Retiree Supplementary Health Care and Dental Coverage (ARTA Benefit Plan Sample Clauses

Retiree Supplementary Health Care and Dental Coverage (ARTA Benefit Plan. (a) The Employer agrees to take all necessary steps to facilitate the enrollment of retired Employees on the Alberta Retired Teachers’ Association (ARTA) Benefit Plan for supplemental health care and dental coverage, including: (i) obtaining all relevant information from the ARTA Benefit Plan and sharing the information with the Union. (ii) working with the ARTA to develop information materials for retired and retiring Employees. (iii) providing retiring Employees with the information to facilitate their enrollment on the ARTA Benefit Plan. (b) Enrolment in the ARTA Benefit Plan will be subject to the terms and conditions of the ARTA Benefit Plan. (c) The Employer and the Union will post the information for retired and retiring Employees on their websites. (d) All retired and retiring Employees wishing to access the ARTA Benefit Plan must become ARTA members. (e) The premiums for retiree supplementary health care and dental coverage shall be paid 100% by the retiree.
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Retiree Supplementary Health Care and Dental Coverage (ARTA Benefit Plan. (a) The Employer agrees to take all necessary steps to facilitate the enrollment of retired Employees on the Alberta Retired Teachers’ Association (ARTA) Benefit Plan for supplemental health care and dental coverage, including: (i) obtaining all relevant information from the ARTA Benefit Plan and sharing the information with the Union. (ii) working with the ARTA to develop information materials for retired and retiring Employees. (iii) providing retiring Employees with the information to facilitate their enrollment on the ARTA Benefit Plan.
Sample 1

Related to Retiree Supplementary Health Care and Dental Coverage (ARTA Benefit Plan

  • Retirement Plans (a) In connection with the individual retirement accounts, simplified employee pension plans, rollover individual retirement plans, educational IRAs and XXXX individual retirement accounts (“XXX Plans”), 403(b) Plans and money purchase and profit sharing plans (“Qualified Plans”) (collectively, the “Retirement Plans”) within the meaning of Section 408 of the Internal Revenue Code of 1986, as amended (the “Code”) sponsored by a Fund for which contributions of the Fund’s shareholders (the “Participants”) are invested solely in Shares of the Fund, Transfer Agent shall provide the following administrative services: (i) Establish a record of types and reasons for distributions (i.e., attainment of eligible withdrawal age, disability, death, return of excess contributions, etc.); (ii) Record method of distribution requested and/or made; (iii) Receive and process designation of beneficiary forms requests; (iv) Examine and process requests for direct transfers between custodians/trustees, transfer and pay over to the successor assets in the account and records pertaining thereto as requested; (v) Prepare any annual reports or returns required to be prepared and/or filed by a custodian of a Retirement Plan, including, but not limited to, an annual fair market value report, Forms 1099R and 5498; and file same with the IRS and provide same to Participant/Beneficiary, as applicable; and (vi) Perform applicable federal withholding and send Participants/Beneficiaries an annual TEFRA notice regarding required federal tax withholding. (b) Transfer Agent shall arrange for PFPC Trust Company to serve as custodian for the Retirement Plans sponsored by a Fund. (c) With respect to the Retirement Plans, Transfer Agent shall provide each Fund with the associated Retirement Plan documents for use by the Fund and Transfer Agent shall be responsible for the maintenance of such documents in compliance with all applicable provisions of the Code and the regulations promulgated thereunder.

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