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DOCUMENT TITLE:
TRUST AGREEMENT
.
ACTIONS:
Here are the clause headings in the document. To view the clause, click the clause heading.To view the full document, click the "View Document" button.
Clause Heading
(a) - Establishment.
(b) - Grantor Trust.
(c) - Trust Assets.
(d) - Non-Assignment.
Section 3. - Payments to Sponsor.
(a) - Directions from Administrator.
(b) - Limitations.
(a) - Selection of Investment Options.
(b) - Available Investment Options.
(c) - Investment Directions.
(d) - Unfunded Status of Plan
(e) - Mutual Funds.
(i) - Execution of Purchases and Sales.
(ii) - Voting.
(f) - Trustee Powers.
(a) - General.
(b) - Accounts.
(c) - Inspection and Audit.
(d) - Notice of Plan Amendment.
(e) - Returns, Reports and Information.
Section 7. - Compensation and Expenses.
(a) - Identity of the Sponsor and the Administrator.
(c) - Directions from Participants.
(d) - Indemnification.
(e) - Survival.
(a) - Resignation and Removal.
(b) - Termination.
(c) - Notice Period.
(d) - Transition Assistance.
(e) - Failure to Appoint Successor.
(a) - Appointment.
(b) - Acceptance.
(c) - Corporate Action.
Section 11. - Resignation, Removal, and Termination Notices.
Section 12. - Duration.
Section 13. - Insolvency of Sponsor.
Section 14. - Amendment or Modification.
Section 15. - Electronic Services.
Section 16. - Assignment.
Section 17. - Force Majeure.
(a) - Confidential Information.
(b) - Ownership of Information/Safeguarding Information.
(c) - Return of Information.
(d) - Exceptions to Confidential Treatment.
(e) - No Duty to Disclose.
(f) - Personal Data.
(i) - Foreign Data Protection Laws.
(a) - Performance by Trustee, its Agents or Affiliates.
(b) - Entire Agreement.
(c) - Waiver.
(d) - Successors and Assigns.
(e) - Partial Invalidity.
(f) - Section Headings.
(g) - Survival.
Section 20. - Situs of Trust Assets.
(a) - Massachusetts Law Controls.
(b) - Trust Agreement Controls.