Investment Funds definition
Examples of Investment Funds in a sentence
Any such transferred amount shall be allocated to the Investment Funds under the Member Investment Component as the Worker Member directs.
In addition, pursuant to Section 11.5, a Participant may direct that amounts in the Participant’s Account under the Company Stock Component be reinvested in any of the Investment Funds as are available under the Plan for investment by Participants.
Subject to the provisions of this ARTICLE X and ARTICLE XI, a Participant shall have the right to direct the Trustees in the manner the Participant wishes to have his Accounts invested by directing that investments be made in such Investment Funds as are available under the Plan for investment by Participants or, in the case of amounts in a Participant’s Accounts that are attributable to any Company Stock Component Contributions, in the Company Stock Component.
Subject to the following provisions of this Section 10.2 and any requirements as may be established from time to time by the Administrative Committee, each Participant shall direct the percentages (in multiples of 1%) of all contributions made by him or on his behalf which are to be invested in each of the Investment Funds and may prospectively change any such direction in writing on any Accounting Date.
In making such determination, the Independent Fiduciary shall take into account all factors required by ERISA, including without limitation, the design of the Plan regarding the Company Stock Component, the availability of other Investment Funds under the Plan and the ability of Participants to construct a diversified portfolio of investments consistent with their individual desired level of risk and return.