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10 - 457(B) PLAN DOCUMENT RESTATEMENT
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10 - 457(B) PLAN DOCUMENT RESTATEMENT
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29. PLAN LOANS (5.02(A)). The Plan permits or does not permit Participant Loans (Choose one of a. orb.): <br />a. [ ] Does not permit. <br />b. [X] Permitted pursuant to the Loan Policy. <br />30. ROLLOVER CONTRIBUTIONS (3.09). The Plan permits Rollover Contributions subject to approval by the Plan Administrator and <br />as further described below: <br />Who may roll over (Choose one of a. or b.): <br />a. [ ] Participants only. <br />b. [X] Eligible Employees or Participants. <br />Sources/Types. The Plan will accept a Rollover Contribution (Choose one of c. or d.): <br />C. [X] All. From any Eligible Retirement Plan and as to all Contribution Types eligible to be rolled into this Plan. <br />d. [ ] Limited. Only from the following types of Eligible Retirement Plans and/or as to the following Contribution Types: <br />© 2013 10 Security Financial Resources, Inc. <br />Eligible 457 Plan <br />28. TRUSTEE (Select all that apply; leave blank if not applicable.): <br />a. [ ] Individual Trustee(s) who serve as Trustee(s) over assets not subject to control by a corporate Trustee. <br />(Add additional Trustees <br />as necessary.) <br />Name(s) Title(s) <br />Address and Telephone number (Choose one of 1. or 2.): <br />1. [ ] Use Employer address and telephone number. <br />2. [ ] Use address and telephone number below: <br />Address: <br />Street <br />City State <br />Zip <br />Telephone: <br />b. [X] Corporate Trustee <br />Name: UMB Bank, n.a. c/o Security Benefit <br />Address: 30 Dan Road Suite 55976 <br />Street <br />Canton Massachusetts <br />02021 -2809 <br />City State <br />Zip <br />Telephone: _ (800) 747 -3942 <br />AND, the Corporate Trustee shall serve as: <br />C. [X] a Directed (nondiscretionary) Trustee over all Plan assets except for the following: <br />d. [ ] a Discretionary Trustee over all Plan assets except for the following: <br />29. PLAN LOANS (5.02(A)). The Plan permits or does not permit Participant Loans (Choose one of a. orb.): <br />a. [ ] Does not permit. <br />b. [X] Permitted pursuant to the Loan Policy. <br />30. ROLLOVER CONTRIBUTIONS (3.09). The Plan permits Rollover Contributions subject to approval by the Plan Administrator and <br />as further described below: <br />Who may roll over (Choose one of a. or b.): <br />a. [ ] Participants only. <br />b. [X] Eligible Employees or Participants. <br />Sources/Types. The Plan will accept a Rollover Contribution (Choose one of c. or d.): <br />C. [X] All. From any Eligible Retirement Plan and as to all Contribution Types eligible to be rolled into this Plan. <br />d. [ ] Limited. Only from the following types of Eligible Retirement Plans and/or as to the following Contribution Types: <br />© 2013 10 Security Financial Resources, Inc. <br />
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