Qualified Retirement Plans. When utilizing an MOIS Representative for your retirement plan, you retain the sole and exclusive responsibility to ensure all record keeping and any applicable tax reporting is being done. Pershing and MOIS will not conduct tax reporting in these instances. You may wish to engage the services of a third-party administrator and/or a tax advisor to assist you in this responsibility.
Appears in 3 contracts
Samples: Customer Agreement, Customer Agreement for Advisory Accounts, Customer Agreement
Qualified Retirement Plans. When utilizing an MOIS Representative for your retirement plan, you retain the sole and exclusive responsibility to ensure all record keeping and any applicable tax reporting is being done. Pershing and MOIS will not conduct tax reporting in these instances. You may wish to engage the services of a third-party third−party administrator and/or andƒor a tax advisor to assist you in this responsibility.
Appears in 1 contract
