Investment Options. You may direct the investment of your funds within this IRA into any investment instrument offered by or through the Custodian. The Custodian will not exercise any investment discretion regarding your IRA, as this is solely your responsibility. FEES There are certain fees and charges connected with your IRA investments. These fees and charges may include the following. • Sales Commissions • Set Up Fees • Investment Management Fees • Annual Maintenance Fees • Distribution Fees • Surrender or Termination Fees To find out what fees apply, refer to the investment prospectus or contract. There may be certain fees and charges connected with the IRA itself. (Select and complete as applicable.) Annual Custodial Service Fee* $ No Charge Overnight Distribution $ 16.50 Wire Fee $ 12.50 Transfer Out Fee $ The greater of $100.00 or $25.00 per position Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA agreement. *The annual custodial fee will be borne by your Investment Advisor.
Investment Options. The amount credited to each Account shall be treated as invested in the investment options designated for this purpose by the Administrator.
Investment Options. You may direct the investment of your funds within this IRA into any investment instrument offered by or through the Custodian. The Custodian will not exercise any investment discretion regarding your IRA, as this is solely your responsibility. FEES There are certain fees and charges connected with your IRA investments. These fees and charges may include the following. • Sales Commissions • Investment Management Fees • Distribution Fees • Set Up Fees • Annual Maintenance Fees • Surrender or Termination Fees To find out what fees apply, refer to the investment prospectus or contract. There may be certain fees and charges connected with the IRA itself. (Select and complete as applicable.) Annual Service Fee $ Transfer Fee $ Rollover Fee $ Termination Fee $ Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA agreement.
Investment Options. When an Annuity option is elected, the Contract Holder, a Participant, or Contract or Plan beneficiary, as applicable, must elect:
Investment Options. Faculty Members shall direct the investments of both Employer and Faculty Member contributions. A wide range of investment options shall be offered.
Investment Options. Tenneco Common Stock shall not be offered as an investment option with respect to contributions made after the Distribution Date by the Packaging Group employees to the thrift plans of the Packaging Group. The sponsor of each of the Tenneco DC Plan and the Automotive Thrift Plan shall cause the plan to afford each participant therein, for a period of at least 90 days following the Distribution Date, an election to sell the Common Stock of the entities held in the plan's stock fund which does not directly or indirectly employ him or her immediately following the Distribution Date. From and after the Distribution Date employer stock contributions with respect to Packaging Group employees shall be in Packaging Common Stock and employer stock contributions with respect to the Automotive Group employees shall be in Tenneco Common Stock.
Investment Options. [Small-Cap Growth] [International Large-Cap] [Real Estate] [International Value] [Small-Cap Value] [Small-Cap Equity] [International Small-Cap] [Main Street Core] [Diversified Bond] [Mid-Cap Value] [Emerging Markets] [Capital Appreciation V.I. Fund] [Equity Index] [Cash Management] [Mutual Global Discovery Securities Fund] [Small-Cap Index] [High Yield Bond] [Xxxxxxxxx Global Bond Securities Fund] [Dividend Growth] [Managed Bond] [International Core Equity Portfolio] [Large-Cap Value] [Inflation Managed] [Total Return Fund] [Short Duration Bond] [Large-Cap Growth] [Growth Stock Series] [Growth LT] [Xxxxxxxx] [Value Series Fund] [Focused 30] [Mid-Cap Growth] [Mid-Cap Equity] [AllianceBernstein VPS Balanced Wealth Strategy] [BlackRock Global Allocation V.I. Fund] [Xxxxxxxx Xxxxxxxxx VIP Founding Funds] [GE Investments Total Return Fund] [Invesco V.I. Global Multi-Asset Fund] [Pacific Dynamix — Conservative Growth] [Pacific Dynamix — Moderate Growth] [Pacific Dynamix — Growth] [PIMCO Global Multi-Asset Portfolio] [Invesco Xxx Xxxxxx V.I. Global Tactical Asset Allocation Fund] DCA Plus Fixed Option Guarantee Terms and Rates 12 Mos. [3.00%] * * Minimum Guaranteed Interest Rate is 3.00% per year. Service Center Send Forms and written requests to: Send Payments to: Pacific Life Insurance Company Pacific Life Insurance Company [P.O. Box 2378 [P.O. Box 2290 Omaha, Nebraska 68103-2378] Omaha, Nebraska 68103-2290] Toll-Free Number for Contract Owners: [1-800-722-4448 (between 6 a.m. — 5 p.m., Pacific Time)]
Investment Options. Your Investment Account includes a Default Fund. If the Default Fund is an interest-bearing FDIC-insured account, interest will be paid on cash held in this Default Fund at the rate described on your HSA website account. Cash held in an interest-bearing FDIC-insured account within your Investment Account and Cash Account, combined with other eligible deposits you may have with us, are FDIC- insured up to $250,000 or the then current limit. A broad array of mutual funds will be available for investment. These funds may be selected by us and our independent registered investment advisor or a financial advisor retained by your HSA Administrator (“Financial Advisor”). The Financial Advisor may be a registered investment advisor, a bank or similar financial institution, or a registered broker dealer, and may be affiliated with your HSA Administrator. Alternatively, your HSA Administrator or Financial Advisor may replicate the same investment options selected by your employer for its 401(k) plan or other defined contribution retirement plan that permits participant-directed investments (“DC Plan”). You acknowledge and agree that investments, including mutual funds, are not a deposit and are not insured by the FDIC or any federal government agency. We do not guarantee the value of your investments, and they may lose value. You also acknowledge that past investment performance is not a guarantee of future investment results. You agree to review investment information before you invest in mutual funds or other investments. If your Default Portfolio is made available by us and our independent registered investment advisor, we may change available mutual funds from time to time. Advance notice of such changes, will be provided to you by your HSA Administrator as described in Section 11.18, so you can modify your investment instructions. If an investment option is eliminated from the Default Portfolio, and you do not provide new investment instructions, you authorize and direct us to liquidate your balances invested in the eliminated investment option and transfer the proceeds to the Default Fund in your Investment Account. We will not provide advance notice of a change in share class for the same mutual fund option, whether initiated by us or the fund company, unless the change results in fee increases for the investment option. If your Default Portfolio is chosen by a Financial Advisor and/or your HSA Administrator, a Financial Advisor and/ or your HSA Administrator...
