Retirement Plan Services. A. Fund sponsored IRAs offered using Semper Trust Company as custodian. Services include: 1. Contribution processing
Appears in 2 contracts
Samples: Investment Company Services Agreement (Chapman Funds Inc), Investment Company Services Agreement (Matthews International Funds)
Retirement Plan Services. A. 1. Fund sponsored IRAs offered using Semper Trust Company as custodian. Services include: 1. a. Contribution processingprocessing b. Distribution processing c. Apply rollover transactions d. Process Transfer of Assets e. Letters of Acceptance to prior custodians f. Notify IRA xxxders of 70-1/2 requirements g. Calculate Required Minimum Distributions (RMD)
Appears in 1 contract
Samples: Services Agreement (Roulston Funds)
Retirement Plan Services. A. 1. Fund sponsored IRAs offered using Semper Trust Company as custodian. Services include: 1. :
a. Contribution processing
b. Distribution processing c. Apply rollover transactions d. Process Transfer of Assets e. Letters of Acceptance to prior custodians f. Notify XXX holders of 70 1/2 requirements g. Calculate Required Minimum Distributions (RMD)
Appears in 1 contract
Samples: Transfer Agent Services Agreement (Govett Funds Inc)
