Common Contracts

Retirement Plan Advisory Services

Retirement Plan Advisory Services Agreement • March 27th, 2019 • New York

• Contract Type
  Retirement Plan Advisory Services Agreement
• Filed
  March 27th, 2019
• Jurisdiction
  New York

This Agreement (the “Agreement”) is made by and between Florian Financial Group LLC (“Adviser”) and the plan sponsor (“Plan Sponsor”) and, if other than Plan Sponsor, the fiduciary (the “Client”) of the tax qualified retirement plan (“Plan”), all of which are identified in Section 1 of this Agreement.