10 Pa. Code § 15.3 - Contents of Plan
The Plan filed by institutions in accordance with § 15.2 (relating to plan to be filed by institutions) shall contain provisions relating to the following:
(1) Investment powers of the institution with
respect to the fund.
(2) Allocation
of income, profits and losses.
(3)
Terms and conditions governing the admission or withdrawal of participations in
the fund.
(4) Basis and method of
valuing assets in the fund.
(5)
Period following each valuation date during which the valuation may be
made.
(6) Basis upon which the fund
may be terminated.
(7) Auditing of
accounts of the institution with respect to the fund.
(8) Other matters as may be necessary to
define clearly the rights of participants in the fund.
Notes
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