Deposit Fund. --- ¨ Any Investment Fund or Funds offered by the Employer. ---.
c) ¨ Employer Basic Contributions --- Shall be invested in: ¨ Employer Stock Fund. --- Fund ¨ Employer Certificate of Deposit Fund. --- Fund ¨ Any Investment Fund or Funds offered by the Employer. ---
d) ¨ Employer Supplemental Contributions --- Shall be invested in: ¨ Employer Stock Fund. --- Fund ¨ Employer Certificate of Deposit Fund. --- Fund ¨ Any Investment Fund or Funds offered by the Employer. ---
Employer e) ¨ Employer Qualified Nonelective Contributions --- Shall be invested in: ¨ Employer Stock Fund. --- Fund ¨ Employer Certificate of Deposit Fund. --- Fund ¨ Any Investment Fund or Funds offered by the Employer. ---
Employer f) ¨ Employer Safe Harbor CODA Contributions under Section 3.14 of the --- Plan Shall be invested in: ¨ Employer Stock Fund. --- Fund ¨ Employer Certificate of Deposit Fund. --- Fund ¨ Any Investment Fund or Funds offered by the Employer. ---
2. ¨ Amounts invested at the Employer's ’s direction may not be transferred by the --- Member to any other Investment Fund.
3. ¨ Notwithstanding this election in 2, a Member may transfer such amounts to --- any other Investment Fund upon (choose whichever may apply):
a) ¨ the attainment of age ____ (insert 45 or greater)
b) ---¨ the completion of (insert 10 or greater) Years of Employment
c) ¨ the attainment of age plus Years of Employment equal to ____ --- (insert 55 or greater)
B. A Member may change his or her investment direction (choose 1,21, 2, or 3):
1. X x 1 time per business day. ---
2. 1 time per calendar month. ---
3. 1 time per calendar quarter. ---
C. If a Member or Beneficiary (or the Employer, if applicable) fails to make an effective investment direction, the Member's contributions and Employer contributions made on the Member's behalf shall be invested in Money Market Fund (insert one of the ----------------- Investments selected in Section VIII of this Adoption Agreement).
D. Effective as of ___________________, the following additional provisions shall apply to the Employer's Stock Fund (Check all that apply):
2. No additional Employer contributions may be made to the Employer Stock --- Fund; --------
3. No investment fund transfers may be made to the Employer Stock Fund; --- and/or -------
4. No investment fund transfers may be made from the Employer Stock Fund. --- ---------
Appears in 1 contract
Investment Direction. A. Members shall be entitled to designate what percentage of employee contributions and employer contributions made on their behalf will be invested in the various Investment Funds offered by the Employer as specified in Section VIII of this Adoption Agreement except;
1. The following portions of a Member's Account will be invested at the Employer's direction (choose whichever shall apply):
a) a. Employer Profit Sharing Contributions --- Shall be invested in: ___ Employer Stock Fund. --- ___ Employer Certificate of Deposit Fund. --- ___ Any Investment Fund or Funds offered by the Employer. ---.
b) b. Employer Matching Contributions --- Shall be invested in: ___ Employer Stock Fund. --- ___ Employer Certificate of Deposit Fund. --- ___ Any Investment Fund or Funds offered by the Employer. ---.
c) c. Employer Basic Contributions --- Shall be invested in: ___ Employer Stock Fund. --- Fund ___ Employer Certificate of Deposit Fund. --- Fund ___ Any Investment Fund or Funds offered by the Employer. ---
d) Employer d. ___ Employer Supplemental Contributions --- Shall be invested in: ___ Employer Stock Fund. --- Fund ___ Employer Certificate of Deposit Fund. --- Fund ___ Any Investment Fund or Funds offered by the Employer. ---
e) Employer e. ___ Employer Qualified Nonelective Contributions --- Shall be invested in: ___ Employer Stock Fund. --- Fund ___ Employer Certificate of Deposit Fund. --- Fund ___ Any Investment Fund or Funds offered by the Employer. ---
f) Employer f. ___ Employer Safe Harbor CODA Contributions under Section 3.14 of the --- Plan Shall be invested in: ___ Employer Stock Fund. --- Fund ___ Employer Certificate of Deposit Fund. --- Fund ___ Any Investment Fund or Funds offered by the Employer. ---
2. Amounts invested at the Employer's direction may not be transferred by the --- Member to any other Investment Fund.
3. Notwithstanding this election in 2, a Member may transfer such amounts to --- any other Investment Fund upon (choose whichever may apply):
(a) the attainment of age ____ (insert 45 or greater) ---
(b) ___ the completion of ___ (insert 10 or greater) Years of Employment (c) ___ the attainment of age plus Years of Employment equal to ____ --- (insert 55 or greater)
B. A Member may change his or her investment direction (choose 1,2, or 3):
1. X 1 time per business day. ---
--- 2. ___ 1 time per calendar month. ---
3. ___ 1 time per calendar quarter. ---.
C. If a Member or Beneficiary (or the Employer, if applicable) fails to make an effective investment direction, the Member's contributions and Employer contributions made on the Member's behalf shall be invested in Money Market Fund (insert one of the ----------------- Investments selected in Section VIII of this Adoption Agreement).
D. Effective as of ___________________, the following additional provisions shall apply to the Employer's Stock Fund (Check all that apply):
2. No additional Employer contributions may be made to the Employer Stock --- Fund; --------
3. No investment fund transfers may be made to the Employer Stock Fund; --- and/or -------
4. No investment fund transfers may be made from the Employer Stock Fund. --- ---------
Appears in 1 contract
