Common Contracts

Edward Jones Retirement Plan Services Agreement

Retirement Plan Services Agreement • March 8th, 2021 • Missouri

• Contract Type
  Retirement Plan Services Agreement
• Filed
  March 8th, 2021
• Jurisdiction
  Missouri

This Retirement Plan Services Agreement (the “Agreement”) constitutes a binding investment advisory contract between Edward D. Jones & Co., L.P. (“Edward Jones”) and the plan sponsor (the “Plan Sponsor”) of the employee benefit plan subject to the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), named herein (the “Plan”) in order to retain Edward Jones to provide the services described in this Agreement. The effective date (“Effective Date”) of this Agreement is when Edward Jones accepts your signed Agreement. Edward Jones will not accept the Agreement unless the Plan Sponsor appoints an Edward Jones-approved platform provider (“Platform Provider”) and Independent Investment Fiduciary (defined below) in conformity with the requirements of Appendix A(1) or Appendix B(1), as applicable.