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2013-052
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Last modified
10/29/2015 12:22:04 PM
Creation date
10/1/2015 5:11:36 AM
Metadata
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Template:
Official Documents
Official Document Type
Agreement
Approved Date
03/12/2013
Control Number
2013-052
Agenda Item Number
8.G
Entity Name
Nationwide Retirement Solutions
Subject
Nationwide Retirement 457 Loan Program
Supplemental fields
SmeadsoftID
11796
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$ 6 <br /> 010 13 - 05J10 <br /> DEFERRED COMPENSATION PROGRAM <br /> PARTICIPANT LOAN ADMINISTRATIVE PROCEDURES <br /> Nationwide Retirement Solutions , Inc. (" NRS") agrees to administer to the term of the Participant Loan <br /> Administrative Procedures as approved by the Sponsor of the Plan . The Sponsor is encouraged to <br /> consult with its legal advisors in determining whether the procedures identified herein are appropriate for <br /> its Plan . <br /> The Sponsor acknowledges that NRS may need to make changes from time4o-time to the administrative <br /> procedures set forth herein and may request amendments to the Plan documents to maintain compliance <br /> of the loan program with Internal Revenue Service guidelines. In such a case , NRS will provide you with <br /> timely notice of such changes as they become necessary. <br /> The following administrative procedures shall govern the making of loans from the Plan : <br /> 1 . Loan Administration . Sponsor delegates to NRS certain administrative duties regarding the <br /> administration of loans from the Plan , which are set forth herein and which may be modified by NRS upon <br /> timely notice to Sponsor. <br /> 2 . Loan Eligibility. Any Plan participant is eligible for a loan from the Plan . Each participant is entitled to <br /> one ( 1 ) loan at any time . In addition , a participant who has defaulted on a previous loan shall not be <br /> eligible for another loan from the Plan until all defaulted loans are repaid in full , including accrued interest <br /> and fees . <br /> 3 . Loan Application and Loan Agreement. In order to receive a loan from the Plan , an eligible <br /> participant must complete a loan application and return it to NRS . A loan application fee of $50 . 00* will <br /> be deducted from the participant's account(s) . Before a loan is issued , the participant must enter into a <br /> legally enforceable loan agreement as provided by NRS on behalf of the Plan . If the Sponsor permits <br /> loans for the purchase of the participant' s principal residence, the participant will be required to sign a <br /> primary residence certificate form and provide NRS with a copy of the contract or other documents <br /> relating to the acquisition of the dwelling unit. If the source for a single loan includes both the participant's <br /> deferred amounts and eligible rollover amounts , the participant will be required to complete a loan <br /> application and loan agreement for each account which will be treated as separate and distinct for all <br /> purposes herein except that they will be considered a single loan for purposes of Sections 2 , 6 , and 10 <br /> herein . <br /> 4 . Loan Repayment/Maximum Loan Term. Repayment of any loan made to a participant shall be made <br /> in a manner and pursuant to the terms set forth in loan agreement. The participant receiving a loan shall <br /> be required to furnish the information and authorization necessary to effectuate the foregoing payments <br /> prior to the commencement of a loan . The maximum term over which a loan may be repaid is five (5) <br /> years (fifteen ( 15) years if the Sponsor permits loans for the purchase of the participant's principal <br /> residence) . <br /> In the event that a participant elects to receive a distribution from the Plan (other than a distribution due to <br /> an unforeseeable emergency or other in-service withdrawal) at a time when such person has a Plan loan <br /> outstanding , the principal and any accrued interest with respect to such loan shall be taxable . <br /> 5 . Loan . Amortization . Each loan shall be amortized in substantially equal payments consisting of <br /> principal and interest during the term of the loan . Payments of principal and interest shall be made in a <br /> manner and pursuant to the terms set forth in the loan agreement on a monthly basis in equal amounts, <br /> except that the amount of the final payment may be higher or lower. Before the loan is made , the <br /> participant will be notified of the date on which the first payment will be deducted and the dates on which <br /> subsequent payments are due. <br /> ' These fees, rates, and minimums are subject to change by NRS upon reasonable notice to the Plan Sponsor. Loan <br /> fees will appear as administrative charges on Participant Statements. NRN4445AO-1011 <br /> I <br />
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