Common Contracts
1 similar null contracts
ERISA FIDUCIARY 3(21) INVESTMENT ADVISORY AGREEMENTIllinois • October 12th, 2020
This IRON Fiduciary, an offering by Creative Planning, LLC ERISA Fiduciary 3(21) Investment Advisory Agreement and all appendices attached and incorporated by reference (collectively, the “Agreement”) sets forth the terms and conditions necessary for IRON Fiduciary ("IRON"), an offering by Creative Planning, LLC (“CP”) to provide specific services to the Employer/Plan Sponsor (the “Sponsor”) and the above- referenced, Participant-directed defined contribution retirement Plan described in the Retirement Plan Client Profile at Appendix A (the “Plan”). This Agreement is made effective as of the date it is signed by the Sponsor on behalf of the Plan (the “Effective Date”).
