Common use of Retirement Services Clause in Contracts

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. 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.. b.

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 confirmation of the transfer arrives at Founderswill be sent to the shareholder. 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.