Common use of Third Party Administrators for Defined Contribution Plans Clause in Contracts

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust may decide to make available to certain of its customers, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”).

Appears in 28 contracts

Samples: Transfer Agency and Service Agreement (Driehaus Mutual Funds), Transfer Agency and Service Agreement (Advisers Investment Trust), Transfer Agency and Service Agreement (Advisers Investment Trust)

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Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the "Program") pursuant to which the customers ("Employers") may adopt certain plans of deferred compensation ("Plan or Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended ("Code") and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “amended)(the "TPA(s)").

Appears in 26 contracts

Samples: Sub Transfer Agency and Service Agreement (American Skandia Advisor Funds Inc), Transfer Agency and Service Agreement (Legg Mason Investment Trust Inc), Transfer Agency and Service Agreement (Legg Mason Light Street Trust Inc)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”).

Appears in 12 contracts

Samples: Transfer Agency Agreement, Transfer Agency and Service Agreement (Cohen & Steers Real Assets Fund, Inc.), Transfer Agency and Service Agreement (Cohen & Steers Preferred Securities & Income Fund, Inc.)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust may decide to make available to certain of its customersemployers (“Employers”), a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) Employers may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”).

Appears in 8 contracts

Samples: Transfer Agency and Service Agreement (Allspring Variable Trust), Transfer Agency and Service Agreement (Allspring Funds Trust), Transfer Agency and Service Agreement (Allspring Variable Trust)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the amended)(the “TPA(s)”).

Appears in 6 contracts

Samples: Sub Transfer Agency and Service Agreement, Sub Transfer Agency and Service Agreement (Virtus Institutional Trust), Sub Transfer Agency and Service Agreement (Virtus Equity Trust)

Third Party Administrators for Defined Contribution Plans. 2.1 3.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the "Program") pursuant to which the customers ("Employers") may adopt certain plans of deferred compensation ("Plan or Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended ("Code") and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the "TPA(s)").

Appears in 4 contracts

Samples: Agency and Service Agreement (Nuveen Investment Trust), Transfer Agency and Service Agreement (Nuveen Investment Trust Ii), Agency and Service Agreement (Nuveen Municipal Trust/Ma)

Third Party Administrators for Defined Contribution Plans. 2.1 The A Trust may decide to make available to certain of its customers, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third third-party administrators (“TPAs”) which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”)amended.

Appears in 4 contracts

Samples: Transfer Agency Agreement, Transfer Agency and Service Agreement (Pimco Funds), Transfer Agency and Service Agreement (Pimco Variable Insurance Trust)

Third Party Administrators for Defined Contribution Plans. 2.1 3.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”).

Appears in 3 contracts

Samples: Service Agreement (Nuveen Investment Trust V), Service Agreement (Nuveen Managed Account Pooled Shares Trust), Service Agreement (Nuveen Investment Trust Ii)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust may decide to make available to certain of its customers, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third third-party administrators (“TPAs”) which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”)amended.

Appears in 3 contracts

Samples: Transfer Agency and Service Agreement (Pimco Variable Insurance Trust), Transfer Agency and Service Agreement (Pimco Funds), Fees and Expenses (Pimco Funds)

Third Party Administrators for Defined Contribution Plans. 2.1 The A Trust may decide to make available to certain of its customersinvestors, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) investors may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third third-party administrators (“TPAs”) which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”)amended.

Appears in 3 contracts

Samples: Transfer Agency and Service Agreement, Transfer Agency and Service Agreement (PIMCO Managed Accounts Trust), Transfer Agency and Service Agreement (Pimco Funds)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the "Program") pursuant to which the customers ("Employers") may adopt certain plans of deferred compensation ("Plan or Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended ("Code") and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended amended) (the "TPA(s)").

Appears in 3 contracts

Samples: Transfer Agency and Service Agreement (Wells Fargo Variable Trust), Transfer Agency and Service Agreement (Wells Fargo Funds Trust), Transfer Agency and Service Agreement (Pimco Funds Multi Manager Series)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the "Program") pursuant to which the customers ("Employers") may adopt certain plans of deferred compensation or profit sharing ("Plan or Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended ("Code") and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the "TPA(s)").

Appears in 2 contracts

Samples: Transfer Agency and Service Agreement (Artisan Funds Inc), Transfer Agency and Service Agreement (Artisan Funds Inc)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust may decide to make available to certain of its customers, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) may adopt certain employee benefit plans of deferred compensation (“Plan Plan” or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”).

