Retirement or Employee Benefit Plan Accounts. If Client is not subject to the Federal Employee Retirement Income Securities Act of 1974, as amended (hereinafter “ERISA”), as of the date of this Agreement, and at all times during the term of this Agreement, less than twenty-five percent of the Account(s) assets are and will be assets of “employee benefit plans” within the meaning of ERISA. If Client is subject to ERISA or in an owner only retirement plan or Account:
Appears in 14 contracts
Samples: Management Group Relationship Agreement, Management Group Relationship Agreement, Management Group Relationship Agreement
