Investment-Only Account & Recordkeeping Agreement Sample Contracts

INVESTMENT-ONLY ACCOUNT & RECORDKEEPING AGREEMENT FOR
Investment-Only Account & Recordkeeping Agreement • April 27th, 2023 • Kansas

This agreement (“Agreement”) is made effective as of , 2023 (“Effective Date”) by and between the City of Overland Park, KS (“Client”), The International City Management Association Retirement Corporation D/B/A MissionSquare Retirement (“MissionSquare”) and Empower Annuity Insurance Company of America(“Empower Retirement”) (collectively “Parties”) governs the investment- only account in the PLUS Fund established by Client to facilitate investment of assets of the Client 401(a) Municipal Employees Pension Plan (“Plan”) in the PLUS Fund.

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