Investment Arrangement definition

Investment Arrangement means an Annuity Contract or Custodial Account that satisfies the requirements of Treasury Regulation Section 1.403(b)-3 and that is issued or established for funding amounts held under the Plan and specifically approved by the Employer for use under the Plan. The terms governing each Investment Arrangement under the Plan, excluding those terms that are inconsistent with the Plan or Code Section 403(b), are hereby incorporated by reference in the Plan.
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Investment Arrangement means an Annuity Contract or Custodial Account that satisfies the requirements of Treasury Regulation Section 1.403(b)-3 and that is issued or established for funding amounts held under the Plan and specifically approved by the Administrator for use under the Plan.
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Investment Arrangement means an investment arrangement approved under section 20(5), 23.5(5) or 23.93(5), as appropriate;
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Examples of Investment Arrangement in a sentence

  • The available forms of distribution will be based on the terms governing the applicable Investment Arrangement.

  • Employee Contributions will be accepted for an Investment Arrangement only to the extent permitted in the Investment Arrangement Documentation.

  • The Investment Arrangement Documentation, excluding those terms that are inconsistent with the Plan or Code §403(b), is hereby incorporated by reference in the Plan.

  • An individual Investment Arrangement or the Employer in Appendix B to its Adoption Agreement may specify a different percentage (more than 50% but not exceeding 100%) for the survivor annuity.

  • The Vendor will allocate Earnings to the Participant Accounts in accordance with the Investment Arrangement Documentation.

  • The Valuation Date or Dates applicable to a given Investment Arrangement will be as specified in the Investment Arrangement Documentation.

  • An Investment Arrangement must be nonforfeitable under Code §403(b)(1)(C), except as otherwise provided herein (such as the vesting provisions of Article 5).

  • The Plan may provide more than one Investment Arrangement within the single Plan.

  • The Employer may not amend the Plan to permit any of an Investment Arrangement (other than as required to pay taxes and reasonable administrative expenses) to be used for or diverted to purposes other than for the exclusive benefit of the Participants and Beneficiaries.

  • The Vendor may make Plan distributions on any administratively practicable date during the Plan Year, consistent with the Investment Arrangement Documentation.


More Definitions of Investment Arrangement

Investment Arrangement means an Annuity Contract or Custodial Account that satisfies the requirements of section 1.403(b)-3 of the Treasury Regulations and that is issued or established for funding amounts held under the Plan. A list of Vendors of Investment Arrangements approved for use under the Plan shall be maintained in an appendix to the Plan. The terms governing each Investment Arrangement under the Plan, excluding those terms that are inconsistent with the Plan or section 403(b) of the Internal Revenue Code, are hereby incorporated by reference in the Plan.
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Investment Arrangement means an Annuity Contract or Custodial Account that satisfies the requirements of Treasury Regulation §1.403(b)-3 and is issued or established for funding amounts held under the Plan. Appendix A attached hereto is a list of Vendors of Investment Arrangements under the Plan, which may be modified from time to time. A modification of Appendix A is not an amendment of the Plan. The terms governing each Investment Arrangement, excluding those terms that are inconsistent with the Plan or Code §403(b), are hereby incorporated by reference in the Plan.
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Investment Arrangement means an Annuity Contract or Custodial Account that satisfies the requirements of section 1.403(b)-3 of the Treasury Regulations and that is issued or established for funding amounts held under the Plan. A list of Vendors of Investment
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Investment Arrangement means an investment arrangement approved under section 20(5), 23.5(5) or 23.93(5) of the Act, as appropriate.
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Investment Arrangement means any annuity contract or custodial account that satisfies the provisions of IRC Section 401(f) and that is offered by the Provider. The terms of any Investment Arrangement purchased and distributed by the Plan to a Participant or Beneficiary shall comply with the requirements of this Plan.
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Investment Arrangement means any grantor trust agreement, custodial account agreement or annuity contract entered into by the Employer or its designee pursuant to Article V and pursuant to which Investment Funds are offered under the Pla n. Mutual
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Related to Investment Arrangement

  • Arrangement Agreement has the meaning ascribed thereto in the recitals hereof;

  • Investment Management Agreement means the Investment Management Agreement made

  • Investment Agreements or “Flow-Through Agreements” means written agreements pursuant to which the Partnership will subscribe for Flow-Through Shares (including Flow-Through Shares issued as part of a unit) or agreements by the Partnership to otherwise invest in or purchase securities of a Resource Issuer, and in respect of Flow-Through Shares comprised of units, the Resource Issuer will covenant and agree: