Common use of Reallocation of Model Portfolios Clause in Contracts

Reallocation of Model Portfolios. If there is a reallocation of the model portfolio (resulting from review of the Plan’s investment options or a change in the Plan investment option menu), those Participant accounts that vary from the revised model portfolio by more than a drift allowance specified under the Portfolio Advisory Service® shall be flagged for reallocation. Reallocation transactions shall be processed using the same rules as for rebalance transactions.

Reallocation of Model Portfolios. If there is a reallocation of the model portfolio (resulting from review of the Plan’s investment options or a change in the Plan investment option menu), those Participant accounts Accounts that vary from the revised model portfolio by more than a standard drift allowance specified under the Portfolio Advisory Service® shall set by Strategic Advisers will be flagged for reallocation. Reallocation transactions shall will be processed using the same rules as for rebalance transactions.