Investment Advisor and Consultant Agreement Sample Contracts

INVESTMENT ADVISOR AND CONSULTANT AGREEMENT
Investment Advisor and Consultant Agreement • January 26th, 2021 • Florida

WHEREAS, the City has adopted and maintains a Governmental Money Purchase Plan & Trust Plan for all employees who elect to participate (Plan No. 107658), administered by International City Management Association (ICMA) Retirement Corporation in accordance with Section 401(a) of the Internal Revenue Code, established by Resolution No. 01-87 and amended most recently by Resolution No. 01-87-16-A (Employee 401 Plan); and

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INVESTMENT ADVISOR AND CONSULTANT AGREEMENT
Investment Advisor and Consultant Agreement • February 16th, 2023 • Florida

WHEREAS, the City has adopted and maintains a Governmental Money Purchase Plan & Trust Plan for all employees who elect to participate (Plan No. 107658), administered by MissionSquare Retirement Corporation (MissionSquare Retirement) in accordance with Section 401(a) of the Internal Revenue Code, established by Resolution No. 01-87 and amended most recently by Resolution No. 17-12-22-A (Employee 401 Plan); and

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