Final Participant Valuation. Send to the successor service provider, at a mutually agreed upon date, reports of all historical files, documents and records necessary for the continuing administration and recordkeeping of the Plan in electronic form (where available) and/or paper form (“Final Participant Valuation”). As of the Effective Date, the Final Participant Valuation includes: a. Current Participant indicative and financial data b. Participant level reports c. Plan level totals d. Investment valuation statement e. Employee loan status report
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Samples: Retirement Plan Administrative and Investment Services Agreement, Retirement Plan Administrative and Investment Services Agreement, Retirement Plan Administrative and Investment Services Agreement
Final Participant Valuation. Send to the successor service provider, at a mutually agreed upon date, reports of all historical files, documents and records necessary for the continuing administration and recordkeeping of the Plan in electronic form (where available) and/or paper form (“Final Participant Valuation”). As of the Effective Date, the Final Participant Valuation includes:
a. Current Participant participant indicative and financial data
b. Participant level reports
c. Plan level totals d. Investment valuation statement e. Employee loan status report
Appears in 1 contract
Final Participant Valuation. Send to the successor service provider, at a mutually agreed upon date, reports of all historical files, documents and records necessary for the continuing administration and recordkeeping of the Plan in electronic form (where available) and/or paper form (“Final Participant Valuation”). As of the Effective Date, the Final Participant Valuation includes:
a. Current Participant indicative and financial data
b. Participant level reports
c. Plan level totals d. Investment valuation statement e. Employee loan status report
Appears in 1 contract
