N.H. Admin. Code § Csp 304.02

Current through Register No. 50, December 12, 2024
Section Csp 304.02 - Determinations Reserved for Commission Action

All determinations set forth below shall be made by the trustee only upon approval of the commission in accordance with Csp 102:

(a) Establishing or amending the trust documents;
(b) Designing the marketing and promotional program for the plan;
(c) Designing all trademarks, service marks, trade names and other promotional indications for the plan;
(d) Selection of the investment vehicles for the plan;
(e) Selection of any private vendor to provide services to the plan;
(f) Establishing or amending any agreement between the trust and any private vendor;
(g) Designing any program to expend general funds held by the trust that are not held for the benefit of a designated beneficiary;
(h) Resolving any dispute concerning an interpretation of the terms of the trust documents that arise between the trustee and a participant or a designated beneficiary;
(i) Authorizing the payment of assessment proceeds to the treasurer to reimburse the treasurer for costs and expenses incurred as trustee; and
(j) Using any funds that the trustee determines are not required for the administration and operation of the trust.

N.H. Admin. Code § Csp 304.02

#7083, eff 8-26-99, EXPIRED: 8-26-07

New. #9585, eff 11-2-09

Amended by Volume XXXVI Number 23, Filed June 9, 2016, Proposed by #11097, Effective 5/17/2016, Expires 5/17/2026.
Amended by Volume XLII Number 2, Filed January 13, 2022, Proposed by #13302, Effective 12/10/2021, Expires 12/10/2031