DIVERSIFICATION REQUIREMENTS
01.Core Concepts
• Qualified Participant may force investment diversification within their account. • Qualified Participant: At least age 55, and Completed 10 years of participation in the plan • May diversify: • Up to 25% (cumulative) for the first five years of the qualified election period, and • 50% during their sixth and final year Diversification % Election Period 25% Year 1 25% Year 2 25% Year 3 25% Year 4 25% Year 5 50% Year 6