Investment Options. Participants can direct the investment of their Plan assets among the following investments (Choose one):
Investment Options. [AFIS Bond Invesco Cxxxxxxx MFS Technology AFIS High Income Bxxx Xxx Mid-Cap Growth MFS Utilities Series AFIS US Govt/AAA Sec Janus Focused Growth MS Real Estate BR iShares Dyn Fixed Inc JPM Long/Short Large-Cap AFIS Asset Allocation EV Floating Rate Loan JPM Value Advantage AFIS Managed Risk AA Fidelity VIP Govt MMkt Lord Axxxxx Dev Growth BR Global Allocation Fidelity VIP Strat Inc MFS Growth DFA Balanced Allocation Janus Aspen Flex Bond Oxxxxxxxxxx Main Street Fidelity VIP FndMgr 60% Lord Axxxxx Xxxx Debent Scout Mid-Cap Equity FTA Div & Inc Allocation Lxxx Xxxxxx Total Return T.Xxxx Dividend Growth State Street Total Return V.I.S. PXX Core Income AFIS Global Growth Invesco V.I. Bal Rsk All PXX Floating Rate Income AFIS Global Gr Inc Janus Aspen Balanced PXX High Yield Bond AFIS Global Small Cap MFS Total Return PIMCO Inflation Managed AFIS International Dynamix Consrv-Growth PIMCO Managed Bond AFIS Intl Grwth & Income Dynamix Moderate-Growth T.Xxxx Short Duration AFIS New World Port Opt Conservative WAMCO Diversified Bxxx Xxxxxxxx Mutual Gbl Disc Port Opt Moderate-Cons WAMCO Inflation Strategy JPM International Value Port Opt Moderate AFIS Global Bond Lord Axxxxx Intl Core Eq AFIS Capital Inc Builder Axxxxxx Emerg Mkt Debt MFS International Large AFIS Global Balanced Txxxxxxxx Global Bond Oxxxxxxxxxx Emerg Mkts BR iShares Dynamic Alloc AB Small-Cap Value Oxxxxxxxxxx Global FTA Tactical Core Amer Cent VP Mid Value Oxxxxxxxxxx Intl Growth FTA Multi Income Alloc AFIS Blue Chip Inc Gr QS BM Intl Small Franklin Founding Funds AFIS Growth AQR Equity Long/Short Franklin Income AFIS Growth-Income BR iShares Alt Strat Invesco V.I. Eqty & Inc BR Equity Index Ivy VIP Asset Strategy JPM Global Allocation BR iShares Equity Apprec EV Global Absolute Rtrn Dynamix Growth BR Large-Cap Growth JPM Income Builder Port Opt Growth BR Small-Cap Index PIMCO VIT CommodityRlRtn Port Opt Aggressive-Grth BP Mid-Cap Value PLFA Diversified Alts DCA Plus 6-Month ClearBridge Large Value UBS/MCG Currency Strat DCA Plus 12-Month ] ClearBridge Var Agg Grth VxxXxx Gbl Hard Assets Fidelity VIP Contrafund BR Health Sciences Franklin Rising Dividend Invesco Glbl Real Estate FRK/BR Small-Cap Equity Ivy VIP Energy Service Center Send Forms and written requests to: Send Payments to: Pacific Life & Annuity Company Pacific Life & Annuity Company [P.O. Box 2829 [P.O. Box 2736 Omaha, Nebraska 68103-2829] Omaha, Nebraska 68103-2736] Hours: [Between 6:00 am and 5:00 pm, Pacific Standard Time.] Toll-...
