Examples of Recordkeeping services in a sentence
Recordkeeping services for the Self-Directed Brokerage were provided by 12 13 Defendant SRPS to the Plan at all relevant times.
Recordkeeping services, including processing transactions such as rollovers, are among the many services offered by 401(k) plan service providers.
Recordkeeping services are performed through the TIAA home office.
Recordkeeping services or brokerage services provided to a covered plan that is an individual account plan, as defined in section 3(34) of the Act, and that permits participants or beneficiaries to direct the investment of their accounts, if one or more designated investment alternatives will be made available (e.g., through a platform or similar mechanism) in connection with such recordkeeping services or brokerage services.
Recordkeeping services for a qualified retirement plan, like the AW Plan, are essentially fixed and largely automated.