Appears in 2 contracts

Samples: Transfer Agency and Service Agreement (Ashmore Funds), Transfer Agency and Service Agreement (Ashmore Funds)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the "Program") pursuant to which the customers ("Employers") may adopt certain plans of deferred compensation ("Plan or Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended ("Code") and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the "TPA(s)").. In accordance with the procedures established in the initial Schedule 2.1 entitled "Third Party Administrator Procedures", as may be amended by the Transfer Agent and the Fund from time to time ("Schedule 2.1"), the Transfer Agent shall:

Appears in 2 contracts

Samples: Transfer Agency and Service Agreement (CGM Capital Development Fund), Agency and Service Agreement (CGM Trust)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Funds may decide to make available to certain of its their customers, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”).

Appears in 2 contracts

Samples: Agency and Service Agreement (AARP Funds), Agency and Service Agreement (AARP Funds)

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Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the "Program") pursuant to which the customers ("Employers") may adopt certain plans of deferred compensation or other retirement plans ("Plan or Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended ("Code") and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the "TPA(s)").

Appears in 2 contracts

Samples: Transfer Agency and Service Agreement (Wanger Advisors Trust), Transfer Agency and Service Agreement (Acorn Investment Trust)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the "Program") pursuant to which the customers ("Employers") may adopt certain plans of deferred compensation ("Plan or Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified under Section 401(a401 (a) of the Internal Revenue Code of 1986, as amended ("Code") and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the "TPA(s)").

Appears in 2 contracts

Samples: Transfer Agency and Service Agreement (Excelsior Funds Inc), Transfer Agency and Service Agreement (Cohen & Steers Realty Shares Inc)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Administrator, on behalf of the Trust, may decide to make available to certain of its the Trust's customers, a qualified plan program (the "Program") pursuant to which the customers ("Employers") may adopt certain plans of deferred compensation ("Plan or Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended ("Code") and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(samended)(the"TPA(s)").

Appears in 1 contract

Samples: Transfer Agency and Service Agreement (Pimco Funds Multi Manager Series)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Company may decide to make available to certain of its customers, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third party administrators (the “TPA(s)”) which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”)amended.

Appears in 1 contract

Samples: Transfer Agency and Service Agreement (Harding Loevner Funds Inc)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the "Program") pursuant to which the customers ("Employers") may adopt certain plans of deferred compensation (“Plan "Plan" or "Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified under Section 401(a401 (a) of the Internal Revenue Code of 1986, as amended ("Code") and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended amended) (the "TPA(s)").

Appears in 1 contract

Samples: Transfer Agency and Service Agreement (Nomura Pacific Basin Fund Inc)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust may decide to make available to certain of its customers, a a. qualified plan program (the “Program”) pursuant to which the customers (“Employers”) may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a401 (a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”).

Appears in 1 contract

Samples: Transfer Agency and Service Agreement (Asset Management Fund)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust may decide to make these shares available to certain of its customers, a qualified plan program ' (the “Program”"Employers") pursuant to which the customers (“Employers”) may adopt certain plans of deferred compensation plans ("Plan or Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified established under Section Sections 401(a), 403(b) or 457 of the Internal Revenue Code of 1986, as amended ("Code”) and "). These Plans may be administered by third party administrators which may or may not be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “amended)(the "TPA(s)").

Appears in 1 contract

Samples: Sub Transfer Agency and Service Agreement (Orchard Series Fund)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customersinvestors, a qualified plan program (the “Program”) pursuant to which the customers (“Employers”) investors may adopt certain plans of deferred compensation (“Plan or Plans”) for the benefit of the individual Plan participant (the “Plan Participant”), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended (“Code”) and administered by third third-party administrators (“TPAs”) which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended (the “TPA(s)”)amended.

Appears in 1 contract

Samples: Transfer Agency and Service Agreement (Allianz Global Investors Managed Accounts Trust)

Third Party Administrators for Defined Contribution Plans. 2.1 The Trust Fund may decide to make available to certain of its customers, a qualified plan program (the "Program") pursuant to which the customers ("Employers") may adopt certain plans of deferred compensation (“Plan "Plan" or "Plans") for the benefit of the individual Plan participant (the "Plan Participant"), such Plan(s) being qualified under Section 401(a) of the Internal Revenue Code of 1986, as amended ("Code") and administered by third party administrators which may be plan administrators as defined in the Employee Retirement Income Security Act of 1974, as amended amended) (the "TPA(s)").

Appears in 1 contract

Samples: Transfer Agency and Service Agreement (William Blair Funds)

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