Managed Account Service. For purposes of this Section, effective as of October 1, 2018, a Member may act individually or utilize a managed account service, under which investment directions for the selection of investment options from the available Investment Funds (other than the Self-Directed Investment Account) will be provided by a registered investment manager on behalf of the Member appointed under the Plan for this purpose, in accordance with rules and procedures established by the Investment Committee. Elections shall be subject to such additional rules or restrictions imposed by the Trustee or investment manager, and the Trustee and investment manager may decline to implement any election it deems inappropriate in light of such rules or restrictions
Managed Account Service. 2.1.1 As further described in Adviser’s Form ADV Brochure, the Managed Account Service provides discretionary advisory services, consisting of personalized portfolios created by Subadviser based upon the Investment Options available in the Plan, to Managed Account Participants. The Managed Account Service allocates enrolled Participant accounts to personalized portfolios, and automatically rebalances portfolio allocations if Adviser believes rebalancing to be appropriate.
Managed Account Service. For purposes of this Article V, a Participant may act individually or utilize a managed account service, under which investment directions for the selection of investment options from the available Investment Funds (other than any Self-Managed Brokerage Account) will be provided by a registered investment manager on behalf of the Participant appointed under the Plan for this purpose, in accordance with rules and procedures established by the Retirement Plan Committee. Elections shall be subject to such additional rules or restrictions imposed by the Trustee or investment manager, and the Trustee and investment manager may decline to implement any election it deems inappropriate in light of such rules or restrictions.
Managed Account Service. EMPOWER, by and through its wholly owned subsidiary, AAG, agrees to make available a managed accounts service known as Empower Retirement Advisory Services to PARTICIPANTS in the PLAN. The terms and conditions for the Empower Retirement Advisory Services are included as Exhibit 2 attached to this contract.
Managed Account Service. As part of this Settlement, the Company agrees to provide the Managed Account Service presently offered by Ibbotson at cost to the Structural Changes Class Members, meaning that the Structural Changes Class Members will only be responsible for paying the amount that the Company is required to pay to Ibbotson for participating in the Managed Account Service.
