Automatic Rollover Services Agreement Sample Contracts

AUTOMATIC ROLLOVER SERVICES AGREEMENT (Standard Stable Value GFIF Z123 (IPX))
Automatic Rollover Services Agreement • December 15th, 2023

This Automatic Rollover Services Agreement (“Agreement”), which includes and incorporates the terms of amendment(s) and exhibit(s), if any, attached hereto (“Agreement”) is between Inspira Financial Trust, LLC, an Illinois limited liability company (“Custodian”), and the undersigned plan fiduciary (“Plan Fiduciary”) which is the Plan Sponsor or the Plan Administrator (as that term is defined in Section 3(16) of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), or similar state law in the case of a plan not subject to ERISA), of the plan (“Plan”).

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