IRS Plan Approval. The agreement used to establish your XXX has been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 2 contracts
Samples: Client Relationship Agreement, Client Relationship Agreement
IRS Plan Approval. The agreement used to establish your this SIMPLE XXX has been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
IRS Plan Approval. The agreement Agreement used to establish your this SIMPLE XXX has been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 1 contract
Samples: Simple Ira Plan Agreement