Retirement Services a. RETIREMENT PLAN TRANSFERS. Founders' personnel will ensure that retirement plan transfers are accomplished on a timely basis. Applications to request transfers will be reviewed to ensure that the application is in proper order before it is sent to the shareholders' custodian. A Founders representative will contact the shareholder with a personal note once the transfer arrives at Founders. Founders will maintain an updated list of the transfer requirements imposed by transfer agents. A Founders representative will contact the appropriate custodian to ensure that the custodian has received the transfer application and that the transfer occurs on a timely basis.
Retirement Services. Deferred Annuity Billing Statements
Retirement Services. Length of Program 12 13 This program is suspended for the duration of the contract.
Retirement Services. Annual Maintenance $30.00 per account Termination Fee $60.00 per event
Retirement Services. Fund your retirement while maximising your capital!
Retirement Services. Length of Program 12 13 This program will end June 30, 2015. 16 ARTICLE 10 18 EVALUATION 20 The purpose of the certified staff evaluation process is to mentor and promote professional 21 growth, enhance the quality of instruction, and assist the District in making personnel decisions. 22 Certified staff evaluations will be based on the Parkway Professional Learning and Evaluation 23 Model. A committee composed of equal numbers of certified staff selected by the Parkway NEA
Retirement Services. Owned HW Disposal/Trade-In • Disposal/trade-in of datacenter HW assets no longer deployed in the PP environment per PP disposal policy • Report on datacenter HW asset credits from disposal/trade-in • Existing Lease Returns / Extensions / Buy-outs • Execute asset returns, lease extensions, and/or lease buyouts based on PP lease end decisions • Report of expiring leases in subsequent year • Asset Decommission • Update asset allocation of decommissioned devices within Pace • Reporting • Asset Lifecycle Management Disposal/Trade-In Dashboard - Monthly/Quarterly
Retirement Services a. PROTOTYPE RETIREMENT PLANS. DSC's personnel will ensure that employers have all the necessary forms to administer their plans on prototype non-TRAC2000 retirement plan documents (TRAC2000 retirement plans are serviced on behalf of the Fund by a third party, pursuant to separate contract).
Retirement Services agrees to indemnify and hold harmless the Trust and each of its trustees, officers, employees, agents and each person, if any, who controls them within the meaning of the Securities Act of 1933, as amended (the "Securities Act"), against any losses, claims, damages, liabilities or expenses to which an indemnitee may become subject insofar as those losses, claims, damages, liabilities or expenses (or actions in respect thereof) arise out of or are based upon (i) any orders that are not timely transmitted by Retirement Services in accordance with Section 3 of this Agreement; (ii) Retirement Services's negligence or willful misconduct in performing the Services; (iii) any breach by Retirement Services of any material representation, warranty or covenant made in this Agreement; or (iv) any requests that are submitted by duly authorized representatives of Retirement Services on behalf of Accounts for transaction adjustments (including, but not limited to, the pricing of net purchases or net redemptions of Shares on an "as of" basis). Retirement Services will reimburse the indemnities for any legal or other expenses reasonably incurred, as incurred, by them in connection with investigating or defending such losses, claims or actions.
Retirement Services as agent of the Trust, shall accept from the Accounts orders for the purchase, exchange or redemption of Shares of the Funds (“Orders”) and shall transmit such Orders to the Trust or its designee. Retirement Services agrees that Orders derived from instructions received in proper form by Retirement Services prior to the Close of Trading on any given Business Day shall be processed that same evening and transmitted to the Trust or its designee by 9:00 a.m. Eastern Time on the next Business Day. Retirement Services agrees that payment for net purchases of Shares attributable to all orders executed for the Accounts shall be wired by Retirement Services or its designee on a T+1 basis to a custodial account designated by the Trust. Payment for net redemptions of Shares attributable to all orders executed for the Accounts on a given business day will be wired by the Trust, on the same business day such redemption orders are transmitted to the Trust or its designee no later than 5:00 p.m. Eastern Time, to a custodial account designated by Retirement Services. The Business Day on which instructions are received in proper form by Retirement Services by the Close of Trading will be the date as of which Shares will be purchased and redeemed as a result of such instructions. Instructions received in proper form by Retirement Services after the Close of Trading on any given Business Day shall be treated as if received on the next following Business Day. At the Trust’s instruction, Retirement Services will provide such instructions directly to the Trust’s transfer agent.
