Retirement Goal Sample Clauses

Retirement Goal. Based upon a Client’s risk tolerance as indicated in the Client Profile, Client is assigned an investment allocation track (currently Fixed Income Tilt, Balance Tilt or Equity Tilt), the purpose of which is to slowly rotate Client’s equity allocation to fixed income and cash over time. Upon submitting a completed questionnaire through the Investor Portal, Client will be assigned an Investment Objective and Model Portfolio within the applicable allocation track and based upon factors in the Client Profile, including Client’s risk tolerance and the number of years remaining until the age of retirement as indicated by Client (such time being referred to herein as the “Retirement Age”). As Client approaches the Retirement Age, the Algorithm will automatically adjust Client’s asset allocation. Client acknowledges that any change to the Investment Objective directed by Client due to changes in Client’s Retirement Age and/or risk tolerance will require written approval from Client and Advisor before implementation. Failure to approve the change in Investment Objective may result in Client remaining in a Model Portfolio that is no longer aligned with the Client Profile.
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Retirement Goal. Based upon a Client’s risk tolerance as indicated in the Client Profile, Client is assigned an Investment Allocation Track (currently conservative, moderate or aggressive), the purpose of which is to slowly rotate Client’s equity exposure allocation to fixed income exposure and cash over time. Upon submitting a completed online questionnaire, Client will be assigned a Model Portfolio within the applicable allocation track and based upon factors in the Client Profile, including Client’s risk tolerance and the number of years remaining until the age of retirement as indicated by Client (such time being referred to herein as the “Retirement Age”). GUIDED WEALTH PORTFOLIOS (GWP) - ACCOUNT AGREEMENT As Client approaches the Retirement Age, LPL will automatically adjust Client’s asset allocation annually based upon the Client’s associated Investment Allocation Track. .
Retirement Goal. Based upon a Client’s risk tolerance as indicated in the Client Profile, Client is assigned an Investment Allocation Track (currently conservative, moderate or aggressive), the purpose of which is to slowly rotate Client’s equity exposure allocation to fixed income exposure and cash over time. Upon submitting a completed online questionnaire, Client will GUIDED WEALTH PORTFOLIOS (GWP) - ACCOUNT AGREEMENT be assigned a Model Portfolio within the applicable allocation track and based upon factors in the Client Profile, including Client’s risk tolerance and the number of years remaining until the age of retirement as indicated by Client (such time being referred to herein as the “Retirement Age”). As Client approaches the Retirement Age, LPL will automatically adjust Client’s asset allocation annually based upon the Client’s associated Investment Allocation Track.

Related to Retirement Goal

  • VESTED RETIREMENT GRATUITY VOLUNTARY EARLY PAYOUT a) An Employee eligible for a Sick Leave Credit retirement gratuity as per Appendix A shall have the option of receiving a payout of his/her gratuity on August 31, 2016, or on the employee’s normal retirement date.

  • RETIREMENT PICK-UP 257. For the term of this Agreement, the CITY shall pick up the full amount of the employees’ contribution to retirement.

  • Disability Retirement If, as a result of your incapacity due to physical or mental illness, You shall have been absent from the full-time performance of your duties with the Company for 6 consecutive months, and within 30 days after written notice of termination is given You shall not have returned to the full-time performance of your duties, your employment may be terminated for "Disability." Termination of your employment by the Company or You due to your "Retirement" shall mean termination in accordance with the Company's retirement policy, including early retirement, generally applicable to its salaried employees or in accordance with any retirement arrangement established with your consent with respect to You.

  • Retirement Bonus 22:01 Employees retiring in accordance with the following:‌

  • REGISTERED RETIREMENT SAVINGS PLAN 1. In this Article:

  • Sick Leave Credit-Based Retirement Gratuities 1) A Teacher is not eligible to receive a sick leave credit gratuity after August 31, 2012, except a sick leave credit gratuity that the Teacher had accumulated and was eligible to receive as of that day.

  • Retirement Savings 5.6.1 Principals are eligible to join a KiwiSaver scheme in accordance with the terms of those schemes.

  • Pre-Retirement Counseling Leave ‌ After reaching earliest retirement age, each employee shall be granted up to three and one-half (3-1/2) days leave with pay to pursue bona fide pre-retirement counseling programs. Employees shall request the use of leave provided in this Article at least five (5) days prior to the intended date of use. Authorization for use of pre-retirement counseling leave shall not be withheld unless the Appointing Authority determines that the use of such leave will handicap the efficiency of the employee's work unit. When the dates requested for pre-retirement leave cannot be granted for the above reason, the Agency shall offer the employee a choice from three (3) other sets of dates. The leave herein discussed may be used to investigate and assemble the employee's retirement program, including PERS, Social Security, insurance and other retirement income.

  • Retirement Credit Retirement credit for such periods of leave without pay shall be governed by the rules and regulations of the Division of Retirement and the provisions of Chapter 121, Florida Statutes.

  • Re-employment After Retirement Employees who have reached retirement age as prescribed under the Pension (Municipal) Act and continue in the Employer's service, or are re-engaged within three (3) calendar months of retirement, shall continue at their former increment step in the pay rate structure of the classification in which they are employed, and the employee's previous anniversary date shall be maintained. All perquisites earned up to the date of retirement shall be continued or reinstated.

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