Common Contracts

1 similar Retirement Savings Plan Agreement contracts

Agreement Under The Province of Newfoundland and Labrador Pension Benefits Act, 1997 for Transfers to a LOCKED-IN RETIREMENT ACCOUNT (LIRA)
Retirement Savings Plan Agreement • October 22nd, 2024

Whereas the undersigned Annuitant has applied for a retirement savings plan (the “Plan") with Concentra Trust (the “Trustee”) to receive and hold those funds in accordance with the Pension Benefits Act, 1997 (Newfoundland and Labrador) (the “Act") and the Pension Benefits Act Regulations (Newfoundland and Labrador) (the “Regulations"), as both may be amended from time to time.

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