Common use of Allocation of Earnings Clause in Contracts

Allocation of Earnings. (5.07(B)). The Plan allocates Earnings using the following method (Choose one or more of a. through f.): a. [X] Daily. See Section 5.07(B)(4)(a). b. [ ] Balance forward. See Section 5.07(B)(4)(b). c. [ ] Balance forward with adjustment. See Section 5.07(B)(4)(c). Allocate pursuant to the balance forward method, except treat as part of the relevant Account at the beginning of the Valuation Period % of the contributions made during the following Valuation Period: . d. [ ] Weighted average. See Section 5.07(B)(4)(d). If not a monthly weighting period, the weighting period is .

Appears in 7 contracts

Sources: Adoption Agreement for Eligible Governmental 457 Plan, Adoption Agreement for Eligible Governmental 457 Plan, Adoption Agreement for Eligible Governmental 457 Plan

Allocation of Earnings. (5.07(B)). The Plan allocates Earnings using the following method (Choose one or more of a. through f.): a. [X[ ] Daily. See Section 5.07(B)(4)(a). b. [ ] Balance forward. See Section 5.07(B)(4)(b). c. [ ] Balance forward with adjustment. See Section 5.07(B)(4)(c). Allocate pursuant to the balance forward method, except treat as part of the relevant Account at the beginning of the Valuation Period % of the contributions made during the following Valuation Period: . d. [ ] Weighted average. See Section 5.07(B)(4)(d). If not a monthly weighting period, the weighting period is .

Appears in 1 contract

Sources: Adoption Agreement for Eligible Governmental 457 Plan